Difference between revisions of "Events"

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==Getting Started==
 
==Getting Started==
  
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===Modify Event Options and Settings===
 
===Modify Event Options and Settings===
 +
These settings are for public modules version 1 and 2.
 +
#Click '''Setup''' in the left-hand menu.
 +
#Click '''Event Options and Settings'''.
 +
#Make desired changes.
 +
#Click '''Save'''.
 +
 +
===Modify the list of Event Categories===
 
<div xmlns="http://www.w3.org/1999/xhtml">
 
<div xmlns="http://www.w3.org/1999/xhtml">
  <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 18pt;"><span id="wwpID0E0VB0HA">These settings are for </span><span>public modules version 1 and 2</span>. </div>
 
 
   <div style="margin-left: 18pt;margin-bottom: 0pt;">
 
   <div style="margin-left: 18pt;margin-bottom: 0pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td>
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0UB0HA">Click </span><span style="font-weight: bold;">Setup</span> in the left-hand menu.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0NB0HA">Click </span><span style="font-weight: bold;">Setup</span> in the left-hand menu.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
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       <tr valign="baseline">
 
       <tr valign="baseline">
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">2. </div></td>
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">2. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0TB0HA">Click </span><span style="font-weight: bold;">Event Options and Settings</span>.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0MB0HA">Click </span><span style="font-weight: bold;">Events Calendar: View/Edit Event Types</span>.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
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       <tr valign="baseline">
 
       <tr valign="baseline">
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">3. </div></td>
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">3. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0SB0HA">Make desired changes.</span></div></td>
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         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0LB0HA">[[Image:Events-Modify_the_list_of_Event_Categories-image174.png]]</span></div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
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       <tr valign="baseline">
 
       <tr valign="baseline">
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">4. </div></td>
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">4. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0RB0HA">Click </span><span style="font-weight: bold;">Save</span>.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0KB0HA">Make desired changes.</span></div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
   <div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0QB0HA">[[Image:Events-Modify_Event_Options_and_Settings-image173.png]]</span></div>
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   <div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0JB0HA">[[Image:Events-Modify_the_list_of_Event_Categories-image175.png]]</span></div>
   <div style="color: #000000; font-family: &quot;Times New Roman&quot;; font-size: 10pt; font-weight: normal; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 12pt;"><span id="wwpID0E0PB0HA">Figure 7-1</span></span> Event Options that may be modified</div>
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   <div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0IB0HA">Figure 7-2 Event Type options</span></div>
 
</div>
 
</div>
===Modify the list of Event Categories===
+
 
<div xmlns="http://www.w3.org/1999/xhtml">
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[[Category:Events]]
  <div style="margin-left: 18pt;margin-bottom: 0pt;">
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    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
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===Registration Options===
      <tr valign="baseline">
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Certain registration options may be modified such as:
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td>
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*Member authentication options – what is required of a member in order to register as a member
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0NB0HA">Click </span><span style="font-weight: bold;">Setup</span> in the left-hand menu.</div></td>
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*Which fields are required registrations fields for staff and registrants
 +
*Default terminology (phrases used) for members, non-members, payment method wording and registration closed message
 +
*Custom message displayed on all event registration confirmations
 +
 
 +
The default settings when new events are created may be set for:
 +
*Automatic registration confirmation and notification emails
 +
*Event invoice default
 +
*Registration Fees and Billing Preferences
 +
 
 +
'''To set custom and default event registration options'''
 +
#Click in the left-hand menu.
 +
#Click '''Event Options and Settings'''.
 +
#Open the '''Registration and Billing Preferences''' section.
 +
#Make desired changes.
 +
#Click '''Save'''.
 +
 
