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New Feature: Event Signup

Does your unit have special events that you would like to get confirmation of attendance in advance? What about assigning costs to events and recording who has paid ?

The new Event Signup feature will do just that !

A new ‘signup admin’ tab is available in any Event on your Calendar to those with Add Content permission. Through this page you can setup the Event Signup feature and specific costs per person for the event.

You can also leverage the new Online Payments feature to collect payment online via credit cards or PayPal accounts. Make sure to setup the Online Payments feature first before trying to enable it on an individual Event.

By soar at 2008-12-03 23:05 | read more

Online Payment

The Online Payment feature is available in the Advanced package and allows units to collect payment online via credit cards and PayPal accounts for items such as yearly registration fees, recharter fees, event fees, and other items.

To use this feature, please follow these steps.

  1. Create a PayPal Business account with Website Payments Standard at www.paypal.com.
  2. Link your PayPal Business account to your unit checking account and get it verified.
  3. Follow the PayPal Account Setup instructions below.
  4. Go to Admin/Control Panel/Online Payments/Setup to enter your PayPal information.
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Registration Options

Enable

Turn on or off Event Signup for a Calendar Event. If Event Signup is disabled for an Event, it will delete all records of attendance.

If you want to close registration and still see attendees, use the Close Registration option instead.

Type

By Family - In this style all family members should be accounted for in a single registration. To accomplish this only the names of Scouts and Adults without scouts are shown. Parents should be included in the registration of their scout(s).

By Indivdual - In this style each person should register indivdually. If a Scout registers they cannot indicate attendance for Adults. If an Adult registers they cannot indicate attendance for Scouts.

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Registration - What Members See

Unit members can register for an event through the following methods.

  • By clicking on an Event in the Event Registration block on the Home Page, if enabled
  • By clicking on an Event in the Calendar or Upcoming Events block on the Home Page.
  • By clicking the Register button while viewing an Event.
  • By clicking the 'register' tab while viewing an Event.

Once members reach the Event Registration page they will be asked to identify the Family they are registering for. A drop down box will provide them a selection of names. Depending on how you have setup your website, the drop down box will contain a different set of names.

Style Account Member Selection
By Family Shared A list of all Scouts and Adults that are not Parents

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Event Signup

08/12/2011 - See the Event Registration guide at Admin/Online Help/Guides for documentation on the new Event Signup feature. That document supersedes the documentation hereafter until we can update it.


The Event Signup feature is available in the Advanced package and allows members to

  • confirm member attendance at events
  • record the number of scouts/adults/other that will be attending
  • view the list of confirmed attendees for the event
  • record payment for events with costs
  • pay for any event fees online via credit card

To use the Event Signup Feature do the following:

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Upgrade: Eblast new/updated "window"

As you add new events or update existing events on your unit calendar, they are automatically included in the next EBlast.

A number of customers have found that when they add a large number of unit events at the one time, this creates a very large list of events in the next EBlast. To assist with this, SOAR has added a configuration setting for EBlasts to determine the “window” of events to include in an EBlast.

You will now see a ‘New/Updated Limit’ option at Admin/Email/EBlast/Settings. By default this setting will be 2 months. This means that any event that is added or updated on your website that occurs within 2 months of the EBlast will be included. You can change the timeframe for this “window” and also turn off the timeframe completely to include all new/updated events.

By soar at 2008-12-03 20:28 | read more

Upgrade: File/Attachment Size Limit

The individual upload limit has been increased from 5MB to 10MB per file for the Files feature and for file attachments to any type of content – Announcements/Events/Custom Pages/etc..

By soar at 2008-12-03 20:21

Upgrade: Email List Type

The Email List Type of ‘Member’ has been changed to ‘List Member’ to better denote that members of the list have access vs. any unit member.

By soar at 2008-12-03 20:17

Upgrade: Manage Members

A new column has been added to the Manage Members function available at Admin/Members/Manage.

This new column is labeled with TM for TroopMaster or PM for PackMaster. An X will appear in this column for an individual account if the account was created through the PM/TM Import process. Accounts marked with an X in this column will be synchronized during future PM/TM Imports.

If an account does not have an X in this column, these accounts were manually created and will not be touched during the PM/TM Import process.

This column will help you to differentiate between website accounts that were manually created and those created by the PM/TM Import process.

By soar at 2008-12-03 20:10 | read more

Public Pages

A number of customers would like to make Custom Pages available to the public to provide more “marketing” information about their unit, for fundraiser information, and for community service projects.

You can now identify Custom Pages that you want to make available to the public.

Go to Administration/Content/Menus. Next to each Custom Page you will see a checkbox to make that page public. Once a page has been made public all attachments, files, and images associated with that page will also be available to the public.