Proposals have a set of built-in categories and subcategories to help organize which members of a wedding party get which florals.
These features are on Standard Wedding / Events. To upgrade from Lite Wedding / Events please contact sales!
TABLE OF CONTENTS
- Accessing Wedding Categories
- Editing Wedding Categories
- Adding New Wedding Categories
- Using Wedding Categories
If you are on the Floranext Platform 1.0, please refer to this article.
Accessing Wedding Categories
In the Floranext dashboard, navigate to Proposal Settings > Proposal Settings > Wedding Categories.
You will be brought to a screen where you can edit categories or add new ones. Notice the main categories (Bride, Bridal Party, Groom, etc.) and the default subcategories indented beneath them (for Bride: Bouquet, Headpiece, and Other).
Note - when you're creating a non-wedding event, your proposal will not have access to these categories - they apply only to wedding proposals.
Editing Wedding Categories
To update any of these product categories, click Edit on the right. You can rename the category itself (Bride) or any of the subcategories, as well as delete any existing subcategories.
Click Done to save changes!
Adding New Wedding Categories
To add new categories or subcategories, click Add New in the upper right of the Wedding Categories page.
First, choose whether you're adding a category or subcategory. If you're adding a subcategory, a new box will open where you can choose the category to nest it under.
Note that if you're creating a new category and adding subcategories to it, you'll need to create the parent category first in order to nest the subcategories under it.
Choose a name for the item:
Now click Done to create the item.
Using Wedding Categories
To use your new category or subcategory, open or create a wedding proposal and find it under the category heading.
For a subcategory:
- Click Add Item across the category heading and a popup will appear.
- Check the subcategory you want to add and click the add button.
- You can still rename the category heading or the subcategory by clicking on the name after being added