Enrolmy

Understand Activity Categories And Its Functionality

Group together types of activities that you run or items that you sell by setting up categories
Categories are also coded to your Xero Account Codes inside your Xero Integration → Chart of Accounts Section. Every time you add a new category, please ensure you have assigned the correct Xero Account code to the category
Categories should be considered if you have complex overlapping sessions
Multiple categories allow your customers to book multiple sessions within one activity. This can be especially important for before and after school care and holiday programme activity types.
- For example, activities that run before-school care, after-school care, and a pick-up sessions would need to have their before-school care session assigned to a before-care category, and their after-school care session assigned to an after-care category
Create separate session categories and assign them to sessions if you would like to allow your customers to book all of the sessions on the calendar
- For example, Session A can be assigned to Category X, and Session B to Category Z
Category names are not visible to customers
Different tax rates can be set up per each category

Head to the Session Categories Section within your Organisation Settings
Select a pre-set category to edit it or
Select Add another category to add your own Category group
Add the Category Name, Tax Rate, and Booking Target (if any)
Save Changes

Ensure that your sessions have all been set up and finalised prior to taking bookings
Head to the Session Pricing section of your Organisation's Settings
Select the session that you want to attach a Category to
Select the drop-down field under the Category column and select the category that you want to group the session within
Don't forget to Save Changes

Organisations wanting to integrate their Enrolmy account with Xero can now complete their Xero Integration Setup.