How to amend Site Settings

Site Settings is where you set all the overarching system settings. As well as a series of boxes to be filled out with information, you will also see accompanying tick boxes under several boxes giving you the option to show or not show that detail on the site.

Tick if you want the field visible or leave it unticked if you do not.

  • Site Warning message: this is where you would type a message for your site.
  • Site Warning message display: select whether the Site Warning message is activated and which pages it will appear across the site or just on the homepage.

Example site warning message

  • Show Phone: if you wanted this number to appear on the site for all the users to see, you would tick the small box under if you did not want it visible, you would leave the box unticked.
  • Show address tick box.
  • Admin Email.
  • Cancellation Email.
  • Require Finance Name and Finance email tick box
  • Require Line manager name and Line manager email: these can have a different definition.
  • Send booking confirmations to a delegate’s line manager email on booking
  • Require Address 2.
  • Process Charity Numbers.
  • Disable Login Robot Check: tick this box if you do not require new delegates who are registering to tick a captcha box to prove they are not robots (spam).
  • Hide Dietary on Register: this is for if you do not want the delegate to input their dietary requirements when registering their account. This could be if your events do not serve food.
  • Notify Disabled Bookings.
  • Evaluations Active to Delegates.
  • The Privacy Policy and the Consent Statement. These are text box options with a row of functionalities at the top which work like any form of Microsoft Word you may have used. This allows you to either manually enter your information or copy and paste it.
The following options are to do with GDPR and need to be completed:
  • Consent Period(months).
  • Consent Renewal Request Period (months).
  • Data Retention Period (years).
  • Use VAT tick the tick box and type in the current rate. This will add the VAT to the Event total prices, e.g. the course will be displayed inclusive of VAT, the receipt will be broken down into component parts.

Default Event Settings

Default Event Settings this feature is the default setting for your events or courses these have been captured above on how to set up.
  • booking close period (days).
  • cancellation period.
  • Certificates send delay (days): the amount of time that will pass before delegate certificates are sent out.
When the first and second Reminder emails are sent out.
  • Reminder One (days).
  • Reminder Two (days).
  • Delegate Manager Occurrence Booking Limit.
  • Allow Waiting List.
  • Allow Future Notifications:
  • Evaluation Required.
  • QR Code Check-in.
  • Notify Did not attend: if this tick box is checked an email will go to the delegate and/or line manager.
  • Remember to click on Edit Site Setting.

Still, looking for further information? 

Email us at support@phew.org.uk and we will be able to give further clarification on any questions.