How to Create and Edit Categories in Memberships

Jan//Apprezo
Written by Jan//ApprezoLast updated 1 year ago

How to Create and Edit Categories in Memberships

In the Membership section, you have the flexibility to create categories of products using pre-designed templates or by building your own from scratch. Here’s a simple guide to help you get started with creating and editing categories.


Step 1: Navigate to the Products Section

  1. Access All Products: Go to Memberships > Products > All Products.

  2. Start a New Product or Edit an Existing One:

    • Click “Create Product” to start fresh, or select an existing product to edit.

    • If creating a new product, choose from four template options: Sprint Course, Marathon Course, Membership, or Build-Your-Own.

    • Click “Start Building” to proceed with your selected template.


Step 2: Set Up Your Category

  1. Name and Describe Your Category:

    • Enter a name for the category and provide a description.

    • Decide whether the category should be published, drafted, or set to drip mode.

    • Optionally, add a thumbnail image to visually represent the category.

  2. Add Posts to the Category:

    • You can add posts directly within the category setup or from the main page dedicated to that category.

  3. Save Your Changes:

    • Click Save to confirm and apply your settings.


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