Unit type groups

Overview

You can create groups that you can assign unit types to. These groups are added to your customer booking portal.This allows you to consolidate your unit types into categories that you define, providing your customers a more structured list and booking flow. Unit type groups can be particularly helpful if you offer a wide range of unit types, preventing the need for your customers to scroll through one long list.
An example of unit type groups based on size

Creating a unit type group

To create a unit type group, navigate to the Details tab of your site in the management portal and scroll down to the Unit type groups section.
Click on the blue + button to create a unit type group. In the window that opens, you will enter the following information:
  • Title
  • Subtitle
  • Code
  • Order
Title
The name of the group, or category, that displays in your customer booking portal.
Unit type group title examples
Subtitle
The brief description of the group that displays underneath the group button when selected.
A group subtitle example
Code
The code will display in the URL path as a user selects between different unit type groups.
The code displays after '?group=' in the URL
Order
This determines the order in which the groups are listed. For example, enter 1 to have this group listed first after the All button. 2 will be next, and so on.
Entering 2 for the 'Order' will list this group second, as seen in the examples above

Assigning a group to a unit type

To assign a group to a unit type, first navigate to the desired unit type in your site settings. Select the Details tab and click the edit/pencil button under the Unit type details section.
Navigating to the 'Group' setting for a unit type
From here you can simply select the desired unit type group from the dropdown list.
By default, all unit types will have the Group setting configured to [None]. This means the unit type will only display in the All group in the customer booking portal, seen below.
Unit types with [None] as the group will display in the 'All' list

Advanced: bulk updating unit types to assign groups

Once you have created your list of unit type groups, you can export this list.
Exporting / importing unit type groups
This export will display the id data point for your unit type groups.

When preparing a unit type .csv file, this corresponds to the groupId data point, seen below. This can be used with .csv bulk updates to apply unit type groups to multiple unit types at once.
The 'groupId' data point corresponds to the 'id' when exporting your unit type groups list
For more information on bulk updating data, click here.
Related articles
Unit types
Editing your site details
Bulk updating data
Onboarding setup 4: Site, jobs, and unit management