How to Create and Manage Property Categories

Manage Your Categories

The Manage Your Categories section allows landlords and property managers to create, edit, and organize categories used across the system. Categories help classify reminders, documents, certificates, or any other items for easy tracking and reporting.

Add New Category

1. Category Type:
   Select the type of category you want to create.
   Example: Reminder
2. Name:
   Enter the name of the category.
   Example: Gas Safety Certificate
3. Save:
   Click Save to add the new category.

Edit Existing Categories

• Click Edit next to any existing category to update its name or type.
• Make the necessary changes and click Save to update.