Can I skip this step?
No, when you create your series, you will need to tell the system what revenue stream it belongs to.
Where am I in the setup process?
Click here
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Can I skip this step? No, when you create your series, you will need to tell the system what revenue stream it belongs to. |
Where am I in the setup process?
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Revenue Categories are the groups that you use to classify your revenue streams. They are similar to the "Accounts" feature in Quickbooks. Revenue Categories don't really affect the behavior of your site, but they do give you more detailed reporting. For the Sales by Category report and the Sales Report, these Revenue Categories will be used to separate your sales. If you owned a spa, this feature could separate your sales into revenue categories like "Facials," "Massage," and "Acupuncture."
You define the Revenue Categories on this screen. Later, you will assign them to your Series and Session Types. Assigning a Revenue Category to a series is how the system knows which Revenue Categories go with what service sale. In short, it tells your reports how to categorize each sale.
Click here to set up Resource Rentals, Classes, & Events (Workshops)
Click here to set up Private Appointments
*What if I have private Appointments and Classes & Events?
After setting up Class & Events (Workshops), you will have the opportunity to set up Private Appointments. Also, after you set up your Private Appointments, you will have the opportunity to set up your Classes and Events (Workshops.)
