Clientish Documents
Step-by-step guides for every module, from your first workspace to proposals, billing, support and automation.
Service Folders and Categories
Keep your catalog tidy with folders, and group what you sell with categories.
Folders keep your Services page tidy. Categories group what you sell and are required on every service.
Overview
This guide explains both and how to manage them.
Who Can Access
Team members need Manage Service Folders for folders.
Folders
Create a folder
On the Services page, click New Folder, enter the Folder Name and save. Use the folder’s ⋮ to rename or delete it.
Put services in it
Tick services on the main list and choose Move to the folder in the bulk menu, or open the folder and click Add service.
Open the folder
Click the folder card. It shows its services with All, Active and Draft tabs, and how many orders they have.
Folders are only for you; clients never see them. Deleting a folder moves its services back to the main list. Services in a folder don’t appear on the main list.
Categories
Manage categories
Go to Settings → Service Categories and click Add Category. Each card shows how many services use it.
Use them
Every service needs a Category. Filter the Services page by category. If you limit team roles by department, a member’s department decides which category they can use.
A category that is in use can’t be deleted until you move its services and team members.