Create a class

The following steps will show you how to create a new class in Method's Classes App.

  1. From your Method dashboard, click New on your Classes App, or click New Class on your Classes List screen. This opens the New/Edit Class screen.
  2. Assign a descriptive name to your class. 
  3. When Class is Active is checked, it makes this class available in dropdowns throughout Method.
  4. Assign a parent class, if applicable.
    Sub classes are typically used to categorize specific kinds of services or products. For example, a landscaping company may wish to differentiate between Maintenance and Installation under their Labor class.
  5. Click Save. You are returned to your Classes List.

And you're done! You've successfully created a new class.


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