Note: Both words (Category and Location) in this menu may have been changed by your admin in Application Settings > Labels.
Tip: be careful to go through each Location individually if you have more than one Location.
- Swap between Locations in the dropdown menu to set which Categories are available at each Location
- Click “Add Category” to create new Categories.
- Each Location must have at least one Category
- Different Locations can include some or all of your Categories
Steps in our Walkthrough Setup
Step 1 - Select Add Service
Step 2 - Fill in the Service name as Accounting and click save
Step 3 - Be sure the dropdown is set to Main Office and tick the check box for Accounting
Go to Step 4. Resources