🛠️ How do I create a Custom Category?
You can create new categories directly from your planner dashboard.
• Open Categories
• Click Add Category
• Name your category
• Choose where it’s used (contacts, vendors, budgets, & notes)
Your new category is instantly available to use across your event.
👥 Using Custom Categories with Contacts
• Go to your Contacts section
• Open a contact or select multiple contacts
• Look for the Category field
• Choose from your Custom Categories
• Save your changes
This helps you group contacts such as VIPs, family, colleagues, or corporate guests.
🏢 Using Custom Categories with Vendors
• Go to the Vendors section
• Open a vendor profile
• Find the Category field
• Select one or more Custom Categories
• Save your updates
This makes it easy to organize vendors by service type, location, or preference.
💰 Using Custom Categories with Budgets
• Navigate to the Budget section
• Open or add a budget line item
• Look for the Category dropdown
• Select your Custom Category
• Save the item
This allows your budget to be grouped and reviewed in a way that matches your workflow.
Custom Categories give you full flexibility to organize your event exactly the way your team prefers.
📝 Using Custom Categories with Notes
Navigate to the Notes section
• Open or create a note
• Locate the Category dropdown
• Select your Custom Category
• Save your changes
This allows notes to be grouped and reviewed in a way that matches your workflow.
Custom Categories give you full flexibility to organize your event exactly the way your team prefers.
✏️ Can I edit or rename a Custom Category?
Yes - you can edit the name and update details at any time.
All items using that category will automatically reflect the update.
🗑️ Can I delete a Custom Category?
Yes. If you delete a category:
• It will be removed from your list of available categories
• Items previously tagged with it will no longer display that category
Make sure nothing important relies on it before removing it.
🔍 Will Custom Categories affect existing system categories?
No - system categories remain available and unchanged.
Custom Categories simply give you more flexibility on top of what’s already built in.
💬 When should I use Custom Categories?
Use them to:
• Group vendors by type or location
• Categorize contacts by role (VIPs, family, coworkers)
• Organize budget lines with your own financial structure
• Personalize your planning workflow to match your team's process
They’re designed to make planning faster, cleaner, and more intuitive.
🧑🤝🧑 Can multiple planners share the same Custom Categories?
Yes - categories you create can be used by your entire team within the event.
🛠️ Who can create or edit Custom Categories?
Planners and team members with the appropriate permissions can create, edit, and delete Custom Categories.