fepli
ManualReferenceSeasons and allocationAdmins

Seasons

A season bundles the offers, phases and settings of a programme, e.g. the summer holidays of a holiday programme or a course term.

Phases and their settings: Phases. Forms for completing offers: Completion forms.


Season list

Location: Seasons are listed individually in the sidebar under Seasons; All next to it opens the whole list. Visible to: admins.

Season listTabs by the situation of the season
A phase or the event period is runningCurrentRunning
The next phase or the event period is in the futureCurrentPlanned
The season has no phase yetCurrentPlanned
Everything is overCurrentPast
The season is archived, whichever phase is runningArchived
ElementMeaning
New seasonOpens a narrow side panel for name and emoji; the address of the season page appears below. Create creates the season and opens its Phases page. Also available via New in the header.
Search“Search season…”; searches the name.
TabsCurrent (default), Running, Planned, Past, Archived, each with a count. Running, Planned and Past appear only if they contain a season. Empty tab: “No seasons in this view.”
Assignment to the tabsCurrent: all seasons that are not archived. Running: A phase or the event period is running. Planned: The next phase or the event period is in the future, or the season has no phase yet. Past: Everything is over. Archived: archived seasons, whichever phase is running.
GroupsSeasons are listed under the year in which their Event period begins. Seasons without this phase are at the end under No period.
SortingStart of the event period, descending, then name
LegendColours of the phases: Editing phase, Offers visible, Registration, Place allocation, Participant lists public, Event period; red line Today
Action menu (⋮) per rowTabs and action menu
ColumnContent
SeasonEmoji, name, mark Archived; below it the event period or No period. The name opens the Overview in a side panel.
PhasesTimeline of the phases with the marker for today
NowWhat is running at the moment, and the next task (“Now” column)
OffersNumber; opens the season's offer list. Below it “{count} in draft”, “all completed”, “all published” or “{count} published”
OrganizersNumber of organizer profiles with offers in the season; only in wide windows. The column and the counter under the name are missing if Organizers is off under Fields.

“Now” column

“Now” columnDisplay by the situation of the season
A phase is running
Editing phaseRunning · 12 days leftProofs →
Only the event period is running
Event periodRunning · 9 days left
The next phase is in the future
Editing phaseStarts in 5 daysNewsletter to organizers →
No phase set up
No phasesSet up phase →
Everything is over
PastEnded on 31.08.4 completions open →
Archived
Archived
Display and link per situation
SituationDisplayLink
A phase is runningName of the phase, e.g. Editing phase or Place allocation, with “Running · {count} days left” or Always activefor Place allocation: Allocate places; for Editing phase: Proofs
Only the event period is runningEvent period, “Running · {count} days left”–
The next phase is in the futureName of the phase, “Starts in {count} days”before the Editing phase: Newsletter to organizers
No phase set upNo phasesSet up phase opens the Phases page.
Everything is overPast, “Ended on {date}”“{count} completions open” counts published offers whose last date has passed and that are neither completed nor cancelled. The link opens the season's offer list with the filter Completion open and shows exactly these offers. If nothing is open, Archive opens General > End season.
ArchivedArchived–

Season header

Location: above every view of a season.

ElementContent
EmojiIdentifying mark of the season. In the season's Overview it opens Change emoji.
Name, mark Archived–
NowRunning phase with the remaining time
Event periodStart and end of the Event period phase
OffersNumber; opens the season's offer list. “{count} to approve” counts submitted offers and opens the Proofs.
OrganizersNumber of organizer profiles with offers in the season. Missing if Organizers is off under Fields.
RegistrationsNumber, plus “avg. age {age}”
View season pageOpens the season page /o/{Alias} in a new tab. Only for instances with a website.
More actions (⋮)Export, Archive or Restore, Delete

