Programs

Overview

Programs are categories that will house your Programs. Each one will be assigned to a Program for easy filtering and identification. Think of these as top-level categories to group all Programs together.

Navigating to Programs

Find Programs by clicking on the menu stack found in the upper left-hand corner of your Captyn account. Choose Settings & Reports.

Next, choose Programs from the list of options found in the "Your Operations" section.

Creating Programs

On the Programs page, you will initially be presented with any options which have been created previously. To create a new Program, click the + Add Program option. There are four main elements to set on this new Program.

Program Title - Enter text to give the Program a title. This will be used for locating and assigning the Program. It will be public facing.

Program Description - Enter text to describe what the Program is all about. This can be more broad, as specifics can come with each individual Program. For example, the "Program Description" can be "Parent-Child" and then a Program created under this Program can be "Parent-Child / Under 5".

Program Images - You can load images for your program to display on the public signup pages.

Create Billing Category with Program Name - Check this box to automatically make a new Billing Category that is associated with all Registrations to any particular Program(s) assigned to this Program. The automatically created Billing Category (if selected) will carry the same name as the Program it is associated with. We recommend doing this as it is a great time saving tool, and a great financial management option as well.

Create Skills for Evaluation - Set skills that demonstrate proficiency for this Program. When performing Evaluations, you can check off each skill that the Participant has demonstrated. Click the blue Add Skill option to create new Skills.

Assessment Reminder - Be alerted on the roster screen when it is time to asses a participant.

Hide This Program in All Filters - The connected offerings will still exist, but you won't be able to filter by this category.

When done, click Save.

Editing Programs

To edit an existing program, head to your Programs page, and click on the Program title. Here you will see a familiar page of the Program, just with all of the fields completed. You can make edits to the Title, Description, Billing Category (you can now assign this to a previously created Billing Category), Add/Edit Skills, and set whether it is Active or not. 

Of Note: A Program cannot be deleted if it has been assigned to any Participant(s).

Using Programs

Programs are efficient for easy filtering from your Programming page. Simply click on the dropdown at the top of the Programming page to display a list of all Programs. Select one or multiple options to display Programs which have been assigned to the chosen Programs.

The general public will also be able to interact with your Programs as well when going to your Captyn signup page.

Of Note: You can direct Participants to any page of the public signup flow as each page of the signup flow (including the Programs page) gets a distinct web address (URL) that can be copied and shared.