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Experience Categories

Categories help you organize your experiences into logical groups. They make it easier for customers to browse your offerings in the booking widget and help you keep things tidy as your catalog grows.

How Categories Work​

Each experience can be assigned to one category. Categories are displayed in the booking widget as filters, letting customers quickly narrow down to the type of activity they are looking for.

Example categories:

  • Water Sports
  • Land Tours
  • Family Activities
  • Private Tours
  • Workshops
  • Seasonal Specials

Viewing Your Categories​

Navigate to Experiences > Categories in the sidebar to see all your experience categories.

The Experience Categories table showing columns for Category ID, Image, Category name, Parent category, Experiences, and Actions

The table shows:

  • Category ID — The internal ID of the category.
  • Image — The category image (shown in the booking widget).
  • Category Name — The display name of the category.
  • Parent Category — The parent category, if this is a subcategory.
  • Experiences — The names of experiences that belong to this category.
  • Actions — Edit or delete the category.

Creating a Category​

  1. Go to Experiences > Categories.
  2. Click the + Add Category button.
  3. In the panel that opens, enter a Category name.
  4. (Optional) Upload a Category image. This is displayed in the booking widget alongside the category name.
  5. (Optional) Select a Parent category if this is a subcategory.
  6. (Optional) Add a Description — a short summary visible to customers. You can use the AI Generate button to have EquipDash draft one for you.
  7. Click Add Category.

The Add Category panel showing fields for Category name, Category image, Parent category, and Description with an AI Generate button

Use One Category Across Experiences, Rentals, and Store​

If you offer more than one booking type — say experiences and rentals, or experiences and a store — you often want the same category in each. A "Water Sports" group that covers your guided paddle tours, your kayak rentals, and your store accessories should be one category, not three separate ones you keep in sync by hand.

When you add or edit a category, look for the Also use this category for row near the bottom of the panel. It shows a checkbox for each other booking type you have turned on:

  • On an experience category, you'll see checkboxes for Rentals and Store (whichever you have enabled).
  • Tick a box and the same category is created in that booking type and linked to this one.

Change it once, it updates everywhere​

Linked categories share their name, image, and description. Rename "Water Sports" to "On the Water" on the experiences side and the rentals and store versions rename themselves automatically. Swap the image once and every linked copy updates. You manage the category in one place, and it stays consistent across your whole widget.

Each booking type keeps its own list of items, though — a linked "Water Sports" category holds your paddle tours under Experiences, your kayak rentals under Rentals, and your accessories under Store. The shared bit is the label (name, image, description), not the contents.

If a category with the same name already exists in the other booking type and isn't linked yet, ticking the box links to that existing category rather than creating a duplicate.

If you edit a linked category and untick one of the boxes, the link is removed. What happens to the other category depends on whether anything still uses it:

  • Nothing else uses it (no experiences, products, or sub-categories) — the other category is deleted.
  • Something still uses it — it's kept as a standalone category in that booking type, just no longer linked.

The save confirmation tells you which of these will happen before you commit.

Deleting one never deletes the others

Deleting a linked category only removes that category. The linked copies in the other booking types are left exactly as they were.

Assigning Experiences to a Category​

You assign an experience to a category when you create or edit it:

  1. In Step 1 of the experience wizard, type in the Category search box.
  2. Select the category from the dropdown.
  3. Continue through the wizard and save.

An experience can belong to one category at a time. To change an experience's category, edit the experience and select a different category.

Editing a Category​

  1. Go to Experiences > Categories.
  2. Click the Edit icon on the category row.
  3. Update the name, description, or image.
  4. Click Save.

Changes to the category name or image will be reflected everywhere the category is displayed, including the booking widget.

Viewing Category Details​

Click a category name in the table to open its detail page. The category detail page shows:

  • The category image, name, parent category, and child categories.
  • The category description.
  • A table of all experiences assigned to this category.

The category detail page showing the category overview and a table of experiences in the category

Deleting a Category​

  1. Go to Experiences > Categories.
  2. Click the Delete icon on the category row.
  3. Confirm the deletion.
caution

Deleting a category does not delete the experiences inside it. Those experiences will simply become uncategorized. You can reassign them to a different category later by editing each experience.

How Categories Appear in the Booking Widget​

In the booking widget, categories are shown as filters or tabs that customers can use to browse your experiences.

Customers can click a category to see only the experiences in that group, making it quicker to find what they are looking for.

Tips​

  • Keep category names short and clear. Customers see these in the widget, so names like "Water Sports" work better than "Water-Based Activities and Tours".
  • Use images. A good category image helps customers visually identify the type of activity.
  • Do not create too many categories. A handful of well-chosen categories is easier to browse than a long list. Aim for 3 to 8 categories.
  • Review periodically. As you add and remove experiences, check that your categories still make sense.