Services – Events Tab
• In many Provinces, many organizations offer winter, spring, and summer camps for School Age children. As well, Professional Development days where parents can opt in or out of childcare on these days. All these types of fees would be set up as events. Payment can be done at the time of registration or registration would be reviewed and invoices issued after acceptance in the event.
• Events services include Camps, Conferences or Workshops. Different than childcare services, events are for shorter period – one day, a few hours or a week. All Events will be setup to include minimum and maximum number of participants, waitlist limits, age group, and whether it will be available on the portal.
• By setting up all services at the organization level, the services will be tagged at the location or home if these are being offered.
• In setting up services, the user will create the service, assign an age group, tag a price. These events type services are tagged to a location where parents can register their children for the additional services.
Add Conference
Add Services > Events > Conference
1. Left Menu > Setup > Organization
2. Click on Services Tab
3. Click Events Tab
4. Click “+” Add Event Service
5. In the Tab Organization Camp Event – Enter Name and Description
6. Select – Age Group from the drop-down
7. Activate – Display Cost on Portal
8. Enter Waitlist – number of acceptable number of people to be on the waitlist
9. Click “+” Sessions
10. Enter Name of Session
11. Enter Description
12. Billing Rate Type – choose from the drop-down
13. Childcare Grant – choose from the drop-down (CWELLC and Affordability Grant)
14. Item – find the Customer Item (rate)
15. Start Date – pick from the Calendar – click on the “calendar” icon
16. Start Time – pick from the Clock – click on the “clock” icon
17. End Time – pick from the Clock – click on the “clock” icon
18. Frequency – choose from the drop-down
19. Every Week – enter the number of weeks
20. Until – default infinity unless the user enters an end date
21. Click the “checkmark” icon to Save and return to previous maintenance screen
22. Click the “SAVE” icon to Save the new Conference
