Using Course Categories

Course categories are used to bundle Courses together. Why use categories? This allows you to add a category of Courses to a Product (which is how you are able to sell access to your Courses via eCommerce) instead of choosing individual courses. Or, if you are using Membership Plans, you give access to Courses based on categories. 

In this guide, we'll go over how to create a category, and how add a category to a Course. Once you have created your categories and added them to a Course, you can add a category to a Product or Membership Plan by checking out the Next Steps!

Creating a Category

Course categories can be found in the Admin dashboard sidebar at Courses > Extras > Course Categories.

The Course Categories page will display information for all your categories. This includes the name of the category and the number of courses associated with that category. 

To create a new category:

1. From the Admin Dashboard, select Courses, then under Extra, choose Course Categories
2. Click +Create Course Category in the upper right corner
3. Type in the Category name and click Submit

Note that you can also create a new category from within the Basic Info section of a Course. See more below in the Adding a Category to a Single Course section.

Adding a Category to a Course(s)

Categories can be added to an individual Course, or you can use the Bulk Actions function to add a Category to multiple courses at once. 

Adding a Category to a Single Course

1. From the Admin Dashboard, select Courses, then All Courses
2. Find the Course on the list. Click the three-dot action menu to the right of the Course and select Edit
3. Under the Basic Info tab, find the Course Categories header. Select the category or categories you'd like to add this Course to from the dropdown menu:
   1. Note that you can also create a new category by typing in the name of the new category in the category field and hitting Enter. This will be added to your category list after you save your changes. 
      
4. Be sure to click Update Course when you're done

Adding a Category to Multiple Courses

You can also use the Bulk Actions option to add a category or categories to multiple Courses at once.

1. From the Admin Dashboard, select Courses, then All Courses
2. Check the boxes next to the Courses you'd like to add to the same category
3. Click the Bulk Actions menu, and select Quick Edit
4. Under the Categories header, select the category or categories you want to add the selected Courses to. 
5. Click Confirm when you're done

Editing and Deleting Categories

If you ever want to change a category name, or delete a category, here's how:

1. From the Admin Dashboard, select Courses, then under Extra, choose Course Categories
2. Find the category you'd like to edit or delete, and click the three-dot action menu to the right. 
3. If you choose to Edit, enter in the new category name and Submit
4. If you choose to Delete, confirm the deletion

You can also use the Bulk Action menu to delete multiple categories at once. Simply check the boxes next to the categories you'd like to delete, and click Bulk Actions. Select Delete and confirm the deletion. 

Next Steps

Now that you have categories set up, if you'd like to learn more about how Products work so you can sell access to your Courses  or Course Categories online, take a look at this article: Using Products to Offer Self-Enrollment in Courses.

Or, if you're interested in learning more about how Membership Plans and Course Categories fit together, take a look at Creating and Managing Membership Plans.