Online Space Booking Content Builder

Use the content builder to configure the Event Details page in your online space bookings public-facing application.

Configure a new content builder layout or if you are creating a content builder layout similar to an existing one, you can copy the existing one and make adjustments to more quickly create the new one.

To configure a new content builder layout for online space bookings:

1. Click the Content Builder Layouts link from the Main Menu. The Content Builder Layouts screen opens.
2. Click the Add button. The Add Content Builder Layout Prompt window opens.
3. Select the OSB – Online Space Booking radio button.
4. Click Continue. The Content Builder screen opens. The configurable pages display on the left of the screen, the page configuration displays in the middle of the screen and the available components for the page display on the right side of the screen.
5. Drag and drop the desired component for the page from the Components section of the screen to the Page section of the screen. The Content Builder Layout Required Fields screen opens. This screen only opens once. Skip to step 9 if you have already entered this.
6. Enter the name for the content builder layout into the Name field. 
7. Click OK. The Component Settings screen opens.
8. Enter a name for the component into the Name field.
9. Click the Configure button to configure additional settings. See OSB Event Info Component, Note Entry Component, File Upload Component, Custom Text Component and Terms & Conditions Component for additional details. 
10. Click OK on the Component Settings screen. You return to the Content Builder.
11. Repeat steps 5 - 10 to add additional components to the page or click + Add New Page under the Pages section to add an additional web page.
12. Click OK on the Content Builder screen when your page configuration is complete.

To copy an existing content builder layout:

1. Click the Content Builder Layouts link from the Main Menu. The Content Builder Layouts screen opens.
2. Select the content builder layout to copy.
3. Right-click and select Copy Content Builder Layout. The Copy Content Builder Layout screen opens.
4. Enter a name for the new content builder layout into the Name field.
5. Click OK. 

OSB Event Info Component

You use the OSB Event Info Component to determine the fields public-facing users need to complete for their space reservation. This includes both standard fields and user defined fields (UDFs). For example, your public-facing users may need to enter the name for the event that needs the bookings or select the event type. You can add the OSB Event Info Component to multiple pages within the Content Builder so you can spread out where event information is entered.

To configure the OSB Event Info Component:

1. From the Content Builder window, select the Event Details page from the left side of the screen. The OSB Event Info component displays in the Page section.
2. Click the Component Settings hyperlink in the OSB Event Info component. The Component Settings window opens.
3. Enter the name of the component into the Name field. For internal use only.
4. Click the Configure button. The Add OSB Event Info Configuration window opens.
5. Enter the necessary information: 
   • Description - Internal name for the component. 
   • Heading - Text that displays as a header on the online page.
   • Summary - Text that displays under the title on the online page.
6. Click the Select hyperlink next to the Select Event Info Fields label to select the fields for the public-facing users to complete. The Select Content Configuration Fields window opens.
7. Move the fields you want available from the Available panel to the Selected panel. To move fields you can:
   • Use the plus (+) sign next to the field to move each field individually.
   • Select a field and use the single right arrow button to move the selected field.
   • Select multiple fields using Ctrl+Click or Shift+Click and use the single right arrow to move the selected fields.
   • Use the double right arrow to move all the fields displayed in the Available panel to the Selected panel.
8. Check the Required box for any field in the Selected panel to require the field before proceeding with the online space booking.
9. Select a field and use the up and down arrows to change the order of the fields in the Selected panel.
10. Click Save when complete. You return to the Add OSB Event Info Configuration window.
11. Enter the number of columns to display the event info fields on the online page. For example, enter a 2 and the fields display in 2 columns. 
12. Click OK. You return to the Component Settings window.
13. Click OK.

Note: The UDFs available are determined by the Opportunity Type set as the default Event Opportunity Type Fields in the Event Management Configuration window.

Note Entry Component

You use the Note Entry Component to allow your public-facing users to enter a note for their space reservation. The note is saved with the event in the software.

Note: If using multiple notes, ensure each note entry component is assigned a unique Note Class.

To configure the Note Entry Component: 

1. From the Content Builder window, select the Note Entry component.
2. Drag and drop the component into the desired location of the Page section. The Add Component - Note Entry window opens.
3. Enter the name of the component into the Name field. For internal use only.
4. Enter the necessary information: 
   • Description - Internal description for the component. 
   • Heading - Text that displays as a header on the online page.
   • Summary - Text that displays under the title on the online page.
   • Note Class - Note class for the note when it is saved.
   • Note Title - Note title for the note when it is saved.
   • Note Sensitivity - Note sensitivity assigned to the note when it is saved in the software.
   • Maximum Allowed Characters - Maximum number of characters allowed for the note.
   • Required - If checked, the public-facing user is required to enter a note before continuing in online space bookings.
5. Click OK. You return to the Content Builder window.

