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.

    If a category is not available, you can configure it.

  3. Click Move (>) to move the selected categories to the Selected list.
  4. Continue with other configuration for the templates as needed.

  5. Click OK.
  6. For an Everyday User to be able to view and use this template, assign the user to the template.