.png)
Overall Registration Options
You can configure your registration open/end dates, maximum attendees, visibility, and so on under the Attendee Setup tab's Overall Registration Options. * Select the desired Event. * Click the Attendee Setup tab. * Click the icon adjacent to Overall Registration Options . * Configure the following s…
Create Custom Fields specific to an Individual Registration Type
NOTE: This option is available for those using Events Registration Version 2. At times there may be custom fields that are only applicable to specific registration types. For Example, if you are holding a golf tournament which includes registration fees for those actually golfing (and you need to ask for their ha…
Add a New Event or Copy an Existing Event
There are two ways to create a new event. * In the Events Module, click the "Add New Event" button in the upper right corner. or * In the header bar, click the button and select "Add Event". Both options will open the New Event Wizard . In step 1, you will select whether you are creating a new event , o…
Canceling Registrations and Events: Scenarios
Working with registration cancelations depends a great deal on your organization's accounting preferences and refund policies. Work with your accountant to determine the best processes to follow to minimize questions and possible discrepancies! Here are several possible workflows for canceling an event registratio…
Import Attendees
You can import attendees into an event for recordkeeping purposes (board meetings, past events, events hosted by an outside vendor such as a webinar, etc.). IMPORTANT: importing attendees will only register the attendees for the event; IT WILL NOT GENERATE INVOICES. There is currently no way to generate invoicin…
CONTENTS - Event Management
* 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 Eve…
Send Email to Specific Registration Types
GrowthZone automatically creates dynamic lists of event attendees based on their registration type and registration status, so it is easy to communicate with specific groups of attendees if needed. From anywhere in the system you can send an email: * Begin typing the event name in the TO field; this will pop u…
Use Case: Free Member with Paid Guest Setup
Let's say you have an event where members will be registering and can also register a guest. The member's ticket is free, but the guest ticket is charged a fee. Our first instinct is to use member and non-member registration types, right? But here's the catch: Attendee registration types are not able to authentica…
Create Sessions
Once timeslots have been created, you will create your sessions and assign to timeslots. See Add Session Timeslots for instructions on setting up your timeslots. In addition to having setup your timeslots, you must also have registration fees set up. When creating a session, you will select the registration fee tha…
Set Up Discounts for your Event
Any event may have special discounts available and applied to all or selected fees. Discounts based on early registration, promo code, or membership type, or volume may be created for each event and applied when the discount criteria is met. Discounts are setup on the Event Attendee Setup tab. Click t…
