Create a Welcome Tab in the Catalog

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This article walks through how to create a Welcome tab that users are directed to when they access your Recreation Management Catalog. A Welcome tab is a great way to provide users with information about your organization, such as upcoming events, registration policies, or tips for using the Catalog.

Important Note:

If no items are assigned to a Catalog tab, the system will skip over it and take the user directly to the first catalog tab that has active items. If you would like users to be directed to the Welcome tab first, you will need to make sure items are added to that tab.

Instructions

  1. Log in to Recreation Management

  2. Navigate to the Configuration tab, then Public View, and then Catalog Tabs:
    Configuration settings for accounts, including public view and catalog tabs options.

  3. Click the Create Catalog Tab button:
    Interface for managing catalog tabs with a button to create new catalog tabs.

  4. Fill out Appearance fields:
    Form for creating a new catalog tab with the Appearance configuration options displayed.

    • Tab Label (required): Create the tab name

    • Tab Color: Use the color picker or insert an HEX code to select a color

    • Show Internal: Check to show the tab on the internal catalog

    • Restrict to Locations: Choose none or use the dropdown to only show at the selected locations

    • Show Public: Check to display the tab on the public catalog

    • Public Page Layouts: Select the desired layouts

  5. Select a Tab Type from the drop-down menu:
    Tab Type options for creating a new catalog tab with a list of options displayed.

    • Drop-In: Use for check-ins on the day of the event

    • Merchandise: Use for merchandise items

    • Registration: Select for activity registrations

    • Rentals: Choose for facility rentals

  6. Click the Add Item button:
    Configuration settings for creating a new catalog tab with a highlighted option to add an item.

  7. Configure the activities to display on the tab:

    Configuration settings for the registration tab with options for category, location, and age group.

    Note:

    If no items are assigned to the Welcome tab, the system will skip over it and take the user directly to the first catalog tab that has active items.

    • Category: Select the categories to add to the tab

    • Location: If needed, select specific locations

      Note:

      If specific locations are selected, sessions without schedules will not display on the tab.

    • Age Group: An age range for the tab’s listed activities

      • All Age Groups: All ages are welcome

      • Youth: The group for children and teens. Ages can range from 1 to 17 years old

      • Adult: The group for adults who are not seniors. This age range starts at 18 years old

      • Senior: A group of older adults. This starting age range may vary based on location and/or organization

  8. If needed, add Activity Tags:
    A drop-down menu setting for adding activity tags to the Welcome tab.

  9. To display the Welcome tab on the catalog’s public view, do not select an Access Group:
    The Access Groups drop-down menu on the New Catalog Tab creation page.

    Caution!

    If you select an Access Group, only that group will be able to see the Welcome tab.

  10. Locate the Tab Content section, then add your welcome message for the tab:
    Editing tab content with formatting options and a save button for Welcome tab management.

    Note:

    Information added to this field will not display on the mobile view of Recreation Management. If you wish to display the content on a mobile device, you can add it to the Description field of the Activity.

  11. Click the Save New Catalog Tab button:
    Tab Content editor interface showing options to save a new catalog tab.

  12. If needed, use the arrow tool to drag and drop your Welcome tab to the number one slot in the list:
    A list of catalog tabs, with the Welcome tab's draggable sort icon (arrow icon).

    Note:

    The Catalog’s tabs display in the order they’re created.

  13. The Catalog now displays your Welcome tab:
    A Welcome message for the Broadmoor Parks and Recreation Catalog.