Service activity calendar

What is a service activity calendar?

Create your activity, event, engagement or programming calendar with services. You can add waiting lists, automated reminders, cost tracking, room locations and more. C

Before you create your service calendar, make sure your location assets are set. Each service requires an asset or location asset. 

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Create your services for your calendar

Create your events, activities, etc. as services. Do this in the Services Library. You can always create an event in the calendar tab with the option to use once or "save as a template" to use it again.

1. Go to the Config button (wrench icon top right navigation) and click Assets
2. Click Create New and create all of your room and locations used for your calendar like multi-purpose room, library, theatre, etc. 
3. Go to the Config button (wrench icon top right navigation) and click Services
4. Click Create New
5. Create your activity. Add in all your details. 

 

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Create your calendar

1. Click Calendar from the left hand navigation
2. In the Daily view, use the right side to see your service library categories
3. Click the accordion arrow to view active services under that specific category (e.g. Activity, Creative Arts)
4. Drag your activity or event from the service library onto the calendar
5. Click into the activity to edit any details such as repetition, signage image, short description, location, registration, etc.
6. Click on the calendar or the + button to create a brand new service calendar event. You can create one from scratch or use an existing service. 

 

Monthly Calendar

1. Click Calendar from the left hand navigation
2. Click the "Calendar" tab in the middle 
3. Click the larger plus button on the right-left side to create a service calendar entry 
4. Go to Prntyr to Print your calendar.  

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Create a new activity service item 

1. Select your Event from "Use Template"
2. Use the name that populates in "Event Name" or create a new one
3. Use the microphone button if you choose to use your own voice for the event
4. Add a "Short Description". This will show up on Alexa 
5. Select a "Location 
6. Choose a Start Time and End Time
7. Select your "Groups". Choose the groups that have access to this event. 
8. Determine if you want to allow residents to register in the app or on their Alexa.
9. Determine if you want to send an announcement about the event.
10. Determine if you want to have this event sent to Signage.

There are more items to fill out if you desire that should be self evident in nature.

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Waiting list and registration locking

"Lock" registration by turning on the Registration Lock toggle above the attendance view. When you lock registration, nobody can register OR unregister for an event. Only Staff can change the Attendance lists when locked. Users are sent a message that the event is locked. 

Waiting lists are defaulted to be automated. When someone unregisters, the first person in the waiting list queue will be added and notified.

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You can manage Registrations and Attendance by dragging names to the appropriate column. Note, you can select multiple names at once by using the checkbox, and drag multiple residents at once. 

 

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Service Calendar FAQs

How do I add a minimum and maximum participant level?

The minimum and maximum participant levels are established from the asset chosen for that service/event. To edit this, click the activity or event and change the number as desired and click Save.

 

How do I enable a waitlist for an activity or event? 

Click into the Activity in Daily or Monthly. Or, enable a waitlist for an activity or event in the Services creation. Click the"Waiting List" checkbox to turn on Waiting List.

 

What is the List view on Calendar? 

Click here to view "List" to view all entries as a list.