Add a Scheduled Program Screen

The following table explains the items on the Add a scheduled program screen. For information about how to access this screen, see Add Scheduled Programs.

Screen Item

Description

Name and Description

Enter text to identify the program and a detailed description. Make sure the name is unique to distinguish it from other programs. The name and description entered here will be the default name and description for events scheduled for this program.

Category

Enter a category for the program. For example, you may organize programs by type, such as seminar, film, or exhibit.

Location

In the Location field, select the location where program events will take place. Select the magnifying glass to search for a specific location.

If the program occurs in multiple locations, select Program spans multiple locations to display the grid where you select multiple locations. For example, you may have a large lecture hall that is partitioned so the space can be used for two smaller lectures or one large lecture. In this scenario, if a large lecture hall space is needed, you can assign both small locations and the event will span both.

The location capacity listed in the grid is displayed for informational purposes only. To change the capacity for a specific program, enter it in the Capacity field.

Capacity

Enter the total number of attendees the program can accommodate. This number does not have to be the same as the location capacity, but should not exceed location capacity. You can change the capacity on individual events as needed when program events are scheduled.

Prices

You can load a previously created price list for the program or enter the price types and associated face prices independently without loading a price list. These prices are then loaded automatically for each program event your schedule. You can edit these as needed when you schedule events.

Require registration

If this is a workshop, camp, or other program that requires each attendee to register, select Requires registration. If you require registration, a Registration information tab is displayed on the program record after you save. You can use this tab to add and manage registration information such as questions and notices for programs.

Restrict ticket sales to these memberships

Under Restrict ticket sales to these memberships, select which membership programs and levels can purchase tickets to this program.

In the Tickets per transaction column, enter the maximum number of tickets an eligible member is allowed to purchase. When you enter zero, there is no maximum to the number of restricted tickets the member can purchase for the selected program level.

  • If you select no membership programs or levels, the program is available to all patrons.

  • If you select "All programs" and "All levels", the program is available to any active member.

NOTE: You can edit the restrictions on programs and events at any time. These changes will not impact any tickets that were already sold or any that are currently in the cart.

Resources

Select the Resources tab to enter the supplies, equipment, and staffing resources needed for the program. Resources added to the program automatically load for each program event you schedule.

In the Supplies/Equipment resources grid, select a row and select the magnifying glass to search for and select a resource to add to the program. Next, enter the quantity needed. For example, if you need a projector for your Sea Life Lecture Series presentations, search for and select a projector and then enter a 1 for the quantity needed. When you schedule the presentations, each program event will require a resource of one projector.

In the Staffing resources grid, you select the resource, enter the quantity needed, and select the type of staff member that will fill the resource need, such as volunteer, staff member, or board member.