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Categories Settings

The Categories section allows you to manage the categories used across your events in TTO. These categories help organise contacts, vendors, payment schedules, and budgets, making it easier to track and manage every part of your workflow.

Written by Nina Dobrev
Updated over a month ago

Categories are shared across your business account and are available in all relevant areas of TTO.

πŸ“‹ What Categories Are Used For

Categories help you:

  • Organise vendors and contacts

  • Structure payment schedules and budgets

  • Keep event data consistent and easy to manage

Because categories are reused across your events, updates made here can affect existing data.

βž• Creating a Category

To add a new category, click + Create and enter the category name. Once created, the category becomes available throughout your account.

πŸ‘οΈ Visibility Controls

Each category has a visibility status that determines whether it can be selected when managing events.

  • Visible categories are available for use

  • Hidden categories are not shown but remain saved for reference

You can toggle visibility at any time without deleting the category.

✏️ Edit and Delete Actions

From the Actions column, you can:

  • Edit a category name

  • Toggle its visibility

  • Delete categories that are no longer needed

Some default categories may be locked to prevent accidental changes.

⚠️ Notes:Categories are used across your events. Editing or deleting a category may impact existing contacts, vendors, budgets, or payment schedules where it’s already in use. We recommend reviewing changes carefully before saving.

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