Tutorials

Manage All Categories

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MANAGE ALL CATEGORIES

image3002This is for Premier and Enterprise account holders only.

To allow for easy organization of your memberships, you can assign categories to your memberships by accessing ADMIN > MEMBERSHIP > ALL CATEGORIES:

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From the Membership Categories table, the following options help you to filter, search, and customize your display, allowing you to access and manage your membership categories more efficiently:

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  • Access your Screen Options menu.
  • Add a new membership category.
  • Apply a bulk action to selected categories.
  • Hover to access a membership category’s actions menu.
  • Search for a specific category.

SCREEN OPTIONS

Use the Screen Options menu to tailor your display on the Membership Categories table, choosing to hide/display specific columns and set your number of items per screen:

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To collapse this pop-up, select SCREEN OPTIONS again.

ADD NEW MEMBERSHIP CATEGORY

The Add New Membership Category pane allows you to easily create a new category directly from the Membership Categories table. Simply add a name and slug, choose the parent category (if desired), add a description, then click ADD NEW MEMBERSHIP CATEGORY to create your new category:

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BULK ACTIONS

The Bulk Actions menu allows you to apply a bulk action to selected categories. Simply click the check box to select multiple categories and select DELETE to apply this bulk action to all selected categories:

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ACTIONS MENU

When hovering over any membership category, that category’s actions menu will appear, allowing you to edit, access Quick Edit to edit the category name or slug, delete, or view:

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SEARCH

Search for a specific membership category by typing in the search field and selecting the Search Membership Categories button:

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