[Improvement] Sort Retail vs Services sales using category rollups

[#1]

Hi sellers! 👋

We’ve recently brought the Category Rollups feature that used to only be available to Square for Restaurants users over to Square Appointments Plus and Premium subscribers. This unlocks a bunch of cool opportunities for beauty sellers so I wanted to take a second to highlight one way to use it that should help alleviate a common request I’ve heard from sellers — the ability to split your category or item sales reports by retail sales vs service sales when you already have other categories being used. 

In order to try this out: 

• Go to your category sales report by going to your Dashboard > Reports > Category Sales
• Click the Rollups button
• Name your first Rollup “retail” (or whatever else you want to call it)
• Select all of your categories that contain retail items
• If you don’t already have categories for all of your items and services you may need to create those categories which you can do here
• Click Create a Category Rollup
• Repeat this process naming your second rollup “services” (or whatever else you want to call it)
• Now you can filter and arrange data on the category sales report and item sales report by your new Retail and Services category rollups. 

Let us know in the comments if you have any feedback related to this, or if there is another appointments/beauty specific report or reporting feature you’d love to see us work on.