Set everything up to build the perfect festival experience.
The video is in Norwegian
About This Article
Setting up these items will give everyone whatever they need when using Crescat for their day-to-day needs. Most settings pages have "Learn more HERE" links to help articles to help you dive deeper.
Contents
- Creating a New Festival
- Festival Settings
- Performances
- Advance
- Members
- Accreditations
- Guest Lists
- Emails
Creating a New Festival
Your group contains all Crescat products acquired for your company/brand/etc. So, creating a new festival is done within your Group.
Accessing Your Group
Check in the upper left of the sidebar to see if you're viewing Crescat as a member of your Group or your Festival, etc.
To ensure you are viewing Crescat from the perspective of your Group, click the selector and ensure that the selected item is listed under Groups.
To follow this article, you'll need to be a Group administrator.
If you don't see your group in the list, you may need to contact an administrator of your group and ask them to either add you or elevate your permissions.
Creating Your Festival
In your group's sidebar, click Settings, then click Future Festivals under Festivals.
Once you arrive, click Create in the upper right.
When you enter your new festival, you'll also have a handy Setup Checklist to guide you. Clicking the names takes you to where you can complete the checklist item.
Festival Settings
The rest of the setup is done primarily through your new festival's Settings.
Performances
Performances is where you collect and store all the information about your artist for this year's festival. The items you create here will be made available for use within your festival's performances.
This guide will walk you through the important stops through these items.
Important
From here, the guide assumes you've clicked on and are viewing the item matching the topic you're reading about. This avoids multiple "Click info sections under Performances" type of instructions.
Info Sections
Used for collecting information, info sections are created by clicking Create in the upper right.
Contact Types
Contact types will give Artist Liaisons (and others managing performances) categories to select from when adding new contacts.
You'll have 2 options to add contact types: Import, if you have other festivals within your group, or Create New.
Creating is as simple as entering the Type and clicking Create.
To learn more about how importing works, here's another festival start-up guide like this one that helps you understand the import feature.
Company Types
These Company Types will be placed in a performance where Artist Liaisons and others can add companies to those categories. Individuals you're working with may also be listed alongside their company.
Creating Company Types
Company types are created in your Group, rather than your festival. Scroll up to Accessing Your Group for a refresher.
In your group's Settings, click Contacts under Group Settings.
Then locate Company Types and click Add.
Connecting Company Types
Then, back in your festival's Settings, open Company Types listed under Performances, and place a checkmark next to each Company Type you'd like to use in the festival's Performances.
Performance types
Performance types are selectable when creating or editing a Performance. They add a level of organization and clarity.
To create one, simply type in the Name in the empty field, select a color, and click Create.
Accommodations
Accommodations will be used in your festival's Performances to plan and log destinations where your artists will stay or visit.
Places are for physical addresses, like hotels and restaurants.
The Rooms you add will be selectable by the Artist Liaison and others when adding a hotel booking.
Progress Bar
The progress bar helps viewers and users of a performance follow along with the status of the booking process. It's like a to-do list of performance readiness.
To add items to the Progress Bar, fill out the empty fields at the bottom of the list and click Create.
Accreditations
Here, you can automate accreditation levels for all travel parties. To set this up, you'll want to add Accreditation Levels first.
Advance
Let's run through these quickly, as more in-depth resources are available for advances.
Setup is an important stop, affecting how and when the advance will be displayed.
To create a form for the artists to submit, click Submissions then Create in the upper right.
In contacts, you can set up some key contact info for your festival. Contacts added here will appear in the advance.
Introduction, orientation, and other key info can be delivered via Announcements. These too will appear in the advance.
Members
Roles
You may assign Roles when inviting Users. Roles not only help you stay organized, but dictate what the user will be able to see in the festival. To create a Role, click Create in the upper right.
With the Role open, you may check off the permissions Users with this Role will have. Can Access Festival is required for them to open the festival. "View, create, update, and delete everything" is used to give full access to a user.
Enabling "Can Access Festival" only lets the user open your festival. Without the options below, the user will only see an empty festival. Enabling only view will let the user view the relevant pages, while edit allows them to create, update, delete, etc.
Accreditations
Accreditations are currently digital and manual in Crescat. Travel parties, volunteers, etc. can have Levels assigned to them, and eventually mark them as "collected" in the Accreditation Office.
Levels
Click Create in the upper right to create an accreditation Level.
You can also quickly control who gets what accreditation levels automatically from here.
Offices
An accreditation office is a page with a search bar that lets you find someone with an accreditation level and mark them as having "Collected" theirs.
Create a new accreditation office by clicking Create in the upper right.
During creation, amongst other options, you can click Add to make the accreditation level appear in the search results.
Guest Lists
Performances may have a certain number of guests, but this can be overridden within a performance.
Setup
You may set the allowed guests for all performances, their accreditation level, and other details.Emails
Email Configurations
Here you can customize the emails sent from the system. This affects emails sent for performances and non-crew/non-volunteer emails.
Upload a logo in Edit Festival to utilize the "Use your logo" option.
Note
If you do want to send emails to Volunteers and Crew, you can try Reminders under Members.
Just remember to set the Reply To address and Sender names.
Email Templates
Email templates let you write an email once, then send it to multiple people with the use of Tags that get replaced with the recipient's details.
To insert a tag at the cursor (caret), click the relevant tag under the text field.
Tip
It's easy to forget, but remember to add spaces before and after the tag as if it's a regular word. Otherwise, the result will not have spaces either.
For Advances
"With Link to Advance" will include the advance page's URL in the email.
For Volunteers
"With Link to My Page" will include the volunteers personal page which includes shift details, other info from your festival, and more.
Note
The template must be set to Active before you can use it.
Festival Setup
Venues
To create new venues, click Connect Venues and then Create Venue. If you're group's Festival Venues already has some, you can simply click the checkboxes in the Connect Venues Menu.
Rooms
With the venue opened, you can click Create Room to create a room that can be used for events.
Event Types
Event types label and color code your events. To create one, type it's name and click Create.
Time Slots
Time Slots are used to create shifts and volunteers may select their preferred time slots from a list when filling out the Registration Form.
To create one, click Create in the upper right.
Task Fields
You can create your own columns for the tasking module in Task Fields.
Use the Create button in the upper right to get started.
Global Times
Create a timeline assignment that will apply itself to all events that match the criteria.
Click Create in the upper right to get started.
Edit Festival
Here you can add or update your logo, festival name, festival dates, and important preferences that can change behaviors within Crescat festival. Remember to click Update Festival at the bottom of the screen to commit your changes.