Tabs and action menu

Tabs and action menuWhere the entries of a season are
EntryTabAction menu (⋮)
OverviewPhases, offers, activity and settingsyesyes
Edit6 pagesyesyes
PhasesPage “Phases” of “Edit”noyes
OffersOffer list of the seasonnoyes
ProofsReview view of all offers of the seasonyesyes
Allocate placesPage for allocating placesyesyes
NotificationsTemplates of this seasonyesyes
Newsletternarrowed down to the seasonyesyes
ExportThis season's offersyesyes
StatisticsEvaluationyesyes
Embedonly while embeds are switched onyesno
Deletealso in the header and on the “General” pagenoyes
All entries with their target
EntryTabAction menu (⋮) of the season listContent
OverviewyesyesPhases, offers, activity and settings (Overview)
Edityesyes6 pages (Edit)
Phases–yesPage Phases of Edit
Offers–yesOffer list of the season
ProofsyesyesReview view of all offers of the season (Offer list and offer view)
Allocate placesyesyesPage for allocating places (Allocation and committing)
NotificationsyesyesTemplates of this season (Notifications)
NewsletteryesyesNewsletter, narrowed down to the season
ExportyesyesExport of this season's offers; also under More actions (⋮) in the header
StatisticsyesyesEvaluation (Statistics)
Embedyes–Code for the offer list on another website (Embeds). Only while embeds are switched on.
Delete–yesDeletes the season (Delete); also under More actions (⋮) in the header and on the General page

All entries are visible to admins.


“Overview” tab

Location: Tab Overview, the first tab of a season. From the season list it opens in a side panel with Open as page and Edit.

“Overview” tabThe overview at five stands of a season

The figure shows the overview at five stands of the season. The numbers correspond to the rows of the table.

No.AreaContent
1PhasesTimeline of the phases. Above it a sentence on the current state with the task that is due: Allocate places during allocation, Check proofs during the editing phase, Newsletter to organizers before the editing phase, Set up phases without phases, Evaluate completion forms after the end.
2OffersBars and count per offer status: Draft, Submitted, Approved, Published, Cancelled, Completed. Each offer counts once, in its latest status (Offers and hints). Each number opens the filtered offer list; “View all {count}” opens the whole list. Without offers: “No offers in this season yet.”
3Hints under OffersAt most 3, each with an action (Offers and hints)
4Activity & commentsLog and comments of the season, e.g. “Season created”, “Season archived”, “Season restored”. Filters Everything, Notes and Events
5SettingsState of the settings; every row offers change (Settings)

Offers and hints

OffersOrder when counting
DraftSubmittedApprovedPublishedCompletedCancelled

If an offer carries several statuses, it counts in the one that comes later in this row.

HintAppears ifAction
“{count} offers await approval”offers are submittedCheck proofs
“{count} offers over capacity”an offer has more registrations with takes part and new than places and at least one of them is newAllocate
“{count} drafts — the editing phase ended on {date}”offers are still in draft after the end of the editing phaseNewsletter to these organizers; the button is missing if Organizers is off under Fields

Settings

Row under SettingsContentchange opens
AddressPath of the season page, otherwise the aliasGeneral
Organizers“Everyone may offer” or “Only {count} selected organizers”; below it “allocate themselves: yes · publish themselves: no” or accordingly. The row is missing if Organizers is off under Fields.Organizers
Organizers’ consent“Active · {count} of {count} people confirmed” or Off. Both numbers count accounts: the second the members of the organizer profiles with offers in the season, the first those of them who have confirmed validly. The row is missing if Organizers is off under Fields.Organizers
Consent forms“{count} declarations · {count} people” or NoneConsent forms
Participation feesOn or OffPayment & completion
Completion forms“Organizers, then the team”, “Organizers”, “The team” or “No form”; below it the names of the forms and “reminds the organizers”, “reminds the team”, “reminds organizers and team” or “no reminder”. If Organizers is off under Fields, the row names only the team's step.Payment & completion
Website“In the main menu”, “In the main menu after “{page}”” or “Not in the main menu”; below it “with welcome text” or “without welcome text”Website
CreatedDate and time–

Edit

Location: Tab Edit. Visible to: admins.

RuleContent
Structure7 pages: General, Phases, Application form, Organizers, Consent forms, Payment & completion, Website. If Organizers is off under Fields, the season has 6 pages without Organizers, and its address answers with 404. A page with an error carries a warning icon.
Save barAt the end of every page: on the left what is not saved yet, on the right Discard and Save (Ctrl+S or ⌘S). Save saves all sections of the page.
“Check periods”Appears in the save bar of the other pages while the Phases page has an error; opens the Phases page.
Message after saving“{name} is saved.” on the pages General, Phases, Organizers and Payment & completion; on the Phases page not if fepli rejects a phase (Phases). On the Application form page it reads “Your changes have been saved.”

You create a new season in the New season side panel (Season list); the Edit tab edits only an existing season.

