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Section Index

Registration Calendar Administration

The idea behind this module is for you to be able to have an event's sign-up sheet of sorts. You create an event at a certain time with seats available and user's register for the event. If you click on "Registration Calendar Administration" in the "Admin Suite" you will be taken to the window shown below.

Create New Registration Calendar

First, fill out the "Calendar Title", which will be the name that this calendar is displayed as. Next, fill out the "Calendar Description" with a summery of what sort of events will be in this calendar group. Essentially a calendar group is just a category of events, like say "Action Movies" if you were running a movie theatre site. Once you have filled out these fields, click "Submit" and you will be taken to a confirmation window. Click on "Registration" to return to the main registration menu.

Administrate Registration Calendar

This shows a listing of all the registration calendars that you have created. The approved column shows the status of each calendar. If the calendar is displayed with a highlighted checkmark , then it's approved, if it is displayed with a highlighted x-mark then it is rejected and if it is shown with a highlighted question mark then it is pending. To show up on the front end of the site, a registration calendar must be approved. To switch between these three states, click on one of the two darkened symbols. If you wish to change the details of a registration calendar, click on the "Edit" button associated with the calendar you wish to make changes to. This will take you to the window shown below.

From this window you can change the title and description of the calendar. When you are finished, click the "Save" button and then click on "Registration" in the top left to return you to the main registration menu.

Add New Registration Event

This area allows you to add a new event which people can register for on your site. Next, choose from the "Event Calendar" pull-down list the registration calendar you wish the event to appear in. Next, you should fill out the "Start Date" and "End Date" of your daily event. After this you need the enter the daily "Start Time" and "End Time" of the event. "Event Contact" will be the name of the person to contact for more information regarding the event and "Event Contact Email" should be the e-mail address of this contact. "Event Location" will be the address or landmark location of where the event will take place. If you have a web site related to the event, the web address should be entered into the "Event Web site URL" field. "# of Available Openings" is the number of seats that will be available for registration of this event. It is assumed that this is a class-like event so if someone registers then they are signed up for every day of the event. Finally, "Event Description" is a description of what the event entails, as well as any details registrants should know.

The last thing in this window is, "Use Default Registration Form", which, if "Yes" is selected, this event will use a standardized form for collecting contact information about the registrants (note: registering for an event does not require for someone to be logged in as a member). If you choose no however you will be asked to create a form for registrants to use. We will choose "No" for now. Click on the "Submit" button at the bottom of the page when you are finished filling out these details and you will be taken to the window shown bellow.

From this window we will create a form that people will use to register for the new event. "Form Title" is the title that will appear in the window when the form is filled out. The "Form Description" will be the text displayed just below this title and should contain any instructions or information that someone will need to fill out the form. The "Confirmation Message" will be displayed to the registrant after they have submitted the registration form. If you want to be e-mailed results of a form when it has been filled out, then select "Yes" for "Mail Results" and put the e-mail address of the person you would like the results sent to in the "Mail Recipient" field. When you are finished, click "Next->" and you will be taken to the window shown below.

This screen is broken up into two columns. The left column under the title "Form Detail" is the exact information that was entered in the previous step. This is to allow any further editing if required. The right column under the title "Add Field" provides you with the ability to customize the information you want to obtain from the client during the booking process. Not only can you specify the standard name, number and address questions, but also any number of questions that may be essential when client's make appointments with you

1. Field Name - The name of the piece of information you want to obtain from the client. In Dr. Bob's example, it may be as simple as "First Name", to the complex "Please describe your symptoms."



2. Field Type - Depending on the type of question, you can utilize these various field types to better obtain accurate client information. In Dr. Bob's example, "First Name" can be best served by using a "text" field type, the question "Are you on medication" can be best served by two radio buttons "Yes" and "No".



3. Sort Order - This specifies the order in which the "Field Name's" will be displayed on the form. For instance, First Name may be listed with a sort order of "1", whereas Last Name may be listed with a sort order of "2". In this example, on the form, First Name will appear first followed by the Last Name.



4. Field Help - Provides a small text area shown beside the "Field Name". It allows you to provide a more detailed description as to what should be put in a field. For example, if the question is "Date of Birth", the field help may show how to input the year, month, and day format information (yyyy,mm,dd)

Any field that is added will appear at the bottom of the left column under "Current Fields". It specifies the type of field that was created and allows the user to edit field's information or remove the field completely from the form.

