Revenue Categories

You can create Revenue Categories to assign to items you sell in your store: 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 them.

In This Article

1. Click Settings at the top of any page, then click Advanced Settings.
2. Scroll down to the Checkout section and click Revenue Categories.
3. Click + New Revenue Category, then enter a name for the category such as Camps, Merchandise, Lessons, etc.
4. Click Save.

Editing Revenue Categories

1. Click Settings at the top of any page, then click Advanced Settings.
2. Scroll down to the Checkout section and click Revenue Categories.
3. Find and click the category you wish to edit.
4. Click Edit at the bottom of the page.
5. Change the name of the revenue category, then click Update.

Setting Revenue Categories for Single Visits

1. Click Settings at the top of any page, then click Services.
2. Select the Class or Appointment type you wish to update.
3. Click the Details tab.
4. Scroll down to the Single-visit price and click Edit.
5. Select the correct Revenue category from the dropdown menu for this Class or Appointment.
6. Click Save.

Setting Revenue Categories for Passes or Plans

1. Click Settings at the top of any page, then click Passes or Plans.

2. Choose the Pass or Plan you wish to update.

3. In the Pricing section click Edit.

4. Select the correct Revenue category from the dropdown menu for this Pass or Plan.

5. Click Save.