Categories Tab

To configure categories for an everyday user process template:

  1. In the Everyday User Process Template dialog, select the Categories tab.
  2. On the Available list, select the category or CTRL-click to select the multiple categories that users who are attached to this Everyday User process template must be able to add to a booking, and then click Move (>) to move the selected categories to the Selected list.

    If the appropriate category is not available, you can configure it. See Configuring Categories.

  3. Continue with any other configuration for the templates as needed.

  4. Cick OK.
  5. For an Everyday User to be able to view and use this template, assign the user to the template. To learn how to assign a user to the template refer Assign Templates to Everyday Users.