Creating and managing guide categories

What are guide categories?

Guide categories are the top-level sections that organise your aftercare content — for example, "Warranties", "Maintenance", "Legal & Compliance", or "Community". Each category can contain individual guide articles that residents access after moving in.

Categories can be set to appear at a specific point in the buyer journey, so residents only see relevant content at the right time.

Creating a category

1. Navigate to the Aftercare section and open Guide Categories from the settings.
2. Click Add Category.
3. Optionally upload a category image (used as the category thumbnail).
4. Enter the category name.
5. Set the journey stage visibility:
   • Always visible — shown from the moment a customer is added
   • From Reservation — shown once a buyer has reserved
   • From Exchange — shown once contracts are exchanged
   • From Completion — shown once the sale is complete
   • From Aftercare — shown once the homeowner is in the post-handover stage
6. Click Create.

Editing a category

1. Click the pencil / edit icon on the category card.
2. Update the name, image, or stage visibility as needed.
3. Click Save.

Enabling and disabling categories

Each category has an Enabled / Disabled toggle. Disabled categories remain visible to admins but are hidden from residents. This is useful for seasonal content or guides under preparation.

Reordering categories

Use the Move Left and Move Right arrows on each category card to adjust the display order. Click Save Order once you are happy with the sequence.

Deleting a category

Click the trash icon on the category card and confirm when prompted. The category is removed from the resident view. Category data is preserved in your audit trail.