Apr 25, 2024
4356
Webinars
- 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
Setting Up Registration (The Attendee Setup Tab)
- Overall Registration Options
- Registration Form Settings
- Registration Types Overview
- 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