How to Set Up Service Categories in GoHighLevel
If you use ClickUp for project management and GoHighLevel for client operations, keeping your services organized is essential. In GoHighLevel, service categories help you group related services so clients can easily find what they need when booking appointments or exploring your offerings.
This step-by-step guide walks you through exactly how to create and manage service categories in GoHighLevel, so your booking experience stays clean, clear, and user-friendly.
What Are Service Categories in GoHighLevel?
Service categories in GoHighLevel are labels you use to group similar services together. They are especially useful when you offer multiple types of appointments or products inside the same location or calendar system.
Common examples of service categories include:
- Consulting or strategy sessions
- Sales calls or demos
- Onboarding or training sessions
- Support or follow-up calls
When set up correctly, categories in GoHighLevel make your booking flow easier to navigate for both you and your clients, reducing confusion and saving time.
Accessing the Services Section in GoHighLevel
Before you can manage categories, you must first open the services area inside your GoHighLevel account. Follow these steps to get started:
- Log in to your GoHighLevel account with the correct user credentials.
- Select the appropriate Sub-account/Location where your services are configured.
- Navigate to the menu where your Services or Calendars are listed, depending on your exact interface version.
Once you are in the services area, you will see the existing services and the related controls for managing service details, including categories.
How to Create Categories in GoHighLevel Services
To add structure to your booking system, you will create one or more categories in GoHighLevel and then assign services to them. Use the following steps as a clear, repeatable process.
Step 1: Open the Category Management Area in GoHighLevel
Inside the services section, look for a way to manage categories. The exact label may vary slightly, but you will typically find an option similar to:
- Categories
- Manage Categories
- Service Categories
Click the option that allows you to view and edit categories in your GoHighLevel location.
Step 2: Add a New Category in GoHighLevel
With the category management panel open, follow these steps:
- Click the Add Category or New Category button.
- Enter a Category Name that clearly describes the type of services, such as Consulting, Coaching Calls, or Website Audits.
- Optionally, enter a short Description to clarify what belongs in this category. This helps you stay consistent as you add more services later.
- Save the new category to finalize it inside GoHighLevel.
The new category will now appear in your list, ready for you to use with any relevant services.
Step 3: Assign Services to Categories in GoHighLevel
After creating your categories, the next step is to associate existing services with the correct category. To do this:
- Return to the main Services list in GoHighLevel.
- Click on a specific service you want to organize.
- Locate the Category dropdown or field in the service settings.
- Select the appropriate category you just created.
- Save the service.
Repeat this process for all related services so each one is placed into the most suitable category within your GoHighLevel account.
Best Practices for Organizing GoHighLevel Service Categories
Thoughtful planning of your category structure will prevent confusion later as you scale your services. Consider these best practices when naming and organizing categories in GoHighLevel:
- Keep names simple and descriptive so team members and clients can understand them at a glance.
- Avoid overly granular categories; use broader groups unless you have a large catalog of services.
- Match categories to your funnel, such as Discovery, Strategy, and Fulfillment.
- Stay consistent across tools so categories in GoHighLevel align with how you organize tasks and projects in platforms like ClickUp.
The goal is a clean structure that reflects your actual business model and is easy to maintain.
Editing or Deleting Categories in GoHighLevel
Over time, your offerings may change, and you might need to rename, update, or remove categories in GoHighLevel. You can typically manage this directly from the same category panel you used to create them.
How to Edit a Category
- Open the Categories management area in GoHighLevel.
- Locate the category you want to modify.
- Click the Edit icon or link next to that category.
- Update the name or description so it reflects your current services.
- Save your changes.
Renaming categories helps you keep your GoHighLevel account aligned with new offers, without rebuilding your entire services list.
How to Delete a Category
If a category is no longer needed, you can remove it. Before deleting any category, confirm that services assigned to it are either no longer in use or will be moved to a new category.
- In the Categories panel, find the category you want to delete.
- Click the Delete or Trash icon.
- Confirm the deletion when prompted.
After deletion, review your services list in GoHighLevel to ensure no important services were left without a suitable category.
Why Service Categories Matter in GoHighLevel
Well-structured categories are more than simple labels. They influence how easy it is to manage and scale your operations in GoHighLevel.
Key benefits include:
- Faster navigation for team members configuring calendars and automations.
- Clearer booking flows for clients, reducing friction and confusion.
- Better reporting and insight by grouping services based on purpose or stage in the customer journey.
- Easier scaling when adding new services because your framework is already organized.
When combined with a strong project management setup in tools like ClickUp and a strategic funnel design, your category system in GoHighLevel becomes a key part of delivering a smooth client experience.
Additional Resources for GoHighLevel Service Categories
For more detailed, platform-specific visuals, workflows, and the latest interface updates related to service categories in GoHighLevel, you can review the official documentation here:
Official GoHighLevel Categories in Services Guide
If you are looking for strategic help setting up GoHighLevel along with broader funnel, automation, and systems design, you can also explore expert consulting services at Consultevo.
By following the steps in this guide and aligning your service categories with your overall business structure, you will keep your GoHighLevel environment clean, scalable, and ready to support long-term growth.
Need Help With ClickUp?
If you want expert help building, automating, or scaling your GHL , work with ConsultEvo — trusted GoHighLevel Partners.
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