Home Getting Started Managing Staff, Product, and Class Categories

Managing Staff, Product, and Class Categories

Last updated on Sep 19, 2025

Creating a Staff Category

  1. From the dashboard, go to Settings → Staff Categories.

  2. Click + New.

  3. Enter a Category Code/Name.

  4. Select a Chart of Account (if applicable).

  5. Add a Description.

  6. Click Save.

Video guide:


Creating a Product Category

  1. From the dashboard, go to Settings → Product Categories.

  2. Click + New.

  3. Enter a Category Code/Name.

  4. Select a Chart of Account (if applicable).

  5. Add a Description.

  6. Click Save.

Video guide:


Creating a Class Category

Class categories allow you to group and segment your class schedules. For example, you might create a Kids Yoga category so those classes can appear on a separate embedded calendar on your website.

This makes it easier for students to find classes relevant to them and helps you organize your offerings more effectively.