Maximizing Impact with Dynamic Event Visibility in Schedly |

Overview

Dynamic event visibility in Schedly empowers users to control which events are seen by whom, enhancing engagement and tailoring the user experience. This feature is particularly beneficial for organizations that manage a diverse range of events and need to ensure that only relevant audiences have access to specific event types. By utilizing dynamic visibility settings, planners can maximize the impact of each event by leveraging audience-specific approaches.

Prerequisites

Before setting up dynamic event visibility, ensure you have the appropriate permissions to configure event types, which typically fall under admin roles. This feature is available across all pricing plans, but the number of events that can be managed simultaneously might depend on your specific plan tier.

Step-by-Step Instructions

Configuring Event Visibility Based on Criteria

Access Schedly Services: Begin by logging into your Schedly account. In the main navigation menu, click on Schedly Services.
Create or Edit Event Type: If you are creating a new event, click the New button to define your event details like name, description, and duration. For existing events, select the event type you wish to configure visibility for and click Edit.
Set Visibility Options: In the event configuration screen, locate the Visibility Settings section. Here you can specify criteria such as audience type or date range by using dropdown menus and checkboxes.
Use the Hidden Option: For events that should remain private or internal, check the Hidden checkbox. This will ensure the event type is not publicly visible.
Save Changes: Once you have selected your criteria, click the blue Save button to apply these settings.

Managing Visibility for Multiple Events

Batch Edit Visibility: Navigate to the Event Types page under Schedly Services. Select multiple events using the checkboxes next to each event type you want to edit.
Edit Visibility Settings: Click on the Edit Selection button. In the batch edit menu, adjust the visibility settings as required, and ensure you check the Hidden option for confidential events.
Apply Batch Changes: Confirm the changes by clicking Save. This action will update all selected events with the new visibility settings.

Configuring Event Visibility

Key Details & Limits

Custom Criteria: Use dynamic criteria like date ranges and audience types to control visibility.
Plan Requirements: The visibility feature is accessible to all users but some limits on event numbers may apply to Basic plans.
Event Types: Up to 100 different event types can be handled simultaneously on the Pro plan.
Visibility Updates: Changes to visibility settings are instantly applied across all interfaces.

Frequently Asked Questions

How do I make an event type hidden from public view?
Edit the event type by selecting the Hidden checkbox under visibility settings.
Can I change the visibility of an event after it’s been created?
Yes, simply edit the event and adjust the visibility settings as needed.
Do hidden events show up in search results?
No, events marked as hidden will not appear in public searches.
Is there a limit to how many events I can make hidden?
No, you can mark as many events as you need as hidden based on your strategy.
Can visibility settings be automated?
Currently, visibility must be manually configured per event but can be set up in advance according to predefined criteria.

Troubleshooting

Event Not Appearing in Listing: Ensure the Hidden option isn’t checked unless this is desired. Double-check your criteria under visibility settings.
Visibility Settings Not Saving: Verify all required fields in the event configuration are completed before clicking Save.

Appearance

Maximizing Impact with Dynamic Event Visibility in Schedly