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Creating an Event Template

The Event Management function of our online service will help you better manage your event including golf tournaments, weddings and corporate functions. By using this portion of our service, you will easily be able to collect all necessary information related to an event, generate reports so that the details of each event can be easily distributed to the necessary people across the organization, as well as centrally store your event details so that you can access and administer your events from any computer.

 

The event management portion of our software can be accessed from the online side of the software by clicking on Administration and then Events. Like all the other areas of our software, we do our best to give you the most amount of flexibility so that you can tailor the software to match your operations. By allowing you create your own templates, you are able to ensure that all the necessary fields exist for you to capture all of the required information for an event. 

 

Navigate to Events

  1. From Tee On online, click Menu
  2. Click Administration
  3. Click Events   
  4. Click Event Templates
  5. This will display a listing of all the event templates that you have created on your system. Once a template has been added, it can be edited at any time in this area. To do so, you would simply select the template you would like to change, and click the Edit button. 
  6. In this case we are going to create a new template, so we must click the Add button. 
  7. Give the new template a name and then click Save. As we are creating a new template, we are essentially looking at a blank canvas. 

 

Grouping Information

  1. At the top of the page, you will notice an area that says Tabs. This is a means to sub-divide the information you are collecting related to an event. You can have as many tabs as you desire. Some of the areas we suggest you sub-divide or tab your information for a golf tournament template include: Contact Info & Overview, Pre-Golf Details, Golf Details, Dinner Details, and Pricing Details. 
  2. To add each of these categories into your tabs, name the first tab. 
  3. To add a second tab, you can click the+ button, or click the Add button below the tabs title on the right hand side. 
  4. Continue this process until all the necessary tabs have been created. 
  5. The information on each tab is grouped together for the purposes of reporting. 
  6. In the event that you would need to delete a tab, click on the red X beside the name of the tab. 
  7. Please ensure that you read the warning before deleting the tab, as doing so could affect events that you have already created, and are using the template you are editing.

Note: You can add tabs at any time, and it does not have to be done prior to entering other information. 

 

 

Adding Fields

  1. The information pertaining to an event you would like to collect is set by adding fields to enter the information. 
  2. To add a field, simply click on the Add button on the right hand side of the screen in the field box. 
  3. The first thing you must enter is the name of the field. 
  4. Below the field name area, there are a series of check boxes where you can further identify the type of information going into this field.
  5. The field can be Required Field meaning that an event that is using this template cannot be saved until this information is inputted. 
  6. The field can be a Contract Field meaning that it can be isolated and exported with other information that can be used in generating a contract through a mail merge.   
  7. You can choose Hide on Reports which means that it will only appear on the administrative side of the program and will not appear on printed reports. 
  8. If the field is a number field, it can be included in the totals of the event as well. 
  9.  Select the form you would like this field to be set as, such as text, paragraph, date, time, etc. 
  10. Once you are satisfied with your field, click Save. 
  11. You can continue to add fields until you have all the necessary information you would like to capture in this area of the event. 

 

Creating Drop-Down Fields

  1. To create a drop-down field, type in the field name, and choose the field type. 
  2. Select Drop-down
  3. Click Save
  4. You will be prompted to enter the drop-down options you would like. Enter the option into the box, and click the Add button.
  5. If you would like to add a blank field, click Add Blank. 
  6. You can change the order in which the options are listed by clicking on the up and down arrows to the right of the options. 
  7. Click Save when you are finished creating your drop-down options. 

 

Editing Fields

  1. If you would like to change certain characteristics of a field you have already created, click on the C button in the field. Here you can make changes to the field including if the field is required, if it is a contract field, if it needs to be hidden on reports or if its a number field that needs to be included in the totals. 
  2. If the field is a drop-down, you can also change the drop-down options by clicking Change Options. 
  3. If you would like to rename the field, you'd have to delete the field and re-enter it.

 

Deleting and Moving Fields

  1. As you are creating your template, you can use the arrows on the right hand side to move the fields to different locations on the tab. The location of the fields on the tab matches how the information will print on the report. 
  2. In the event that you would like to change the order in which the fields are listed, you can make the necessary change by moving the highlighted field you would like to move up and down by clicking the arrows until you have it in the desired area.
  3. If you would like to delete a field, click the red X. 
  4. When moving or deleting fields, you may notice that spaces are created between the fields. These spaces will all deleted once you click the save button. 

Note: You should be careful when deleting fields, as by deleting the field you will remove the information recorded in that field in any events you have captured using this template. 

 

 

Completing an Event Template

  1. Once you are satisfied with the template you have created, or you need to exit the process at the time of making the template, click on the Finish button.