This page allows you to create, edit, and delete client categories.  You can assign clients to a specific category from the clients details page (see User Guide à Client / Member Management à Personal Information).

1.  Navigate to the ADMINISTRATION --> CLIENT CATEGORIES page.  You will see a text-box where you are able to enter a new client category.  Above the text-box you will see a list of all the categories previously entered into your account (if any).

2.  To add a new client category, enter the name for your new category into the text-box located on the bottom.  Click on the Add Category button.

3.  To edit an existing category, click on the pencil associated with the category you want to edit.  When you have finished editing click on the disk to save.

4.  To delete a category, click on thered X.

5.  Next to the name you will see a number telling you how many contacts are assigned to that category.  You can click on that number, you will be sent to the Contacts page where you will see the list of contacts who are assigned to that category.