If the Field Types chosen were either "Drop Down Box" or "Radio Button", the following screen below will appear.

The content of drop down boxes and radio buttons require that values or meaningful pieces of information be associated with them.

• For radio buttons, each individual button requires a value or piece of information to make it meaningful for both the client to use and the user to interpret. Going back to the question of Dr. Bob's patient, the question posed to them was "Are you on any medication". Two individual values would then be entered: "Yes" and "No" respectively. Pressing the "Add Value" would finalize the addition of the individual values. The concept of "Sort Order" is similar to what was mentioned above, only that the this would control the order of appearance for the radio buttons.



• Drop down boxes contain a list of values or information that the client can pick from. For instance, the question of "State/Province of residence", the drop down box would contain individual values of States/Provinces. Pressing the "Add Value" would finalize the addition of the individual values in the drop down box.The concept of "Sort Order" is similar to what was mentioned above, only that the this would control the order of appearance for the values or information in the drop down box.

After adding all possible values to either the radio buttons or drop down boxes, the user will have two options:

1. Adding more "Field Names" to the form, by pressing "Add Another Field".
2. Finish the Form creation process, by clicking "Done with Registration Form".

If you choose "Done with Registration Form" you will brought back to the main registration menu.

Administrate Registration Calendar

This page displays all different registration calendars that have been created. This screen allows the user to edit any of the different booking calendars created.

If in the "Add New Registration Event" section, you had chosen "Yes" when asked in the "Use Default Registration Form" you will automatically be forwarded to this page. Default messages and fields would have been created and are available for editing in this section.

This screen shows several pieces of information to the user:

• - A highlighted checkmark indicates that a calendar that has been approved.
• - A rejected calendar with a highlighted x-mark
• - A calendar that is pending approval is highlighted question mark All newly created calendars are defaulted to this setting.

To switch between these three states, click on one of the two darkened symbols. If you wish to make a newly created calendar active and available to clients, mark the calendar as approved (check marked). If you wish to make a particular calendar unavailable to clients, mark the calendar as being rejected (x-mark).

Three other options are available to the user:

1. Edit - This allows the user to edit the information that was provided in the "Add New Registration Event" section.
2. Edit Form - This allows the user to edit the information that was provided in the "Create Registration Form" section.
3. Registrations - This allows you to view the registrations that have been filled out for this event.

If you click on the "Edit" button then you will be taken to the window shown below.

From this window you can (as mentioned above) edit the information that was provided in the "Add New Registration Event" section. Once you have finished making changes click on "Submit" and you will be redirected to a confirmation page, where you can click "Admin Events" to return to the main "Admin Events" page.

If you click on the "Registrations" button then you will be taken to the window shown below.

From this window you can view the form submissions of all of the registrants for this event. "Format" is the format you would like to view the registrations in. "Browse" will put the submissions in HTML format for viewing ease where as "Download" will save all the entries into a text file that can be downloaded and possibly imported into a program or database. The second option "Status" only applies if you have pay to post hooked up to registration for this event. If payments are required for registration then approved registration represent paid registrations, pending represents waiting for funds and rejected represents denied payment, otherwise all submissions will be automatically set to approved. Once you have made your choices, click "Submit". If you chose "Browse" you will be shown the entries and if you chose "Download" then you should click on the download link that appears and then save the resulting text file to your hard drive. When you are finished viewing/downloading the submissions, click on "Admin Events" to return to the main "Admin Events" page.

If you click on the "Edit Form" button then you will be taken to the window shown below.

From this window you can (as mentioned above) edit the information that was provided in the "Create Registration Form" section. Once you have finished making changes click on "Submit" and you will be redirected to a confirmation page, where you can click "Registration" to return to the main "Registration" page.

Administrate Pages

This section of the booking administration allows you to make changes to the format of the various Booking pages.

Three pieces of information can be added or modified;

1. Page Name - This text is found as the title of the Booking page.



2. Title Image - An image can be inserted in place of the "Page Name" title. If you have an image on your computer, click on "Browse" to find the image. Click on the image you want and press the "Open" button.



3. Meta Tags - Click on the following link for a in-depth explanation of Meta Tags?

When you entered all your information press "Submit".

Once you have finished changing the page setup you can either click on "Page List" at the top or bottom of the page, to edit the page setup of the other pages in this module or you can click on "Admin Suite" to continue with other module administration.