General

Name and address

“The name appears above the offer list on the website.”

FieldMeaningValuesDefaultEffect
NameName of the seasonText–Appears above the offer list of the website, in lists and in the season switcher.
EmojiIdentifying mark of the seasonEmojiempty; without an emoji the sidebar shows 📅Opens Change emoji with the search “Search emoji …”. Appears in the season header, in the season list, in the sidebar and in the season switcher. Can already be chosen when creating the season in the New season side panel.
AliasPart of the addressTextfrom the name“Used in links in emails and the booklet. After a change, old links lead nowhere.” In front of the field stands the start of the address of the season page.

End season

Visible only after the season has been created.

EntryText in the interfaceButtonEffect
Archive“Organizers no longer see the season. The data stays; can be undone at any time.”ArchiveMessage ““{name}” is archived.”, entry “Season archived” in the activity. The season is in the Archived tab of the season list. The reminders to complete no longer apply. Which season is running is still determined by the phases alone.
Restore (for an archived season)“The season is archived.”RestoreMessage ““{name}” is restored.”, entry “Season restored”
Delete season“Deletes the season with its phases, notification templates and all offers and their registrations. Declarations given are kept. Cannot be undone.”DeleteOpens the dialog for Delete.

Archive and Restore are also under More actions (⋮) in the header.

Phases

Timeline and phases of the season: Phases.

Moving up

“What happens to a place that becomes free.”

FieldMeaningValuesDefaultEffect
Waiting list moves up automaticallyWhether a place that has become free goes to the next person on the waiting list by itselfon, offonOn: in a first-come-first-served phase immediately, otherwise only when no registration phase is upcoming any more and all places are allocated and committed (Moving up). Off: Nobody moves up by themselves, not even in a first-come-first-served phase. By hand, places can still be filled via Increase number of places with Move up automatically.

Application form

Location: Edit > Application form. This is where the season questions live: extra questions that the application form asks for every offer of the season. Every offer shows them locked above its own extra questions and in its preview (Offer form).

The Application form page of the summer holidays 2027 with the question “Mittagessen” of the type Choice.

ElementContent
Season questions“Asked by the application form for every offer of the season, before the offer’s own questions. The next application for the same child comes with the answers filled in.” Without questions: “No season questions yet.”
Add questionAdds a question.
Note under Season questions“Health details are specially protected (Art. 9 GDPR). Ask for them only if the offer needs them.”
QuestionWording of the question. Questions without text are discarded on saving. The answer is kept with the registration and appears as a column in the participant list, as with an offer’s extra questions.
Type of answerYes/No, Number, Text, Choice or File. Default: Text
RequiredWithout an answer, no registration is possible. Default: off
Remove questionWastebasket of the question.
OptionsOnly with Choice. One line per option, placeholder “e.g. vegetarian”. Families select one option; the answer is its label.
SurchargeAmount in euros, e.g. 40 or 40.00, placeholder “0.00”. The offer adds it to the fee (Payments). Empty: no surcharge.
Remove optionRemoves the option.
Add optionAdds a line.
Take over from another seasonMenu of the seasons that have season questions, each with “{count} questions”. The questions are placed after the existing ones. A question that the season already has is not added twice. The message “Questions taken over from “{season}”” appears; nothing is saved until Save.
RuleContent
OrderSeason questions come before the offer’s questions in the application form. Dragging the handle changes the order.
Questions taken overKeep their identifier. Answers that families gave earlier in the season are therefore offered again.
Pre-fillingWhen a family selects a participant in the application form on the website, the form fills the season questions with the answers of that participant’s latest application. Answers of a sibling are replaced. Files are not carried over. The family can change every answer.
AnswersStay with the registration. Participant lists, exports, the access copy and the API show season and offer questions together, the season’s first.
EditingAdmins only. The offer shows the season questions locked, with the link Edit in the season.

Organizers

The page exists only if Organizers is on under Fields. Otherwise saved values stay in force but are not visible.

Who may offer

FieldMeaningValuesDefaultEffect
Who may offerWhich organizers may work in the seasonAll organizers (“Every organizer can create offers in this season.”), Only selected ones (“Others do not see the season.”)All organizersOnly selected ones: Other organizers can neither create, edit nor delete offers of this season. Offers that are released directly to an account stay editable for that account. Whoever switches back to All organizers empties the selection.
Selection under Only selected onesThe organizer profiles that may offerOrganizer profilesemptyVisible only with Only selected ones

What organizers may do themselves

“Otherwise the team takes care of it.”

