Adding new Programs and modifying existing ones begins on the The Program List page. To add a new Program, click Add New Program from the Program submenu or click Actions, then Add New Program. To modify an existing Program, simply click on it from the Program List page and click the Edit button.

Prerequisites - Before adding a Program, you should create Program Types and General Ledger Accounts that are appropriate for you organization. See Managing Custom Lists.

For a complete list of Program related attributes see Program Fields.

Basic Workflow

Assign the Program a Name, Program Type and optionally, a Subtype and/or Custom Program Code

If you would like support for Drop Ins, select either Yes - Preregistration Required or Yes - No Preregistration Required from the Drop In Support drop down. See Facility Check Ins for how Drop in Support can be used.

If you would like the Program to be available for Online Registration make sure the Online Registration and Show on Portal checkboxes are checked. They are checked by default.

If you'd like to make the Program schedule appear on the Community portal's Program Detail page AND on the Community Calendar, check Show Schedule on Portal. The default is checked.

If you'd like to make the Program schedule appear on the Director Flex Calendar, check Show Schedule on Internal Calendar. It is most often checked, but may be unchecked if you're using a Program to track registrations/usage outside of the normal workflow. Default is checked.

If you'd like to allow wait listing for this Program once the Enrollment Maximum is reached, check Allow Wait Listing. Default is checked.

If you would like Online Registration to only be available for specific window of time, enter an Enrollment Begin Date and/or Enrollment End Date. You can also optionally Set Specific Time(s) for one or both of these dates.These date(s)/time(s) only impact Online Registration. You will always be able to register individuals in-house (via RecDesk Director) at any time.

Specify an Instructor only if you want to specify someone who is not on the Personnel/Volunteers List with a Role of Instructor. Otherwise, assign instructors on the Instructors Tab (see Adding Instructors to Programs).

Enter a Description for the Program. The public will see the Description on the RecDesk Community portal.

Enter additional Notes (optional) for this Program. The public will see the Notes on the RecDesk Community portal.

If you wish to include Notes on the registrant's receipt, check Include Notes on Receipt.

Accounting
You may optionally assign a GL Account code to this Program
You may optionally assign a Sales Tax rate to this Program

Demographics
This section allows you to communicate what demographic this Program is targeted towards. All attributes in this section are optional and are for informational purposes only (with the exception of Enrollment Maximum - see below).

If you enter a value into Enrollment Maximum, online registration will be cut off as soon as that limit is reached. Prospective registrants will be given the option to get on a Wait List. Enrollment beyond the Enrollment Maximum limit can be performed in-house within RecDesk Director.

Age Restrictions
You can optionally enter Minimum and/or Maximum Age for a program. If you would like this restriction to be enforced on the RecDesk Community portal for online registrants you must also enter a corresponding Age as of Date for the cutoff.

Fees - Add all fees under the Fees tab (see Program Fees).

Custom Questions - Custom Questions are used to collect further information from registrants at the time of registration. A common Custom Question might be: What is your t-shirt size? Responses to these questions then appear on the Detailed Roster. See the Custom Questions section of Program Fields for more detailed information.

Example of defining a Custom Question for asking t-shirt size

Click Save

Continue on to Program Schedules