*Be sure to check out the Hierarchy Overview before reading this more in depth article.
The “Hierarchy” is the “top to bottom” framework that allows you to offer your programming to your customers across all platforms including:
Mobile
Tablet
Laptop
Desktop
Administratively by your personnel
This article explains the order in which the elements of the framework are created and set up. When set up properly, DaySmart Recreation allows your customers to serve themselves to online registration according to your business rules. DaySmart Recreation registration options include (but are not limited to) features such as:
Automatic proration of classes
Multiple discount options (eg, sibling discounts, early registration discounts, etc)
Online team creation with ability to specify deposit amounts
Hierarchy Elements (you will set up each in the order below)
Programs… allows grouping of programming offers to appear on your website to enhance your customer’s shopping experience.
Products… a “product” is a fee that you charge for a food or beverage item; a class, camp, or league fee, an hour of rental time on a resource (eg basketball court) or anything that your enterprise sells. The product label, quantity, fee and/or total fee shows up on your customer’s receipt which (in most instances) is automatically emailed to them.
Discount Engine… a tool in DaySmart Recreation that allows you set up discounts which may (or not) be automatically placed into the DaySmart Recreation shopping cart based on settings selected in our discount set of rules. Any discount may be associated with one or more products. This may be set up and applied to products later.
Seasons… a top level of nomenclature of “similar programming” that you create to reference the Year, Season, and Programming Subject. (eg, 2017 Spring Adult Hockey).
Levels/Leagues… a secondary level of programming nomenclature that you create to reference programming characteristics such as day of week (DOW), gender, skill level, etc. (eg, Monday Women’s Div 3).
Groups… are teams, classes, or camps that have a roster of participants that typically meet or play on a weekly basis.
Schedule… after you create your group you must schedule all of its events on the chosen resource(s). The schedule is published in DaySmart Recreation for the participants to view in their online account via their smartphone app or via any internet browser.
Hierarchy Details
Program
Label Name
Product
Global Price
Location Specific Price (may differ from global)
Category / Subcategory
Customer Required (y/n?)
Any memberships required in order to purchase product?
Program associated w/ Product
UPC Code (barcode scanned)
GL Code
Email Template (automatic emailed fulfillment message upon purchase)
Create Purchase order (if product is an “upsell” product associated w/ another product)
Discounts to be applied to product (if any)
If product is on Cash Register, which section of Cash Register
Tax(es) applied to product (if any)
Beginning Quantity if inventoried
Upsell Products to be associated to this product
Season
Registration Type: determines the structure of registration and payment.
Season Start
Season End
Program
Description (shown online)
Season Image (shown online)
Registration Form (collect custom data)
Registration Email (template email sent automatically to customer by default)
Deposit Amount (if full payment is not required)
Payment Plan (finance option that must be created first to set here)
Online Registration: set your online signup dates.
Season History: allows retention reporting.
Level
Typically denotes groups of similar Day of Week (DOW) and/or Skill Level and/or Age
# of events (allows for proration for late registrants
Start Date
Sport Classification
Sex
Age Group
Skill Level
Program
Prerequisite level if applicable
Level Image (shown online)
Standings Types: (Soccer Points, Sport Default, % Wins standings, Hockey Points “NHL Style”, None) if applicable
Team (if applicable)
Individual fee (per event) if applicable
Registration Fee: one time fee at time of registration.
Payment Plan (overrides selection in Season settings)
Custom Registration Form (allows collecting custom data)
Registration email (automatic email immediately after enrollment)
Roster lock date
Online Description
Max # of teams (if applicable)
Enrollment age restrictions
Groups
Typically, Classes, Camps, or Teams
Contains Roster of Participants
Contains “Manager”
Online Roster Visibility options: Everyone, Rostered Only, None
Group may be “Private” (Registration via email invite only)
Not Private - registration via company website
Allow waitlist if applicable
Take Payments administratively
Schedule
Whether group is team, class, or camp you may schedule the entire season’s events
Hierarchy Summary
Program
Product
Season
League / Level
Group
Schedule