FieldMeaningValuesDefaultEffect
Allocate places“Organizers allocate the places of their offers themselves.”on, offoffFor offers with registration via the website, organizers get the Allocate tab as soon as they may see the participant list (Allocate view). Their participant list then also shows new registrations and the waiting list.
Publish offers“Organizers approve and publish their offers themselves.”on, offoffOrganizers use Approve, Withdraw approval, Publish, Unpublish and Mark as draft themselves.

The section is called Request the organizers’ consent in the interface: “Organizers confirm this declaration once before they see the participant lists of the season.”

FieldMeaningValuesDefaultEffect
Request the organizers’ consentOrganizers must confirm a declarationon, offoffOn: In the admin panel the participant list and the allocate view of this season's offers stay locked for every person until they have confirmed the declaration once. This also applies to admins. Until then the person also downloads no exports of the list and, as a list recipient, receives no emails about the list. The confirmation applies to the whole season. Off: “Organizers see the participant lists without a confirmation.” While the text is locked, the switch cannot be changed.
Title of the declarationHeadingText–Appears when organizers open the participant list.
Text of the declarationWordingText with bullet lists–“A change after the first confirmation requires new confirmations.”
Copy from another seasonTitle and text from another seasonSeason–Takes over no confirmations. Takes effect after saving.
ElementContent
LockAfter the first confirmation, title and text are locked: “{count} organizers have confirmed this text. Changes reset all confirmations.”
ConfirmationsOpens the Consents list, filtered to this declaration.
UnlockReleases title and text: “Unlocked. {count} organizers have already confirmed. Changes reset all confirmations.” Lock locks them again.

The section is called Consents of the season in the interface: “Apply to all offers of this season and are collected once per account or participant.”

ElementContent
Add declarationCreates a new declaration.
Fields and rulesConsents
Copy from another seasonTakes over the declarations of another season: “Only the texts are carried over, no consents.”
Without a declaration“No consents for the season.”

Payment & completion

Payments

FieldMeaningValuesDefaultEffect
Collect participation feesThe season bills feeson, offonOff: Participant lists show no “paid/unpaid”, and the season's registrations appear neither under outstanding payments nor under refunds nor with debtors. Registrations that were already billed and are not paid stay open: families still see “Payment pending”, and the quick tab Payment open of the participants counts them until you reset the charges.
Direct debitWhether families can pay the season's fees by SEPA direct debitBeside paying online, Instead of paying online, Not offeredBeside paying onlineOnly while the app SEPA direct debit is switched on.
Hint under the switchAppears while the saved switch is off and registrations have an open charge“One registration still has an open charge” or “{count} registrations still have an open charge”, with “Billed before the season stopped collecting fees. The families see “Payment pending”.”The link Reset → opens the dialog from Reset open charges.

Reset open charges

The dialog appears when you turn Collect participation fees off and save, and the season has open charges. The hint under the switch opens it as well. The permission Edit on the season is required.

ElementMeaning
Title“Reset {count} open charges in “{season}”?”, for one charge “Reset the open charge in “{season}”?”, for none “No open charges in “{season}””
Text“The season no longer collects participation fees. These registrations were billed before and are not paid yet; the families see “Payment pending”.”
ListOne row per billed, unpaid registration of the season: “{participant} · {offer}” with the fee that the payment lists show for it
Warning“The fees are no longer claimed, not even if the season collects fees again later.”
CancelCloses the dialog. The charges stay open.
“Reset {count} charges”For one charge “Reset charge”. Resets the charge of every listed registration. The message reads “{count} open charges have been reset.”, for one “The open charge has been reset.”. The season's log receives the entry “Reset the open charges of {count} registrations”, for one “Reset the open charge of one registration”. fepli then opens the page Payment & completion of the season.
Dialog without a listIf the season still collects fees, the text reads “No registration of this season has an open charge left.”, and the dialog offers only Close.

Completion forms

“Appear when an offer is completed: first for the organizers, then for the team.”

