Event categories and types

This article is for training companies and trainers. If you are a certification brand coordinator, read this article.

Event categories and types are an easy way to organise your events and attendees. 

Use of categories

There are several situations where categories are actively used:

- After you have added your first category and type, the relevant field appears in the event configuration form and you can assign an event to this type.

- After integrating your website with Workshop Butler, you can promote events of different categories on different pages. It is very easy to do by creating per-category calendar widgets.

Trainers and training companies manage and use categories differently.

For a training company

You can make certain categories and types available only to those trainers who have the necessary qualification to teach them. Thus, when you create an event you don’t have to choose from the whole list of trainers. WSB shows you only the list of those who have access to this event type.

The same goes for trainers who create events for you. They will be able to create events only for available categories.

You can give and revoke access to types at any time

To add a category:

1. open the dropdown menu in the top right corner, click on Account Settings and choose Categories in the Event Management section on the left side.

2. Click on the +Add Category button in the upper part of the Categories section:

3. You should choose a name for the category and names for one or several types that belong to it. For example, a category could be Agile, and event types might be Scrum Master Course, Agile Foundation Course, etc. 

4. Do not forget to click the Create button to save changes.

In this section, you can also see the list of categories you already have, edit, and deactivate them.

For a trainer

Event categories and types are an easy way to organise your events and attendees. Not only do they help you to navigate between different events easily, but the event presentation on the website is structured and easier to grab.

For example, you’re a Professional Scrum Trainer and a Licensed LeSS Trainer. In this case, your category structure can look like this:

• Category: Scrum.org
  • Event type: Professional Scrum Master
  • Event type: Professional Scrum Product Owner
  • Event type: Professional Scrum Foundations
  • Event type: Professional Scrum Developer
• Category: LeSS
  • Event type: Certified LeSS Practitioner
  • Event type: Certified LeSS for Executives

If you are working with a training company and certification brand, they have given you access to some categories and types. You will easily recognise that these types were added by someone else because you cannot edit them.

If you are a licensed trainer, a certification brand can make only event types available for you. They will be grouped under one category with the brand’s name.

If you are working for a training company, they can give you access to both types and categories. If a company revokes access to all types of one category, the category itself will disappear from your account.

And if you plan to run your own events, you can do add categories and types the following way:

1. Open the dropdown menu in the top right corner, click on Account Settings and choose Categories in the Facilitation section on the left side.

2. Click on the +Add Category button in the upper part of the Categories section:

3. You should choose a name for the category and names for one or several types that belong to it. For example, a category could be Agile, and event types might be Scrum Master Course, Agile Foundation Course, etc. 

Do not forget to click the Create button to save changes.

Later, you can edit these categories and delete them.