Appearance
Menu Categories
Categories organize your menu items into logical groups that display as sections on your menu boards. Examples include "Appetizers," "Draft Beer," "Wine," "Entrees," or "Desserts."
Creating a Category
- Navigate to Menu Categories in the sidebar.
- Click Add Category.
- Enter the category details:
| Field | Required | Description |
|---|---|---|
| Name | Yes | The category name displayed on your menu board |
| Location | Yes | Which location this category belongs to |
| Sort Order | No | Controls the display order (lower numbers appear first) |
| Active | Yes | Whether this category is currently visible |
- Click Save.
Editing a Category
- Go to Menu Categories.
- Click Edit next to the category you want to modify.
- Update the fields and click Save.
Deleting a Category
- Go to Menu Categories.
- Click Delete next to the category.
- Confirm the deletion.
Note: Deleting a category will remove it from any menu board sections that reference it. Menu items in the category will not be deleted but will become uncategorized.
POS-Synced Categories
If you have connected a POS system (such as Square), your categories may be synced automatically from your POS catalog.
When a POS connection is active:
- POS-synced categories cannot be edited or deleted in Tapboard. They are managed by your POS system.
- Categories are marked with a badge indicating their source (e.g., "Square").
- New categories added in your POS will appear in Tapboard after the next sync.
- Categories removed from your POS will be deactivated in Tapboard.
You can still create local categories alongside your POS-synced ones. However, on the first POS sync, existing local categories may be deactivated to avoid duplicates.
Plan Limits
| Plan | Categories per Menu |
|---|---|
| Sampler (Free) | 2 |
| Starter | 5 |
| Pro | 10 |
| Pro+ | Unlimited |
See Billing & Subscriptions for upgrade options.