Webinars

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• Event Setup (1 hr.)
  • Event Setup Handout (PDF)
• Event Management (1 hr.)
  • Event Management Handout (PDF)

The Basics

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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

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
    • NOTE: Whether the event is cancelled, or an attendee is only cancelling their registration, the process for creating refunds or credits is the same!

Event Reporting

• Event Activity Report
• Event Attendees Report
• Event Discount Use Report
• Reports for Sponsorships, Sessions, Exhibitors

Advanced/Related Topics

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• Sponsors and Sponsorships: What's New? (Released Jan 25, 2024)
  • Sponsors and Sponsorships Handout (PDF)
• Sponsors (requires Sponsors/Ads Module)
• Exhibitors (requires Expo Module)
• Sessions (requires Expo Module)
• Continuing Education (requires Continuing Education Module)