{"id":131,"date":"2014-05-16T01:58:08","date_gmt":"2014-05-16T01:58:08","guid":{"rendered":"http:\/\/cashlinqsupport.com\/helpdesk\/?p=131"},"modified":"2014-05-16T01:58:08","modified_gmt":"2014-05-16T01:58:08","slug":"addediting-event-overview","status":"publish","type":"post","link":"https:\/\/www.cashlinqhelpdesk.com\/?p=131","title":{"rendered":"Add\/Editing Event Overview"},"content":{"rendered":"<p>When adding or editing an Event, you will navigate through the Event builder.\u00a0 Clicking on Next, Back, Finish Later, or selecting a previously visited section automatically saves your progress.<\/p>\n<h3>Event Details<\/h3>\n<p>Set up the Event Name, dates, Location, and Coordinator for the Event.<\/p>\n<ul>\n<li>Event Name:\u00a0 The name of the Event as it will appear to registrants on their confirmations and in reporting.\u00a0 Event Name is required.<\/li>\n<li>Event Description:\u00a0 Internal description for the Event that is available in reporting.<\/li>\n<li>Event Capacity:\u00a0 Set the maximum number of registrants that can be accepted for the Event.<\/li>\n<li>Event Cost:\u00a0 Set the base cost (per registrant) for the Event.<\/li>\n<li>Start Date\/Time:\u00a0 Set the date and time for the Event to start.<\/li>\n<li>End Date\/Time:\u00a0 Set the date and time that the Event ends.<\/li>\n<li>Time Zone:\u00a0 Set the relevant time zone for the Event.<\/li>\n<li>Event Type:\u00a0 Select an existing or create a new Event type for your Event.<\/li>\n<li>Coordinator:\u00a0 Select an existing or create a new coordinator for this Event.<\/li>\n<li>Location:\u00a0 Select an existing or create a new location where the Event will take place.<\/li>\n<li>Event Category:\u00a0 Assign an existing or create a new category for this Event.<\/li>\n<li>Sponsorship Checkbox:\u00a0 Click to allow for non-attending sponsorships on your Event.\u00a0 Enter an internal description for your reference.<\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<p>Click [Next] to continue or you can [Save] your changes and finish later.<\/p>\n<p>&nbsp;<\/p>\n<h3>Registration<\/h3>\n<p>The Registration section is where you set up the type of registration and the data fields you want to collect for the Event, including any additional questions.<\/p>\n<p>&nbsp;<\/p>\n<h4>Type of Registration<\/h4>\n<p>Select the type of registration you want to collect.\u00a0 Once your event is \u201cLive\u201d you will not be able to change this selection.<\/p>\n<ul>\n<li>Individual:\u00a0 This Event will collect individual information for each registrant attending the Event.<\/li>\n<li>Count:\u00a0 This Event will collect only the number of registrants (seats\/tickets), and will not collect individual information for each attendee.<\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<h4>Group Capacity<\/h4>\n<p>Group Capacity sets the maximum number of individual registrants that can be registered at one time in a group.\u00a0 This applies both to individually entered registrants as well as sets the capacity for maximum number of registrants\/seats\/tickets if individual information isn&#8217;t collected.<\/p>\n<p>&nbsp;<\/p>\n<h4>Primary Contact Fields<\/h4>\n<ul>\n<li>Section Title:\u00a0 Set the title for the Primary Contact section on the Registration Page.<\/li>\n<li>Primary Contact Field Selection:\u00a0 Select the information fields you want to collect for the primary contact person on a registration.\u00a0 You can customize the label for each field using the \u201cCustom Label Text\u201d column.\u00a0 To include a field, check the \u201cVisible\u201d box.\u00a0 To make the field required, check the \u201cRequired\u201d box.<\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<h4>Registrant Fields<\/h4>\n<p>Registrant Fields are only collected if you select the Collect Registrants\u2019 Demographic Info.\u00a0 This section will not display if you are only collecting the number of registrants\/seats\/tickets.<\/p>\n<ul>\n<li>Registrant Field Selection:\u00a0 Select the information fields you want to collect for each registrant attending the Event.\u00a0 You can customize the label for each field using the \u201cCustom Label Text\u201d column.\u00a0 To include a field, check the \u201cVisible\u201d box.