This guide provides a detailed walkthrough for administrators on setting up a series of related events through their management portal. The steps cover the entire process from locating the event creation button to assigning dates and time slots, ensuring a smooth and efficient setup. By following this guide, admins will be able to optimize event organization and management.
Step-By-Step Guide:
1. Locate Event Creation:
Access your admin portal dashboard. Look for the ‘+ Add event’ button. Click this button to begin creating your series of events.
2. Select a Facility:
Identify and select the desired facility for your event series from the provided options. This ensures all events are appropriately categorized and accessible under the correct venue in your system. Click 'Continue' after you have selected a facility.
3. Define Event Type:
Next, specify that you are creating a 'Series' by clicking on the associated card. This will group your multiple events under a single umbrella for easier management.
4. Detail the Series:
Fill in the event creation form with details such as capacity, features, sign-up restrictions, and pricing options. Make sure to provide comprehensive information for clarity and ease of registration.
5. Add Additional Information:
Write a detailed description of your event series. Include goals, expectations, requirements, and any special instructions or information participants need to know.
6. Search for Assignees:
To assign coaches or trainers to the event, begin by searching for their account in the search bar. Notice that the search can be categorized several ways from the drop down menu. Also, note that the search is case sensitive.
7. Populate the Series:
Assign coaches or trainers to the event by clicking on the '+' icon next to their account type. This will add them to the series, attach them as a recipient in series update messages, and eliminate the hassle of adding attendees individually later. After clicking the '+' icon, you will see your attendees list at the bottom of the card.
8. Attach Series Dates:
Select the specific dates for your event series. Ensure that the dates do not conflict with other events or reservations.
9. Assign Time Slots:
For each selected date, specify the time slots and any additional details or options available for participants. Define the time for each event within the series by clicking the '+' icon next to the associated time. Offer multiple time options if necessary to accommodate different schedules.
10. Define a Location:
Assign a specific location for each event in the series by clicking the '+' icon next to the associated facility location. If multiple spaces are available, make selections that best fit the nature and size of the event.
11. Review Payment Details:
At the checkout screen, set your prices, credit restrictions, membership criteria, and categories for tracking.
12. Finalize Series Creation:
After reviewing the series details, confirm the process by clicking on the 'Book events' button at the bottom of the card.
13. Confirmation Message:
A confirmation message should display the successful booking of your series. After booking the events, click ‘Continue’ to return to the admin portal.
By following this comprehensive guide, administrators can efficiently set up and manage a series of related events within the StatStak Labs platform. This systematic approach ensures a consistent and reliable experience within the StatStak Labs platform.
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