Migration Agent Default
Articles
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Relocating an offering to another category
In addition to being able to duplicate offerings, you can also move offerings from one category to another. This is useful for building offerings in a test category and then moving it over to your ...
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Copying or duplicating an offering
If you want to create another version of an offering, you can duplicate that offering without having to recreate it from scratch. You can then place it under a different top level category or subca...
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Changing the date and time of a session
There are two ways to change the date or time of a session you’ve created. First you will need to click the Manage Schedule button on the main calendar window, and then click on the Schedules tab. ...
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Setting up participant restrictions for an offering
If you wish to limit who can attend your event you can set up participant restrictions for each offering. On the main calendar window click Manage Schedule. Click on the Schedules tab. Select...
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Creating a multi-session offering
When creating offerings like a summer camp or class you will want to be able to create multiple sessions for the offering. Customers will only be able to sign up for in the first session; once they...
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Setting different prices for members and non-members for an offering
For some offerings you may want to offer a lower rate for members that you would a non-member or guest. You can use pricing rules to offer different prices for different participant types in the sa...
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Changing the display color of an offering in the calendar
To help keep your calendar organized you can assign each offering its own color. This will help you tell at a glance what kind of events you have coming up on your schedule. On the main calendar...
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Requiring custom questions for each participant in a booking
Once you’ve created your custom questions for participants you can require answers for each participant, useful for events like a youth climbing class where a parent might register two kids at once...
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Creating varying pricing by day for an offering
For some offerings it might make sense to offer lower rates on the weekdays to get more people in the door. By using price rules you can offer different prices for the same offering. In this exampl...
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Creating custom course schedules for holidays
During the holidays you may want to adjust your normal course schedule to reflect your holiday hours. There are two ways to do this, depending on if the holiday falls on the same day each year like...