\u00a0 To make the field required, check the \u201cRequired\u201d box.<\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<h4>Questions<\/h4>\n<p>Existing questions will appear in the Questions table.\u00a0 You can edit, make a question active\/inactive, and\/or delete a question using the Action icons.\u00a0 The questions will list on the Registration Page in the order they are created here.\u00a0 You can change the order questions will display on the registration form by clicking and dragging the icon in the left-most column.\u00a0 Once your event is \u201cLive\u201d, your questions can no longer be edited, however, you can delete and add new ones and still change the order in which they appear.<\/p>\n<p>&nbsp;<\/p>\n<p>To add a question to your Event Registration Page, click + Add Question.<\/p>\n<p>&nbsp;<\/p>\n<h4>Add\/Edit Question<\/h4>\n<p>When adding a question, enter the question as it will appear on the Registration Page, and select the type of answer you want to collect.<\/p>\n<ul>\n<li>Text:\u00a0 A text answer is an open text field that can collect up to 250 characters for an answer.<\/li>\n<li>Drop Down List:\u00a0 Create a list of answers for the registrant to select from in a drop down menu.\u00a0 Use the (+) and (-) buttons to add or remove an answer from the list.<\/li>\n<li>Radio Button List:\u00a0 Create a radio button list of answers for the registrant to select from.\u00a0 Use the (+) and (-) buttons to add or remove an answer from the list.<\/li>\n<\/ul>\n<p>Click [Add\/Update] to save your changes.<\/p>\n<p>&nbsp;<\/p>\n<p>Click [Next] to continue, [Back] to disregard your changes and return to the previous Event design page, or you can [Save] your changes and finish later.<\/p>\n<p>&nbsp;<\/p>\n<h3>Event Extras<\/h3>\n<p>Existing extras will appear in the Event Extras table.\u00a0 You can edit, copy, set active\/inactive, or delete an extra using the action icons.\u00a0 You can change the order extras will display in by clicking and dragging the icon in the left-most column.<\/p>\n<p>&nbsp;<\/p>\n<p>To add an Event extra, click + Event Extra.<\/p>\n<p>&nbsp;<\/p>\n<h4>Add\/Event Extra<\/h4>\n<ul>\n<li>Name:\u00a0 The name of the extra as it will appear on the Registration Page, confirmation emails, and reporting.<\/li>\n<li>Description:\u00a0 An on-screen description for the extra that will appear on the Registration Page.<\/li>\n<li>Cost:\u00a0 The price or additional cost for this extra.<\/li>\n<li>Capacity:\u00a0 The maximum capacity available for this extra.\u00a0 You can limit the quantity per registrant using the radio button selections.<\/li>\n<li>Required Extra?:\u00a0 You can require a selection of one or more extras.\u00a0 Checking this box requires each registrant to select at least one Extra with this flag when registering for the event.<\/li>\n<li>Options:\u00a0 Options are selections that are available for an extra.\u00a0 For example if the extra was a dinner, you could list your options for the beef, chicken, or vegetarian dish.\u00a0 Use the (+) and (-) buttons to add or remove options.\u00a0 Options can have their own additional cost and option capacity limits as well.<\/li>\n<\/ul>\n<p>Click [Add\/Update] to save your changes.<\/p>\n<p>&nbsp;<\/p>\n<p>Click [Next] to continue, [Back] to disregard your changes and return to the previous Event design page, or you can [Save] your changes and finish later.<\/p>\n<p>&nbsp;<\/p>\n<h3>Financial<\/h3>\n<p>Setup the payment methods and discount options that you want to offer with your event.<\/p>\n<p>&nbsp;<\/p>\n<h4>Payment<\/h4>\n<p>Select the payment options you want to accept for this event.<\/p>\n<p>&nbsp;<\/p>\n<p>Forms of Payment:\u00a0 If nothing is selected, Debit\/Credit Cards will be accepted as a default.<\/p>\n<ul>\n<li>Debit\/Credit Card:\u00a0 Accept Visa, Mastercard, Discover, and American Express based on your account setup.<\/li>\n<li>eCheck:\u00a0 Accept electronic check transactions.<\/li>\n<li>Offline:\u00a0 Accept cash or check payment at the door or checks via mail.\u00a0 You provide the instructions for your offline payment acceptance.<\/li>\n<li>Allow Deposits:\u00a0 Accept a percentage of the total registration cost and set a due date for the balance.