How Do I Create a Program?

This article will go over how to setup your programs (registrations) for class, camp, or scheduled events.

A program package refers to a specific class, camp, or scheduled event that you are opening for registration.

Creating a New Program Package

1. Log In: Access the Playbook Back End of your website (mywebsite.playbookapi.com/control_panel)
2. Navigate to Program Packages: From the top navigation bar, select Programs > Program Packages. Alternatively, you can click the Playbook logo in the top left corner if you’re already logged into a different area of the site
   
3. Create a New Program Package: On the Program Packages page, click Create Program
   
4. Choose Your Setup:
   1. You can either Start From Scratch or Clone an Existing Program (this creates a copy with all the same descriptions, settings, and restrictions). For now, select Start From Scratch
5. Enter Basic Information: A pop-up will appear where you can fill in essential details about your program, including:
   1. Name
   2. Start Time
   3. Price
   4. Registration Deadline
   5. Full Package Registration Open (toggle on)
6. Once you’ve completed the required fields, click Save to access the newly created Program Card.

Program Card Overview

The Program Card will open on the Settings tab:

1. 1. Main Info Tab: This expands on the initial pop-up. Here, you can: 
      1. Assign the program to an existing category or create a new one by clicking the orange + symbol
      2. Adjust the display settings for sessions on the customer front-end using Display Class Sessions and Display Session Blocks
      3. Use Full Package Registration Open to make all sessions available for purchase as a single package
      4. The Is Active toggle determines whether customers can see the program on the front-end. Turn this on when you're ready to start taking registrations and off once the program concludes to avoid cluttering the front-end
      5. The Notes section is for back-end users only and will not appear on the front-end
   2. (Advanced) Main Info Settings: Here, you can manage:
      
      1. Full Package Add-Ons and Individual Session Add-Ons: Select which add-ons to make available during registration. Note that add-ons must be created separately before they can be added to a program

Optional Info Tab

In this tab, you can provide more details for your program, which will be displayed to potential registrants:

1. Tags: Use these to group similar program packages. Refer to the tags article for more information
2. Description: Detail what your program offers
3. Location Summary: List a detailed address and program schedule in the Time Summary. If the program takes place at a saved location, select it from the dropdown or add a new location by clicking the orange + symbol
4. (Advanced) Optional Info Settings: Add images for registration and various registration notes visible during the registration process

Waitlist & Restrictions Tab
In this tab, you can set:

1. Minimum and maximum participant numbers
2. Age limits if required
3. Toggle the Wishlist and Waitlist on or off to gauge interest in full or unavailable programs
4. Specify if registrants need to provide an emergency contact

Payment Plan Options

• You can create payment plans for this program. For more details, refer to the Payment Plans article
  

Customize Forms Tab

• Here, you can add any custom questions already in the system to the registration flow. Note that you need to create custom questions in Site Settings beforehand
  • Select the custom question from the dropdown field and click the orange Add button
  • Drag and drop questions to arrange them in your preferred order

Notifications Tab

• Use this tab if you want admins to be notified via email and/or text whenever someone signs up for the program

Custom Email Tab

• Create an email template for notifications sent to registrants. You can customize the sender's email and add header and footer images

Waiver Section

• Select waivers for registrations. Note that waivers must be uploaded in Site Settings before they can be added to a program