This outlines how to manage the Events Portal via Events in Back Office for the Events Portal.
Subjects ▼
- How To Ensure An Event Displays In The Events Portal
- How To Display Information About An Event
- How To Assign A Patron To An Event
- How To Configure Questions For Patrons to Answer
- How To Configure Menus For Ordering
How To Ensure An Event Displays In The Events Portal ▲ ▼
Given the Events Portal exists to provide a patron access to upcoming Events, an Event will only be visible in the Events Portal if it has been associated with a patron (Account/Member) in Back Office. To ensure this is the case, do this:
- Ensure a patron has been created as a Member in Back Office.
- Ensure an Event has been created and it has been given an Events Portal appropriate Name. Also, if appropriate, enter any information about the Event in the Description. To do this, refer to the How To Display Information About An Event subject for more information.
- Ensure an Account Holder has been configured for an Area for one of the Event Sessions. Refer to the How To Assign A Patron To An Event subject for more information.
- Ensure the Portal Status for at least one of the Sessions is set to any one of the options available other than the Closed option.
- The Event/Session should now be visible in the Events Portal once the patron logs in.
How To Display Information About An Event ▲ ▼
Information about an Event can be displayed via the Events Portal. To do this:
- In the Events Records screen:
- Search for and select the Event in the grid for which information is to be displayed.
- Select the Portal Settings button in the Events Records grid to open the Event Portal screen.
- In the Information tab:
- Select Save to save the changes.
- The Event Name and Description entered as per above, should now display in the Events Portal.
Example of Event information being displayed via the Events Portal.
How To Assign A Patron To An Event ▲ ▼
For a patron to be able to access an Event via the Events Portal, they will need to be assigned to at least one of it's Sessions. To ensure this is the case, do this:
- Ensure a patron has been created as a Member in Back Office.
- Ensure the same Member is assigned as the Account Holder to one of the Session's Areas. To do this:
- In the Event Session section:
- Select the Areas button.
- In the Events Session screen, search for and select one of the Areas.
- Select that Area's Account Holder button, to search for and select the Member created as per above.
- Select Save to save the changes.
- While still in the Events Session screen, if same Member is to be held responsible for ADO and EDO Orders, then configure these as well by selecting the ADO Account and EDO Account buttons respectively.
- Select Save to save the changes.
- In the Event Session section:
Example video to be inserted here. Coming soon ...
How To Configure Questions For Patrons To Answer ▲ ▼
When a patron registers their attendance to an Event it may be in the Venue's interest to solicit responses in order to optimise preparations for the Event. For example:
- What time do you expect to arrive?
- How many adults will be attending?
- Will minors be attending?
To do this:
- Ensure a list of Questions have been created that will be asked of patrons. Refer to How To Create A Question Set for further information.
- Ensure the Questions created, as per above, are collected together to create a Question Set.
Notes...
It maybe the case that a Question Set consisting of the same Questions may already exist, in which case there is NO NEED to create a new Question Set.
- In the Events Records screen:
- Search for and select the Event in the grid for which Questions are to be configured.
- Select the Portal Settings button in the Events Records grid to open the Event Portal screen.
- In each of the Session tabs for which Questions are to be configured.:
- Select the Questions button to search for and select the appropriate Question Set.
- Select Save to save the changes.
- Now when patrons register their attendance to an Event via the Events Portal, they will be prompted with Questions associated with the selected Question Set.
Example video to be inserted here. Coming soon ...
How To Configure Menus For Ordering ▲ ▼
When a Session’s Portal Status is set to Attendance or Orders Open, patrons can be presented with a selection of Menus from which they can select and place an Order for. In order for this to be available to patrons, the following will need to be done:
- Ensure one or more Menus have been created. Refer to How To Add A Menu for further information.
- Ensure the Menus created are assigned to a Catalogue. Refer to Add A Menu To A Catalogue for more information.
- In the Events Records screen:
- Search for and select the Event in the grid for which Menus are to be configured.
- Select the Portal Settings button in the Events Records grid to open the Event Portal screen.
- In each of the Session tabs for which Questions are to be configured.:
- Select the Catalogue button to search for and select the Catalogue to which the Menus created above were assigned.
- Once selected, a list of the Catalogue's Menus will be displayed in the Session Menu section on the right hand side.
- Select Save to save the changes.
- Repeat the above for each of the remaining Session tabs.
- When all Session tabs have been configured, select Close to exit.
- In each of the Session tabs for which Questions are to be configured.:
- Now when patrons register their attendance to an Event or login via the Events Portal, they will be presented with one or more Menus they can select and place an Order for.
Example of configuring Event Sessions to present Menus to patrons in the Events Portal.
End of article. ▲