Read time: < 2 minutes | Easily track and categorise your events and templates.

Jonny Richardson avatar
Written by Jonny Richardson
Updated over a week ago

Categories are a super effective way of collating events and your email/SMS templates into "folders" which can be easily tracked and shared.

Event categories

Categories can be created when building/editing an event on the Type & Categories page; type in your category and press return! There's no limit to the number of categories an event can belong to.

Once created, categories can be managed on the Settings > Categories page.

The main benefit of adding events into categories is that it allows you to be more specific with the events you share with your students.

πŸ’‘ Note: sharing events from Gecko is functionality reserved for clients with Gecko Visit. Keen to learn more? Contact your Sales or Account Manager here.

  • Event field - A stalwart of forms, event fields can be configured only to pull in events belonging to a specific category. Add a Form Field > Event field to your form and Save changes. Edit the field and look for the Category card on the Options tab.

    A screenshot of an event field being configured to only show events of a certain category.

  • Event share - Head to Events > Share to access the sublime events sharing link/embed. Pick a booking form (any Gecko form with an event field) that you'd like to use and tell Gecko to display events By Category.

    A screenshot showing events being shared by category.

Email/SMS categories

Categories can be used to organize your Email & SMS Templates page more effectively. Categories can be applied to a template when it is first being created, but can also be retrospectively added to a category using the Actions on selected > Add to Category.

A screenshot showing templates being added en-masse to a category.

Once created, categories can be edited/removed by heading to Settings > Categories.

Any questions? Start a live chat with a support team member, or feel free to explore the rest of our academy. Spotted an error or want to suggest a future article for the academy? Let us know here.

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