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Navigate to the Full View of the calendar, which is usually located in the main navigation.
If the website does not have a link to the Full View calendar in the navigation, you can access the calendar in different ways depending on your access role.
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- Unpublished: is used to prepare the event for the calendar, but it is not visible to members.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.
- Published: if this is selected, the event will post immediately.
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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.
Time and Date of the Event: Moving to the top right of the Event Detail screen, we can then designate the time and date of the event.
Set Time: If applicable, designate whether the Event is an All day Event, or if it Has an End Time (in addition to a start time).
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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For events that have multiple seatings or start times (such as an Easter Brunch that takes place from 11am-2pm, but attendees must choose to show up at separate event times: 11am, Noon, and 1pm for instance), use the Add New Time option to add additional event times to the event.
To add an additional time to the event, click Add New Time.
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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.
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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.
While customization of the default notifications is not required, Custom notifications may be helpful, for they allow for additional registration or cancellation information to be included, and also offer an opportunity to Cross Market other events.
There are four types of default notifications that may be customized:
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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.
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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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Add Registration: register Member(s) for an Event
Export Reservation Listing: export the listing to a CSV file which shows: registrants, attendees, and notes by registrant. One row for each registration received, listed by registration owner.
Export Attendee Listing: export the listing to a CSV file which shows: each attendee on a row. You may add which fields show on this export.
Export Guests: export the listing of Guests to a CSV file.
Add Attendees to Group: manually add attendees to the event.
View in Custom Report: launches the export interface, but allows you to choose fields to export.
View: may choose which information is shown in the Event Manager for: active, cancelled and Wait List.
Show More Info: displays notes entered by the member or the admin.
Click Here to Perform Actions: allows the admin to change the reservation. This is used to move registrants from the wait list to active, or to cancel a reservation.
Search by Name, Email, or Mem#: search for existing reservations by Name, Email, or Member number.
Add RegistrationRegistration: Help Member(s) Register for an Event
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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.
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Once complete, click, Save Registration at the bottom of the screen.
Registration will then appear in the Event details.
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