Only users with the Owner Admin or Admin role can open Membership Categories. To reach it, open Memberships, switch to Plans, open the settings menu beside Create plan, and under Tools select Manage categories.
A category is presentation only. It does not change a plan's price, its billing cycle, its benefits or who can join it. Until a plan has a category, pet owners see your plans in one grid.
Unlike service categories, there are no system categories here. The list starts empty, showing No categories yet, and every category is one you create.
Create a category
Name a category for what the pet owner is choosing between, not for how you bill it. "Grooming Plans" tells them something. "Tier 2" does not.
Open Membership Categories.
Select New. If the list is empty, select Create First Category.
On Create Category, enter the Category Name, and a Description (optional) where the name alone is not clear enough.
Optional: upload an Icon (optional) and an Image (optional). Leave them and the category uses the default artwork, shown as Using default icon and Using default image.
Optional: under Badge Colour, pick the colour for the badge text. Petboost generates the background tint, and Badge Preview shows the chip.
Select Create Category.
The image is a larger photo on the category card, which falls back to the icon without one. Each category needs its own name: Petboost refuses a second one with the same name, whatever the capitals, with A membership plan category with this name already exists.
Put a plan in a category
Category is set on the plan, not here.
Open Memberships, switch to Plans and select Manage on the plan.
Open Details.
Under Plan Identity, choose the category in Plan Category. To make a new one there, select New beside it.
Select Publish Changes, tick the box in Before You Publish, then select Publish Changes.
Each row in Your Categories shows how many plans use it. A category no plan uses shows no count.
Edit a category
Each row in Your Categories has a pencil to edit it and a bin to delete it.
Open Membership Categories.
Select the pencil on the category's row.
On Edit Category, change the name, the description, the images or the badge colour. To put the default back in place of an uploaded icon or image, select Use Default.
Select Save Changes.
Delete a category
Deleting is permanent. Reassign the plans that use the category first: a category that still has plans in it cannot be deleted.
Open Membership Categories.
Select the bin on the category's row.
On Delete Category, which shows the category you are about to remove, select Delete Category.
If plans still use it, you get Cannot delete category, naming how many plans use it and up to three of them. Move each one to another category under Plan Category on its Details, then delete. Deleting a category never deletes a plan.
When you do not need categories
If you run three plans, skip this page: pet owners see them in one grid. Categories earn their place when a pet owner has to compare several plans that split cleanly by what they are for, such as grooming plans against daycare plans, or one category per location.