Mockup of print screens

A website that allows support groups and classes to post all their ongoing courses on different topics so that anyone, anywhere can go on and find a support group or a support class on that topic in their area.  We would call it Craig's list has a section that supposedly does that (under Community you can choose Classes or Events) but very little is posted there, and Craig is only well-known (and useful perhaps) for meeting people for romantic interludes or finding an apartment. would get the word out to health providers, community organizations, and colleges that put on events and classes and support groups, and make it very easy for them to post their events, and provide them with a link they can use to send out to people their own list of events.  (That way they don't have to find, maintain, and pay for a calendar on their own website, something which is difficult if done well.  Most don't bother.)  We could also partner with local newspapers and offer them the ability to provide this service to people who post workshops and events - on their website, for their customers, free of charge.

This free service, because it will be so useful and easy to use, will grow exponentially.  This free service is part of our marketing method, as we will use this service to sell value-added features and functions to the people who use the service - much like LinkedIn and Google.

Screen Details of Classes and Groups

The initial screen (Figure 1) that people see will give them a world map, which they can click on somewhere near where they are looking.  Once they've clicked on a country or region, the world map disappears and they can view that country so they can click more accurately. There should be about 5 levels of clicks, with the lowest level allowing them to click a city or county.  The default level should be 10 miles or the equivalent kilometers. Alternatively, they can type in their zip code or postal code and the map will immediately zoom to that location.

Once they've logged in, the map disappears and the default shows them whatever radius around their own postal code they've set their preferences to.  They can also set their preferences to NO SAVE so that they are forced to view the world map each time they come to the website, but under general circumstances the first time they choose a postal code and then login (or create a login) that postal code should be saved for all future visits to the site.  They can also choose not to save their password, in which case they would have to enter it each time, and the world view would appear until they've done so.

Figure 1.  Home screen

As soon as they click on an area, the graphic changes to a map (country, region, state, county, city).  If they type in a zip code, it should go directly to the radius (default of 50 miles) around the zip code, and should only change if another zip code is entered.  They can reset the map by clicking Home in the breadcrumbs. 

Figure 2.  ClassesAndGroups Region or Zip Code chosen

If they don't immediately type anything in the search for box, they just get a list of all classes for which they are authorized to see in the geographic area within the preference radius of their address.  If they wish to search all the fields for a word or words, they just type it in the search box.  Typical boolean logic commands (and/or/not and parentheses) are acceptable.  If they wish to limit their search to a particular field, they click on the field name (which also sorts the table by that field) and then whatever they search will only be searching that particular field. The font should be relatively small, and there should be no graphics or anything that causes any spacing between the rows (though there should be border lines with only tiny amount of space above and below). A screenful should be at least 40.  Scrolling down seamlessly pulls up the next pageful of items.  At the bottom, under the current list, the section to add a new one will continue to appear.

The list can be unlimited - i.e. it is not just the first 10 or 20 or 50 classes, but all the classes that can be listed that fit the criteria specified (to the number of lines preference set in the login if there is one). If there is an issue with pulling them all up, make the maximum at least 500.

Clicking on the border of the table will bring up the detail screen with the contact information for the classes they are authorized to see.  (See the new entry section for the rules for authorization).  The screen will look similar to Figure 3

Figure 3. Detail Listing screen

Once in the detail screen they can print the list, save the list to an spreadsheet or comma delimited file on their hard drive, save to their calendar (assuming an integrated calendar using a standard format), or send to an email address. To save or send email, the person must be logged in.  If they are not, and they click on the button, the system will take them to a login box on the screen (do not replace the entire screen or go to another page, or at least make it look like they haven't left the page as shown in Figure 4) so that they can login before choosing whether to save or send.  Make sure all the information is saved so that they don't have to re-enter information if they login after they've entered the info. 

Figure 4.  Popup box for login that does not hide screen.

If they send an email with the list attachment to someone, that email address entered will be sent a default suggestion to create an account profile to be able to search for classes and groups themselves.