 +
[[Image:Events-Registration_Options-image176.png]]
 +
 
 +
'''Registration Member Authentication Method'''
 +
 
 +
[[Image:Events-rd_bullet.jpg|9px]]</div></td>
 +
         <td><div style="font-family: Arial; font-size: 11pt;"><span id="wwpID0ESHA">Registration Preferences</span></div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
   <div style="margin-left: 18pt;margin-bottom: 0pt;">
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   <div style="margin-left: 72pt;margin-bottom: 12pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">2. </div></td>
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         <td style="width: 18pt"><div style="font-family: &quot;Arial&quot;; font-size: 11pt;">[[Image:Events-rd_bullet.jpg|9px]]</div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0MB0HA">Click </span><span style="font-weight: bold;">Events Calendar: View/Edit Event Types</span>.</div></td>
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         <td><div style="font-family: &quot;Arial&quot;; font-size: 11pt;"><span id="wwpID0ERHA">Enforce required fields for staff – if fields are marked as required, then when staff enters a registration from the Guest List tab, then the fields will also be required for them as well.</span></div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
   <div style="margin-left: 18pt;margin-bottom: 0pt;">
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  <div style="font-family: &quot;Arial&quot;; font-size: 11pt; margin-bottom: 12pt; margin-left: 108pt; text-align: justify;"><span id="wwpID0EQHA">[[Image:Events-Registration_Options-image178.png]]</span></div>
 +
   <div style="margin-left: 72pt;margin-bottom: 12pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">3. </div></td>
+
         <td style="width: 18pt"><div style="font-family: &quot;Arial&quot;; font-size: 11pt;">[[Image:Events-rd_bullet.jpg|9px]]</div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0LB0HA">[[Image:Events-Modify_the_list_of_Event_Categories-image174.png]]</span></div></td>
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         <td><div style="font-family: &quot;Arial&quot;; font-size: 11pt;"><span id="wwpID0EPHA">Require registrants to provide ________ - these fields will be marked with an asterisk on the event registration screens, indicating that they are required before moving to the next screen. </span></div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
   <div style="margin-left: 18pt;margin-bottom: 0pt;">
+
  <div style="font-family: &quot;Arial&quot;; font-size: 11pt; margin-bottom: 12pt; margin-left: 108pt; text-align: justify;"><span id="wwpID0EOHA">[[Image:Events-Registration_Options-image179.png]]</span></div>
 +
   <div style="margin-left: 72pt;margin-bottom: 12pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">4. </div></td>
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         <td style="width: 18pt"><div style="font-family: &quot;Arial&quot;; font-size: 11pt;">[[Image:Events-rd_bullet.jpg|9px]]</div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0KB0HA">Make desired changes.</span></div></td>
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         <td><div style="font-family: &quot;Arial&quot;; font-size: 11pt;"><span id="wwpID0ENHA">Set defaults that appear on Events-&gt;Fees tab under Registration and Billing Preferences</span></div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
   <div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0JB0HA">[[Image:Events-Modify_the_list_of_Event_Categories-image175.png]]</span></div>
+
   <div style="font-family: &quot;Arial&quot;; font-size: 11pt; margin-bottom: 12pt; margin-left: 108pt; text-align: justify;"><span id="wwpID0EMHA">[[Image:Events-Registration_Options-image180.png]]</span></div>
  <div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0IB0HA">Figure 7-2 Event Type options</span></div>
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   <div style="margin-left: 72pt;margin-bottom: 12pt;">
</div>
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     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
+
       <tr valign="baseline">
[[Category:Events]]
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         <td style="width: 18pt"><div style="font-family: &quot;Arial&quot;; font-size: 11pt;">[[Image:Events-rd_bullet.jpg|9px]]</div></td>
 
+
         <td><div style="font-family: &quot;Arial&quot;; font-size: 11pt;"><span id="wwpID0ELHA">Set defaults that appear when creating event invoices under Billing-&gt;Invoices with Batch Type = Event  (integrated Billing) or QuickBooks-&gt;Event Invoices tab (QuickBooks integration with CQI).</span></div></td>
===Registration Options===
 
<div style="font-family: Tahoma; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0GB0HA">Certain registration options may be modified such as:</span></div>
 
   <div style="margin-left: 18pt;margin-bottom: 12pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
         <td style="width: 18pt"><div style="font-family: Tahoma; font-size: 11pt;"></div></td>
 
         <td><div style="font-family: Tahoma; font-size: 11pt;"><span id="wwpID0E0FB0HA">Member authentication options – what is required of a member in order to register as a member</span></div></td>
 
