Difference between revisions of "Events"
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[[Category: Events]] | [[Category: Events]] | ||
− | ==Working with the Calendar Tab== | + | ===Working with the Calendar Tab=== |
The Calendar tab displays an Events calendar that may be displayed in five different views: list, day, week, month, and year view. As the name suggests, List view displays all events in a list format. The day, week, and month view will display all events falling within the specified date range. The year view displays a graphical calendar allowing chamber employees to advance quickly to a particular date. | The Calendar tab displays an Events calendar that may be displayed in five different views: list, day, week, month, and year view. As the name suggests, List view displays all events in a list format. The day, week, and month view will display all events falling within the specified date range. The year view displays a graphical calendar allowing chamber employees to advance quickly to a particular date. | ||
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The calendar may also be filtered to display only certain events matching the desired criteria. Click '''clear filters''' to display all events again. | The calendar may also be filtered to display only certain events matching the desired criteria. Click '''clear filters''' to display all events again. | ||
− | ===View the Internal Events Calendar=== | + | ====View the Internal Events Calendar==== |
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<div style="color: #000000; font-family: "arial"; font-size: 10pt; font-weight: normal; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt;"><span id="wwpID0E0KFB0HA">Figure:</span></span> Events calendar</div> | <div style="color: #000000; font-family: "arial"; font-size: 10pt; font-weight: normal; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt;"><span id="wwpID0E0KFB0HA">Figure:</span></span> Events calendar</div> | ||
− | ===Filter the Internal Events Calendar (display only specified events)=== | + | ====Filter the Internal Events Calendar (display only specified events)==== |
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− | ===Event Calendar Filters=== | + | ====Event Calendar Filters==== |
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<div style="text-align: left;">[[Events-TableOfContents|Table of Contents]] | [[Events-Filter_the_Internal_Events_calendar_(display_onl|Previous]] | [[Events-Selecting_an_Event|Next]] | [[Events-Index|Index]]</div> | <div style="text-align: left;">[[Events-TableOfContents|Table of Contents]] | [[Events-Filter_the_Internal_Events_calendar_(display_onl|Previous]] | [[Events-Selecting_an_Event|Next]] | [[Events-Index|Index]]</div> | ||
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+ | ===Selecting an Event=== | ||
+ | |||
+ | ====Select an Event Using the Drop Down List==== | ||
+ | |||
+ | ====Select an Event Using the Find Button==== | ||
+ | |||
+ | ====Select an Event Using the Calendar View==== | ||
+ | |||
+ | ===Adding an Event=== | ||
+ | |||
+ | ====Add an Event==== | ||
+ | |||
+ | ====Importing Events from an iCal Feed==== | ||
+ | |||
+ | ===Editing Event Information=== | ||
+ | |||
+ | ====Edit Event Information==== | ||
+ | |||
+ | ====Photos and Images==== | ||
+ | |||
+ | ====Add a Main Event Photo or a New Gallery Photo==== | ||
+ | |||
+ | ====Remove a Main Event Photo or a Gallery Photo==== | ||
+ | |||
+ | ====Change an existing Main Event Photo or Gallery Photo==== | ||
+ | |||
+ | ====Add a Video==== | ||
+ | |||
+ | ====Add a Map Image==== | ||
+ | |||
+ | ====Add Custom Fields==== | ||
+ | |||
+ | ===Create a recurring event=== | ||
+ | |||
+ | ====Set the recurrence of an event==== | ||
+ | |||
+ | ====Edit a specific instance==== | ||
+ | |||
+ | ====To edit all event instances==== | ||
+ | |||
+ | ===Placement Options=== | ||
+ | |||
+ | ====Select placement options==== | ||
+ | |||
+ | ====Select an event category==== | ||
+ | |||
+ | ====Edit event categories==== | ||
+ | |||
+ | ===Deleting an Event=== | ||
+ | |||
+ | ====Permanently delete an event==== | ||
Revision as of 21:20, 6 July 2017
Contents
- 1 Getting Started
- 2 Get the Big Picture
- 3 Maintaining the Events Calendar
- 4 FAQ
- 5 Common Tasks
- 6 Help Documentation
Getting Started
If you are just getting started with the Events module, watch this overview video and read Get the Big Picture.
Otherwise, just scroll down for FAQ, Common Tasks, and this module's Help Documentation.
Get the Big Picture
- Events added to your calendar may be enhanced to include photos, sponsor logos and information, website links, and event description text that can be formatted as desired. Options also include online participant registration, special members only pricing, and an automatic email reminder to registered guests.
- Event information may be kept for internal purposes only, displayed on the public website calendar, and/or a calendar available only to chamber members. The public events website displays a graphical monthly calendar, a list of current events, all events for the month, chamber-designated Featured Events, and the ability to search for desired event by category, keyword, or month. A printable listing is also available that contains all pertinent event details.
