EventPro Planner Manual

Create Categories

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Create Categories

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Create Categories

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Click to expand/collapse textCreate Categories
1.To create a new category, click the New Category button in the upper right corner of the screen.
2.The Event Category [New] window opens.

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3.Enter the name of the Event Category and click Save.
4.The new category will be added to the Event Category selection grid.  You can continue adding new categories and add details later, or begin adding details to the category you just created.
5.You will be able to select from these categories if you book an event using an event category template.  See Chapter 4: Create an Event, Create an Event: New Event Wizard: Initial Configuration.
Click to expand/collapse textCopy Categories

If the detail for a new event category template will be the same or similar to a template you have already created, you can copy all of the detail from the previous template to your new template.  It is suggested that you copy the detail from another template first before adding more details to the new template, as copying a category will overwrite all existing detail.  If you need to change or add details for the new event category, copy the detail from the existing category first and then add the new details.

1.In the Event Category selection grid, select the category to which you want to add detail.
2.Click the Copy Category button to the right.
3.The Event Categories window appears.

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4.Select the Event Category from which you want to copy details and click OK.
5.The Confirm dialog will warn you that copying the category will overwrite all existing sub-detail for the current event category.  If you are sure you want to proceed, click Yes.
6.All of the details from the existing category will be copied and added to the current event category.  You can now add or alter the details in the current event category as necessary.
Click to expand/collapse textEdit, View or Delete Categories
1.To edit, view or delete an event category template, select the category in the Event Category selection grid and click the Edit Category, View Category or Delete Category button to the right.
2.Note that if you delete a category, it will delete all related items under the group.
Click to expand/collapse textPrint Categories
1.To print a list of event category templates and their details (the Setup Event Category report), click the Print button to the right of the selection grid.
2.To learn more about accessing and printing this report, among many other reports, see Chapter 18: Reports, Report Descriptions: Reports from the Report Menu, Setup Reports.

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