Adding a category to a session is especially useful when filtering down a report to a specific type of job. These categories are typically the type of job you are photographing, e.g. Sports, Elementary, Seniors, Dance, Festival.
A list of Categories has already been created in your Fotomerchant account, but you can create customized categories to better suit your needs. Here's how:
- Click Clients & Sessions from the menu panel and select Categories from the drop-down menu.
- Click the green +Category button found at the top right corner of your screen.
- Enter the name of your Category and a short description (the description is optional but definitely helpful if you have multiple categories which are similar; the only thing that matters is what works best for you!).
- Don't forget to press Save at the bottom of the page.
Yay you did it! But now what?
Time to apply your category to a session or session template. This can be done when you first create a new session; you can also edit an existing session and update the Category field by going editing the session settings.
As always, don't forget to click the Save button at the bottom of the page.
When running reports you can now filter by category, any data with that filter will now appear. Fancy!