🆕 What Are Custom Categories?

Custom Categories allow you to create your own labels to organize contacts, vendors, budget items, and notes. Instead of relying only on pre-set system categories, you can tailor the structure to match your planning process.

🎯 Why use Custom Categories?

They give you more flexibility and help you:

• Group vendors by service type, location, or relevance
• Categorize contacts by relationship or role
• Organize budgets using your preferred financial structure
• Keep notes clearly organized

Everything becomes easier to filter, search, and manage.

🧭 Where can I use Custom Categories?

You can apply your custom categories in:
• Contacts
• Vendor management
• Budget planning
• Notes

This creates a consistent organizational system across your entire event.

💡 Who can create Custom Categories?

Planners and team members with editing permissions can create, rename, or delete categories at any time. If you’re collaborating on an event, everyone on the team will see the same categories.