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Click on “Items” Module
Click on “Manage Items”
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Perform search for Items. In this example, enter “brunch” to return Items containing brunch.
Ensure both Items (in this example, Adult Brunch and Child Brunch) exist. If they do not, set them up.
Note Category for Event Items
Next, note the category that holds the Items. Information from Office (pertaining to the Event Items and Event Prices) will sync with website based on Item Category settings. In this example, Item Category is “Club Event.”
Note Group for Category Containing Event Items
Then, note the Item Group that holds the Category that contains the Event Items. Will refer back to this later in the process. In this example, Item Group is “F&B: Food.”
Event Category
Next, navigate to the appropriate category to review/edit setup and ensure category is set up properly to sync with Axis Website product.
Click on “Items” Module
Click on “Manage Item Categories”
Review/Edit Category Setup
Perform search for Category. In this example, “Club Event” is the Category associated with the Brunch Items.
Once Category is identified, click on Category to review/edit Item Category.
Note: Event Items will appear in listing on the Item Selection tab.
Next, navigate to the “Areas” tab, and ensure the Area of the Event is selected.
In this example, the Brunch will take place in the Moorings Sunset Grille.
After updating, click “Save and Close.”
Sync Data to Axis-Website
In order for the Event data (associated Event Items and related Pricing) to sync to the Axis Website product, click on “System”, and then “System Settings,” as shown below.
On the left side of the screen, navigate to Website, Clubessential, and then double-click the Club Url as shown below to launch the Endpoint Editor.
Review Item Categories Already Set to Sync
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In this example, category, “Club Event” in the “F&B:Food” Group is in the listing, and therefore is set to sync.
Add Category to Sync
To add a Category to the listing of Categories set to sync to the Axis-Website product, click on the button shown below on the Item Category tab.
Next, find the Category by performing a search, select the category, and click, “Select.”
Category will then appear in the Item Category list.
When edits are complete, click the “Accept Changes” button at the top of the Endpoint Editor screen.
Then, click Save and Close on the System Settings tab.
Axis-Website
Once the Office tasks have been done to ensure Items, Pricing, and Categories are properly set, proceed to the Axis-Website product to build the Event, and handle Registration.
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Option 1: Click on “My Club”, and “Club Calendar”
Option 2: Go to Admin Toolbar, and select, “Week/Month/Year” option under the Events column.
Click to Add Event
Complete Event Detail Tab
Complete the Event Details, and click, “Save and Continue.” Note that the Event Area selected in the Event Details screen (highlighted below) should equal the Area selected in the Category Settings (within Office). Click Save and Continue.
To add more than one seating to the event, choose, “Add New Time” from the bottom options, and repeat adding details with second seating times. Add additional times as necessary.
Once additional times are added, ensure the “Edit All Event Times” option is selected to define remaining Event settings for all Event times. Then, click, “Save.”
Complete Registration Tab
Next, navigate to the “Registration” tab. Check the box that says, “Allow Online Registration,” to ensure Members can register for the event online.
Once the box is checked, additional fields will appear. Populate Registration Setup details, Notifications, and Event Options as appropriate. Then, click “Save Registration Settings.” For this example, the Allow Spouse, Children, Guests, and TBA (to be announced attendees) options were enabled.
Complete Billing Tab
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Populate the new fields that appear. This is where it will be helpful to have noted the Group that held the Event Item’s Category. Select appropriate Group, Category, and Item, and then, click, “Save”. For this example, the Adult Brunch is the first fee type to be added. Add Fee Types for all pricing levels of the Event.
Note: The Value field in the Website will auto-populate based on Office data. Therefore, if the Event price needs changed, go into Office and change it, and it will then flow over to the Website.
Once Saved, Fee Type added will be shown (Adult Brunch). Next, repeat the above step for second fee type. In this example, “Child Brunch,” would be the second fee type.
The “Inventory” feature would not be appropriate in the Father’s Day Brunch example; however, may be appropriate when an Event has a certain number of seats, multiple entrees, and limited quantities of each entree. Once the Inventory runs out, the entree no longer appears on the registration for Member selection.
In the example above, once (20) Steak Entrees were chosen by registrants, only the Chicken Entree and Fish Entree would then appear for selection.
Once existing fee types have been established, assign the fees appropriately. Options available in the drop-down listing will be the existing fee types available for assignment. Once complete, click, “Save Billing Settings.”
Note: The following boxes may be checked to designate that the Users may select their Fee Assignment. For example, this would be useful in Events that have different priced Entrees, from which a Member could choose.
If checked, the options such as Steak Entree, Chicken Entree, and Fish Entree would appear in the drop-down (instead of Adult Brunch or Child Brunch).
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Additionally, if this fee structure is something that will be repeated in the future, the “Save As Template” option may be utilized instead of the “Save Billing Settings” option. For instance, if future brunches will have Adult Brunch price of $20, and Child Brunch price of $15, this would be useful to establish as a template.
When, prompted, select, “Create New Template”, name the template, and click, “Save.”
The template would then be available in the “Load from Template” drop-down list for future reference. After clicking the “Enable Billing” option, and selecting the Default Brunch template from the drop-down menu, the remaining info on the screen (Fee Types and Fee Assignments) would populate.
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Find/Select Event
Register for the Event
Member can select available seatings, and “Click Here to Register.”
Help Members Register (as an Admin)
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