How to Create and Edit Online Day Templates – foreUP (800.929.5737)

Overview:

Online Day Templates will allow you to be more in control of what is happening on your tee sheet and online booking. Day Templates enable the tee sheet to have different online settings day to day for the entire season as needed and will allow you to easily identify what day templates are applied to the Online Year Setup Calendar.

Part One: Creating Online Day Templates
Part Two: Editing Online Day Templates
Part Three: Assigning Day Templates to the Online Calendar

Preconditions:

Preconditions are the necessary settings, permissions, and items created in your software to allow the feature to work.

Access to the New Tee Sheet
Tee Sheet settings in place
- Tee Time Increment
- Time to Finish 9 Holes
- Open and Close Time
NOTE: This feature will not work with the Sunrise and Sunset setting.
NOTE: This feature will not work with 3rd Party Booking sites.

Steps: Part One

Follow the below steps to Create Online Day Templates:

Go to Settings > Tee Sheets > Tee Sheets.
Click on the Actions Drop-down button and select Edit.
Click the “Online Year Setup” tab inside your tee sheet settings.
- In the Online Year Setup tab, you will be able to create "Day Templates" which allows you to change the Availability of Tee Times for customers on the Online Tee Sheet. For an example, you can change the available tee times for specific groups or close your course online for maintenance. This is the ideal way to plan your upcoming season and schedule days where the tee times change.
- Day templates can be applied to specific days with an assigned color in the Online Year Setup to make viewing the booking schedule simple.
Select "+ Add Day Template".
Add a "Day Template Name" and select a "Day Template Color". (This will not be visible to customers and will only be visible in the Online Year Setup and Online Year Setup Calendar)
Set the parameters of your "Default" Timeframe for your Front 9 and Back 9. (The Default timeframe will only apply if there are no other custom timeframes throughout the day. Custom timeframes take precedence over the default timeframe):
- - Increment Override - Controls the increment between tee times for the day template timeframe. (This will NOT modify the open or close time of the tee sheet)
  - Label - Adds a label to each tee time slot on the tee sheet in foreUP.
  - Color - Adds a highlight color to each tee time slot on the tee sheet in foreUP to make labels visible.
  - Allow Online Booking - Turn on or off online booking capabilities.
  - # of Players Allowed - Choose between allowing 1-5 players per tee time.
  - Cart Requirement - Allow walking, riding or both.
  - # of Holes Requirement - 9 holes, 18 holes or both available.
Add Timeframes as needed and click "Save Changes". (Please see FAQ for more information on Timeframes)

Steps: Part Two

Follow the below steps to Edit Online Day Templates:

Go to Settings > Tee Sheets > Tee Sheets.
Click on the Actions Drop-down button and select Edit.
Click the “Online Year Setup” tab inside your tee sheet settings.
Click on the "Drop-down Arrow" next to the day template you want to edit and select "Edit Day Template".
Make the desired edits and "Save Changes".

Steps: Part Three

Follow the below steps to Assign Day Templates to the Online Calendar:

Option 1: Assign the Day Template to one day at a time.
1. Click on the Day you would like to assign the day template to. A window with a drop-down will appear, select the day template to assign from the dropdown menu. The date on the calendar will update with the color of the assigned day template.
Option 2: Assign Day Templates to multiple dates on a schedule.
1. Click on the "Drop-down Arrow" next to the day template you want to assign and select "Schedule Dates".
2. Set the "Schedule" and "Apply Schedule":
  - Days of the Week - Which days the template will be scheduled for.
  - Effective On - When the schedule will start.
  - Effective Until - When the schedule will end.
3. The dates on the calendar will update with the color of the assigned day templates.