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Categories

Categories are named groupings of Locations within a Finder. They let you segment your location data into logical buckets — for example, “Restaurants,” “Hotels,” and “Attractions” within a travel finder; or “Premium,” “Standard,” and “Express” within a retail store finder.

A Finder displays all Locations it can reach through its attached Categories, plus any Locations attached to it directly.

Key properties

  • A Location can belong to multiple Categories. The same “Downtown Hotel” can appear in both “Hotels” and “City Center” without duplicating the Location record.
  • Categories are Workspace-scoped. A Category you create is available to every Finder in the Workspace. In practice, most teams create Categories that belong to one Finder’s data model, but you can share Categories across Finders if it makes sense.

💡 Tip: If every location in your Finder is of the same type, you may not need Categories at all. Attach Locations directly to the Finder and skip the grouping step. Add Categories later if you need to subdivide.

Creating and managing Categories

Create a Category

  1. Go to Categories in the left sidebar.
  2. Click Add category.
  3. Enter a Name (required) — for example, “Restaurants” or “Premium Stores.”
  4. Optionally add a Description to remind your team what this Category contains.
  5. Click Create.

The Category appears immediately in the Categories list.

🟡 [SCREENSHOT: “Add category” slide-in panel with Name and Description fields]

Add Locations to a Category

  1. In the Categories list, click the row for the Category you want to edit (or click its ··· menu → Edit).
  2. In the edit panel, use the Locations multi-select field to search for and add Locations.
  3. Click Save changes.

Locations you add here are immediately included in any Finder that uses this Category.

💡 Tip: You can also assign a Location to Categories from the Location edit panel. Open any Location, look for the Categories field, and add it there.

🟡 [SCREENSHOT: Categories list page showing several categories with location counts and last-updated timestamps]

Rename a Category

Open the edit panel for the Category and update the Name field. Click Save changes. The new name takes effect immediately.

Remove Locations from a Category

Open the Category edit panel, find the Location in the Locations multi-select, and deselect it. Click Save changes. The Location is removed from this Category’s grouping but is not deleted from your Workspace — it remains available to other Categories or can be attached to a Finder directly.

Delete a Category

  1. In the Categories list, click ··· → Delete (or use the Delete button inside the edit panel).
  2. Confirm the deletion.

⚠️ Warning: Deleting a Category removes it from every Finder that references it. Locations that were exclusively in that Category — and not attached to a Finder directly or via another Category — will no longer appear in those Finders. The Locations themselves are not deleted; they remain in your Workspace and can be re-assigned.

The Finder — Category hierarchy

Workspace
  └── Finder
        ├── Locations  (attached directly to the Finder)
        └── Categories
              ├── Category A → Locations
              ├── Category B → Locations
              └── Category C → Locations

Locations attached directly appear alongside those in Categories, without any grouping label distinguishing them.

🟡 [SCREENSHOT: Diagram or annotated screenshot showing a Finder card with Categories listed inside it]

Use cases: Categories vs. Tags vs. Custom Fields

All three grouping tools can slice your Location data, but each serves a different purpose.

SituationBest tool
Grouping Locations into named buckets for a single Finder (e.g. “Restaurants” and “Bars” in a city guide)Categories
Labeling Locations with free-form keywords across many Finders (e.g. “24-hour,” “drive-through,” “pet-friendly”)Tags
Storing a structured data value on every Location (e.g. “Opening Hours,” “Square Footage”)Custom Fields
Letting visitors filter results at runtimeTags or Custom Fields (surfaced via Refinements)
Keeping two brands’ locations separate without managing two accountsTwo separate Finders, each with its own Categories

When Categories are better than a second Finder: If you want a single finder widget that shows “all” results by default but lets visitors drill down by type, Categories combined with a Tag or Custom Field refinement give you that experience without managing two separate Finders. Categories are a data-organization tool; visitor-facing filtering is handled by Refinements.

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