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Categories are labels that group your plans and add-ons in the Product Catalogue. They help keep your pricing catalogue organised as it grows and make it easier to filter and find items across plans and add-ons.
Categories Page Table Screenshot

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The categories list

Click Categories in the sidebar to see all categories in your organisation. Each row in the list displays:
ColumnDescription
NameThe display name of the category
Category IDThe internal identifier
DescriptionA short description of what this category covers
Include InIcons showing whether this category applies to Plans , Add-ons , or both
StatusActive or Inactive

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Creating a category

Click New in the top right to open the new category form. You can also create a category directly from the new plan or new add-on forms by clicking the New Category option.
Categories Page New Category Screenshot

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Fields

FieldDescription
NameThe display name of the category
Category IDAn internal identifier for this category
Category DescriptionOptional A short description of what this category covers
StatusActive or Inactive
Include InSelect whether this category applies to Plans, Add-ons, or both. This controls where the category appears as a filter option
The Include In setting is important: a category set to Plans will only appear in the Plans filter but not in the Add-ons filter, and vice versa. Set it to both if you want the same category to be available across both. Click Save to create the category.

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Editing a category

Select any category from the table by clicking the . Then clik the icon to update the category details. The name, category ID, description, and status can be edited after creation.
Setting a category to Inactive removes it from any associated plans or add-ons it was assinged to.

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Deleting a category

Select any category from the table by clicking the . Then clik the icon. A confirmation dialog appears before the deletion completes.
Deleting a category removes it from any associated plans or add-ons it was assigned to. Those items will no longer have a category.

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Bulk actions

Select multiple categories in the list by clicking the of each category to:
  • Bulk Edit: update the name, description, or status across multiple categories at once
  • Bulk Delete: permanently remove multiple categories (requires confirmation)

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Where categories appear

Once created, categories surface as filter and grouping options across the app:
  • Plans list: filter by category to narrow the plans shown
  • Add-ons list: filter by category to narrow the add-ons shown
Categories are purely organisational. They do not affect billing behaviour.