Tutorial: Adding Custom Program Categories

Step-by-Step Guide for Managers

1. Access the Settings Page:

   • Log into the facility management portal.
   • Navigate to the "Settings" section.

1. Navigate to Advanced Settings:

   • Under the "General" section, select "Advanced Settings."

2. Go to Catalogs:

   • On the top bar, select "Catalogs."

1. Select Program Categories:

   • Click on "Program Categories."

2. Add a New Category:

   • Click on the "Add New Program Category" button.
   • Enter the name for the new program category.

3. Customize the Category:

   • Change the color of the category. This color will display on the calendar and accent colors on your mobile app for program dates.
   • Review the information to ensure it is correct.

4. Save the New Category:

   • Click "Update Facility" to finalize the addition of the new program category.

Benefits of Custom Program Categories

• Performance Tracking: Separate your reports to view performance and revenue specific to each category.
• Visual Customization: The color customization helps in visually distinguishing program categories on the calendar and mobile app.

By following these steps, managers can successfully add custom program categories, enabling better tracking and visual management of different programs within the facility.