Item Categories: Creating a New Item Category

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Plan Availability: ✓ Soho | ✓ Pro | ✓ Plus | ✓ Enterprise  | ✓ Flex |
Locate: Inventory > Categories > + New Category
Prerequisite: Admin permissions to manage inventory or restricted permissions to View Items and Manage Items.

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Enter a unique name for your Item Category.

 

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Are you using the Grid category layout for your booking page? You can then choose an image from your computer that will be displayed when a Customer views your booking portal.

To do this, click on the + Add Photo button and select the image from your computer.

Once loaded, the image will now be displayed in the pop-up window you are working in.

See below for an example of how your Category images might look when displayed in the Customer-facing booking portal.

  

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Happy with the way your photo looks in the preview? Then, you can move on to the next step. If however, you would like to crop your image, click on the Crop Photo button.

Using your mouse cursor, click and drag out an area on your photo which you would like to use for the final image.

Once you have dragged out a box, you can then click and hold it with your mouse cursor to further reposition the area, if required.

Any changes you make will be reflected in the thumbnail preview, directly below the main image you are working on. 

 

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Enter a Description for the Category that will be displayed to the Customer in the booking portal. If using the Grid layout, for example, the Category would be shown when a Customer hovers their mouse over the Category image.

 

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Category Weight determines the order in which the Categories are displayed in your booking portal. A higher number places the Category closer to the front of the list. Each Category must have its own unique weight. In a scenario where multiple Categories share the same weight, they will then be sorted into alphabetical order, while maintaining the position among the weights of the other Categories.

Enabled: Check this box to enable the Category and display it in your booking portal. Unchecking this box will prevent the Category from being displayed to Customers, but will not delete it from the system. You can always re-check it at a later date if you wish to use it again.

 

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Once you are happy with your Category details, click the Create button to complete the process.

The ID for the new Category is system generated, not one of the user-configurable fields.

The ID of your first Category will be 1. Your second will be 2 and so on.  

 

Active Categories display on the Customer Booking Page once they have items attached.

 

 

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< Item Categories: Data Columns     |      Item Categories: Editing/Archiving an Item Category >

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