How To Select Categories as a Member
In this article, we will cover how to select categories as a member and how to enable sub category selection for the members inside the admin.
Important:
- The Top Category is selected in the Contact Details form.
- The Sub Categories and Sub-Sub Categories are selected in the Listing Details form.
- A different approach can be found here: How To Select Categories As A Member In One Member Form.
Login using the member credentials or log in as a member in the Admin Dashboard - Login As Member
Once logged in as a member click on the Contact Details Form:
There is going to be a form field called Top Category or Best Describes You, now select the one that suits the member's business:
Scroll down the form and click on Save & Continue, this will redirect to the Profile Photo tab automatically.
From there click on the Listing Details tab:
Members can select multiple sub-categories that they Specializes in:
** It is also possible to Search by Keyword if there are a lot of categories on this form.
It is also important to note that this list will follow the "Front-End Display" setting inside the Member Categories tab of the Admin Dashboard**
Once the Sub or Sub-sub category has been selected, it will appear as a tag below the "You Are Listed.." message:
Clicking on the "X" on these tags will also de-select the category from the selected options:
Scroll down and click on Save & Continue.
The specialties will appear inside their own tab on the profile page:
** The "Specialty/Specialties" wording is a text label that can be changed:
Enabling Category Selection for Members
Member category selection can be enabled per membership plan - there are two settings that allow members to select multiple categories. These settings are in Membership Plans > Plan Settings:
- Search Visibility > Max. Sub-Level Categories Member Can Select
This determines the maximum sub-level categories a member can list in. Enter 'all' to auto-list members in all the available sub categories. Enter 'unlimited' to allow members to select as many sub-level categories as they wish.
- Post Publishing > Member Specialties Checkbox
ACTIVATE so these members can select sub-level categories in their member dashboard area
