Classes allow you to categorize your transactions. The following steps will show you how to create a new class in Method:CRM's Classes App:

1. From your Method:CRM dashboard, click ⊕ New on your Classes App, or click ⊕ New Class on your Classes List screen. 

2. This opens the New / Edit Classes screen. Assign a unique and descriptive Name to your class. 

3. When Class is Active is checked, it makes this class available in dropdowns throughout Method:CRM.

4. When Subclass Of? is checked, you can create a parent for this class.

5. The Parent dropdown only shows up if Subclass Of is checked. Assign a parent class, if applicable.

Note: 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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