How to Edit Nearly Anything in Your Guide

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Contents

I. Introduction

II. What Can/Cannot be Edited

III. The Guide to Editing


 

I. Introduction

In a world of constant data flow, keeping with the times is tough.  For guide creators, this struggle is central: How can one keep a guide updated in near real-time? When designing the Guidebook Builder, our development team strived to create a system where nearly everything could be edited simply and quickly.  This article will cover the features and data that can be modified, as well as the modules that remain static (there are few).  We'll also dive into the mantra of editing in Guidebook Builder -- we've tried to make editing features similar, no matter which feature you plan to modify.


 

II. What Can/Cannot be Edited

NOT EDITABLE:

  • My Schedule: You can change the name, the icon, and you may hide/delete the feature, but its functionality is set in stone.
  • To-Do List:  You can change the name, the icon, and you may hide/delete the feature, but its functionality is set in stone.
  • The Attendees/Connect Feature: You can change the name, the icon, and you may hide/delete the feature, but its functionality is set in stone.
  • Google Map:  You can change the name, the icon, and you may hide/delete the feature, but the Google Map will always show any Google Mapped locations within.
  • Text Size, Font, and Color:  The size, font, and color of the text within your app is hard-coded in the app, and it cannot be changed.
  • Headers in the Import Templates:  These cannot be changed, or imports will fail.
  • Date & Time Formats:  These cannot be adjusted manually within the Schedule; date and time formats (24 hour time format, etc.) are derived from a user's individual phone settings.
  • QR Codes:  Your QR Codes are automatically generated for your event, and they cannot be modified.
  • Inbox and Push Notifications that have already been sent:  The name, icon, and hidden/visible status for the inbox can be changed, but the functionality is set in stone; notifications may be deleted from the guide, but they will not be removed nor edited for any users who have already received the notifications.  Messages that have not been sent can be edited.
  • Session Order: Your Schedule is sorted by Date, Time Start, Time End, and Alphabetical Name.  You can modify these attributes to alter the session order, but you cannot perform any actions within Guidebook Builder to override these sorting mechanisms.

Note:  Two weeks after your guide's end-date passes, your guide will become inactive; you may still access the guide, its metrics, and much more, but you will NOT be able to publish any changes.

EDITABLE:

 


 

III. The Guide to Editing

As you can see, you can modify nearly everything in your guide.  This section will teach you a few tricks that will apply to the whole content management system.

Visual Cues

There are a few visual elements to the Guidebook Builder that should suggest edit-ability:

  • Pen Icon:  Whenever you see a Pen Icon, you may click on the Pen to make modifications.
  • Input Box:  Most text that lives within a rectangular box can be modified.
  • "Change" Button:  This one's pretty obvious, but never hurts to point out.
  • Toggle Switches:  You may find checkboxes and toggles throughout our system; these usually can be adjusted.
  • Gears:  A gear usually signifies a dropdown menu you can use to delete an item or session.

Actual Editing

  • Guide Layout: To re-order the icons in your Drawer Menu (the menu on the left-hand side of the phone view on your screen), simply click on an icon and drag the feature to another location in the menu.  Click here for more info on managing your guide layout.
  • Editing Individual Features: Click into the feature-to-be-edited from the Phone View. From the resulting overlay, you will see a number of tabs which grant different editing permissions.  Each tab typically features the visual elements listed above. 
    • Main Tab:  For most features, the main tab will be the very first tab in the overlay.  To edit the contents in the main tab, you will typically click on a list item or session.  This will open an additional overlay for more editing.  Remember to keep an eye out for visual cues.
    • Settings Tab:  The settings tab will be the same, more or less, for each feature.  Here, you'll be able to edit the Name of the feature, change the icon for the feature, toggle whether the feature is Enabled or Disabled (see next bullet for more info on this), and Delete the feature.  Deletions cannot be undone, so be extra careful!
    • Enabled vs. Disabled vs. Deleted:  If you would like to hide a feature without deleting its contents, we recommend 'Disabling' the feature.  You can edit disabled items and re-enable them again at any other time.  Unless absolutely necessary, we always recommend disabling modules rather than deleting them.
  • Save!  Always remember to save -- and be careful when deleting anything! Guidebook Builder has no 'Undo' function

Below - a gif showing assorted edit behavior

 

Final Notes

While this article didn't dive deeply into editing particular features, we hope this resource helped show general trends for updating your guide!  Throughout our Support site, you'll find a plethora of feature-specific pieces which dive into their nuances and best practices.  If you have any questions, don't hesitate to reach out to our Support team at support@guidebook.com.

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