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Locate: Inventory > Categories > + New Category
Prerequisites:
- Admin permissions to manage inventory or restricted permissions to View items, products, and assets and Manage items, products, and assets.
- Categories are available to those using items (Inventory > Items), a feature of our classic version of Checkfront.
- Interested in using Categories with products (Inventory > Products)? Your account must be a member of our Early Access Program. Please reach out to Checkfront Technical Support to learn more.
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Early Access Program The new product feature mentioned in this article is currently part of our Early Access Program, which means it is available to select Customers to try out and provide us with feedback. To learn more about becoming part of our Early Access Program check out our related blog post or contact our Technical Support team. Find our complete set of help articles related to the Early Access Program here: Early Access Program. |
In this article, we describe how to set up a new product or item category.
New to categories? Be sure to read the first article in this series for an introduction!
Category Name
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Enter a unique name for your product or item category.
Category Image
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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 is 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 is now 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.
Crop Photo
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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, then 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 are reflected in the thumbnail preview, directly below the main image you are working on.
Description
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Enter a description for the category that is displayed to the Customer in the booking portal.
If using the Grid layout, for example, then the category would be shown when a Customer hovers their mouse over the category image, as shown in the image above.
Weight
Back to topCategory 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 are 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 prevents the category from being displayed to Customers, but does not delete it from the system. You can always re-check it at a later date if you wish to use it again.
Create
Back to topOnce 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 is 1. Your second is 2 and so on.
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Active categories display on the Customer Booking Page once they have items attached. |
< Categories: Data Columns | Categories: Editing/Archiving a Category >