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 Single Day Event: one time event, such as Valentine’s Day or Mother’s Day. The Attendee only needs to come to the single event once.


 

 Multi-Day Event: occurs over a period of time such as camps or tournaments. The Attendee must come to every day of the event, but only signs up once for this event.


 

 Recurring Event: single day event that recurs, such as a Wednesday night dinner special; or even a recurring monthly event like Movie Night. The attendee is required to sign up for each event individually, but the same parameters for the event recur.



 Adding an Event

Accessing the Toolset

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 Admins: Hover over Admin bar in the left hand corner of the screen, select Week | Month | Year.


 

 Editors: Hover over Admin in the main navigation, select Main Tools, and then Calendar.


 

 Click the Add Single Day Event Button in the calendar interface.


 

 This will launch the Add Event Interface to begin adding criteria for the event.

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 Name: this is the title of the event and will show on the full calendar or on the calendar Quickview as the Event Title.

 

 (Example of how the Event Title field displays on the Full View)


 

 Event Summary: this will show on the calendar quick view. This is intended for a quick description of the event. Detailed information will be added in a later option.


 

 (Example of how the Event Summary field displays on the Event Detail View)


 

 Event Status:

    • Published: if this is selected, the event will post immediately.

    • Unpublished: is used to prepare the event for the calendar, but it is not visible to members. This will only allow it to be viewed by Administrators.
    • Hidden Registration: this posts the event, but the club will use the Event Manager to capture attendees rather than members registering via the calendar.

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Title Position: determines the location of the Event Title on the page. This may be placed above or below the flyer.


 Clickable Event: by default, this is always checked. This will allow members to click the Event Title for more information on the event. This must be kept checked if the event is one that a member may register for. Uses for a non-clickable event may be for a calendar notification such as: Club Closed on Mondays.

 Allow Public View: To make the event visible to the Public (rather than just the Private Member side), click this option.

 Allow Members to Email Event: To allow Members to send an email to the Event.  When checked, option will display for Members to email link to Event from Event detail view.



 Categories: Check the appropriate boxes/filters to designate where the event will distribute through the website. For instance, if you’re using a Golf Calendar under the golf section - clicking the Golf Calendar filter will allow this to populate on the Golf Calendar. An Interest Area must be chosen in order to save and continue.  Check Select All option to place event in all categories.

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 For Events that have a specific Start Time (and End Time), designate the time(s) as follows.


 

 Set Date: Click on day of Calendar to specify date of the event.  (Note: Use arrows next to Month to navigate forward or backward.)


 

 Next, click Save and Continue to continue setting up the event.

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The Registration Position changes where the Registration Button will be placed in the event details. The button may be placed above the event flyer, below the event flyer, or both above and below the event flyer. Use the drop down to choose between Above Flyer, Below Flyer, or Both.


 

 Max Number of People sets how many registrations are available for the event. (example 100 total attendees).


 

 Max Party Size sets the max number of people allowed in a party registration (example: 5 people max per party).

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Reservations Begins sets the day and the time that a person may sign up for an event.

 

 Click the Date Picker to select a day.


 Click the Time Picker to select a time.


 Reservations Ends sets the day and the time that reservations must be made by before registration closes. Use the date and time picker options previously demonstrated to select options.



 Cancellation Cutoff: sets the day that cancellations may no longer made. This will also use the date and time picker to select options Note: some clubs prefer to post a cancellation policy rather than using this method.



 Allow Registration After Event Starts: allows users to sign up while the event is occurring.



 Allow Party Size Change After Cutoff: enables attendees to alter their party size at any time.



 Custom Confirmation Page: allows for custom notification (simple message with text pop-up) once the attendee registers.

 First, click edit. Add the desired verbiage, and click save in the editor to update.

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Notifications (in the form of email) may be added for attendees and administrators of the event, so that when certain actions relative to the event occur (registration is received, registration is updated, registration is cancelled, etc), an email notification is sent.

 Click the Notifications tab to access notifications.

 There are two types of notifications (1) Default, and (2) Custom.  Default Notifications are listed on this tab, and contain standard language for use.  When, enabled, these notifications will be utilized without need for intervention.

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To customize a notification, click the type of notification to edit.


 

 Open the click to edit to access the Axis Editor.


 

 Each Notification will open the Axis Editor where the message may be customized using snippets and text. Save in the editor once complete.



 Last, click Create Notification (the first time) or Update Notification subsequent times) to save in the Notifications tab. 

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Only Admins may access the Event Manager by hovering over Admin in the left hand corner of the screen > Event Manager.


 

 This will launch the Event Manager interface.  The Event Manager provides a list of all upcoming events.

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Click on the Event Title in the Event Manager to perform actions on a particular event.


 

This will launch the Event Details for that particular event.



 The top toolbar offer various tools for interacting with the event:

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First, scroll to find the appropriate event.  Then, click on the Event to launch the Admin Registration window.  



 Next, click Add Registration to launch the Registration screen.


 Begin by designating Party Size.  For this example, let’s assume the party size is two, and that the member will be bringing their spouse.  

 Next, select Member(s) from the right side of the screen by double-clicking on them.  

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Click +spouse to indicate Member will be bringing their spouse.  Note that Child, or Guest could also be clicked to populate second attendee.


 

 Once attendees have been specified, populate additional fields, such as Registration Owner Email and preferred Table Number if appropriate.  If email address is already on file in Member’s profile, email will auto-populate.



 Once complete, click, Save Registration at the bottom of the screen.

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Axis - Calendar and Event Manager

 

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Received

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Changed

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Cancelled

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