Understanding Categories and Subcategories

What Are Categories Used For?

Categories in Loopit help organise vehicles for customer-facing use cases, such as:

• Allowing customers to book based on vehicle types (e.g., small car, SUV).

• Simplifying backend management of fleets.

Key Features

1. Booking Rules: Categories define booking parameters, such as selecting vehicles by VIN for exclusive categories like “Supercars.”

2. Customer Presentation: Align categories with business needs (e.g., rentals, subscriptions) to ensure clarity and ease of booking.

3. Fleet Organisation: Manage assets based on category hierarchy for better inventory visibility.

Step-by-Step Guide

1. Navigate to Settings > Categories.

2. Assign vehicles to a category.

3. Configure booking rules:

   • Define whether customers book by category or specific VIN.

   • Set mandatory fields such as insurance, payment method, or age restrictions.

Watch the video to understand more about how categories work.