Completion formsTwo stages of completing
1 · Organizerswhen completingOrganizers fill in the form when completing. Submitting it completes the offer.Reminder after the last dateEvent has taken place
2 · Teamafterwards, to follow upThe team fills in the form after completing.Reminder once the organizers have completedTeam's completion form open
FieldMeaningValuesDefaultEffect
1 · Organizers, With online registrationForm “when completing” for offers with registration via the websiteForms for organizers that are not archived; “— no form —”no formOrganizers fill in the form when completing; submitting it completes the offer.
1 · Organizers, Without registrationForm “when completing” for the other offersForms for organizers that are not archived; “— no form —”no formOrganizers fill in the form when completing; submitting it completes the offer.
2 · Team, With online registrationForm “afterwards, to follow up” for offers with registration via the websiteForms for the team that are not archived; “— no form —”no formThe team fills in the form after completing.
2 · Team, Without registrationForm “afterwards, to follow up” for the other offersForms for the team that are not archived; “— no form —”no formThe team fills in the form after completing.
Remind to completeWhom fepli reminds by email of an open completion form: “Once per offer by email: to the organizers after the last date, to the team once they have completed.”Organizers only, The team only, Organizers and team, Don't remindOrganizers onlyOrganizers receive Event has taken place, the team Team's completion form open. Only for offers whose last date is at most 30 days ago (Completion forms: Reminders).
ElementContent
Without organizersIf Organizers is off under Fields, the page has only 2 · Team. Remind to complete offers The team only and Don't remind; another choice that is already set stays selectable so that saving does not change it.
Hint“Without a form in stage 1, “Complete” completes immediately.”
Manage formsOpens Completion forms (Completion forms).
ScopeThe assignment applies to every offer of the season that is not completed yet. A form that is already assigned stays selectable even if it is archived.

Website

The page refers to the fepli website of the instance.

FieldMeaningValuesDefaultEffect
Add to the site navigationSection Site navigation: menu item on the websiteon, offoff“The offer page appears in the main menu while the phase “Publish offers” runs.” The menu item is only in the main menu and leads to the season page /o/{Alias}. It appears as long as the season page is reachable.
Place afterPosition in the menuPage of the website, “— at the end —”at the end“The menu item comes after the chosen page.” If the selected page is not on the top level of the main menu, the menu item is at the end. Visible only with Add to the site navigation.
Welcome textIntroduction above the offer listMarkdownempty“Appears above the offer list.” It appears only on the season page /o/{Alias}.
ElementContent
Season page /o/{Alias}Reachable while the phase Publish offers runs or the season does not have this phase. Otherwise it shows an error page, and the menu item is missing.

Statistics

Location: Tab or action menu Statistics.

ElementContent
TilesParticipants, Registrations, Offers, Utilization, Active organizers
RegistrationsRegistration trend, Distribution of registrations, Status funnel (Registrations → Confirmed → Participated → Withdrawn), Confirmed spots per person, Registrations vs. confirmed spots per person
Registration behaviourRegistration hour (time of day)
ParticipantsRegistrations by age, Categories — registrations vs. spots, New vs. returning participants, Postcode distribution
OffersTop offers, Bottom offers, Offer utilization, Top organizers
Operational & PaymentPrice distribution of offers, Time to payment, Cancellations over time. Without participation fees the block is called Operational and shows no payment chart.
Without pseudonymAfter the deadline has passed in the row Pseudonyms, the affected registrations still count in Registrations, but no longer in the tile Participants, in Confirmed spots per person or in Registrations vs. confirmed spots per person. (Settings)
Choose comparison…Chooses another season as comparison (up to 10, sorted by event period). The tiles then show the change (“vs. {season}”). No comparison shows absolute numbers.
Participated in the Status funnelRegistrations in the registration status took part. A completion form with the question Attendance sets this status on completing (Completion forms).

Delete

Location: Action menu Delete of the season list, More actions (⋮) in the header or General > End season > Delete. The dialog “Delete season “{name}”?” names the period and the number of offers and shows whether the season is archived.

Delete seasonWhat is deleted and what stays
is deleted
  • Season, phases and activity log
  • Notification templates of the season
  • Offers of the season with all registrations
is kept
  • Declarations of the season with their consents, as proof without an assignment to the season
  • Notification templates without a season

Deleting cannot be undone.

Effects in detail
WhatEffect
Season, phases, activity logare deleted
Notification templates of the seasonare deleted; the templates without a season stay
Offers of the season with all registrationsare deleted; the dialog warns about this and names their number
Declarations of the season with their signaturesare kept as proof, without an assignment to the season
Deleting the seasoncannot be undone