Coming soon! A new and improved Categories for Programs and Teachers.
We will be rolling out this update over the next few weeks. If you'd like to be an early adopter, contact your friendly Customer Success Team to request the update sooner.
Program categories and teacher categories are found in the new Categories menu item.
The new list has built-in system views for Program category and Teacher category. Here’s the Categories list filtered to show the Teacher category.
Click on the + to choose the columns in the view.
Click on + Filters to choose the category group, Program category, or Teacher category.
You can save these selections as a Custom View. Your saved views will appear in the View dropdown selector.
Click on Add New to create a new category. A pop-up will appear, allowing you to choose the category area for your new category: Program or Teacher.
Enter a category name and optional description.
Optionally, you can use the Parent Tag dropdown to create a hierarchy of categories.
In the example below, Cooking is the parent category for Veggies for Vegans, Cooking with Fat, and Baking in the Sun.
You can see Categories in action on the Programs view.
Click on Filters and Reports + to see the Program Category filter. In this example, Cooking is a parent category that includes three sub-categories.
You can check the box next to one or more sub-categories. If the parent box is checked, all sub-categories will be included in the results.
To assign a program to one or more categories, go to Programs and select the program you wish to edit. On the Information tab, find the Program Categories section in the sidebar. Click Add category and select from the dropdown menu.
From the Actions menu, you can delete program categories that you no longer wish to use. If you delete a category, it will no longer be available as a filter in lists (Categories, Programs, Registrations, etc.) or be available for website plug-ins, API queries, and other uses.
You cannot restore a deleted category. If needed, you can create a new category.
The underlying architecture remained the same, so this update should not have affected your use of the API, Zapier, or website integrations.
Happy organizing!