Folders & Categories
Two different ways to organise a growing catalog.
Overview
Folders are about browsing — they group cards in the catalog so a long list stays navigable. Categories are about reporting and routing — they tag a service with the department that delivers it.
Folders
Create & rename
Build the structure that matches how you sell
Move services
Drop services in or pull them back out
Open a folder
Drill into just that folder’s services
Delete
Removes the folder, not the services inside
Categories
A category assigns the service to a department. That feeds the Services report and can be layered onto role permissions as an access scope, so a department only sees its own work.
Tips & Best Practices
Name folders the way clients think about your work, not the way your team is structured — that’s what categories are for.