New to categories? Read the first article in this series for an introduction to Inventory Categories.
Which plans include this feature?
Where can I find this feature using the top menu?
Inventory > Categories
What prerequisites are there?
Admin permissions to manage inventory or restricted permissions to View items, products, and assets and Manage items, products, and assets.
Which Checkfront version supports this feature - classic, new or both?
- This feature is available in both our classic version using items (Inventory > Items) and our newest version using products (Inventory > Products). → Learn more about products
Editing categoriesBack to top
To edit an existing product/item category, click on its name in the Categories list and update the details as necessary. When ready, click the Update button to confirm your changes.
Changing the category nameBack to top
Would you like to change the name of your category? Simply edit the existing value in the Category Name field.
Deleting the category imageBack to top
To remove the image from the category. Select the Delete image checkbox, then click Update to make the change. If you edit the category again, you notice that the image has been removed and the option to +Add Photo is visible.
Cropping the category imageBack to top
Do you need to crop your image? Then, start by clicking on the Crop Photo button.
Using your mouse cursor, click and drag out an area on your photo that 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.
Editing the category descriptionBack to top
Do you need to change the description of a category? Simply edit the existing value in the Category Description field.
Changing the weight of the categoryBack to top
Do you need to change the weight of a category? Simply edit the existing value in the Weight field.
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 are then sorted into alphabetical order, while maintaining the position among the weights of the other categories.
Establishing the status of the categoryBack to top
Click the Status dropdown menu to select a new category status.
ActiveBack to top
The category is visible to your Customers for booking.
HiddenBack to top
The category is visible to your Staff in the back-end for booking but is not available to your Customers on the system front-end.
ArchivedBack to top
The category is not available to either Staff or Customers for booking.
If you wish to use the category again, then you need to change the status to Active or Hidden.
Conversely, if at a later date you decide to un-archive the category, then you can do so in the same way. Just change the status to Active after selecting the category from the main category screen.
Archiving a category does not permanently delete it from the system. Permanent deletion of individual categories is not currently supported in this area.
If you no longer wish to use a category, then you should simply archive it and leave it at that.
If you are coming to the end of your free trial and would like to reset your system before going live, then you can do a system purge which permanently deletes all categories and whatever else you deem necessary.