When you add an offer type, you have to pick a service category (e.g. checkup, filling, dental crown, emergency). The category does two important things: it puts the offer in front of the right patients in marketplace search, and it can supply pre-written templates for the Inclusions and Terms fields.
Why the service category matters for search
Patients search the marketplace by service ("dental crown in Bondi"), not by your offer name. The service category links your offer to those searches. Picking the wrong category means patients searching for that service won't find you.
The "Use template" button
Some service categories have an inclusions template and a terms template. When you select a category that has them, you'll see a Use template button next to the Inclusions or Terms field.
Click Use template to load the pre-written wording into the field. From there you can:
- Keep it as-is
- Edit specific lines to suit your practice
- Replace it entirely
If the field already contains text and you click Use template, the portal shows a warning:
Replace current text? This will overwrite what you've entered with the category's template text. This can't be undone.
Confirm to replace, or cancel to keep what you have.
When to use templates
Templates exist because most offers in the same category have similar inclusions and terms. They:
- Save you time
- Help you avoid forgetting common things (e.g. listing what's not included)
- Set expectations consistent with what other practices on the marketplace are offering
When to write your own
If your offer is genuinely different — for example, you include extras others don't, or your terms are unusual — write your own. Templates are a starting point, not a rule.
Tips & things to watch for
- Picking the wrong service category is one of the most common mistakes. Spend a moment getting it right when adding the offer.
- If you change the service category later, the template button updates to reflect the new category — but your existing inclusions/terms text stays unchanged. You can replace it with the new category's template if you want.
- Categories without templates simply don't show the Use template button.
Comments
0 comments
Please sign in to leave a comment.