• Events Initial Setup
  • Events Default Settings
  • Additional Considerations
    • Event Categories: Organize and filter
    • Event Calendars: Create and/or edit 
    • Event Automated Messaging: Review and customize
  • Set Up Goods & Services for Your Event
  • Set Up "No Show Fees" for your Events
• Working With Events
  • Add a New Event or Copy an Existing Event
  • Set Up a Recurring Event
  • View/Edit Events
  • Edit Event details (aka The Overview Tab)
    • Event Logo
    • General Information
    • Description
    • Registration Instructions
    • Event Description
      • Short Description
    • Sponsorships
    • Exhibitors
    • Videos
    • Location
    • Recurrence
      • Create a Recurring event series
      • Make Changes to a recurring event series
      • Make changes to an individual event in a recurring event series
      • Remove/Delete a recurring event series
    • Continuing Education
    • Registrations
    • Contact Information
    • Hours
    • Images
    • Pricing
    • Goals
    • Overall Event Custom Fields
      • Add an Overall Event Custom Field
      • Populate an Overall Event Custom Field
• Event Registration and Fee Details
  • Overall Registration Options
    • Set Registration Cut-off Date
    • Set a Limit on the Number of Event Attendees
    • Enable a Waiting List for an Event
    • Show Registered Attendees Publicly
    • Display Number of Registrants on Event Detail Page
    • Show Registered Attendees to Members
    • Collect Donations for Fundraiser during Event Registration
    • Allow Invoicing for Event Registration
    • Define how the System Authenticates Members for Member Pricing
  • Configure Your Registration Form Settings
  • Add Custom Fields to Event Registration Form
  • Edit an Event Custom Field
  • Create Custom Fields specific to an Individual Registration Type
  • Add Individual Custom Fields to your Event Registration Page
  • Set up Event Registration Types
    • Add a Free Registration Type
    • Add a Simple Paid Registration Fee
    • Add a Table/Team Registration Type
    • Add Advanced Registration Type
      • Description Fields and HTML
    • Change the order in which Registration Types are Displayed on your Event page
    • View Registration Type Limits and Number Sold
  • Set Up Discounts for your Event
    • Early Registration Discount
    • Promo Code Discount
    • Membership Type Discount
      • Use Case: Free Member with Paid Guest
      • Use Case: Free Member with One Discounted Guest (Other Guests Full Price)
    • Volume Discount
  • Add Additional Items for Sale during Event Registration
  • Instructions and Confirmation Messaging

Event Invitations & Other Communications

• Event Automated Messaging
• Send Event Invitations
  • Download list of Invitees
• Re-send a Previously Sent Event Invite
• Re-send a Registration Confirmation
• Send a Manual Event Reminder
• Send Email to Specific Registration Types
• Send Email to Event No-Shows
• Other Email Options

Working with Event Registrations

• Managing Event Attendees
  • Register an Attendee from the Back Office
  • Import Attendees
  • Update an Attendee Registration
  • Edit Attendee Name and Other Information
  • Matching Registrants to Contacts
  • Table/Team Management
  • Cancel an Event Registration
  • Canceling Registrations and Events: Scenarios
  • Manage Waiting List
    • Register an Attendee from the Waiting List
    • Remove an Attendee from the Waiting List
  • Download Attendees
  • Download Attendee Badges
    • For All Attendees
    • For One Attendee
  • Manage Event Attendance/Check In
    • Check In Using Staff App
      • Manual Check In
      • Scan QR Code
    • Check In Roster
    • Manually Recording Actual Attendance/No Shows
      • Check In One Attendee at a Time
      • Check In Many Attendees at Once
• Manage Attendee Purchases
  • Send Event Invoices
• Event Registration FAQs

Cancel/Postpone an Event

• Postpone an Event - Automated
• Cancel an Event - Automated
• Cancel an Event - Manual
  • Issue Refund for a Cancelled Event
  • Issue a Credit for a Cancelled Event
• Canceling Events and Registrations: Scenarios

Event Sponsor Management

• Changing Sponsor Terminology
• Set up Sponsor Display Options
• Set Up Sponsor Registration Types
• Set Up Sponsor Registration Options
• Set Up Sponsor Confirmation Messaging
• Register Sponsors- Back Office
• Register Sponsors- Online
• Approving Sponsors
• Matching Sponsors to Contacts
• Cancel Event Sponsors
• Canceling Events and Registrations: Scenarios
• Pre Sold Sponsorships: Accounting Best Practices
• Event Registration FAQs

Manage Your Exhibitors

• Exhibitors Overview
  • Exhibitors - Registration Options
  • Exhibitor Types
  • Exhibitor Discounts
  • Exhibitor Custom Fields
  • Exhibitor Additional Items
  • Exhibitor Instructions and Confirmation Messaging
  • Exhibitors Video Tutorials
  • Sessions Video Tutorials
• Manage Exhibitor Registrations
  • Add an Exhibitor from the back office
  • Cancel an Exhibitor Registration
  • Canceling Events and Registrations: Scenarios
  • Send an Email to All Exhibitors
  • Send an Email to an Individual Exhibitor
  • Email/Download an Exhibitor Invoice
  • Download Exhibitor Badges
  • Event Registration FAQs

Manage Event Sessions

• Add Session Timeslots
• Edit Session Timeslots
• Create Sessions
• Sync a Session with Zoom
• Manage Session Attendees
  • View an Individual Registrant's Sessions
  • Resend Event Itinerary
  • View All Session Attendees
  • Check-in Session Attendees

Event Reports

Event Management FAQ's

Events Examples

• Events Use Case: Register on Behalf of Someone Else
• Events Use Case: Golf Tournament

Canceling Events and Registrations: Scenarios

Events Video Tutorials