How to Create or Update a Category

⏱ Estimated time: 5 minutes

👤 Role: Marketing Managers, Ecommerce Administrators, Content Editors

---

What you'll learn:

• How to establish a new category for your products or services.

• The steps required to modify existing category details.

• How categories impact the organisation and navigation of your storefront.

---

When should I use this?

Use this process whenever you need to group related items together to make them easier for guests to find. Categories are essential for organizing your offerings—for example, grouping various massages under a "Holistic Treatments" category or different room types under "Suites."

Key Logic:

Categories act as the "folders" of your storefront. Well-structured categories improve the user experience by allowing guests to filter large inventories down to their specific interests, which directly impacts conversion rates.

---

Before you start:

• Determine a clear, concise name for your category (e.g., "Dining" rather than "Places where you can eat").

• Ensure you have "Admin" or "Content" level access to the platform.

• If creating a category that you intend to "Feature" on the homepage, ensure you have a high-quality thumbnail image ready.

---

Step-by-step:

1. Create a New Category

Building a category from scratch allows you to define a new department or product line on your storefront.

1. Log in to the Ecommerce platform.

2. From the left-hand menu, click Categories.

3. Select the Create a new category button.

4. Name: Enter the title as you want it to appear to guests.

5. Description: (If applicable) Add a brief summary of what this category contains.

6. Click Create category to save your new folder.

---

2. Update an Existing Category

You may need to rename a category or adjust its settings as your property's offerings evolve.

1. Navigate to Categories from the left-hand menu.

2. Locate the specific category you wish to modify from the list.

3. Click the Edit button next to the category name.

4. Make the required changes to the text or settings.

5. Click Save to apply the updates across the platform.

---

Best practice:

Keep it Simple: Limit the number of top-level categories to ensure the navigation menu doesn't become cluttered on mobile devices. If you have many niche items, consider using broader category names and using sub-categories or descriptions to differentiate them.

---

Important Notice:

Storefront Impact: Changes to categories happen in real-time. If you delete a category or change its name, it will immediately affect how items are grouped on your storefront. Always check that your products are still correctly assigned to their new or updated categories after making changes.

---