Categories

Categories are colored tags. Use them to group bookings or customers and to filter lists.

Bookings and customers have separate category lists.

Manage Categories

1. Open Bookings or Customers.
2. Click Categories above the list.

Create a Category

1. Click Add Category.
2. Type the Name.
3. Pick the Text Color and Background Color. The preview shows the result.
4. Click Save.

To edit or delete a category, click it in the list.

Tag a Booking or Customer

1. Open the booking or customer.
2. Click Select Category under the title.
3. Pick one or more categories.

To remove a tag, click the × on it.

To find tagged items, use the Category filter in the list search.