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Overview
The Unified Platform allows Clubs to manage their Events seamlessly across the (back) Office, Axis-Website, and POS application; ensuring Administration, Members, and the Dining Room have the tools they need to set up, register, and manage the Club’s events.
Use Case(s) A Club may wish to host a Father’s Day Brunch in one of their dining rooms and allow their Members to register for the event on-line. The Club utilizes the Clubessential Office Product, the Axis Website product, and has the POS fully implemented in their Dining areas. In addition to allowing the Members to register on-line, the Club is interested in assisting Members who call-in or walk-up with their registration. Additionally, on the day of the event, the Club would like the Dining Room to have integrated visibility into the Event registrants, and be able to easily convert the registrations into POS tickets they can then charge to their Members. The Unified Suite provides the Club with the ability to meet their goals. |
Video
This video contains highlights from a training Webinar given on the Event Unification process.
Note: Sections of the video have been referenced below with corresponding times in the video for ease of access
Total Video (Length) | 15:08 | |||
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Office - Event Items and Category Setup | 0:47 | Website - Event Registration | 10:10 | |
Office - Sync to Website | 2:21 | POS - Events Tab | 13:07 | |
Website - Event Set Up | 3:17 | POS - Member Charge All | 14:15 | |
Website - Billing Tab (Unification) | 6:01 |
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Content
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Office
To effectively create an Event that integrates throughout the Unified platform, begin in Office.
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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.”
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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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