Thank you for joining us to learn about using subheadings for programs within MyRec.com. All examples are on the Demo Training Site (please call Client Services if you need access) and the recording is available below, so sit back with your soup or salad while we explore subheadings!
June Lunch and Learn Recording
Sub-headings give programs with multiple activities a cleaner organization so that groups of activities can be quickly located by the public user. Each sub-heading has a title & description for the group of activities beneath it. Swim lessons have never looked so good!
Sub-headings can be used, by selection, in the Program details.
- Must be activated before adding activities
- If you are not seeing the checkbox, contact MyRec.com to have this function activated
- Checking Use Program Subheadings allows for a brief description for a group of activities
- The descriptions (which can be bulleted) are generally underused. A couple of key points could help their customers to quickly find the group of activities they would be eligible for.
- An example of a use for this may be a swimming program since where the description is for the overall program, but the subheadings describe the different swim levels in the activity groups
Favorite Applications
- Swim lessons with different levels
- Childcare at different locations
- Camps for different age groups or for different themes
Advantages
- Classes with different skills levels
- Prerequisites for the public can be added on the subheading description
- Some departments use the Max Activities setting in the program setup to prevent people from signing up for the next level too soon after enrolling in the prerequisite (i.e. Max of 1 activity within 45 days of each other)
- Activities within the program offered at different locations
- Large offering camps for different age groups
- Themes, locations, ages can all be used as subheadings to help the public better sort what they are looking for in your activity offerings.
Limitations
- Cannot clone across subheadings, can only clone within subheadings
- Best practices for this are: create the first activity>clone it within the subheading>adjust the settings>clone it again for a 3rd activity in the subheading>continue for a 4th, 5th, 6th etc
- Then, build a new subheading and create the first activity, then clone and follow the above procedure.
- Overall, you only create one activity for each subheading you need and clone to create the rest within the subheadings
- Best practices for this are: create the first activity>clone it within the subheading>adjust the settings>clone it again for a 3rd activity in the subheading>continue for a 4th, 5th, 6th etc
- Once you apply subheadings, they cannot be removed
- Best practices for this: if you add subheadings by mistake and later decide you don’t want them, you can simply have a single subheading with a generic label that you build all the activities under.
Creating Subheadings
- Create a new program
- Check the setting to Use Program Sub-headings
- Complete the program setup fields and click Next
- In the upper right corner click Add Subheading
- Complete the title of the subheading and add an optional description
- Click Add Activity once you have the subheading(s) you want to build
Sample Setup Using Subheadings
Summer Programing using Subheadings for Umbrella Discounts
This program setup uses subheadings as a cleaner way of organizing the entire summer line-up that can include camps, swim lessons, sports leagues etc..., specifically so the department can use fee adjustments across the board as an umbrella for children who would normally be in different programs.
Each sub-heading has a title & description for the group of activities beneath it in lieu of creating separate programs, as is normally the case.
If you clone this activity, you will be able to choose to clone including subheadings. Activities cannot be cloned from one subheading to the next but can be cloned within the same subheading.
Exploring the Setups
A sample setup of a complete summer offering set up as a single program is available on the Demo site for your review: Management Side Total Summer Program
You can view the sample on the Demo public side: Public Side Total Summer Program
Note: items on the Demo site are subject to editing by other users as they use the sandbox to learn
Setting Up the Total Summer Program
Use the subheading feature to create a summer program that divides the offerings into subprograms based on type (camps, sports, leagues, lessons, etc…)
- Create the new program for standard or advanced activities and be sure to check the box to Use Program Subheadings
- On the program screen, click the button in the top right to Add Subheading
- For this example, you will add the title of the program as the Event Name then add the description of the program and click Submit
- You can also set the order for how you want the subheadings to be ordered on the public side
- Add the activities to the subheading program by clicking the Add Activity link
- Once you set up the activities and make them visible to the public, they will be sorted into the program subheadings on the public side
Creating Program-Level Discounts
Departments use this setup because they want to create discounts or bundle pricing that will cover many or all of their summer program offerings. That isn't possible by creating a different program setup for each separate program, but it can be accomplished using the subheading setup modeled above. In order to create an umbrella discount that will apply to siblings in different “programs” or to registrants who sign up for several activities across many different programs, the subheading program setup works on both the public and the management side.
If you have one child attending a week of summer camp, a sibling taking toddler gymnastics, and another sibling registering for summer flag football and you want to offer a discount for those siblings, you will have a different subheading for each program within a larger program setup (see above), then add the fee adjustments at the program level. This will also work if you have a single child who is going to camp, swim lessons, and gymnastics when you want to offer a single member discount or “bundle” pricing.
- After you set up the program, subheadings, and activities, click the Fee Adjustments tab at the top of the program page
- Click Add New Fee Adjustment at the top of the page
- Create the Additional Member Discount for your sibling discount
- Create the Single Member Discount for your bundle discount
Now, you will have a comprehensive summer program that will allow you to offer different program options (camps, lessons, leagues, etc…) and activate discounts that will apply to some or all of those registrations in an umbrella fashion.
- Reminder: fee adjustments are visible on the payment screen and will not show up until you get to that point in the registration process on both the management and public side checkout