🏠
Calcumate Support
🏠
Calcumate Support
  • Ready to get started?
    • Plan inclusions and pricing
  • CALCULATOR CUSTOMIZATION
    • Step 1 - Initial set-up
      • Call to action URL
      • Call to action (advanced settings)
    • Step 2 - Adding unit sizes
    • Step 3 - Categories
    • Step 4 - Presets
    • Step 5 - Design
    • Step 6 - Details
    • Step 7 - Publish to your website
  • Frequently Asked Questions
    • Embedding with iframes
    • Domain mismatch error
    • Where can I find my invoices?
    • Update account details
    • Logging into your dashboard
    • Set up multiple calculators fast
    • How do I position/style the geo location widget?
    • Content Security Policy (CSP)
    • How do I add Calcumate to Wix / Shopify / similar CMS?
  • DRIVING CONVERSIONS AND EFFICIENCY WITH LEAD CAPTURE
    • Lead capture overview
    • Lead data that can be captured
    • Setting up lead capture
  • CALCULATOR DATA EXTRACTION
    • Method 1: URL GET Parameters
    • Method 2: Subscribe to the Calculator event
  • FILTERING TO AVAILABLE UNITS
    • Filtering To Available Units
  • Resources
    • Getting support
    • Security and privacy
    • Terms and conditions of service
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  1. CALCULATOR CUSTOMIZATION

Step 3 - Categories

Categories is where you can create go to tabs for your clients to use when selecting their items. You can add/remove items from each category as well as rename them based on your preferences.

PreviousStep 2 - Adding unit sizesNextStep 4 - Presets

Last updated 9 months ago

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  • Display search function will enable a free text search where the client can search a key word to find the relevant item.

  • Add/delete categories, you can have up to 6 categories.

  • Edit your chosen category by clicking the 'edit' (pencil) icon.

    • To add items to your category, tick the circle and the item will be moved to your active item list (blue shaded background). To remove the item from the category untick the circle.

    • Re-arrange the items as you feel best. Don't forget to press save when done (top right of the screen).

    • Customise your item name/size/weight. Click the customise icon and you can then modify the size/weight of the item by +/- 30%, and change the name of the item.