{"id":144927,"date":"2026-09-14T09:06:10","date_gmt":"2026-09-14T09:06:10","guid":{"rendered":"https:\/\/docs.daftra.com\/?post_type=tutorial&p=144927"},"modified":"2026-11-09T10:15:10","modified_gmt":"2026-11-09T10:15:10","slug":"managing-and-customizing-client-categories","status":"publish","type":"tutorial","link":"https:\/\/docs.daftra.com\/en\/tutorial\/managing-and-customizing-client-categories\/","title":{"rendered":"Manage and Customize Client Categories"},"content":{"rendered":"
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Categories let you divide clients into organized groups (such as wholesale, retail, VIP, or by region), with the option to create main categories and subcategories under them, and to link a client to one or more categories. You then use these categories in search, reports, the loyalty program, and printable templates. This guide explains what categories mean, how to create and manage them, how to link them to clients, and how their name changes based on the account’s business activity.<\/p>\n

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How to access<\/span>From the main menu: Client Settings<\/strong> \u2192 Categories<\/strong>. In accounts with a medical business activity, it appears as Patient Settings<\/strong> \u2192 Categories<\/strong>.<\/span><\/div>\n<\/div>\n
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Contents<\/p>\n

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  1. What do categories mean?<\/strong><\/a><\/li>\n
  2. Screen name based on business activity<\/strong><\/a><\/li>\n
  3. Categories list screen<\/strong><\/a><\/li>\n
  4. Add or edit a category<\/strong><\/a><\/li>\n
  5. Delete a category<\/strong><\/a><\/li>\n
  6. View a category and its linked clients<\/strong><\/a><\/li>\n
  7. Link a client to a category<\/strong><\/a><\/li>\n
  8. Migration of old categories<\/strong><\/a><\/li>\n
  9. Where categories are used<\/strong><\/a><\/li>\n
  10. FAQs<\/strong><\/a><\/li>\n<\/ol>\n<\/div>\n

    What do categories mean?<\/h2>\n

    A category is a group where you put similar clients to make them easier to find and follow up on. Instead of typing free text for each client, you create a fixed list of categories once, then choose from it in each client’s profile; this gives you consistent names that you can search by and filter in reports.<\/p>\n\n\n\n\n\n\n
    Concept<\/th>\nMeaning<\/th>\n<\/tr>\n
    Main category<\/strong><\/td>\nA category that has no category above it, such as “Wholesale”.<\/td>\n<\/tr>\n
    Subcategory<\/strong><\/td>\nA category inside a main category, such as “Wholesale \u2192 Cairo”.<\/td>\n<\/tr>\n
    More than one category per client<\/strong><\/td>\nA client can be linked to one or more categories at the same time.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n
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    Example<\/p>\n

    A medical center categorizes patients into “Insurance” and “Cash”, with subcategories under “Insurance” named after the insurance companies; so it can view all patients of a specific insurance company, or apply a loyalty rule to cash patients only.<\/div>\n<\/div>\n

    Screen name based on business activity<\/h2>\n

    The name of the clients module in the main menu changes based on the business activity<\/strong> you chose when you signed up; in accounts with a medical business activity (clinics and medical centers), clients appear as Patients<\/strong>, and Client Settings<\/strong> appears as Patient Settings<\/strong>.<\/p>\n

    So the Categories<\/strong> in Patient Settings<\/strong> are the same client categories explained in this guide: the screen, fields, and rules are the same, and only the naming is different. Wherever “client” appears in this guide, read it as “patient” in medical accounts.<\/p>\n\n\n\n\n\n\n
    In this guide<\/th>\nIn an account with a medical business activity<\/th>\n<\/tr>\n
    Client Settings<\/strong> \u2192 Categories<\/strong><\/td>\nPatient Settings<\/strong> \u2192 Categories<\/strong><\/td>\n<\/tr>\n
    Client category<\/td>\nPatient category<\/td>\n<\/tr>\n
    The Clients<\/strong> tab on the category page<\/td>\nThe Patients<\/strong> tab<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n
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    \ud83d\udec8<\/span><\/p>\n

    Note:<\/strong> If you can’t find Client Settings<\/strong> in the main menu, look for the settings of the module that contains your clients by its name in your account (such as Patient Settings<\/strong>).<\/p>\n<\/div>\n

    Categories list screen<\/h2>\n