Categories & signup paths

Define the goals patients choose at signup and the question set each one leads to.

Categories are the goals a new patient picks from when they sign up — things like Weight loss, Strength, or Anti-aging. Each category also decides which set of intake questions the patient answers next. You manage all of this on the Categories page.

How a category becomes a signup goal

A category shows up as a goal on your patient signup page only when both are true:

1. Show at signup is turned on, and
2. the category has at least one live (in-stock) product.

That second rule prevents dead ends — a goal with nothing to sell would send a patient down a path that can't finish. The Categories page shows the live-product count for every category and flags any that are toggled on but have nothing live yet ("No live products — won't show"). If a goal isn't appearing on your signup page, this is almost always why.

The two quick edits you'll make most

Right in the table, without opening anything:

• Show at signup — the toggle that offers this goal to new patients.
• Signup path — the dropdown that picks which standard question set the patient answers after choosing this goal:
  • Weight loss
  • Strength & recovery
  • Anti-aging & longevity
  • Mood & energy
  • General (goal-agnostic) — a short path for custom goals without a dedicated question set

Both save the moment you change them.

Creating and editing categories

Click Add category (or the pencil on any row) to set:

• Name — what the patient sees (e.g. "Skin & Hair")
• Description — optional supporting line under the goal
• Signup path — as above
• Accent color and icon — how the goal looks in the app
• Sort order — lower numbers show first

Standard vs custom categories

• Standard categories (from the starter kit) can be edited and deactivated, but not deleted — this keeps the built-in paths intact.
• Custom categories you create can be deleted outright.

Deactivate (the eye icon) hides a category everywhere without losing it — use this instead of deleting when you simply want to stop offering a goal for a while. Reactivate it any time.

A good setup

1. Turn Show at signup on for the goals you actively sell.
2. Make sure each of those has at least one live product.
3. Confirm each is pointed at the right signup path so patients get the correct questions.
4. Turn Show at signup off (or deactivate) anything you're not ready to offer.

→ Live products come from the Products page. The questions and results screens come from Forms.