Categories

Creating Categories and Tags for Trip Templates

To keep your Trip templates well organized and easy for customers to navigate, you can create template categories and tags. These are visible in the BusBusiness portal, so it’s important they are clear, consistent, and meaningful.

Step 1: Create a Template Category

Template categories help group similar templates together.

Go to Settings → Categories
Click ➕ New Template Category
Enter a clear and descriptive category name

Example:
🎓 School Trips

Click Save

Step 2: Create Template Tags

Tags make it easier for customers to filter and recognize templates in the BusBusiness portal.

Go to the Template Tag tab
Click ➕ New Template Tag
Enter a short, descriptive tag name
Click Save

💡 Tip: Tags are shown directly to customers, so keep them:

Short
Relevant
Easy to understand

Step 3: Use Categories and Tags in Templates

When creating or editing a Trip template, you can now:
- Assign one Category
- Add one or more Tags

This helps customers quickly find the right trip templates in the BusBusiness portal and improves overall usability.

👉 Learn more: Templates

🛠 Troubleshooting

Category or tag not visible in template

Confirm the category or tag was saved successfully
Refresh the page and reopen the template editor

Tags not showing in BusBusiness portal

Make sure the template is published and available to customers
Verify the tag name is not empty or duplicated

Cannot create new categories or tags

Check that your user role has access to Settings
Contact your TEQ administrator to verify permissions

Still having trouble