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How to Create and Manage Categories

Justin Villena
Justin Villena
  • Updated

1. Navigate to the Profile Tab
From the main dashboard, go to the Profile tab and select "Categories."

 

2. Add a New Category
Click the plus (+) symbol to create a new category

 

 

3. Name Your Category
Enter your preferred category name in the pop-up window and select "OK."

 

 

4. Sort Order Assignment
Your new category will automatically be assigned the next highest sort order number.

 

 

Sort Order Assignment

To change the display order of categories:

  1. Adjust the sort order number for the category you wish to move.

  2. Update the sort order numbers for any other affected categories as needed.

  3. Important: After each edit, click "SAVE" to apply your changes. Failing to save after each change will cause the sort order to revert.

Example: The category "SHOES" was moved by updating its sort order number to 9.

 

 

4. Once all changes are saved, double-check the list to confirm your updates

 

 

Assigning Classes to Categories

 

  1. Click on the category you want to assign classes to.

  2. In the Classes window, click the hamburger menu (three horizontal lines).

 

 

3. Select the checkboxes for the classes you want to assign to that category.

 

 

4. Click the hamburger menu again and select "Save."

 

You should now see the selected classes listed under the category.

 

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