RoomBoss Documentation
English
  • Home
  • General Feature
  • PMS
  • SSMS
  • ECS
  • Travel Agent
English
  • Snow School Management System (SSMS)
  • Setup Processes
    • Users
    • Product Details
      • Categories
      • Products
      • Text Descriptions
    • Rate and Price Adjustments
    • Instructor Setup
    • Rich Messages
    • Invoice Strategy
    • Instructor Availability Management
    • Website Configuration
    • Online Credit Card Payment
    • POS Credit Card Payment With Square
    • Booking Channels
    • Setup for Operations
      • Schedule Activity Types
  • Sales Processes
    • Checking Availability
    • New Booking Request
    • New Booking Reservation
    • Point of Sale New Booking
    • Guest to Lesson Association
    • Guest to RFID Tag (Lift Pass) Association For RFID Check In
    • Check for Overdue Payments
    • Check for Due Tasks
  • Operations Processes
    • Instructor Operations
      • Maintain Instructors
      • Maintain Schedule Activities
      • Allocate Lessons to Instructors
      • Instructor Messenger
      • Paying Instructors
    • On Mountain Check In
      • On Mountain Check In and Lesson Allocation with RFID
        • Scenario 1 - Guest Check In - RFID Tag (Lift Pass) Already Associated with Correct Guest
        • Scenario 2 - Guest Check In - RFID Tag (Lift Pass) Not Associated With Guest
        • Scenario 3 - Allocate Lesson (Guest) to Instructor
        • Off Snow RFID Tag Scenarios
        • On Snow RFID Tag Scenarios
  • Reporting
    • Sales
    • Operations
  • Advanced Sales and Marketing
    • MailChimp Integration
    • Wufoo Integration
    • Social Sign In With Google and/or Facebook
    • Google Analytics
    • Facebook Pixel Conversion Tracking
  • USER GUIDES
    • General Features Across All Systems
    • Property Management System (PMS)
    • E-Commerce System (ECS)
    • RoomBoss For Agent
  • LINKS
    • RoomBoss Login
    • RoomBoss Website
    • Contact Us
    • Privacy
Powered by GitBook
On this page

Was this helpful?

  1. Setup Processes
  2. Product Details

Categories

Using lesson and activity categories for better visibility.

PreviousProduct DetailsNextProducts

Last updated 1 month ago

Was this helpful?

Navigate to Product Settings -> -> Categories Tab

Lesson and activity categories are an important part of your account setup and are used to:

  1. Collate related products (lesson types) together at the time of purchase.

  2. Control the availability of products.

  3. Report the number of instructors required to teach booked lessons.

  4. Control the size of group lessons. (Maximum customers per group.)

  5. Act as the bridge between lessons booked for clients and instructor management via scheduled activities.

Please note that there are two levels of categories (parent and child category).

  • Categories are set up in two levels:

    • Level 1: Parent Category

    • Level 2: Child Category (Type)

  • The child category must be linked to a parent category.

Set Up Categories

  1. Click "+ Add Category" at the bottom of the Categories tab.

  2. Enter the Name.

  3. Enter the Order.

  4. Enter the Lesson Capacity (for group lessons only).

  5. Select the Parent category (for Child Category only). *not required for setting up a Parent Category.

  6. Click "Save New Category."

Edit Categories

Click the Edit icon on the left side to modify the following:

  • Description Language

  • Name

  • Order (affects order on the booking page)

  • Lesson Capacity

  • Parent category (not available for if set as parent categories)

  • Image

  • Active/Inactive category

  • Parent Categories cannot be edited if they have linked Child Category (check inactive categories as well).

  • Child Category cannot be edited if they have linked products (check inactive products as well).

Example Setup

The following is an example category setup:

Parent Category

Child Categiry(Type)

Ski

  • Order:1

  • Lesson Capacity:1

Private Ski

  • Order:2

  • Lesson Capacity:1

  • Parent:Ski

Group Ski

  • Order:3

  • Lesson Capacity:5

  • Parent:Ski

Snowboard

  • Order:5

  • Lesson Capacity:1

Private Snowboard

  • Order:6

  • Lesson Capacity:1

  • Parent:Snowboard

Group Snowboard

  • Order:7

  • Lesson Capacity:5

  • Parent:Snowboard

Following the points above, this example category setup would:

  • Allow a customer on your website interested in Private Ski lessons to filter lessons and more quickly find what they would like to book.

  • Let you control how many instructors are allocated to private versus group lessons, and ski versus snowboarding.

  • Allow you to quickly see the total number of ski and snowboard instructors needed to teach the lessons booked.

  • Let you control the size of group lessons; note if child group lessons have a different size to adult group lessons, a new category would need to be added.

  • Assist scheduling by comparing how many instructors are scheduled onto lessons with the number of instructors needed to teach the lessons booked.

Images set on the category will show on your booking widget.

Product Details