Events Video Tutorials

Who is this for? Staff and event coordinators who manage events in GrowthZone. This curriculum walks you through the full event lifecycle — from configuring your event settings under Events & Learning, Events section, through building registration, communicating with attendees, handling invoicing, and reporting on results.

Module 1: The Basics — Setup

Configure your global event settings before you build your first event. These settings live under Events & Learning, Events section, Settings. (Est. Time: 25 mins)

• → Event Global Settings
• → No Show Fees
• → Creating Calendars
• → Setting Up No Show Fees
• → Additional Event Considerations

Module 2: Event Setup

Create and configure individual events from Events & Learning, Events section. (Est. Time: 20 mins)

• → Create a New Event
• → Copy an Existing Event
• → Recurring Events
• → Event Overview Tab

Module 3: Setting Up Registration (the Attendee Setup tab)

Build your registration options and types on the Attendee Setup tab of the event detail page. (Est. Time: 35 mins)

• → Overall Registration Options
• → Registration Form Settings
• → Registration Types Overview
  • → 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

Module 4: Event Communications

Set up automated messages and manage outbound communications for your event. (Est. Time: 20 mins)

• → Automated Messages
• → Event Communications
• → Resend Confirmation/Itinerary
• → Review Event Communications/Statistics

Module 5: Managing Registrations

Match, edit, and check in registrations as they come in. (Est. Time: 25 mins)

• → Matching Registrations to Contacts
• → Update/Edit/Cancel Registrations
• → Table/Team Management
• → Printing Badges
• → Checking In Attendees

Module 6: Managing Invoicing/Payments

Send invoices, apply payments, and handle refunds and credits from the Attendee Purchases tab. (Est. Time: 25 mins)

• → Attendee Purchases Tab Overview
• → Sending Invoices
• → Applying Payments
• → Creating a Refund
• → Creating a Credit

Module 7: Cancel/Postpone an Event

Postpone or cancel an event — automatically or manually — and process any refunds or credits. (Est. Time: 20 mins)

• → 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!

Module 8: Event Reporting

Run the standard event reports from the Reports rail to track activity, attendees, discounts, and more. (Est. Time: 15 mins)

• → Event Activity Report
• → Event Attendees Report
• → Reports for Sponsorships, Sessions, Exhibitors

Module 9: Advanced/Related Topics

Optional deep-dive topics for sponsorships, exhibitors, sessions, and continuing education. Some require an add-on module. (Est. Time: 30 mins)

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

Certification Goal: Event Management Pro

By completing every module above, you will be able to independently configure event settings, build and publish events with registration, communicate with attendees, manage invoicing and refunds, handle cancellations, and report on event performance — the full event lifecycle in GrowthZone.