osm setting up events - denmead scouts
TRANSCRIPT
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!
AddingcolumnsYouneedtoaddacolumnforalleventsaskingtheparentsiftheirchild’shealthinfoisuptodate.Youneedtotickthecompulsoryforparentsboxasthisreplacesourpaperhealthform.Youcanaddmorecolumnstocollectanyotherinfoyouwant.
AddingapaymentIfthereisacostinvolvedwiththeevent,youneedtoaddthisnow.Under“sectionadmin”select“payments”.YouwillneedtohavepermissiontoeditpaymentsonOSMtodothis.Ifyoudon’thaveityouneedtoasktheleaderofthesectiontogiveyouthispermission.(orAnge)
Dependingonyoursection,youwillhaveanumberofschedulestochoosefrom.Ifyouclickoneditscheduleyoucanseewhichbankaccountthemoneywillgoto.Termlysubscriptionsisonlyusedbythesubstreasurer.Itisimportantthatyouusethecorrectschedule.
Bankaccountthemoneywillgoto.
Youdon’tneedtoamendanyofthesefields
Click“addpayment`’youcanthenputinadescription.Thisisthetextthatwillbeseenbytheparentsontheirrequestforpaymentemail,soitsimportantthatitsclear.Seeexamplesabove.Setthedatethatyouwantthepaymenttobemade.Thenclickthesaveschedulebuttonatthetopofthepage.
Addingthepaymenttotheevent.
GobacktotheeventpageandclickYouwillgetthisboxandyoucaselectthescheduleyouhavejustsetup
Youwillseethatyounowhave2columnspaymentprocessingandonemarkedwiththenameoftheevent.Thesewillbeautomaticallyfilledinoncetheysignupfortheevent.
InvitingMemberstotheevent.Youarenowreadytoinvitememberstotheeventbyselectingthemandclickingintheactionboxatthebottom
Youwillnowbeabletoseewhohasbeeninvited,andlaterwhoiscoming,whetherthey’ve paidandtheirhealthinfo
Ifyoudon’twanttochargeleadersforinstanceforacamp,youcanchangethepaymentprocessingcolumntomanual.
Thisiswhattheparentswillseewhentheyclickonthelinksoitsimportantthatthedetailsfieldisfilledinwithalltheinformationtheyneedtodecideiftheirchildwantstoattend.
Thisistheviewyouwillgetaspeoplestartreplyingandsigningup.
Sharingtheeventwithanothersection
Youcansharetheeventwithanothersectionbyclickingonthebuttonatthetop.
Don’tforgettosavethetemplateonceyou’vecompletedit.Checkthesharingconfigurationandselectwhichsectionyouwanttosharetheeventwith.Youwillneedtostarttyping1st denmead togetthedropdownbox.Thenclickshare.Youcanthenaddapaymentscheduletotheothersection.
Aleaderfromtheothersectionwillneedtoaccepttheevent.itwillshowontheirdashboard.
OncetheyhaveacceptedtheeventyouwillhaveanoverallviewofwhoisattendingbyclickingontheSharingbutton
Thereservedlistisusedifyouhavesetamaximumnumberofparticipants.Anyonesigningupafterthishasbeenreachedwillbeplacedonthislist.