Overview
Configuring dynamic event visibility settings in Schedly allows you to control who can see and book various event types you're managing. This feature is crucial for tailoring your offerings to specific audiences, protecting sensitive events, or testing new event formats. It empowers Admins and Event Organizers to strategize visibility based on organizational needs, improving both the management process and attendee satisfaction.
Prerequisites
- Access as an Admin in Schedly.
- A subscription to the Pro or Enterprise Plan as these plans include full access to visibility features and team management.
Step-by-Step Instructions
Setting Up Visibility
- Navigate to Schedly Services and select Event Types.
- Click on the event type you wish to configure.
- In the event configuration page, locate the Visibility Settings.
- Choose between Public, Private, or Hidden:
- Public: Anyone can see and book this event.
- Private: Only selected members or guests can book.
- Hidden: The event is not visible to participants unless given a direct link or access by the organizer.
- For Private events, click Select Members to choose who can see the event.
- Ensure all selections are correct, then click the blue Save button.
Dynamic Visibility Based on Teams
- Navigate to Schedly Services > Teams.
- Select the team you want to assign visibility to.
- Under Team Visibility Settings, match the event type with the team that should have access.
- Confirm by selecting Apply Settings.
- Return to the Event Types page to ensure the visibility reflects these changes.
Key Details & Limits
- Plan Requirements: Dynamic visibility settings are available only in the Pro ($25/month) and Enterprise plans.
- Team Limitations: Ensure your teams are configured before assigning visibility. Basic plans limit you to 10 team members, while Pro plans allow up to 50.
- Visibility Type Changes: You can change an event's visibility anytime, but changes affect current and future bookings.
Frequently Asked Questions
- Can I change an event’s visibility after attendees have registered?
- Yes, visibility changes are dynamic and will immediately update attendee access based on your new settings.
- What happens if I move a private event to public?
- The event will become accessible to anyone with the link or upon searching for events within Schedly.
- How can I ensure my hidden events aren’t accidentally made public?
- Double-check the visibility settings and ensure the Hidden option is selected.
- Do guests need to be registered to access private events?
- Yes, guests must have a profile set up by an admin to access any private events.
- How often can I change visibility settings?
- There are no limits on changing settings; you can do so whenever necessary.
Troubleshooting
- Visibility changes not reflected: Ensure you're saving changes by clicking the blue Save button on the visibility settings page.
- Unexpected attendees accessing an event: Double-check event links shared and review Private settings to verify invitations.
Related Topics
- Managing Team Access and Roles: Guide on providing and modifying team roles and access.
- Creating and Managing Event Types: Learn how to create customized event types tailored to your needs.
- Understanding Insights and Analytics: Discover how to use insights for improving event planning and visibility strategies.