Transcript
Page 1: OSM setting up events - Denmead Scouts

GuidetosettingupeventsonOSM

SettinguptheeventIntheeventstab,select“Createevent”usingthebuttonatthetopleft.Youcanthenenterthenameoftheevent,datesandtimes,andputalimitonnumbersifrequired.

Intheabovepage,youneedtoputacost,orifyoujustneedthemtosignupselectthecosttobeconfirmedbox.Theconfirmationdeadlinewillstopanyonefromsigningupafterthis.Iwouldrecommendselectinginvitationreminders.OncethebottomboxisselectedtheeventwillshowintheparentsviewofOSMandtheywillbeabletosignup.Youwillthengetthisscreen:

Scrollingdownyoucannowaddbadgelinksandanydetailsabouttheevent.It’simportantthatthedetailsthatyouwanttheparentstoseeareenteredinthebottomboxmarkedDetailsforMy.SCOUT.Thisiswhattheywillreadwhenthereceivetheemailinvitingthem.

Youcanalsoattachanydocumentse.g.Permission toshootform.

Don’tforgettoclicksave!

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AddingcolumnsYouneedtoaddacolumnforalleventsaskingtheparentsiftheirchild’shealthinfoisuptodate.Youneedtotickthecompulsoryforparentsboxasthisreplacesourpaperhealthform.Youcanaddmorecolumnstocollectanyotherinfoyouwant.

AddingapaymentIfthereisacostinvolvedwiththeevent,youneedtoaddthisnow.Under“sectionadmin”select“payments”.YouwillneedtohavepermissiontoeditpaymentsonOSMtodothis.Ifyoudon’thaveityouneedtoasktheleaderofthesectiontogiveyouthispermission.(orAnge)

Dependingonyoursection,youwillhaveanumberofschedulestochoosefrom.Ifyouclickoneditscheduleyoucanseewhichbankaccountthemoneywillgoto.Termlysubscriptionsisonlyusedbythesubstreasurer.Itisimportantthatyouusethecorrectschedule.

Bankaccountthemoneywillgoto.

Youdon’tneedtoamendanyofthesefields

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Click“addpayment`’youcanthenputinadescription.Thisisthetextthatwillbeseenbytheparentsontheirrequestforpaymentemail,soitsimportantthatitsclear.Seeexamplesabove.Setthedatethatyouwantthepaymenttobemade.Thenclickthesaveschedulebuttonatthetopofthepage.

Addingthepaymenttotheevent.

GobacktotheeventpageandclickYouwillgetthisboxandyoucaselectthescheduleyouhavejustsetup

Youwillseethatyounowhave2columnspaymentprocessingandonemarkedwiththenameoftheevent.Thesewillbeautomaticallyfilledinoncetheysignupfortheevent.

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InvitingMemberstotheevent.Youarenowreadytoinvitememberstotheeventbyselectingthemandclickingintheactionboxatthebottom

Youwillnowbeabletoseewhohasbeeninvited,andlaterwhoiscoming,whetherthey’ve paidandtheirhealthinfo

Ifyoudon’twanttochargeleadersforinstanceforacamp,youcanchangethepaymentprocessingcolumntomanual.

Thisiswhattheparentswillseewhentheyclickonthelinksoitsimportantthatthedetailsfieldisfilledinwithalltheinformationtheyneedtodecideiftheirchildwantstoattend.

Thisistheviewyouwillgetaspeoplestartreplyingandsigningup.

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Sharingtheeventwithanothersection

Youcansharetheeventwithanothersectionbyclickingonthebuttonatthetop.

Don’tforgettosavethetemplateonceyou’vecompletedit.Checkthesharingconfigurationandselectwhichsectionyouwanttosharetheeventwith.Youwillneedtostarttyping1st denmead togetthedropdownbox.Thenclickshare.Youcanthenaddapaymentscheduletotheothersection.

Aleaderfromtheothersectionwillneedtoaccepttheevent.itwillshowontheirdashboard.

OncetheyhaveacceptedtheeventyouwillhaveanoverallviewofwhoisattendingbyclickingontheSharingbutton

Thereservedlistisusedifyouhavesetamaximumnumberofparticipants.Anyonesigningupafterthishasbeenreachedwillbeplacedonthislist.


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