📝 Overview
Categories allow you to segment your membership options for you and your customers. For instance, you might want to sell multiple class packs and monthly payment plans with a different category for each.
Any categories you create are visible on your business account, and in the 'Memberships' tab on the Customer Site, provided there are memberships assigned to the category. Any unused categories are not displayed on the Customer Site.
🛠️ Manage Your Categories
All category management happens in one place. Head to Memberships ➜ Memberships ➜ Settings icon ➜ Manage Categories.
From this section you can add, edit, delete, and re-order your categories.
Click the arrow to learn more about managing your categories
Click the arrow to learn more about managing your categories
1️⃣ Add a Category
Create a new category directly from the Manage Categories screen by clicking Add a Category.
Then enter the name of your new category and click Create.
2️⃣ Edit a Category Name
Rename an existing category by clicking Options ➜ Edit beside the desired category.
3️⃣ Delete a Category
Remove a category you no longer need by clicking Options ➜ Delete beside the desired category.
💡 If the category you would like to delete has memberships within it, you will need to select a new category for the memberships to go in, and they will be automatically moved to the selected category for you.
4️⃣ Re-order Categories
Control the order categories appear in for you and your customers. Drag and drop your categories to the desired location by using the re-order icon to the right of each category.
5️⃣ Re-order Memberships Within and Between Categories
You can also re-order the memberships found within each category by dragging and dropping, using the re-order icon next to each membership.
💡 To find out more about changing the order your memberships are displayed, see the guide here.
❓ Frequently Asked Questions (FAQs)
Find answers to common questions or additional details that may not be covered in the main instructions.
Click the arrow to view frequently asked questions
Click the arrow to view frequently asked questions
Why is my category not showing on the Customer Site?
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Click the arrow to see the answer
Categories only appear on the Customer Site when they have memberships assigned to them. Empty categories, and categories that contain only hidden memberships, are not displayed on the Customer Site.
What happens to the memberships in a category I delete?
Click the arrow to see the answer
Click the arrow to see the answer
You will be asked to select a new category for the memberships to go in, and they will be automatically moved to the selected category for you. The memberships themselves are not affected.
Can I create a new category while creating a membership?
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Click the arrow to see the answer
Yes. When you add or edit a membership, the About section lets you select an existing category or create a new one without leaving the page.
Does the order I set here affect what customers see?
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Click the arrow to see the answer
Yes. The order you set your categories and memberships in is how they appear in the customer-facing 'Memberships' section of your Customer Site.