Whether on the home screen or the detail screen, clicking anywhere on a particular line will bring up a new page (in a separate tab) that contains the flyer for the course as shown in the example in Figure 5.  If entered by the owner, it will have a picture of the facilities or logo, a picture of the leader, a full description of what is covered in the course, the price, the terms (register online, register through email, phone, etc, pay in advance, pay at the door, etc.) and the individual times or dates.  If the course can be registered online, then a button will take the person (who must be logged in, otherwise it will take them to the login box without replacing the page, in order to log in before registering).

Figure 5.  Example Flyer for event

Additionally, the current list can be seen in a monthly calendar view, as shown in Figure 6.

Figure 6.  View calendar for ClassesAndGroups

If a person wishes to add several events, they can click on the Add Many New button at the bottom, where it will give them a browse button to locate a csv file containing all the necessary fields.  They can also click on a download of the sample CSV file that has the fieldnames and a few sample records to use for the upload.

If they just wish to enter one at a time, they can fill in the preliminary data at the bottom of the screen.  If they are not yet logged in, they are asked for a login after the first row.  When they fill in the last field and press the [Enter] key, however, the information they filled in will prefill the full screen of information needed for the event and the form will appear as shown in Figure 7.  (The idea is that a new user gets the sense that it is easy to add a new event - they don't see all the other fields and details until they've started the process.)  When they finish adding all the details from the New Event Info form, they are returned to the first screen with the cursor on the second row ready for the next event. 

If the event is entered as open to the public, anyone can see it. If the event is entered as private, the user must be a member of at least one group in CustomerHub, and that group (or list of groups) would appear when they click the Enter Groups button.  Under those circumstances, only those people who are a member of that group would be authorized to see the event.  In this way, organizations can, if they wish, use the site for all private events.  Those classes would not, then, appear in the list for anyone who has not logged in and is a member of the group chosen.   For example, the coordinator of Alcoholics Anonymous can set up a group in Customer Hub and enter the email addresses for those people who are a member of that group.  Those people would then receive an invitation to join the group.  Their profile may be filled out by the inviter, or they can fill it out themselves.  Those portions of the activity are not part of this phase, but would be included in the integration portion of the proposal.  The only issue from this phase is that when those people login and use the site, the AA events will appear.  Anyone else, when they get the list of classes and groups will not see the AA list.   So groups must be tracked so that only authorized people can see the events.

Figure 7. New Event Info Form - first tab, ClassesAndGroups

Figure 7 is the same screen that the liaison or the facilitator (leader of the event) would get if they click on the list of events in their profile or calendar.  The event can be recurring, in which case the recurring popup form would appear for them to fill in the details, which would then prefill some of the remaining fields, as shown in Figure 8. There is also additional detail and an image that can be used for the flyer shown in the second tab in Figure 9.

If the person entering a new event has many different events to enter, they can click on the Import Many New button, in which case instead of seeing these forms, they will see a smaller form with a data input box and a browse button to allow them to upload the csv file.  They can also watch a video on how to create the csv file and import the events, or download a sample csv file with the proper columns and fieldnames to import the events. (This screen is the same as InfusionSoft).








The person entering the new event can also, at the same time, enter anyone already registered for the event.  Alternatively, if the person is just looking at the event from their calendar, they can also enter new registrations.  These registrations would then either go through the normal shopping cart, in which case the person filling out the registration must have credit card information, or be able to send an invoice in order to get a check (if that option is allowed for this event).  One option for registration must be "comped", which would allow someone to be registered without paying (such as an assistant or sponsor of the event, or someone getting a free trial).   When registered, an option to send a confirmation email will be available.  If the people are already members of customer hub, their detail should be prefilled.  If not, the person filling out the registration in effect creates the account for them.  This account does not require an opt-in, but the person will receive an email (if email is provided) to change their own profile if they wish.  Optionally, the person can upload a csv file with the registration information as well (including credit card information).

Additionally, the person entering the new event may choose to email the flyer (which is automatically generated from the information in the form) to a list of people.  Each of those people receive the flyer, along with an invitation to join the group specified (if the event is private) or just to open an account (if the event is public).  These activities may be done through InfusionSoft, and may not necessarily be part of this phase.

Figure 8.  Recurring popup (without erasing screen)

Figure 9.  New event form - Location and Details tab, ClassesAndGroups