Create Categories
In InFlo, you have complete control over your categories, enabling you to organize and segment information effectively. This not only enhances your customers’ online booking and shopping experience by making it more intuitive but also streamlines internal processes for your staff, ensuring efficiency and clarity.
To access this feature, use the search bar in the top banner and look for “Categories”
Create Supplier Categories
Categorize suppliers to streamline procurement and vendor management.
- Click Create
- Input Basic Category Details
| Option | Description |
| * Name | Name of the supplier category. Enable the multi-language feature to allow your staff to view this information in their preferred language. |
| * Description | Add a description for the supplier category. Only visible on this screen. |
* Denotes required input.
- Click Save
Create Product Categories
Organize and classify your products for easier management and navigation. Your customers can also use it to help them shop on the customer website.
1. Click Create
2. Input Basic Category Details
| Option | Description |
| * Name | Name of the product category. You will then be able to choose this category in your product’s details. Enable the multi-language feature to allow your staff and customers to view this information in two different languages |
| * Description | Add a description for the product category. Only visible on this screen. |
* Denotes required input.
3. Click Save
Create Supply Categories
Group and manage supplies based on type, function, or location. You can then use these categories to simplify and quicken your inventory management.
1. Click Create
2. Input Basic Category Details
| Option | Description |
| * Name | Name of the supply category. You will then be able to choose this category in your supply details. Enable the multi-language feature to allow your staff to view this information in two different languages |
| * Description | Add a description for the supply category. Only visible on this screen. |
* Denotes required input.
3. Click Save
Create Service Categories
Organize services into categories for better organization and service discovery. If applicable, your customers will be able to view these categories when booking and/or shopping for your services.
- Click Create
- Input Basic Category Details
| Option | Description |
| * Name | Name of the service category. You will then be able to choose this category in your service’s details. Enable the multi-language feature to allow your staff and customers to view this information in two different languages |
| * Description | Add a description for the service category. Only visible on this screen. |
* Denotes required input.
- Click Save
Create Service Specials Categories
Organize service specials into categories for better organization and service discovery. If applicable, your customers will be able to view these categories when booking and/or shopping for your services.
- Click Create
- Input Basic Category Details
| Option | Description |
| * Name | Name of the service category. You will then be able to choose this category in your service’s details. Enable the multi-language feature to allow your staff and customers to view this information in two different languages |
| * Description | Add a description for the service category. Only visible on this screen. |
* Denotes required input.
- Click Save
Create a Package Categories
Group packages into categories to simplify organization and sales. If applicable, your customers will be able to view these categories when shopping for your packages.
- Click Create
- Input Basic Category Details
| Option | Description |
| * Name | Name of the package category. You will then be able to choose this category in your package’s details. Enable the multi-language feature to allow your staff and customers to view this information in two different languages |
| * Description | Add a description for the package category. Only visible in this screen. |
* Denotes required input.
- Click Save
Related Information
Create Package Specials Categories
Organize services into categories for better organization and service discovery. If applicable, your customers will be able to view these categories when booking and/or shopping for your services.
- Click Create
- Input Basic Category Details
| Option | Description |
| * Name | Name of the service category. You will then be able to choose this category in your service’s details. Enable the multi-language feature to allow your staff and customers to view this information in two different languages |
| * Description | Add a description for the service category. Only visible on this screen. |
* Denotes required input.
- Click Save
Create Dynamic Tag Categories
Use these categories to segment what dynamic tag data customers can view and what employees manage. Dynamic tag categories can distinguish purposes like tracking health (e.g., symptoms, conditions like bloating or high blood pressure) or marketing tags (e.g., “good results”) to enable targeted communication for your marketing efforts.
1. Click Create
2. Input Basic Category Details
| Option | Description |
| * Name | Name of the dynamic tag category. You will then be able to choose this category when creating a dynamic tag.. Enable the multi-language feature to allow your staff to view this information in two different languages |
| * Description | Add a description for the dynamic tag category. Only visible on this screen. |
* Denotes required input.
3. Finalize Additional Settings
| Slider | Description |
| Show Employee | When turned on, authorized employees can view this category and its tags in the provider app. |
| Show Customer Profile | When turned on, authorized employees can view this category and its tags in the customer’s profile. |
| Show Customer | When turned on, your customer can view this category and its tags in their Customer app. |
- Click Save
Create Goals Categories
Organize into categories to help customers quickly find and select their goals by browsing relevant categories that match their objectives.
1. Click Create
2. Input Basic Category Details
| Option | Description |
| * Name | Name of the goal category. You will then be able to choose this category in your goal’s details. Enable the multi-language feature to allow your staff and customers to view this information in two different languages |
| * Description | Add a description for the goal category. Only visible on this screen. |
* Denotes required input.
3. Click Save
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