Note: When naming programs, make sure the name is unique for every program. If you'd like the same name to show up online for multiple events you can use the 'Display Name' field as this does not have to be unique.
| 1. | Go to Settings > Program Setup > Programs. |
| 2. | Click the gold 'Add' button.. |
| 3. | Enter in all the required information (the name of your program, season, start and end date of your program, and capacity). If you choose to use display name, it will show up online instead of what you have entered for name. If you don't enter anything for display name, whatever you enter for name will show up online. You can also assign a location to the program via the “location” drop down box or to create a new location/edit existing location click the Mange button to the right of “location”. |
| 4. | If you have financial options and categories already, you can assign them. For financial options, click the "Financial Option Assignment" tab and then select from the available financial options on the left and move it to assigned financial options on the right by highlighting the options and clicking the right arrow or dragging and dropping. |
Note: To have a valid program for registration, you must have at least one fee applied (Even if it is $0.00)
| 5. | For categories, click on the “Category Assignment” tab and select the category options from the available category options on the left to assigned category options on the right by highlighting the options and then clicking the right arrow or dragging and dropping. |
| 6. | You can set Registration status by clicking on the “Registration” tab. You can designate the program open/close date for registrations, conditional display logic, or turn a program Internal Only. |
| 7. | To assign categories to events, first expand the 'Category Assignments' menu bar (at the bottom of the Programs tab) and then select the category that you wish to assign from the 'Available Category Options' column on the left to 'Assigned Category Options' column on the right. Complete the move by first highlighting the category option and then clicking the right arrow, or else by simply using your mouse to drag and drop. |
| 8. | Click the “Custom Fields” tab to set up an internal ID# or GL/Tracking Code for the program. |
| 9. | Click Save. |
