Ballparc: How to Add and Manage Event Categories

Modified on Thu, 12 Oct, 2023 at 4:35 AM

HOW TO ADD AND MANAGE EVENT CATEGORIES

OVERVIEW

When creating and editing events in the Management Portal, each event is required to have a category selected. This guide will assist you in setting up these categories, or event types, prior to creating new events. Note that only users marked as admin/POC will have the ability to access this setup.

1. Click the chevron icon in the top left corner of your screen to display the main menu.

2. Hover over the Event icon and select the Settings option from the yellow menu.

3. Within the Configuration section, find Customize Event Types. Note that when you are a new customer this grid will be empty.

Main categories will need to be added first, these can be general groups that can be narrowed down further into subcategories or just a general label. Some examples might be concerts, festivals, sports events, etc.
When adding the first category, or a category that has not yet been added, you will need to specify the first subcategory to go with it. Meaning that if you want to add the category "Festivals" you will need to add a subcategory such as "Music Festival" at the same time

4. Enter the category name into the Add New Category field and enter the subcategory name into the Subcategory field. Click the green check mark to save your changes.

You will receive a pop up indicating the new record has been added, click OK to continue.

5. Next, you might want to add additional subcategories to the first category that you just saved. If you do not want to add additional subcategories, you can return to step 4 to add a new category or navigate away from this page and complete your category setup. To add a subcategory to an existing category, select the category from the Master Category dropdown to the right of the new category field.

Enter the new subcategory name into the Subcategory field and click the green check mark to save your changes

Once you have added all subcategories that you'd prefer to the main category grouping, you can return to step 4 to create a new category grouping and subcategory or complete your category setup.

All set!

Once you have added all new categories and subcategories that your operator requires, you can begin setting up events. Note that you can have as many or as little categories that you would prefer, but at least one category and subcategory is required for new event records to be added. You can navigate away from this page whenever your category setup is complete.