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
   <div style="margin-left: 18pt;margin-bottom: 12pt;">
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  <div style="font-family: &quot;Arial&quot;; font-size: 11pt; margin-bottom: 12pt; margin-left: 108pt; text-align: justify;"><span id="wwpID0EKHA">[[Image:Events-Registration_Options-image181.png]]</span></div>
 +
   <div style="margin-left: 72pt;margin-bottom: 12pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Tahoma; font-size: 11pt;"></div></td>
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         <td style="width: 18pt"><div style="font-family: &quot;Arial&quot;; font-size: 11pt;">[[Image:Events-rd_bullet.jpg|9px]]</div></td>
         <td><div style="font-family: Tahoma; font-size: 11pt;"><span id="wwpID0E0EB0HA">Which fields are required registrations fields for staff and registrants</span></div></td>
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         <td><div style="font-family: &quot;Arial&quot;; font-size: 11pt;"><span id="wwpID0EJHA">Change on-screen terminology during event registration</span></div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
   <div style="margin-left: 18pt;margin-bottom: 12pt;">
+
  <div style="font-family: &quot;Arial&quot;; font-size: 11pt; margin-bottom: 12pt; margin-left: 108pt; text-align: justify;"><span id="wwpID0EIHA">[[Image:Events-Registration_Options-image182.png]]</span></div>
 +
  <div style="font-family: &quot;Arial&quot;; font-size: 11pt; margin-bottom: 12pt; margin-left: 144pt; text-align: justify;"><span id="wwpID0EHHA">[[Image:Events-Registration_Options-image183.png]]</span></div>
 +
   <div style="margin-left: 72pt;margin-bottom: 12pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Tahoma; font-size: 11pt;"></div></td>
+
         <td style="width: 18pt"><div style="font-family: &quot;Arial&quot;; font-size: 11pt;">[[Image:Events-rd_bullet.jpg|9px]]</div></td>
         <td><div style="font-family: Tahoma; font-size: 11pt;"><span id="wwpID0E0DB0HA">Default terminology (phrases used) for members, non-members, payment method wording and registration closed message</span></div></td>
+
         <td><div style="font-family: &quot;Arial&quot;; font-size: 11pt;"><span id="wwpID0EGHA">Set defaults for credit card payment tracking and invoice/receipt options for non-members.</span></div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
   <div style="margin-left: 18pt;margin-bottom: 12pt;">
+
  <div style="font-family: &quot;Arial&quot;; font-size: 11pt; margin-bottom: 12pt; margin-left: 108pt; text-align: justify;"><span id="wwpID0EFHA">[[Image:Events-Registration_Options-image184.png]]</span></div>
 +
   <div style="margin-left: 72pt;margin-bottom: 12pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Tahoma; font-size: 11pt;"></div></td>
+
         <td style="width: 18pt"><div style="font-family: &quot;Arial&quot;; font-size: 11pt;">[[Image:Events-rd_bullet.jpg|9px]]</div></td>
         <td><div style="font-family: Tahoma; font-size: 11pt;"><span id="wwpID0E0CB0HA">Custom message displayed on all event registration confirmations</span></div></td>
+
         <td><div style="font-family: &quot;Arial&quot;; font-size: 11pt;"><span id="wwpID0EEHA">Customize the message that appears on all event registration confirmation emails.  Confirmation email must be enabled under Events-&gt;Fees tab under Registration and Billing Preferences “Send an automatic Registration Confirmation email to consumers registering online.”</span></div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
   <div style="font-family: Tahoma; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0BB0HA">The default settings when new events are created may be set for:</span></div>
+
   <div style="font-family: &quot;Arial&quot;; font-size: 11pt; margin-bottom: 12pt; margin-left: 108pt; text-align: justify;"><span id="wwpID0EDHA">[[Image:Events-Registration_Options-image185.png]]</span></div>
   <div style="margin-left: 18pt;margin-bottom: 12pt;">
+
   <div style="margin-left: 72pt;margin-bottom: 12pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Tahoma; font-size: 11pt;"></div></td>
+
         <td style="width: 18pt"><div style="font-family: &quot;Arial&quot;; font-size: 11pt;">[[Image:Events-rd_bullet.jpg|9px]]</div></td>
         <td><div style="font-family: Tahoma; font-size: 11pt;"><span id="wwpID0E0AB0HA">Automatic registration confirmation and notification emails</span></div></td>
+
         <td><div style="font-family: &quot;Arial&quot;; font-size: 11pt;"><span id="wwpID0ECHA"> </span></div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
   <div style="margin-left: 18pt;margin-bottom: 12pt;">
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   <div style="font-family: Arial; font-size: 11pt; margin-bottom: 10pt;"><span id="wwpID0EBHA"> </span></div>
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
 
      <tr valign="baseline">
+
 
        <td style="width: 18pt"><div style="font-family: Tahoma; font-size: 11pt;">• </div></td>
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        <td><div style="font-family: Tahoma; font-size: 11pt;"><span id="wwpID0E6HA">Event invoice default</span></div></td>
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<html><style>.caption {font-weight:bold; font-size:12px}</style></html>
      </tr>
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[[Category: Events]]
    </table>
+
 
