Revenue Categories

You can create Revenue Categories to assign to items you sell in your store, including plans, passes, courses and merchandise. Revenue Categories are used in reporting to segment the revenue that flows through your business. Revenue categories are for internal use only and clients will not see these categories.

Adding / Editing a Revenue Category

1. Select Settings at the top of any page
2. Choose Advanced Settings
3. Scroll down the right hand menu and click on Revenue Categories
4. From here, you can either edit an existing category or add a new category
• To edit an existing category, click on the category you wish to change and click Edit at the bottom of the page. Enter a new name and click Update
• To add a new category, click + New Revenue Category. Enter the name for the new category and click Save.

Adding / Editing a Revenue Category for a Service's Single Visit

1. Click on Settings at the top of any page
2. Select Services
3. Choose the service you wish to update.
4. Click on the Details tab
5. Scroll down to the Single Visit Price and choose Edit
6. Choose a revenue category from the drop down menu.
7. Click Save

Adding / Editing a Revenue Category for a Pass or Plan

1. Click on Settings at the top of any page
2. Select Passes or Plans
3. Choose the Pass or Plan you wish to update.
4. Under Pricing, click Edit
5. Go to the Revenue Category and choose a new revenue category from the drop down menu.
6. Click Save.