Events Overview

• LAST UPDATE: 8/26/2015

• PRICING TIER: All

• APPOINTMENT VERSION: Single & Multiple

Events are set up from the Events section of Site Administration.

GO TO: Events tab > Add New Event

Contents

• Event Field Definitions
• How to view Events
• How to Delete Events
• How to change the Term used for Events
• Viewing Events from the Customer View

 

Event Field Definitions

The following fields can be used when adding and editing Events:

• Title
  This field represents the name, or headline of an Event. It will be viewable from both ends of the system when scheduling Events.
• Description
  The description field is used to list detailed information about an Event. 
• Allow Customers to See
  If set to yes, this setting will allow your Customers to schedule the Event through the Customer View. If set to no, the Event can only be scheduled in Site Administration.
  
• Duration
  This field determines the default length of an Event.
  
• Cost
  The Cost field is used to keep track of the price for an Event. When Events are selected in Site Administration, the system will auto-fill the Cost field with the cost of the Event. If you are allowing your customers pay for Events when they are scheduled through the Customer View, the system will pull in the Event cost when calculating the amount due.
• Product/Service Code
  The product or service code pertaining to the specific event. This will only display if you are using the POS (Point of Sale) module. It relates to the code you use to identify the event when processing a sales transaction via the POS module.
• Taxable
  Events can be classified as taxable or non-taxable. This also only applies if you are using the POS module.
• Category
  Categories can be assigned to events. This field also only applies if you are using the POS module. The categories are created in the POS module.
• Event Start Time
  The time of day an Event will start.
• Multi-day format
  If the event has multiple dates, you can select "Yes" to register the customer for all dates of the event, or select "No" if you want customers to sign up for each day of the event separately. An example of a multi-day event would be a class that has 4 class periods. If the customer signs up for the class, they are signing up for all four sessions of the class.
• Max # of Participants
  The maximum number of customers allowed to attend the event. You can also leave this field blank to represent no maximum. On the Customer view, if they try and go above the max number, they will be notified there is not enough openings. On the administrative side, you have the ability to override this number.
• Move Participants
  Moving customers is a feature for events with multiple dates. You can move a list of clients from one date to another. To do this, follow these steps:
  1. Check the box labeled, "Check this box if you would like to move all participants to a new event date".
  2. Complete the "From" and "To" date selections. The dates listed in these lists are current event dates.
  3. If you are removing the date of the event, uncheck the appropriate date and click on "Update".
• Event Dates
  All dates associated with the event.

 

How to view Events

GO TO: Appointments tab > View All Events

NOTE:

Events will not display within the schedules on the Appointment Grid. If you assign a Staff Member to an Event, it will NOT block out that time on their schedule on their schedule. We recommend using the Reserve Time functionality to block out time and prevent double bookings.

 

How to Delete Events

GO TO: Events tab > Delete

 

How to change the Term used for Events

GO TO: Settings tab > Terms > Preference #8

 

Viewing Events from the Customer View

Events on the customer view are displayed below the appointment locator section. The events will list the title, description, and all available dates of the event. If you would like Events to be displayed in a drop down list, set Events Preference #2 in your account to Yes.

List View	Drop Down View