1) Define Locations   2) Define Types   3) Define Categories

Configuring the eCalendar
There is a little bit of set-up work to tailor the eCalendar for your programs.  We have simplified this for you “pre” establishing certain event types and categories.  You can use these pre-established components to accelerate your learning curve.

Let’s take a look at how the eCalendar is organized.  At first this may seem complicated, but then it will “click” and you will see how the organization saves you a lot of time.

Re-usable parts
The calendar has been designed to allow you to "re-use" parts from event to event. 

The Locations table allows you to define your locations once, and then simply "pick" a location, saving you the data entry of:

• Location name
• Address
• City, State, Zip
• Directions
• etc

The Categories table allows you to define your enrollment details and questions once, again allowing you to simply "pick" a category saving you the data entry of:

• Enrollment Option
• Terms of Service / Release waivers
• Enrollment Questions (10 open ended, 10 Yes / No)
• Enrollment confirmation email template

You should read through this section entirely since there is a specific order that you need to set things up.

1)  Define Event Locations
To add your locations choose the Horizontal Navigation Bar: Calendar | Admin Menu | List /  Edit (or Add) Locations



Click Add Location:



Location Name:  Your name for this location

Description:  A free-form field that displays on each published event at this location.  Useful for providing localized driving directions, parking instructions, etc.

Address, City, State, Zip, etc:  Provides information for our search partners when consumers search by City, State, or Zip.

URL:  Not required.  If this is an off-site location and you wish to display another web site you may enter the web site here.

Your list of Locations has now been updated:

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2)  Defined Event Types

Event Types are your highest level of grouping.  Types only control color coding.  TIP:  Use the existing types to start off with, publish a few test events, and then come back when you see how it all pieces together.

To add or edit Event Types go to the Horizontal Navigation Bar: Calendar | Admin Menu | List /  Edit (or Add) Types:



Add a new Type or edit an existing one (Edit in this case)



Title:  Your Title (high level: Ladies Tennis, Men's Tennis, etc)

Color:  Controls the background color of the Calendar Legend and color coding of events on your web site.  Click on the color palette to choose your color, or enter the RGB code if you know it.  TIP:  You do not control the foreground color of the text (it is always black), so use lighter colors for legibility).

In Legend:  Controls whether this color coded type appears on the legend (to conserve space some customers do not show every type, but rather "families" of types and their base color).  Don't worry about this now.  It is a finer point.

Private:  Prevents the display of events of this type on your calendar.  Useful for internal (admin only) calendar events such as internal training or meetings.

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3)  Define Event Categories
Event Categories Trigger Online Enrollment options.  You must have at least one Category per Event Type.  For example, if all of your social events are strictly informational, then you only need one Category (and it would be non-enrollable).

But if you offer a variety of Junior Tennis programs, and requiring varying online enrollment questions, then you will have multiple Categories within the Junior Tennis Event Type.  For example, you probably need to collect different enrollment information for a youth QuickStart program (age, have you ever played tennis before?) than for your summer camps (Tee-shirt size, AM PM or both sessions, etc). 

So you will set up a unique Category for each set of unique enrollment questions.  Many events can use one Category (as long as you want the same nerollment questions - this is where you save a lot of time).

To view / edit Event Categories choose the Horizontal Navigation Bar: Calendar | Admin Menu | List Edit (or Add) Categories



For more information about Configuring Categories for Enrollment Options please see the KB article Online Enrollment - Configuring.

Related Articles:
Online Enrollment - Configuring
Online Enrollment - Staff / Back office
Online Enrollment - Consumer
Adding Events
Email Enrolled
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