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Events Preview Page

The Events Preview page allowsis where you to create, delete, and edit certaincore event details. 

At the top of the page is the Search Events bar.

Buttons

Button What it does
ButtonsAdd
Description

Add

This button takes you toOpens a form to create a new event.

Delete

Deletes

Thisthe button allows you to delete yourselected event

Duplicate PTA

This button is(Enabled only activatedon whenrequest.) you request it. This option will createCreates a copy of youran oldexisting eventevent, andincluding willits contain the same class and enrollment data as— thebut copiednot event.time Youslots. only want to use this option if your class and enrollment data are the same -Best for example,events ifwith youunchanging haverosters (e.g., full-year classes. It will not duplicate time slot information. 

classes).

Edit Details

Opens

Thisa button will take youpage to aedit pageparticipant-facing where you can editevent summary event details for your participants. 

Go to Event

Opens

This button will take you to Event Management

for the selected event

Event Settings

Opens

Thisadvanced buttonevent-level will take you to an additional page where you can edit additional settings.

settings

Add New Event

To create

Adding a New Event, do the following:

Event
  1. AddEnter youran Event Name.
  2. Select thean Event Type: “PTA,”PTA, “Simple PTA,”PTA, “Normal,”Normal, or “Roster”Roster. 
  3. Select thean Event Template.Template PickAtime has templates available, but you can— use one of pickAtime's built-in templates, or base it on an olderexisting eventevent.
asSelect a templateTime for a newer event.Zone. Select your
Time zone.

If you use an olderexisting event as ayour template, the new event will takeinherit thethat event's time zone ofautomatically.

the
template event.  The

All remaining fields are optional.

Edit Details

OnThis thispage page,lets you can includeadd written details, links, or images for yourparticipants participants.to see for this event.

The Event Settings

The Event Settings page holds morecontains advanced featuresconfiguration options for events on your account.events.

General Settings

Setting What it controls

Events Settings

Propagator Mode

Controls

Thishow allows you to propagatebroadly your changes to:apply — to only the current event;event, all events of the same type;type, or all events of the same category and type.

type

Events Sorting

Controls display order of events (see "Sort events by the following order" below)

Events Page Title 

Events Page’s Title is set to "Events" by default, but you can customize it. For example,if you have events for multiple schools or clinics on the vendor account, you can changeCustomizes the title of your Events page (default: "Events") — e.g., rename to Schools"Schools" or Clinics"Clinics" accordingly.

if your account spans multiple locations

Default List 

Choose tobetween displayshowing all events at onceonce, or listshowing "featured" events first (the event matching a parent's enrolled child) with a search bar for others. When the "featured" events option is selected, the event in which a parent's child is currently enrolled is displayed.

rest

Sort eventsEvents byBy the followingFollowing order Order

Select the display order for events. Drag fields to set yourthe preferreddisplay hierarchy.

order/hierarchy for events

Events Table Columns

Add, delete,remove, or reorder unique columns and customize their appearanceshown on the Events/Events Preview page.

page

Allowed timezonesTimezones

Allows you to toggleToggle between national and international time zones.

zone options

Manage Categories for Events

Use

Category Sort

These features allow you to group events byinto categorycategories to— improve navigation for participants, especiallyuseful for accounts with a high eventvolume volumes.of events, to help participants navigate more easily.

Setting What it controls

Categories Page Title

Set a customCustom name for the Categories landing page.

page

Allow customer to select category first

Requires

Forcesparticipants anto initialchoose a category selectionbefore beforeseeing specific events are displayed.

Category selector not displayed 

AllowsLets you to createbuild a direct URL to a specific category (based on the category you entered in the Category column foron your event(s).

event)

Events Categories

A management table to update, delete, or reorder categories across all events simultaneously.at Itonce — affects appearancehow categories appear in the CUI (Client User Interface).



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