With more than a hundred default notifications plus your own, the list in Settings › Notifications gets long. Categories are labels you attach to notifications so you can filter the list to the set you are working on: Seniors, Invoicing, Spring Sports, Needs Review.

Adding a category to a notification

1. Open the notification.
2. Click Manage Categories next to the name.
3. Type to search existing categories or enter a new name to create one, then select it.
4. Save.

A notification can carry several categories.

Filtering by category

Use the Categories filter at the top of the Notifications list. Only notifications carrying the selected category are shown, and the filter stays applied while you move between them.

Suggestions

• Tag the handful of templates you customize for every new client, so onboarding is one filter away.
• Tag anything you have changed from the default with Customized, so you know what to review before a sync.
• Categories are studio-wide labels; they do not change how or when a notification sends.