- Invitations may be sent to potential participants and then automatically displayed on the participants list where their status may be changed from Invite Sent to Registered as RSVPs are received. From the participants list a roster sheet, name tags, or labels may be printed. Other output options include sending emails and downloading data to a comma separated value (.csv) file. Using a variety of filter options all output can be displayed by registration status, payment status, or according to self-selected filters.
- Note: When creating a new event, work with the tabs in order as displayed. For example, after completing the General tab, setup the fees (if applicable) on the Fees tab. The Sponsor tab would be next, the Guest List, and finally the Account tab. You may complete them out-of-order if desired but there is a logical flow if working from left to right.
- Event fees, designated for members or non-members, may be associated with each event. Individual invoices may be generated from the Events module for those requesting an invoice, and if credit card processing is set up then invoices/payments or sales receipts can be recorded automatically upon successful registration.
Maintaining the Events Calendar
Understanding the basics of how the Events module is organized will give a foundation for operation. Viewing existing events and learning to display only desired events will also be helpful. Then learn how to create, modify and manage events.
- Event module organization
- Working with the Calendar Tab
- Selecting an event
- Adding an event
- Editing event information
- Create a recurring event
- Placement options
- Deleting an event
- Syncing with your calendar
Event Module Organization
Event Tabs
Within the Events Module there are nine tabs: General, Fees, Sponsors, Advanced, Guest List, Account, Files, and Tasks.
Calendar: Displays the internal events calendar in one of five views: list, day, month, week, or year view. Filter options may also be selected which would display only user-selected events. New events may be added from this tab by clicking the + sign on the desired date/time
General: Event information, placement options, and photos and images
Fees: Assign event fees, billing preferences, and discounts based on age, date, or volume
Sponsors: Designate event sponsors, logos, fees
Advanced: Specify Locations (if available) and Custom Fields
Guest List: Send invitations; add guests to the roster; print roster sheet, labels, and name tags; send emails; register invitees
Account: View income and payment activity, generate invoices and sales receipts (if applicable)
Files:
Tasks: 'Integration with the Project/Task Manager (Pro edition only) When creating a new event, work with the tabs in order as displayed. For example, after completing the General tab, setup the fees (if applicable) on the Fees tab. The Sponsor tab would be next, the Guest List, and finally the Account tab. You may complete them out-of-order if desired but there is a logical flow if working from left to right.
Working with the Calendar Tab
The Calendar tab displays an Events calendar that may be displayed in five different views: list, day, week, month, and year view. As the name suggests, List view displays all events in a list format. The day, week, and month view will display all events falling within the specified date range. The year view displays a graphical calendar allowing chamber employees to advance quickly to a particular date.
The calendar may also be filtered to display only certain events matching the desired criteria. Click clear filters to display all events again.
View the Internal Events Calendar
1. |
Click Events in the left-hand menu. |
2. |
On the Calendar tab, click the Calendar View arrow to select the desired view. |
3. |
If necessary, click Prev and Next to decrease or advance the calendar. Alternatively, you may click the calendar icon and select the desired month to view. |
Filter the Internal Events Calendar (display only specified events)
Filter the Internal Events calendar (display only specified events)
2. |
Select the desired filter options. See Figure 2-4 and Table 2-2 below. |
3. |
Click Continue. |
4. |
When finished viewing the filtered list of events, click clear filters to view all events. |
Event Calendar Filters
Selecting an Event
Select an Event Using the Drop Down List
Select an Event Using the Find Button
Select an Event Using the Calendar View
Adding an Event
Add an Event
Importing Events from an iCal Feed
Editing Event Information
Edit Event Information
Photos and Images
Add a Main Event Photo or a New Gallery Photo
Remove a Main Event Photo or a Gallery Photo
Change an existing Main Event Photo or Gallery Photo
Add a Video
Add a Map Image
Add Custom Fields
Create a recurring event
Set the recurrence of an event
Edit a specific instance
To edit all event instances
Placement Options
Select placement options
Select an event category
Edit event categories
Deleting an Event
Permanently delete an event
FAQ
- Can I customize registration instructions and/or confirmation messages for my events?
- How do I create an event fee item that has limited quantities available?
- How do I create an event fee item that will automatically register multiple attendees – a table of 8, team of 4, etc.?
- How do I gather certain information for an event at the time of registration (meal choice, shirt size, seating preference, etc.)?
- How do I cancel an event registration?
- How do I add photos to an event?
- Can I edit or add to the event invitation that is created when sending the built-in invitation?
- Why is my event showing multiple times on the public calendar and I only entered it once?
- Why does the download of my event guest list include additional columns of items not related to my event?
Common Tasks
- Create an Event
- Create a Recurring Event
- Send Email Invitations for an Event
- Customize Event Name Tags
Help Documentation
Browse Events Help