File Upload Component

You use the File Upload Component to allow your public-facing users to submit a document with their space reservation. The document is saved with the event in the software.

To configure the File Upload Component: 

1. From the Content Builder window, select the File Upload component.
2. Drag and drop the component into the desired location of the Page section. The Add Component - File Upload window opens.
3. Enter the name of the component into the Name field. For internal use only.
4. Enter the necessary information: 
   • Description - Internal description for the component. 
   • Heading - Text that displays as a header on the online page.
   • Summary - Text that displays under the title on the online page.
   • File Description - Description used as the file name on the document uploaded to event documents. If left blank, the original name of the file is used in event documents.
   • Document Category - Document category assigned to the document when it is saved. This also controls the allowed document classes and file sizes.
   • Document Sensitivity - Document sensitivity assigned to the document when it is saved.
   • Max Allowed Files - Maximum number of files a public-facing user can upload. 
   • Required - If checked, the public-facing user is required to upload a document before continuing in online space bookings.
5. Click OK. You return to the Content Builder window.

Custom Text Component

You use the Custom Text Component to display static text to your public-facing users.

To configure the Custom Text Component: 

1. From the Content Builder screen, select the Custom Text component.
2. Drag and drop the component into the desired location of the Page section. The Add Component - Custom Text window opens.
3. Enter the name of the component into the Name field. For internal use only.
4. Enter the necessary information: 
   • Description - Internal name for the component. 
   • Heading - Text that displays as a header on the online page.
   • Summary - Text that displays under the title on the online page.
   • Text Type - Determines if the note displays in plain text (no text formatting) or HTML (allows you to use HTML tags for text formatting).
5. Enter the text into the Content box.
6. Click OK. You return to the Content Builder window.

Terms & Conditions Component

You use the Terms & Conditions Component to add a check box with a Terms & Conditions hyperlink for your public-facing users to agree to before completing their space reservation. Public-facing users can click on the Terms & Conditions hyperlink to view the full terms and conditions.

To configure the Terms & Conditions Component: 

1. From the Content Builder window, select the Terms & Conditions component.
2. Drag and drop the component into the desired location of the Page section. The Add Component - Terms and Conditions window opens.
3. Enter the name of the component into the Name field. For internal use only.
4. Enter the necessary information: 
   • Description - Internal name for the component. 
   • Heading - Text that displays as a header on the online page.
   • Summary - Text that displays under the title on the online page.
   • Text Box - Enter the full terms and conditions. Text is HTML enabled and you can translate it to other language. The text appears to public-facing users in its own screen when the public-facing user clicks on the Terms & Conditions link.
   • Active - Not applicable to Online Space Bookings. If you add the Terms & Conditions component to the Content Builder Layout then it displays in Online Space Bookings regardless of the setting of the Active check box. 
5. Click the Translate Terms and Conditions hyperlink to translate your terms and conditions to other languages. The Add Alternate Text Set window opens. If you are not translating terms and conditions to other languages, skip to step 30.
6. Select the Alternate Text tab.
7. Click the Add button. The Add Alternate Text window opens.
8. Select the Language for the translated terms and conditions from the Language drop-down.
9. Enter the translated terms and conditions into the text box.
10. Click OK. You return to the Add Alternate Text Set screen.
11. Repeat steps 9-12 for each language.
12. Click OK on the Add Alternate Text Set window. You return to the Add Component - Terms and Conditions window. 
13. Click the Configure link next to the Heading Alternate Text label to translate the Heading field. The Add Alternate Text Set window opens.
14. Select the Alternate Text tab.
15. Click the Add button. The Add Alternate Text window opens.
16. Select the Language for the translated heading from the Language drop-down.
17. Enter the translated heading into the Heading field.
18. Click OK. You return to the Add Alternate Text Set window.
19. Repeat steps 16-19 for each language.
20. Click OK on the Add Alternate Text Set window. You return to the Add Component - Terms and Conditions window. 
21. Click the Configure link next to the Summary Alternate Text label to translate the Summary field. The Add Alternate Text Set window opens.
22. Select the Alternate Text tab.
23. Click the Add button. The Add Alternate Text window opens.
24. Select the Language for the translated summary from the Language drop-down.
25. Enter the translated summary into the Summary field.
26. Click OK. You return to the Add Alternate Text Set window.
27. Repeat steps 24-27 for each language.
28. Click OK on the Add Alternate Text Set window. You return to the Add Component - Terms and Conditions window. 
29. Click OK. You return to the Content Builder window.