Organization Categories are groups of similar Organizations. Using Organization Categories properly can help with your reports and business intelligence. You will also need Organization Categories in order to create Discounts.

For example, you may want to know how many elementary schools visited your venue last year. By creating and assigning an "Elementary School" Category to all of the elementary school Organizations, you can report on this without creating individual ticket types for elementary schools.

You cannot add an Organization to the Back Office without associating it with an Organization Category. For this reason, we recommend taking some time to plan out your Organization Categories.

Suggestions for Organization Categories

To use Organization Categories, it can help to spend some time thinking about your reporting and and data analysis goals. Here are some suggestions for Organization Categories:

  • Tour Operator
  • Internal Client
  • Civic Organization
  • Non-Profit
  • Religious Group
  • Elementary School
  • Middle School
  • High School
  • College/University

Creating a New Organization Category

While we recommend mapping out your Organization Categories in advance, you can always add new Organization Categories as your business needs change.

As you do so, however, remember that changing the Category of an Organization can complicate reporting.

  1. Log in to the ACME Back Office.
  2. Click on "Organizations" in the left navigation panel.
  3. Select "Categories" from the expanded Organizations menu.
  4. Click "+Create Category" in the upper right corner of the screen.
  5. In the window that pops up, enter the Category Name and Description (optional).
  6. Click "Create Category" to save your changes.

Your Organization Category is immediately available to apply to new and existing Organizations, including editing Organizations to change their Organization Category.

Updating an Existing Organization Category

Organization Categories can be edited directly in the Organization Category list.

  1. Navigate to the Organization Category list in the Back Office (Steps 1-3 above).
  2. Double-click on the field (Name or Description) you would like to to edit.
  3. Click "Update" to save your changes.

Removing an Existing Organization Category

  1. Navigate to the Organization Category list in the Back Office (Steps 1-3 above).
  2. Click "Remove" next to the Organization Category you would like to remove.

Note: If you remove an Organization Category from the list, it will not be deleted from the Organizations that currently belong to that Category. (This is because every Organization record must have an Organization Category.) To change an Organization's Category, you have to edit the Organization's record.