Calendar categories are color-coded labels you attach to events so teams can filter and scan schedules quickly. In CoreBridge EVO you pick categories while creating or editing an event, and administrators define the master list under Settings / Calendar Categories.
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Managing Calendar Categories During Event Creation
Apply categories whenever you add or change an event from Sales / Scheduling or from Calendars. EVO replaces the legacy My Profile / Calendars path and the Manage Categories shortcut with a single Categorize field on the event form.
1. Open Sales / Scheduling or Calendars, then click + (Add Event) or open an existing event to edit it.
2. In Event Details, find Categorize and open Select categories.
3. Choose one or more categories that should apply to the event.
4. Finish the rest of the event fields, then click Save.
Note: The event window only lists categories that already exist. To create, rename, or recolor definitions, use Managing Calendar Categories in Settings below (replacing the legacy green plus / green check workflow inside Manage Categories).
Managing Calendar Categories in Settings
Administrators maintain the master list at Settings / Calendar Categories. This replaces Settings / System / Calendar Categories from the legacy article. The page title and breadcrumb both read Calendar Categories, and the grid shows Color and Category Name columns.
1. Click the Category button on the toolbar. EVO opens an Add Calendar Category dialog instead of the legacy green plus row editor.
2. Enter a Name in the Enter category name field.
3. Click the Color control and pick the color that should appear wherever the category is used.
4. Click Save to add the category, or Cancel to close without saving. This replaces the legacy green checkmark and X icons on the inline editor.
Note: You can still apply categories when creating or editing events in Sales / Scheduling or Calendars, or adjust them later by reopening the event.