\u00a0 This allows registrant to make a partial payment up front, and then you can collect the balance and apply payment through registration management.<\/li>\n<\/ul>\n<p>Refund Policy Message:\u00a0 A refund policy message is required.\u00a0 Put your instructions to pursue a refund, and\/or specify any contact information needed.<\/p>\n<p>&nbsp;<\/p>\n<h4>Discounts<\/h4>\n<p>Discounts can be either flat dollar discounts, or they can be percentage based.\u00a0 The Description for a discount is how the discount will be labeled on the Registration Page and confirmation receipts.\u00a0 You can apply a discount to the \u201cRegistration Only\u201d or to the \u201cRegistration and All Extras\u201d.\u00a0 Promotional Codes have an additional option to be applied to one or more \u201cSpecific Extras\u201d.\u00a0 Note- Once you have established the \u201cApply to ..\u201d setting, this cannot be changed.\u00a0 You can delete the discount and create a new one to change how it applies.<\/p>\n<p>Early Registration Discount:\u00a0 Set a discount based on the time-frame a registration comes in.<\/p>\n<ul>\n<li>Start\/End Date:\u00a0 You can set up multiple early registration discounts, but only one early registration discount can apply in a specified time-frame to an idividual registrant.<\/li>\n<\/ul>\n<p>Promotional Code Discount:\u00a0 Set a discount based on a promotional code input by the registrant.<\/p>\n<ul>\n<li>Code:\u00a0 You can set up more than one promotional code as long as they are unique.\u00a0 Each promotional code can be applied once to a registration, but multiple promotional codes can apply to a single registration. \u00a0\u00a0Codes only apply if they are entered during the specified time-frame. \u00a0\u00a0You decide if a promotional code discount applies to the event registration only, the registration and all extras, or only to specified extras.<\/li>\n<\/ul>\n<p>Group Discount:\u00a0 Set a discount based on the number of registrants registering together.<\/p>\n<ul>\n<li>Min\/Max Group Size:\u00a0 You can set a Group Discount by setting the minimum number of registrants to qualify for the discount and leaving the maximum blank.\u00a0 You can set multiple tiers based differing group sizes, but only one group discount can apply to a specific group number at a time.\u00a0 For instance you can set a Group Discount tier from 5-10 registrants and a second tier from 11-20 registrants, but you could not then offer a tier from 6-15 registrants since this overlaps the two previous tiers.\u00a0 When creating tiers, be sure to pay attention to gaps.\u00a0 If you set a discount tier from 5-10, a second tier from 12-20, and then 11 registrants come in, no discount will apply.\u00a0 Only one Group Discount will apply to an individual registrant.<\/li>\n<\/ul>\n<p>Once your event is \u201cLive\u201d you cannot edit any existing discounts, but you can delete them and add new ones.<\/p>\n<p>&nbsp;<\/p>\n<p>Click [Next] to continue, [Back] to disregard your changes and return to the previous Event design page, or you can [Save] your changes and finish later.<\/p>\n<p>&nbsp;<\/p>\n<h3>Layout\/Design<\/h3>\n<p>Select your event\u2019s Theme and set up the Event Home Page.<\/p>\n<p>&nbsp;<\/p>\n<h4>Themes<\/h4>\n<p>Use the Theme Selector to establish the color and style for your event as well as the Event Home Page Layout.<\/p>\n<ul>\n<li>Layout:\u00a0 Select the Layout for your Event Home Page.<\/li>\n<li>Themes:\u00a0 Select your color or image theme for the event.<\/li>\n<li>Header Image: You can use an image for the header.\u00a0 Click + Add New to upload a new image, click Select Existing icon to choose an image file from your existing library, or click the Remove icon to remove a currently selected image.\u00a0 The banner height is limited to 144 pixels, and the ideal width is around 900 pixels.\u00a0 The banner will center over the Event Home Page and Registration Page.<\/li>\n<li>Register Button:\u00a0 Select the button style for your Register button.<\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<h4>Event Home Page<\/h4>\n<p>The Event Home Page is used to describe your event to potential registrants and it contains a \u201cRegister\u201d button that continues onto your event\u2019s Registration Page.