  </div>
+
==Working with the Calendar==
  <div style="margin-left: 18pt;margin-bottom: 12pt;">
+
 
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
The Calendar tab displays an Events calendar that may be displayed in five different views: list, day, week, month, and year view. As the name suggests, List view displays all events in a list format. The day, week, and month view will display all events falling within the specified date range. The year view displays a graphical calendar allowing chamber employees to advance quickly to a particular date.
      <tr valign="baseline">
+
 
        <td style="width: 18pt"><div style="font-family: Tahoma; font-size: 11pt;"></div></td>
+
The calendar may also be filtered to display only certain events matching the desired criteria. Click '''clear filters''' to display all events again.
        <td><div style="font-family: Tahoma; font-size: 11pt;"><span id="wwpID0E5HA">Registration Fees and Billing Preferences</span></div></td>
+
 
      </tr>
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<div style="margin-left: 18pt;margin-bottom: 0pt;">
    </table>
+
  <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
  </div>
+
    <tr valign="baseline">
  <div style="color: #5F497A; font-family: Arial; font-size: 11pt; font-weight: bold; margin-bottom: 0pt; margin-left: 0pt;"><span id="wwpID0E4HA">To set custom and default event registration options</span></div>
+
      <td style="width: 18pt"><div style="font-family: arial; font-size: 11pt;">1. </div></td>
  <div style="margin-left: 18pt;margin-bottom: 0pt;">
+
      <td><div style="font-family: arial; font-size: 11pt;"><span id="wwpID0E0OFB0HA">Click </span><span style="font-weight: bold;">Events</span> in the left-hand menu.</div></td>
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
    </tr>
      <tr valign="baseline">
+
  </table>
        <td style="width: 18pt"><div style="font-family: &quot;Arial&quot;; font-size: 11pt;">1. </div></td>
+
</div>
        <td><div style="font-family: &quot;Arial&quot;; font-size: 11pt;"><span id="wwpID0E3HA">Click </span><span style="font-weight: bold;">Setup</span> in the left-hand menu.</div></td>
+
<div style="margin-left: 18pt;margin-bottom: 0pt;">
      </tr>
+
  <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
    </table>
+
    <tr valign="baseline">
  </div>
+
      <td style="width: 18pt"><div style="font-family: arial; font-size: 11pt;">2. </div></td>
  <div style="margin-left: 18pt;margin-bottom: 0pt;">
+
      <td><div style="font-family: arial; font-size: 11pt;"><span id="wwpID0E0NFB0HA">On the </span><span style="font-weight: bold;">Calendar</span> tab, click the <span style="font-weight: bold;">Calendar View</span> arrow to select the desired view.</div></td>
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
    </tr>
      <tr valign="baseline">
+
  </table>
        <td style="width: 18pt"><div style="font-family: &quot;Arial&quot;; font-size: 11pt;">2. </div></td>
+
</div>
        <td><div style="font-family: &quot;Arial&quot;; font-size: 11pt;"><span id="wwpID0E2HA">Click </span><span style="font-weight: bold;">Event Options and Settings</span>.</div></td>
+
<div style="margin-left: 18pt;margin-bottom: 0pt;">
      </tr>
+
  <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
    </table>
+
    <tr valign="baseline">
  </div>
+
      <td style="width: 18pt"><div style="font-family: arial; font-size: 11pt;">3. </div></td>
  <div style="margin-left: 18pt;margin-bottom: 0pt;">
+
      <td><div style="font-family: arial; font-size: 11pt;"><span id="wwpID0E0MFB0HA">If necessary, click </span><span style="font-weight: bold;">Prev</span> and <span style="font-weight: bold;">Next</span> to decrease or advance the calendar.  Alternatively, you may click the calendar icon and select the desired month to view.</div></td>
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
    </tr>
      <tr valign="baseline">
+
  </table>
        <td style="width: 18pt"><div style="font-family: &quot;Arial&quot;; font-size: 11pt;">3. </div></td>
+
</div>
        <td><div style="font-family: &quot;Arial&quot;; font-size: 11pt;"><span id="wwpID0E1HA">Open the </span><span style="font-weight: bold;">Registration and Billing Preferences</span> area.</div></td>
+
<p>&nbsp;</p>
      </tr>
+
<p>&nbsp;</p>
    </table>
+
<div style="font-family: &quot;arial&quot;; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0LFB0HA">[[Image:Events-View_the_Internal_Events_Calendar-image6.png|calendar view]]</span></div>
  </div>
+
<div style="color: #000000; font-family: &quot;arial&quot;; font-size: 10pt; font-weight: normal; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt;"><span id="wwpID0E0KFB0HA">
  <div style="margin-left: 18pt;margin-bottom: 0pt;">
+
 
