Categories can be created in settings here

If you are an agency who works with multiple types of businesses, categories are a great way to define them. Create a category for each type and assign them to clients.

Fitness category example: Cross Fit, Yoga, Boutique, Weights, Big Box, Spin Class, Group Fitness, Etc.

You may be running an A/B test for a group of clients, create a category for this test for example (”Free 6 week offer”) and assign it to clients inside this test.

You can then sort your tracking table by (”Free 6 week offer”) to easily track their results.

You can add categories to existing clients by navigating to clients clicking the “…” next to a clients name, selecting “Edit client” then assigning the category to them.