Creating Soft Access Lists

Share your dashboard calendar with anyone you want so they can view available time slots.

About This Article

To apply these steps to your group, you'll need:

  • Crescat Venue
  • Soft Access Lists (extra module for Crescat Venue)

This article will cover the creation of Soft Access Lists and their basic functionality. If you'd like to create a Soft Access List that allows other people to book time slots and rooms, check out this article: Soft Access List + Event Request.

Contents

What is a Soft Access List?

The Soft Access List is an extra module for Crescat Venue. It enables your group to share a page with others where they can see your events (with event names either hidden or visible) and the booked time slots. If you have the Event Requests module then users can even click a date to book a room. If you don't have this module yet but you think you might need it, please contact us here and we can help you out.

Public vs Private Lists

Soft Access Lists can be public or private. With public lists, anyone with the link can view the calendar and book rooms (via Event Requests). If it is a private list, then you can search for and add users who are on the Crescat platform and these users will then have easy access to your booking calendar.

Private soft access lists shared with a Crescat user will appear in that user's sidebar under Venues.

 

 

Locating Soft Access Lists

Open the group for which you'd like to create a soft access list for and click 'Settings', then under "Requests & Shared Calendars" Click "Soft Access Lists".

 

Creating Soft Access Lists

Once you're here, click "Create".

 

Then give your Soft Access List a name and—if the list should be available to anyone with the link—select "Make List Public". You can also decide to hide the event names in the calendar. Once you've set everything as you need it, click "CREATE" to add it to the list and begin customizing it.

Note: The user will be able to flip through the calendar months, thus that super secret show 6 months away will be visible to them if you decide to include event names. 

 

Configuring a Soft Access List

This is where you can set restrictions on viewers of the list. On the left, you will see the different rooms set up by your group in Crescat Venue.

 

To its right, you can specify which event types are visible to the user. 

 

To the right of that, you can search for and add users you'd like to share the calendar with. 

 

In the example image above, Paul and Steve will have a link to this booking calendar in their sidebar under Venues.

 

To view the resulting list, click Open in the upper right. To send or post the link to the soft access list, click on "Copy Link." The URL of the Soft Access List will be copied to your clipboard, and you can paste it wherever you wish.

Note 

Viewing a publicly available soft access list VIA link does not require the person to sign in to Crescat.

 

 

The full potential of this feature is truly realized once you combine it with Event Requests which enables others to request a room and a time slot for their event by clicking on dates in the soft access list.

  • To learn more about Event Requests, click here.
  • To learn how to combine Event Requests with Soft Access Lists, click here.
  • To clarify what Soft Access Lists or Event Requests do and what they can do together, check out this primer.

 

Let us know below if this article helped you understand Soft Access Lists enough so that you can start using them.

All the best from us at Crescat.