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
'''Filter the Internal Events Calendar (display only specified events)'''
      <tr valign="baseline">
+
 
        <td style="width: 18pt"><div style="font-family: &quot;Arial&quot;; font-size: 11pt;">4. </div></td>
+
#On the Calendar tab, click '''filter options'''. [[Image:Events-Filter_the_Internal_Events_calendar_(display_onl-image7.png|filter options icon]]
        <td><div style="font-family: &quot;Arial&quot;; font-size: 11pt;"><span id="wwpID0EZHA">Make desired changes.</span></div></td>
+
#Select the desired filter options:
      </tr>
+
#*'''Status'''
    </table>
+
#**'''Approved''': chamber employees have approved this event; displays on all designated calendars
  </div>
+
#**'''Pending''': an event submitted by a chamber member but waiting approval from a chamber employee
  <div style="margin-left: 18pt;margin-bottom: 0pt;">
+
#**'''Disabled''': an event that may or may not be current but will not be displayed on the public calendar; used to temporarily disable an event.
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
#*'''Visibility''':  
      <tr valign="baseline">
+
#**'''Chamber Calendar''': When this option is selected, those events that you have made only visible to the chamber staff will be displayed.
        <td style="width: 18pt"><div style="font-family: &quot;Arial&quot;; font-size: 11pt;">5. </div></td>
+
#**'''Members Only''': When this options is selected, the events that you have made visible to the members will be displayed.
        <td><div style="font-family: &quot;Arial&quot;; font-size: 11pt;"><span id="wwpID0EYHA">Click </span><span style="font-weight: bold;">Save</span>.</div></td>
+
#**'''Public Calendar''': When this options is selected, the events that you have made visible to the public will be displayed.
      </tr>
+
#*'''Category''': You can filter the calendar to just a selected category.
    </table>
+
#*'''Keyword''': Keyword must be a single word. Multiple single words may be specified which returns all events with either word. For example, keywords ski swap will display all events with ski OR swap in the title or description.
  </div>
+
#Click '''Continue'''.
  <div style="font-family: &quot;Arial&quot;; font-size: 11pt; margin-bottom: 0pt; margin-left: 36pt; text-indent: 0pt;"><span id="wwpID0EXHA"> </span></div>
+
 
  <div style="font-family: &quot;Arial&quot;; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0EWHA">[[Image:Events-Registration_Options-image176.png]]</span></div>
+
'''NOTE:''' When finished viewing the filtered list of events, click '''clear filters''' to view all events.
  <div style="color: #000000; font-family: &quot;Arial&quot;; font-size: 10pt; font-weight: normal; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span id="wwpID0EVHA">Figure – Registration and Billing Preferences</span></div>
+
 
  <div style="margin-left: 18pt;margin-bottom: 12pt;">
+
=Finding an Event=
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
 
      <tr valign="baseline">
+
To edit event descriptions or dates, add photos, sponsors, participants or to modify any aspect associated with an event, the event must be selected and displayed in the Events drop-down list.
        <td style="width: 18pt"><div style="font-family: Arial; font-size: 11pt;">[[Image:Events-rd_bullet.jpg|9px]]</div></td>
+
[[Image:Events-Selecting_an_Event-image9.png|events drop down|center]]
        <td><div style="font-family: Arial; font-size: 11pt;"><span id="wwpID0EUHA">Registration Member Authentication Method </span></div></td>
+
 
      </tr>
+
#Within the Events module, click the drop-down arrow to the right of the Event name.  
    </table>
+
#:[[Image:Events-Select_an_event_using_the_drop_down_list_box-image10.png|center]]
  </div>
+
#Select the desired event.
  <div style="font-family: &quot;Arial&quot;; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0ETHA">[[Image:Events-Registration_Options-image177.png]]</span></div>
+
 
  <div style="margin-left: 18pt;margin-bottom: 12pt;">
+
 
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
'''Finding an event using the Find button'''
      <tr valign="baseline">
+
 
