How to create Categories

How to create a new category for your pricing plan.

Open the Pricing Plan Web App

Open the Pricing Plan Web App

From the Dashboard menu

  1. Click on Web Apps
  2. Click on Pricing Plans

Choose Your Pricing Plan

Choose Your Pricing Plan

Click on the name of the pricing plan for which you would like to change the category. In this case we are going to click on Bookkeeping - Gold.

Your pricing plan will open:

  1. Click on the grey Actions button at the top of the page and a new drop-down menu will open.
  2. Click on the Classify this item option

Manage Categories

Manage Categories

The Classify this Item pop-up window will open:

Click on the blue Manage Categories link.

Add a New Category

Add a New Category

Click on the grey New Category button at the top of the Categories panel.

Add  Details for Your New Category

Add  Details for Your New Category
  1. Type in the Category Name
  2. Click the blue Save button to save your changes.

To Add a New Pricing Sub-Category:

To Add a New Pricing Sub-Category:

Right-click on the Pricing category and a drop-down menu will appear.

Choose Add sub-category to this category from the drop-down menu.

  1. Type a name for your new sub-category in the Category Name text field
  2. Click the blue Save button to save your new sub-category

Please Note:

Please Note:

The main way for managing Categories in general is via the Dashboard menu:

  1. Site Settings
  2. Categories

...rather than going via the Classify Item option.

For more information on Categories, please see our PracticePlus Category tutorials.

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