How to Create and Edit Categories in Memberships

How to Create and Edit Categories in Memberships

July 31, 20241 min read

Within the Membership section,  you can create categories of products from templates or use a DIY build-your-own option. Follow these quick steps to get started with creating and editing categories in the Membership Section.

  • Navigate to Memberships > Products > All Products.

  • Click “Create Product” or click into an existing one.

  • If you create a new product, you can choose from 4 template options: Sprint Course, Marathon Course, Membership, or Build-Your-Own.

  • Click “Start Building” to create from one of the templates. 

  • Name your category and give it a description. Choose whether it’s published, drafted, or in drip mode. You can also add a thumbnail.

  • Here you can add posts to the category. (You can also do this from the main page for the category.)

  • Click Save to confirm your changes.

  • Repeat this process for any additional categories you wish to add.

Moe Ameen is a real estate investor, software creator, and general over-caffeinated human who somehow made automation cool (or at least tolerable). He built a cutting-edge real estate CRM because manually chasing leads is so last century. Specializing in creative finance, deal structuring, and making things unnecessarily efficient, he helps investors close more deals while doing less actual work. When he's not automating the real estate world, he’s probably pretending to work while staring at spreadsheets or convincing himself that buying another domain name is a good idea.

Moe Ameen | BILT CRM

Moe Ameen is a real estate investor, software creator, and general over-caffeinated human who somehow made automation cool (or at least tolerable). He built a cutting-edge real estate CRM because manually chasing leads is so last century. Specializing in creative finance, deal structuring, and making things unnecessarily efficient, he helps investors close more deals while doing less actual work. When he's not automating the real estate world, he’s probably pretending to work while staring at spreadsheets or convincing himself that buying another domain name is a good idea.

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