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Create a New Product Category

 

In this article, you will learn how to add a category to the product management screen.

Categories work to help organize products in the both the back end and front end, so that admin and users alike can locate the product they are interested in.

Not only do categories work to help keep things organized, but they also have a few settings that can be activated to help assist with registration. More on all of this below!

To create a Category, begin on the Product Management page. If you are not already there, navigate to the Settings side menu and select Products to get to the Product Management page.

products in menu

Click the grey Create New Category button.

create new category

Here, you can create and name your Category. There are a few other settings that you are able to edit.

new category

A few notes on the settings in the category menu:

Checking this box will make it so that your registrants can only pick ONE product in this category. This option is useful when selecting from camps, classes, or events that occur at the same time, for example.

Mandatory category: Checking this box will ensure that registrants are required to select something from this category before their application is marked as complete. If all of products in the category are triggered, and a user meets none of the trigger conditions that would be required to select one of the products, they will still be able to continue with registration; the category would just not display for them.

category settings

Category Quota Settings: This limits the amount of products registrants can order in the category as a whole as opposed to limiting individual products. This can be useful, for example, when registrants are attending as different attendee types but your venue has an overall seat limit.

Top/Bottom Remarks: Opening up these menus will bring up a text editor that will allow you to add text to the top and bottom sections of a category. The text you add to these will be visible to your registrants wherever you place the Product Widget.