Booking Category Groups Premium Extension Knowledge Base

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Booking Category Groups Premium Extension

Booking Category Groups is a Premium Hub Planner extension which adds significant features to the Hub Planner user.

Installation of Booking Category Groups Premium Extension

Installing Booking Category Groups

  1. Settings
  2. Manage Extensions
  3. Add/Remove Extensions
  4. Locate the Booking Category Extension it will say ‘Not Installed’.
  5. Click the green ‘Try Free’ button
  6. You will be then asked to agree to the Terms and Conditions. Click the link to view the Terms & Conditions.  Booking Category Group Install Extension
  7. Click Add Now
  8. Once added, you will see the the below message. Booking Category Group Install Extension

Uninstalling Booking Category Groups

  1. Settings
  2. Manage Extensions
  3. Add/Remove Extensions
  4. Locate the Booking Category Extension it will say ‘Installed’.
  5. Click the extension
  6. Got to the Manage tab
  7. Click ‘Cancel Trial & Remove Extension’
  8. Read the message and click ‘I Understand’ or select either the ESC key (tope right) or Cancel key (bottom right).

Booking Category Group Install Extension

Uninstalling the Extension how will the Booking Categories revert?

If extension is removed, projects then should get updated / reverted to default static booking categories group .

Note, if the default booking category was in a different group they choose it should be reset to default category of default group.

Note, if the default booking category is within the default booking category group, then it remains untouched.

For example: If a booking category group called “Design Categories” was deleted this would remove “Design Categories” from all projects which had this selected. If they had no other booking category groups selected such as the default one, then the default one is added to the project.

For example: If a booking category group called “Design Categories” was deleted and a project had their default booking category set to something from this deleted group, it is updated back to the next default category in the next group they have. If no group then then the default group one of been set per the above.

Setting up Booking Categories outside of the Premium Extension.

Don’t have the extension installed, don’t worry. You can trial the extension out for free. In the meantime, let’s show you how static Booking Categories works.

Add Static Booking Categories

Create and add your own booking categories to any booking on the grid. By default, the category will be given a category called “General” which you can edit. From the settings page you can quickly add category names so you can start tagging your bookings with your own business terminology.

  1. Settings
  2. Account Setup
  3. Booking Categories
  4. Add Category name in the field.
  5. Select a corresponding color
  6. Click ‘Add’

Booking Category Groups

Edit/Delete Static Booking Category

Click the edit pencil icon. A new window will open. You can edit the following:

  • Name
  • Color
  • Default Category option

Edit Booking Category Groups

To delete a category, simply click the X on the category row. You will be asked to confirm deletion.

Manage & Assign

Option to assign all or some projects and events. You do not need the Premium Extension for this.

  • Click ‘Manage Groups and Assign Projects.
  • Select
  • Save

Booking Category Groups

Assign a Booking with a Category

Assigning a booking with a category is easy. All you need to do is either right click the booking and choose the “Booking Category” menu and then choose one of your defined categories. You can also use the tools menu for this. The booking will get tagged immediately with the category name which is appended to the end of the title and also in the tooltip.

Further Reading

One of our most popular reference pages is entitled “How to apply the Red, Amber, Green Status using Booking Categories?”

Setting up Booking Category Groups

How to edit the Booking Category?

Navigate to the booking category. Click the pen to open up the booking category modal.

Edit Allocation Booking Category

What can I edit?

  • Name
  • Custom Category Color – chose from the panel or add a custom color code.
  • Category Booking Allocation – choose from Percentage, Hours per Day or Total Hours.
  • Make a Category default option
  • Don’t forget to click Save