How to use subscription categories and subcategories

Contents

    What function do they serve

    Categories and subcategories help you organize your subscription services to find them faster and maintain a clear business structure.

    How to create a category

    1. Go to the subscription category list.

    2. Click on Add Subscription Category.

    3. Write the name of the category.

    4. Save your changes.

    How to edit a category

    1. Open the category from the list.

    2. Update the name as needed.

    3. Save to apply the change.

    How to deactivate or reactivate a category

    If a category is no longer in use, you can mark it as deleted to make it inactive without losing its history. You can reactivate it later if it becomes necessary again.

    How to create a subcategory

    1. Go to the subscription subcategories list.

    2. Click on Add Subscription Subcategory.

    3. Write the name of the subcategory.

    4. Select the category it will belong to.

    5. Save changes.

    Important: It is not possible to save a subcategory without selecting a category.

    How to edit a subcategory

    1. Open the subcategory from the list.

    2. Modify the name or change the associated category, if applicable.

    3. Look to confirm.

    How to deactivate or reactivate a subcategory

    Just like categories, you can make it inactive by marking it as deleted and reactivate it when needed.

    What information will you see in the listings

    In categories, you will see the name and its status. In subcategories, you will see the name, related category, and status. You can also search by name and export the information.

    Practical example

    If you sell internet and security services, you can create categories like Internet y Security. Then, within each, create subcategories like Home, Companies o Cameras to better organize your plans.


    Latest AI Update: 2026-04-27 13:34:24

    Updated on 04/27/2026