How to use Program calendar?

Overview

You can save time and streamline your workflow using the Program Calendar, a centralized dashboard for managing your entire organization’s schedule. This interface allows you to monitor enrollment capacities, track sold-out sessions, and access essential administrative tools directly from a single visual display.

Who is involved

Admins or roles with permission: Use this view to monitor real-time enrollment and quickly jump into specific management tasks (like rosters or orders).

Other roles that have access to the program calendar:

1. Admin
   
2. Owner
   
3. Manager
   
4. Contributor
   
5. School contributor
   
6. Onsite coordinator
   
7. Onsite support manager
   
8. Restricted manager
   
9. Chapter manager
   
10. Controller
    

For information about permissions, see How to manage staff and permissions.

Description of steps

To access the feature, you can use two different paths depending on your needs:

1. Global view: Log in to your Jumbula Admin dashboard. On your Home tab, scroll down and click on Program calendar.
   

1. Season-Specific view: Navigate to a Specific season > Overview > and click on Program calendar.
   

Navigating the Calendar View

Once you open the Program calendar, you can customize how you see your data:

1. Filter by Season: Use the drop-down menu to select a specific season or view all programs.
   
2. Change View Options: Toggle between calendar formats (monthly, weekly, etc.) to best suit your scheduling needs.
   

Accessing Program Details

To see the specifics of any scheduled event:

1. Click a program entry directly in the calendar.
   
2. A dialog box will pop up showing the program name, scheduled time, and the current number of spots sold versus total capacity.
   

3Utilizing Program Actions

Use the pop-up dialog box to manage your programs instantly without leaving the page. From this single menu, you can view the public registration page, track financial orders, and manage rosters or waitlists. You can also perform "Offline Registrations" to sign up participants manually on their behalf.

Related topics

1.  How to manage staff and permissions
   
   

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