IN BRIEF
The Event Settings section controls several setup options related to event enrollment, event organization, and event billing. These settings help determine how staff-created event bookings behave in the Office Portal, how events appear in the Customer Portal/Mobile App, and how the System calculates event pricing.

• Overview
  • Important Note About Customer Portal/Mobile App Settings
• Accessing the Feature
• Step-by-Step Instructions
  • Reviewing Event Enrollment Wizard Settings
    • Additional Anniversary Fee Options
  • Reviewing Event Types
  • Reviewing Pricing Schedules
• Troubleshooting & FAQs
• Related Articles

Overview

The Event Settings area is located under SETTINGS > SETUP > Event Settings. This section includes options for configuring how event bookings work, how events are grouped or displayed, and how pricing is calculated.

Event Settings include the following areas:

• Event Enrollment Wizard Settings
  • Controls how the Event Enrollment Wizard handles staff-created event bookings in the Office Portal.
• Event Types
  • Allows businesses to organize events into multiple sections in the Customer Portal/Mobile App and customize the section titles.
• Pricing Schedules
  • Determines how the System calculates event tuition, including multi-block discounts, multi-sibling discounts, and special discounts.

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Important Note About Customer Portal/Mobile App Settings

The Event Enrollment Wizard Settings apply to staff-created event bookings in the Office Portal.

Similar event enrollment settings for the Customer Portal/Mobile App are located under:

• SETTINGS > CUSTOMER PORTAL > SETTINGS
• SETTINGS > CUSTOMER PORTAL > OTHER SETTINGS > EVENT REGISTRATION

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Accessing the Feature

1. From the main navigation menu, go to SETTINGS.
2. Select SETUP.
3. Select Event Settings.

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Step-by-Step Instructions

Reviewing Event Enrollment Wizard Settings

The Event Enrollment Wizard Settings affect how the Event Enrollment Wizard handles event bookings created by staff members in the Office Portal.

Review and configure the available settings as needed:

• Cart Reservation Timeout (Minutes) 
  Use Cart Reservation Timeout (Minutes) to define how long items remain reserved in the cart, based on when the most recent item was added.
  • The timer resets to this amount of time each time a new item is added to the cart.
  • When the timer reaches zero, the System automatically removes all items from the cart.
• Cart Reservation Timeout Limit (Minutes) 
  Use Cart Reservation Timeout Limit (Minutes) to define the maximum amount of time a cart can remain in use, starting from when the first item was added.
  • This limit does not reset when new items are added to the cart.
  • The cart cannot remain active past this maximum time limit.
• Anniversary fee (if not paid in the last 12 months, or based on your timeframe) 
  Enable this option to bill an additional flat fee to customers if their ledger does not include an Anniversary line item charge within the number of months specified under SETTINGS > SETUP > GENERAL SETTINGS > ANNIVERSARY CHARGES.
  • The fee may be billed per student or per family, depending on the Anniversary Charges setup.
  • The timeframe is controlled by the number of months specified in the Anniversary Charges settings.
  • When this option is enabled, the System displays additional anniversary fee settings.

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Additional Anniversary Fee Options

When Anniversary fee (if not paid in the last 12 months, or based on your timeframe) is enabled, the following options become available:

• Charge Anniversary Fee for Free Events 
  Enable this option to bill an additional flat fee to customers even when the event has a $0 tuition fee attached to it.
  • The fee may be billed per student or per family.
  • The fee applies when the customer’s ledger does not include an Anniversary line item charge within the number of months specified under SETTINGS > SETUP > GENERAL SETTINGS > ANNIVERSARY CHARGES.
  • This setting applies to ACTIVE type enrollments only.
• Anniversary Fee Charge Category 
  Use Anniversary Fee Charge Category to select the charge category the System should apply to the anniversary fee charge.
  • The Anniversary Fee Program is determined by the Anniversary Charges setup under SETTINGS > SETUP > GENERAL SETTINGS > ANNIVERSARY CHARGES.
  • Any tax rate associated with that Program is used automatically when the System creates Anniversary Fees.

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Reviewing Event Types

Event Types allow businesses to make the Customer Portal/Mobile App more user-friendly by organizing events into multiple sections.

Use Event Types to:

• Create multiple event sections in the Customer Portal/Mobile App
• Customize the titles used for those event sections
• Help families locate the correct type of event more easily

Event Types are useful when a business offers several categories of events, such as seasonal events, specialty events, recreational events, or skill-based events.

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Reviewing Pricing Schedules

Pricing Schedules control how the Event feature determines the amount to charge for event enrollments.

Pricing Schedules may include:

• Standard event tuition
• Multi-block discounts
• Multi-sibling discounts
• Special discounts

Use Pricing Schedules to define how event charges should calculate when students enroll in one or more event blocks, or when multiple siblings enroll.

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Troubleshooting & FAQs

• Do the Event Enrollment Wizard Settings affect families enrolling through the Customer Portal/Mobile App?
  • No. The Event Enrollment Wizard Settings affect staff-created event bookings in the Office Portal. Similar Customer Portal/Mobile App settings are located under SETTINGS > CUSTOMER PORTAL > SETTINGS and SETTINGS > CUSTOMER PORTAL > OTHER SETTINGS > EVENT REGISTRATION.
• Why are items removed from the cart automatically?
  • Items are removed when the Cart Reservation Timeout (Minutes) timer reaches zero. This timer resets each time a new item is added to the cart, unless the cart has reached the maximum time allowed by Cart Reservation Timeout Limit (Minutes).
• Why does the cart timeout not continue resetting when new items are added?
  • The Cart Reservation Timeout Limit (Minutes) setting controls the maximum amount of time the cart can remain active from when the first item was added. Once that limit is reached, the timer cannot reset beyond that maximum time.
• Why was an anniversary fee charged for an event enrollment?
  • The System may charge an anniversary fee when Anniversary fee (if not paid in the last 12 months, or based on your timeframe) is enabled and the customer’s ledger does not include an Anniversary line item charge within the timeframe configured under SETTINGS > SETUP > GENERAL SETTINGS > ANNIVERSARY CHARGES.
• Can the System charge an anniversary fee for a free event?
  • Yes, but only when Charge Anniversary Fee for Free Events is enabled. This setting allows the System to charge the anniversary fee even when the event has a $0 tuition fee. This setting applies to ACTIVE type enrollments only.

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Related Articles

• How Do I Configure General Settings for Events?
• How Do I Configure Event Types and Pricing Schedules? (Event Setup)
• What are Event Types? 
• How Do I Create/Edit an Event Pricing Schedule? 
• How Do I Create a New Event?
• What is an Anniversary Charge/Anniversary Fee?

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