This guide outlines the step-by-step process for creating event packages within the StatStak Labs platform. Administrators can use this detailed walkthrough to customize pre-paid event packages tailored to their organization’s needs. The instructions include navigating the admin portal, configuring package details, assigning trainers, and finalizing the package. Following this guide ensures an efficient and consistent event package creation process.
Step-by-Step Guide:
1. Expand Portal Options:
Navigate to the main dashboard and locate the menu on the left-hand side. Click the drop-down arrow next to your user name to expand the portal options. This menu provides access to all admin tools required for managing event packages.
2. Access the Settings Panel:
In the expanded menu, click on the ‘Settings’ option under the ‘Admin access’ section. This will open the general settings panel, where you can manage account settings and customize various elements.
3. Locate Global Credit Management:
Within the 'Account Settings' panel, find and select the ‘Event packages’ option. This section allows you to manage existing event packages and create new ones as needed.
4. Create New Event Package:
Click on the '+ Create new package' button at the bottom of the screen. This opens the event package editor, where you can define the details of the new package.
5. Begin Customizing Event Package:
In the event package editor, enter the required details for the new event package. Specify the package name, individual unit name, cost, number of units, expiration date, and transaction category. Use the list order priority field to determine where the package will appear in the display.
6. Upload Package Icon:
To enhance the package's visual appeal, upload a custom icon by clicking the designated area for the 'Package icon.' Select an image that reflects the purpose or branding of the package.
7. Assign Trainers to the Package:
Assign trainers to the package by selecting options in the dropdown menu. Ensure trainers are properly linked for scheduling.
8. Attach Event Types:
Select relevant event types to associate with the package from the dropdown. This step ensures the package aligns with the intended usage.
9. Select Event Categories:
Specify which event categories can be used for the package from the dropdown of applicable categories. This setting organizes the package within defined event categories for easier management.
10. Choose Event Duration Options:
Define the available durations for the package by selecting from the 'Durations' dropdown. This ensures the package aligns with the appropriate timeframes for the events it will support.
11. Assign Feature Options:
Select additional features that the package can be used for from the 'Features' dropdown. This step allows for customization of the package’s functionality, such as specific tools or resources.
12. Assign the Event Package to a Facility:
From the 'Facilities' dropdown, designate the locations where the package will be available. Linking the package to facilities ensures users can access it in the intended spaces.
13. Write an Event Package Description:
Use the 'Package description' text editor to provide detailed information about the package. Include specifics such as key features, benefits, expiration dates, or any additional perks that apply.
14. Finalize Package Creation:
Once all details are entered, click the '+ Create new package' button at the bottom of the editor to save the package. The newly created package will now appear in the list of available options for users.
By following these steps, administrators can successfully create new event packages tailored to their organizational needs. This systematic approach ensures a consistent and reliable experience within the StatStak Labs platform.
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