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Customizations

Create Student Note Categories

Add, view, rename and delete the categories your staff use to group issues on each student's Notes tab.

By Red Belt Team | Last Update: October 31, 2026

Note categories group the issues on every student's Notes tab, so staff can quickly filter to topics like billing, attendance or promotions. Categories are shared across your whole school.

Add a Category

  1. Visit redbeltgym.com.
  2. Sign in to your account.
  3. Click Setup in the left-side menu.
  4. Under Contacts & contracts, click Student Notes.The Student Notes card on the Setup page
  5. Click Add category.The Add category button and the Note categories list
  6. Type the New category name, then click Add category. New categories get a color automatically.The new category name box and the Add category button

View Your Categories

  1. On the Student Notes page, review the Note categories list. Each row shows:
    • Category: the name and its color.
    • Type: Built-in or Custom. Billing and Attendance are built in and can't be deleted.
    • Used by: how many issues and students use the category, or Not used yet.
    • Created: the date and who added it.
    A custom category row showing its type, usage and created date

Rename a Category

  1. Click the three dots in the Actions column of a custom category, then click Edit.The Edit and Delete options in the Actions menu
  2. Type the new name in the box, then click Save. Click Cancel to keep the old name.The category name box with the Save and Cancel buttons
  3. A Category renamed message confirms the change. Every issue using the category shows the new name.

Delete a Category

  1. Click the three dots in the Actions column of a custom category, then click Delete.
  2. Review the message. It tells you how many issues use the category.
  3. Click Delete category to confirm, or Cancel to keep it.The Delete category confirmation window

Note: Deleting a category never deletes notes or issues. They move to No category and still show under All on each student's Notes tab.

Who Can Change Categories

Only the Owner and staff with the Manage note categories permission can add, edit or delete categories. Click Staff permissions to give a staff member this permission.

The note explaining who can add, edit and delete note categories, with the Staff permissions link
Frequently Asked Questions

Common Questions & Troubleshooting

What happens to notes if I delete a category?

Nothing is lost. Notes and issues in a deleted custom category move to "No category" and still show under All on the student's Notes tab.

Why can't I edit or delete Billing or Attendance?

They're built-in categories. Their row shows Can't be deleted instead of an Actions menu.

Who can use the categories?

Everyone with access to student notes can pick a category when they create an issue. Only the Owner and staff with Manage note categories can change the list.

Where do I pick a category for an issue?

On a contact's Notes tab, when you create a new issue. See our article on adding notes and follow-ups.

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