IN PROGRESS

Here is a series of focused videos on various topics related to the Events module.

Webinars

• Sponsors and Sponsorships: What's New? (1 hr.)- this is an overview of the new features released Jan 25 2024: back office display updates, registration page refresh, and the new features/settings for Sponsors. This is an unedited version of the webinar including questions and answers.
  • Sponsors and Sponsorships Handout (PDF)
• Event Setup (1 hr.)
  • Event Setup Handout (PDF)
• Event Management (1 hr.)
  • Event Management Handout (PDF)

The Basics

• Setup
  • Event Global Settings
  • No Show Fees
  • Creating Calendars
  • Setting Up No Show Fees
• Additional Event Considerations
• Event Setup
  • Create a New Event
  • Copy an Existing Event
  • Recurring Events
  • Event Overview Tab
• Setting Up Registration (The Attendee Setup Tab)
  • Overall Registration Options
  • Registration Form Settings
  • Registration Types Overview
    • Add a Free Registration Type
    • Add a Simple Paid Registration Type
    • Add a Table/Team Registration Type
    • Add an Advanced Registration Type
  • Custom Fields
  • Discounts
  • Additional Items
  • Instructions and Confirmation Messaging
• Event Communications
  • Automated Messages
  • Event Communications
  • Resend Confirmation/Itinerary
  • Review Event Communications/Statistics
• Managing Registrations
  • Matching Registrations to Contacts
  • Update/Edit/Cancel Registrations
  • Table/Team Management
  • Printing Badges
  • Checking In Attendees
• Managing Invoicing/Payments
  • Attendee Purchases Tab Overview
  • Sending Invoices
  • Applying Payments
  • Creating a Refund
  • Creating a Credit
    NOTE: Whether the event is cancelled, or an attendee is only cancelling their registration, the process for creating refunds or credits is the same!
• Cancel/Postpone an Event
  • Postponing an Event (automated)
  • Cancel an Event (automated)
  • Cancel an Event (manual)
    • Create a Refund for a cancelled event
    • Create a Credit for a cancelled event
• Event Reporting
  • Event Activity Report
  • Event Attendees Report
  • Event Discount Use Report
  • Reports for Sponsorships, Sessions, Exhibitors

Advanced/Related Topics

• Sponsors (requires Sponsors/Ads Module)
• Exhibitors (requires Expo Module)
• Sessions (requires Expo Module)
• Continuing Education (requires Continuing Education Module)