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Create a New Category & Assign Member to a Category
9 January 2025

Create a New Category & Assign Member to a Category

Member Categories help organize members based on their products or services, making it easier for customers to find specific businesses on the directory page.


Adding New Business Category

  1. On the Admin Dashboard, click on Members then Member Database.
  2. Click on "Category(s)".
  3. Click "Add New Category".
  4. Type the desired category name.
  5. Click the save button to create the category.


Assigning a Member to a Category:

  1. Go to "Member Database".
  2. Search for the member you want to categorize.
  3. Click the pencil icon to edit the member's details.
  4. Scroll to the bottom of the Contact tab.
  5. Choose the appropriate category from the "-Select a Category-" dropdown.
  6. Click the save button to assign the member to the category.


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