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Creating Categories

Categories help you group related products together, making it easier for both you and your customers to find what they need. Categories appear on your booking widget as browseable sections and in the dashboard as filter options.

Creating a New Category​

  1. Go to Rentals > Categories in the left sidebar.
  2. Click the + Add Category button.
  3. In the Add new category panel, fill in the following fields:
    • Category name (required) -- The display name for this category (e.g., "Water Sports", "Camping Gear", "Photography Equipment").
    • Category image (optional) -- Upload an image for the category. Accepted formats: jpg, jpeg, png, bmp, gif, svg, or webp (max 500 kB, recommended 500 px x 500 px).
    • Parent category (optional) -- Use the searchable dropdown to select a parent category if this should be a sub-category.
    • Description (optional) -- Enter a brief description of the category (visible to customers). You can click the green AI Generate button to auto-generate a description.
  4. Click Add Category.

The Add new category panel with name, image, parent category, and description fields.

Use One Category Across Rentals, Experiences, and Store​

If you sell across more than one booking type — say rentals and experiences, or rentals and a store — you often want the same category in each. A "Water Sports" group that covers your kayak rentals, your guided paddle tours, and your store accessories should be one category, not three separate ones you have to 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 a rental category, you'll see checkboxes for Experiences and Store (whichever you have enabled).
  • Tick a box and the same category is created in that booking type and linked to this one.

The Add category panel scrolled to the "Also use this category for" row, showing checkboxes for Experiences and Store.

Change it once, it updates everywhere​

Linked categories share their name, image, and description. Rename "Water Sports" to "On the Water" on the rentals side and the experiences 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 kayak rentals under Rentals, your paddle tours under Experiences, and your wax and 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. You won't end up with two "Water Sports" categories side by side.

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 products, experiences, 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 to this one.

The save confirmation tells you which of these will happen before you commit, so there are no surprises.

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.

Parent and Child Categories​

You can create a hierarchy of categories by nesting them:

  • Parent category -- A top-level group (e.g., "Water Sports").
  • Child category -- A sub-group under a parent (e.g., "Kayaking" under "Water Sports").

When you filter by a parent category, all products in its child categories are included automatically.

The categories table showing parent and child category hierarchy.

Example hierarchy​

Water Sports
  ├── Kayaking
  ├── Surfing
  └── Paddleboarding
Camping
  ├── Tents
  └── Cooking

Editing a Category​

  1. In the categories table, click the pencil icon on the category row.
  2. Update the Category name, Category image, Parent category, or Description as needed.
  3. Click Save.

Deleting a Category​

  1. Click the trash icon on the category row.
  2. Confirm the deletion in the dialog.
caution

Deleting a category does not delete the products inside it. Those products will simply become uncategorized. If the category has child categories, those will also need to be reassigned or deleted separately.