Overview

Video

This video contains highlights from a training given on the Axis Editor.

Note: Sections of the video have been referenced below with corresponding times in the video for ease of access

Content

Accessing the Tool 

Click to Edit: Access the Axis Editor by clicking on any Click to Edit button on the website.

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Editor Tools

The Quick Tab Toolbar and the Menu Bar of the Axis Editor contain the main tools that will be used to edit content.

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Quick Tab Toolbar

The Quick Tab Toolbar contains commonly used icons and options to format content.

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Save: Sets changes live immediately.

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Undo/Redo: Reverse to previous step, or re-do previous undone step.  Click the small down-arrow to the right of the buttons, to see (and optionally select) a list of the latest steps to undo or redo.

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Cut/Copy: Cut and Copy content within the editor.

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Paste as Plain Text: Code is carried over from outside sources, which is not compatible with the website design. Instead of pasting content directly into the Axis Editor, use the Paste as Plain Text function to paste content. This tool will strip formatting so the proper formatting can be applied.

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Style Tags: Font options that were determined during the design phase. Apply Style Tags to change the font throughout the content.

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Font Options: Additional font options that may be used.

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Image Explorer: Opens the Image Explorer for adding imagery to the content area.

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Insert Table: Allows for a table to be added.

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Insert Hyperlink: Used to insert various hyperlinks such as: event links, article links, document links, page links, or to remove hyperlinks.

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Insert Snippet: Snippets are dynamically populated based on information in the Directory and Accounting system. Snippets may be used to personalize pages (Examples: Member Name, Email Address, Minimum Left Unspent).

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Format Stripper: Used to remove hidden style codes from the content.

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Menu Bar

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Page: Here we can save our work, access logs, and save drafts and templates.

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Save as Draft: Save page changes for later. This will not publish the changes live, and allows the page to be worked on at a later date.  Once saved, Drafts are stored (and retrievable) under Revisions.

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Save as Template: Save Pages as Templates.  A Template is a pre-formatted file that serves as a starting point for a new document in the future.  Oftentimes, templates are used in conjunction with Email.

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To save new template, name the template, click on the desired folder location to save template, and then click Save Template.

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Revisions: Shows previous version of the page changes. May be used to load an older version of content to the page. This is where we access Drafts and Logs after we Save as Draft.

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Format: Alternate ways to address font styling.

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Tables: Different Options for working within tables.

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Adding Content

Inserting Content

 Content can be added by directly typing into the editor, or by copying from an outside source and pasting into the editor. If copying from another source, please use the Paste as Plain Text function as detailed below.

 Copy content from another source like Word by highlighting the text and using CONTROL + C to Copy.

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Go back to the Axis Editor, and open the Paste as Plain Text Function.

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Once the Paste as Plain Text function is open, use CONTROL + V to paste the text into the Paste as Plain Text function. Then click Paste to insert the content into the Axis Editor.

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Once the content is in the Axis Editor, highlight the text and apply various Style Tags as needed.

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Heading 1: typically used for Page Titles

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Heading 2-6: used for various sub-headings

Normal: used main body text

Inserting Images

Images must first be uploaded to the Image Explorer before they can be used on the website.

• •  Access the Image Explorer from the Quick Tab Toolbar or from the Menu Bar under Insert > Image.  
    

Quick Tab Tool Bar

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        Menu Bar

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• Choose the Folder in which your image is located.

• Double click on the Image Name to Insert onto page.

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Styling Images

Add styling Images such as wrap text and padding.

Right click on the Image > Image Properties

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Choose Text Alignment to have content wrap around the image.

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Add Padding to create space between the image and content.

• Common Padding Sizes: 5px, 10px, 15px, 20px.

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Below, we can see we have space, or Padding, between the image and the content.

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Inserting Tables

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• • Click on the Table function from the Quick Tab Toolbar, or use the Menu Bar, Insert > Table

Quick Tab Toolbar

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Menu Bar

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• Choose the amount of rows and columns for the table and the table will automatically be inserted on the page.

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• Click mouse inside cell of inserted table and start typing.  Cell will expand.

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Styling Tables

• Right click on the inserted table, and choose Table Properties.

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• Apply styling to the Table or Cells.

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• Adjust Table Width or Height by adding a percentage or pixels.

• • It is best to not assign a height as the table will grow with the amount of content

• • It is best to assign a 100% width to the table so it spans the full content area.

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• Adjust Cell Width or Height by adding a percentage or pixels 

• • Useful when wanting each cell to have a fixed width or height 

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• Apply content position to the table.

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• Apply content position to the cells.

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• Apply padding to cells using the Style Builder option.    

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Save/Publish Content

When finished editing, click Save to publish changes and exit the Editor.

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Best Practices

1. When copying content from an outside source, always use the Paste as Plain Text function to strip outside formatting. This will ensure that the proper pre-defined font options are applied to the content.

2. Using additional font options is not recommended as it is best to streamline content font. It is best to only use the Style Tags option.

3. Resize and Crop Images prior to using imagery on the website to ensure the proper dimensions rather than resizing on the page.

4. Remember to Save after edits are made or edits may be lost. Once Saved, the changes will publish live.

FAQs

Downloadable Guide

Axis - Axis Editor

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Table of Contents

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Overview

The Calendar and the Event Manager provide the ability to announce upcoming events throughout the website, take online registration, and manage registration all from your Clubessential website. The Calendar is a repository for all events and activities, while the Event Manager is an Administrative tool that works in conjunction with the Calendar.

Required Permissions

• Admin

• Editors

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Calendar Views

The calendar offers several views for Members.  Understanding how the views look, as well as how and where the views are populated is critical to determining how the Calendar can best serve your Club.  This section provide an overview of the various available Calendar views that may be implemented on your Website.

• Quickview - Most typically, this type of Calendar view is located on the member home page via the Calendar Plug-in. This view may also be used on any content page throughout the website. It will show the next X number of events over X number of days. Setting up the parameters and design of this view is managed by Clubessential based on information you provide. Events will dynamically populate this view based on the associated Filter. All events visible in the quick view need to be added via the Calendar - Full View.

• Full View - This is the full view of the Calendar, and can be set to show day, week, month, year, or list view. It is most common to show this as month view; however, members may change their view manually on the site if desired.  This view houses the Event Creation tools which will be discussed in the next section.

• Event View - This is the detailed view of each event, and is the view Members will see once they click on the Event from the Full View, or from the Quickview.  Here, dates and detailed times of the event are listed, along with a Register button if the event is one a member can register for.  Additional info, such as text and imagery can be added; or use of an Event Flyer may also be added.

Events

There are three types of events, which can be added using two buttons on the Calendar.

•  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. 

Additional Calendar and Event Manager Resources

Adding an Event

Event Flyer

Event Manager

Default Event Notifications

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Best Practices

1. Using online registration and the Event Manager is an easy way to keep all reservation information in one place. There is no need for offline management when using the system in place on the website. It is also easy to communicate with attendees by using the blast email system on the website.

FAQs

1. I need to create a recurring event, but the event I have created lists all days on the single event.

   A: You have probably created a Multi-Day Event by which attendees must attend to ALL event days / times. Instead, create a Single Day Event and add information for the first event. Once you save to continue, the Clone Linked Events option will appear where you may add additional days for the event to occur on.

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