Convert Subscriber to User

In some cases you may need to convert a subscriber to a user OR a user to a subscriber.    If you are wondering what the difference is between users and subscribers, learn more here.

Convert user to a subscriber (or vice versa) :

Step 1:  Go to Admin Menu > Users & Subscribers

Step 2:  Click the edit link next to the user or subscriber you wish to convert.

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Step 3:  Click “Convert to User” or “Convert to Subscriber” in lower left corner of the user or subscriber screen.

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Step 4: If you are converting a User to Subscriber, you’re done!
If you’re converting a subscriber to a user, we need to create a password.  Choose to either “Let the user create their own password” or create one for them.

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Step 5:  (Optional) Set Editing Permissions for your user.

Step 6:  Save

Adding & Editing Users

Add calendar users to your shared calendar to allow multi-user editing or viewing.   Calendar administrators may add users individually to the calendar or import a list of users.

What is a calendar user?
Users have a password to the calendar and may do the following:

  • edit all events or selected calendar categories
  • view private calendar categories
  • view event private notes
  • receive event announcements and reminders, as well as RSVP

Step 1:  Go to Admin Menu > Users & Subscribers >

To add a user, click the  [Add User] button.
To edit a user, click the edit link next to the user’s name.

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Step 2: Enter the user’s information.

Add your user’s first name, last name and email address.  We recommend that you “Let user create their own password,”  but you can also create a password for a user by choosing “create a password now.”

create-user-password

You may re-invite a user to create a password via the “pending users” tab, if they missed the first email.  Don’t worry, these pending users will still receive event emails and newsletters that you send out.

Email Us if your user does not have an email address, you can use a username instead.

Quick Tip: If you are not ready to invite your user to the calendar,  select “Create a password now” and create a temporary password.  You can edit the user and send login instructions later.

 

Step 3:  Set user editing permission (optional)

You can give a user permission to add/edit events in the calendar.    Here are the levels of user editing permission:

Owner – this calendar administrator who created the calendar.  Owners can add/edit events in all categories and edit all calendar options located in the Admin Menu.  The owner  cannot be deleted but can be edited.

Administrator – User that can add / edit events in all categories plus edit all calendar options located in the Admin Menu.  Administrators may add users and categories to the calendar.

Category Manager – User that can add and edit events for one or more assigned categories.  Managers cannot access the admin menu.

Self-Book – Special user that may add & edit only their own events and not another user’s events.  Must turn on “D. Self Booking” setting in specified categories.

View Only– User with no editing permissions checked.  This user may login to view private calendar categories and private notes.  This user may not edit the calendar, with one exception – if  “D. Self Booking” is turned on in particular category.

 


 

Step 4:  Assign to Email Group (optional)

Email groups are email lists inside your calendar.  Email groups make it easy to email reminders, newsletters,  announcements to a particular group of people.

A user may belong to 1 or several email groups.

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You can create email groups in the Users & Subscriber > Email Group tab.

 


 

Step 5:  Save

Save user.  Next, you’ll see this new user appear in the user grid with status “OK” and user type reflecting the editing permissions that you set.

 

Email Us if you have any questions at all.  We are here to help.

Subscribers & Signup Form

Add a Signup Form to your website or calendar to let people join your email list.  Members of your email list are called “subscribers” because they’ve opted-in to your mailing list.  Start sharing calendar reminders, invitations with RSVP, and newsletters.  You’ll love the convenience of building and managing your email list all from your calendar.

Here’s how to get started…

 

1.  Go to the new “Users & Subscribers” screen located in the admin menu.

subscribers-admin-users-subscribers

 

2.  Turn on your Signup Form in the Signup Form tab.

subscribers-admin-enable-form
Tip:  Add a Signup Button to your website with a snippet of code located in the Signup Button tab.  Customize and grab the code.

 


 

3.  Click “Upgrade Now” to add subscribers to any calendar plan.

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4.  Stay connected with your subscriber email list using…


 

5.   Need to import an email list?  It’s easy and affordable.

 

Add-On Subscriber Pricing:
50 subscribers – $2/mo or $24/year
150 subscribers – $4/mo or $48/year
500 subscribers – $10/mo or $120/year
1000 subscribers – $15/mo or $180/year
2500 subscribers – $20/mo or $240/year

 

Email us at support@calendarwiz.com with any questions or feedback.  If you like, you can learn more about the differences between users and email subscribers.