\u00a0 The Event Home Page will contain the Event Details, the Location, the Coordinator, as well as any additional event information you want.\u00a0 You can set up the Event Home Page Content that appears in the body of the page using the tools available here.<\/p>\n<p>&nbsp;<\/p>\n<h4>Registration Page<\/h4>\n<p>Preview your Event Registration Page.<\/p>\n<p>&nbsp;<\/p>\n<p>Click [Next] to continue, [Back] to disregard your changes and return to the previous Event design page, or you can [Save] your changes and finish later.<\/p>\n<p>&nbsp;<\/p>\n<h3>Communication<\/h3>\n<p>Setup and customize the on-screen thank you message for a successfully registration and upload any documentation required for registrants.<\/p>\n<p>&nbsp;<\/p>\n<h4>Communication<\/h4>\n<p>Compose your Registration Confirmation Message.\u00a0 This is the on-screen \u201cThank You for Registering\u201d message that appears after a successful registration.<\/p>\n<p>&nbsp;<\/p>\n<h4>Manage Files<\/h4>\n<p>You can upload your documents that are required for your camp or event for download by registrants (i.i. medical\/allergy forms, release agreements, etc.)\u00a0 These links will appear on the Registration Confirmation Message on-screen at the end of a successful registration, as well as within the email confirmation sent to the registration\u2019s Primary Contact.<\/p>\n<p>&nbsp;<\/p>\n<p>To upload a new document for your event, click + Add New File.\u00a0 The File Description is how the download link will be labeled to your registrants.\u00a0 Click on [Browse\u2026] to search for the document to upload from your local computer or network.\u00a0 Once selected, save the file by clicking on [Upload] and the file will appear in the Event Files table.<\/p>\n<p>&nbsp;<\/p>\n<p>You can View or Delete an existing document file using the action icons in the table.<\/p>\n<p>&nbsp;<\/p>\n<p>Click [Back] to disregard your changes and return to the previous Event design page, or you can [Save] your changes and continue to the Event Summary where you can make the event \u201cLive\u201d and get your Event Links.<\/p>\n<hr \/>\n<div role=\"form\" class=\"wpcf7\" id=\"wpcf7-f1655-o1\" lang=\"en-US\" dir=\"ltr\">\n<div 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\/><\/p>\n<div class=\"wpcf7-response-output\" aria-hidden=\"true\"><\/div><\/form><\/div>\n","protected":false},"excerpt":{"rendered":"<p>When adding or editing an Event, you will navigate through the Event builder.\u00a0 Clicking on Next, Back, Finish Later, or selecting a previously visited section automatically saves your progress. Event Details Set up the Event Name, dates, Location, and Coordinator for the Event. Event Name:\u00a0 The name of the Event as it will appear to registrants on their confirmations and in reporting.\u00a0 Event Name is required. Event Description:\u00a0 Internal description for the Event that is <a class=\"blog-more btn btn-xxs btn-primary\" href=\"https:\/\/www.cashlinqhelpdesk.com\/?p=131\">Read more<\/a><\/p>\n","protected":false},"author":4,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_mi_skip_tracking":false,"footnotes":""},"categories":[9],"tags":[],"class_list":["post-131","post","type-post","status-publish","format-standard","hentry","category-eventq"],"_links":{"self":[{"href":"https:\/\/www.cashlinqhelpdesk.com\/index.php?rest_route=\/wp\/v2\/posts\/131","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.cashlinqhelpdesk.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.cashlinqhelpdesk.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.cashlinqhelpdesk.com\/index.php?rest_route=\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/www.cashlinqhelpdesk.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=131"}],"version-history":[{"count":0,"href":"https:\/\/www.cashlinqhelpdesk.com\/index.php?rest_route=\/wp\/v2\/posts\/131\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.cashlinqhelpdesk.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=131"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.cashlinqhelpdesk.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=131"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.cashlinqhelpdesk.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=131"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}