Introduction
Feature Summary: System users can add a Package Category to help organize packages for both creation and reporting purposes.
Use Cases: Use categories to group packages into bundles and streamline reporting.
Setup Requirements
Log in to the admin dashboard.
Click Settings on the side menu.
Scroll down to the Billing Settings heading.
Click the Package Categories icon. A new page displays.
To create a Package Category, click the Create Category button.
On the Create Category window:
Enter a category name.
Make sure Is Active is checked. If it isn’t checked, system users can’t apply the category to a package.
Click Save.
CourtReserve adds the package category to the list. Click Edit to change the category name, or Delete to remove it.
Package categories help organize packages during creation and make it easier to filter and analyze them in the Packages report.
Create a Package: When creating a package, select a Package Category to keep it organized. To learn more, see Packages: Creating Packages.
Package(s) Report: To access the report from the admin panel, navigate to Reports > Package(s). From there, you can use Package Categories to filter and narrow your view of the package data. Understand how to utilize the Packages Report here.
