Create and assign categories to products

Establish categories for your products, unit and meeting rooms.

1. Set up Categories

 

Go to Settings > Marketplace > Categories

Click (+) New category to add a new category.


Typical product categories include: Meetings, Events, Food and beverages, Professional services.

NOTE: If you can't see Categories in My Center, please contact [email protected] to set up the module for you.

2. Assign product categories to all your products, meeting rooms and units

After setting up the categories, you can start assigning them to your resources:

For products:

Go to My Center > Products > open a product > select the category:


For units:

Go to My Center > Units > open a unit > select the category:


For meeting rooms:

Go to My Center > Meeting rooms > open a meeting room > Settings > select the category: