In This Article

Creating event categories

Categories provide you and your patrons the ability to filter your calendar events by type. Categories are also helpful for browsing, as you can assign a specific color to events in a category to help them stand out. They also come in handy when using the Event Explorer, too, as you can filter your events by category (categories are also included when you export your Event Explorer data).

You can create as many categories as you'd like for your calendar. For example, you could use categories to organize your book clubs, community events, workshops, and guest speakers. It's even possible to add subcategories (aka Second Level Categories). This can really help you fine tune how you organize your events. For example, under the top level category of Book Clubs, you could add a second level category for the each book club at your library.

Example of using categories to filter the public calendar 


System-level vs. calendar-level categories

System-level categories

When an admin user adds a new category at the system level, under Admin > Calendars > Categories, it will be available to all calendars in your system. You will also be able to use it in your event templates, as well.

This can be a huge time saver if you have categories common to all calendars, since you won't need to individually create and manage these categories in each separate calendar's settings.

Calendar-level categories

Calendar owners can also create categories unique to their calendars. These are categories that will only be available in that individual calendar and can be helpful when that calendar has specific needs. For example, if you had a calendar you used for internal meetings, you may want an "All Staff Meeting" category just for that calendar.


Adding new calendar-level categories

Adding a top-level category:

Top-level categories are best for general event types. Depending upon how granular you want to be with organizing events, you can then add second-level categories underneath your top-level categories.

For example, you can add a top-level category for "Languages", with sub-categories "Languages>French" and "Languages>Spanish", etc. The handy thing is, when you select the top-level "Languages" categories, you'll see the results from all of its sub-categories.

  1. Click on Calendars from the command bar.
  2. Click on the calendar's title from the Modify/View Calendar column on the Calendar Index tab.
  3. Click on the Settings button.
  4. Choose Categories from the dropdown.
  5. Click on the Add New Top Level Category button.
  6. In the Add New Top Level Category window, give your new category a name.
  7. Select the color for your new category. This will be used as the background color for the category's label, which appears on the public calendar and events pages.
  8. Click the Add New Category button to save your changes.

adding a new top-level category, part 1

adding a new top-level category, part 2

adding a new top-level category, part 3

adding a new top-level category, part 4

Adding a second-level category:

To further organize your events, you can add second-level categories under each top-level category. For example, if you had a top-level category of "Computer Skills", you could have second level categories like "Microsoft Word" or "Windows". This can not only help patrons find the specific types of events they're looking for, but you can also use second-level categories to filter calendars, the event explorer, and calendar & event statistics.

  1. Find the top level category where you want to add the second level category, then click on its Add () icon in the Actions column.
  2. In the Add New Second Level Category window, give your second level category a name.
    • Note: second level categories will inherit the color of their top level categories.
  3. Click the Add New Category button.

Clicking the Add icon

Adding a new second level category


Managing categories

  1. To change a category's name or color, click on its Edit () icon in the Actions column.
    • Note: second level categories will always use the color of their top level categories. 
  2. To delete a category, click on its Delete () icon in the Actions column. You will be prompted to assign any of its events to a different category.
    • Note: you cannot delete a top level category that has second level categories under it. Instead, you must first delete each of its sub-level categories.

 Caution

When you delete a category, this will remove it from all of your events and statistics, so be careful!

Options to edit and delete categories

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