        <td style="width: 18pt"><div style="font-family: Arial; font-size: 11pt;">[[Image:Events-rd_bullet.jpg|9px]]</div></td>
+
#On the Find menu, click Event.
        <td><div style="font-family: Arial; font-size: 11pt;"><span id="wwpID0ESHA">Registration Preferences</span></div></td>
+
#:[[Image:Events-Select_an_event_using_the_Find_button-image11.png|center]]
      </tr>
+
#In the '''Event Name''' box, type any part of the event name. (This will limit the list of displayed events to those matching your criteria
    </table>
+
#Click the desired event name.
  </div>
+
#:[[Image:Events-Select_an_event_using_the_Find_button-image12.png|center]]
  <div style="margin-left: 72pt;margin-bottom: 12pt;">
+
#Click '''Continue'''. 
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
 
      <tr valign="baseline">
+
 
        <td style="width: 18pt"><div style="font-family: &quot;Arial&quot;; font-size: 11pt;">[[Image:Events-rd_bullet.jpg|9px]]</div></td>
+
'''Finding an event using the Calendar view'''
        <td><div style="font-family: &quot;Arial&quot;; font-size: 11pt;"><span id="wwpID0ERHA">Enforce required fields for staff – if fields are marked as required, then when staff enters a registration from the Guest List tab, then the fields will also be required for them as well.</span></div></td>
+
 
      </tr>
+
#In the Events module, click the '''Calendar''' tab.
    </table>
+
#Advance the calendar to display the desired event.
  </div>
+
#Click on the desired event title.
  <div style="font-family: &quot;Arial&quot;; font-size: 11pt; margin-bottom: 12pt; margin-left: 108pt; text-align: justify;"><span id="wwpID0EQHA">[[Image:Events-Registration_Options-image178.png]]</span></div>
+
 
  <div style="margin-left: 72pt;margin-bottom: 12pt;">
+
=Adding Events=
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
 
      <tr valign="baseline">
+
==Adding a New Event==
        <td style="width: 18pt"><div style="font-family: &quot;Arial&quot;; font-size: 11pt;">[[Image:Events-rd_bullet.jpg|9px]]</div></td>
+
 
        <td><div style="font-family: &quot;Arial&quot;; font-size: 11pt;"><span id="wwpID0EPHA">Require registrants to provide ________ - these fields will be marked with an asterisk on the event registration screens, indicating that they are required before moving to the next screen. </span></div></td>
+
To add an event, you will be guided by a wizard to fill in:
      </tr>
+
 
    </table>
+
*General Information
  </div>
+
*Descriptions/Appearance
  <div style="font-family: &quot;Arial&quot;; font-size: 11pt; margin-bottom: 12pt; margin-left: 108pt; text-align: justify;"><span id="wwpID0EOHA">[[Image:Events-Registration_Options-image179.png]]</span></div>
+
*Fees/Billing Information
  <div style="margin-left: 72pt;margin-bottom: 12pt;">
+
 
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
You may add an event using one of two methods. Adding an event to the calendar may be done at any time using the '''Add''' menu OR by clicking the +sign when the '''Calendar''' tab is displayed, which uses the calendar to assist in date selection, or by nightly importing your iCal feed.
      <tr valign="baseline">
+
 
        <td style="width: 18pt"><div style="font-family: &quot;Arial&quot;; font-size: 11pt;">[[Image:Events-rd_bullet.jpg|9px]]</div></td>
+
#Click '''Add''' in the header bar.
        <td><div style="font-family: &quot;Arial&quot;; font-size: 11pt;"><span id="wwpID0ENHA">Set defaults that appear on Events-&gt;Fees tab under Registration and Billing Preferences</span></div></td>
+
#:[[Image:Events-Add_an_event-image13.png]]</span></div>
      </tr>
+
#Click '''Event'''. The '''Add a New Event''' wizard will be displayed.
    </table>
+
#:[[Image:Events-Add_an_event-image14.png]]</span></div>
  </div>
+
#Configure the following '''General Information''' settings:
  <div style="font-family: &quot;Arial&quot;; font-size: 11pt; margin-bottom: 12pt; margin-left: 108pt; text-align: justify;"><span id="wwpID0EMHA">[[Image:Events-Registration_Options-image180.png]]</span></div>
+
#:*'''Event Title''': This title will display in your Events drop-down list and also on the Event web page.
  <div style="margin-left: 72pt;margin-bottom: 12pt;">
+
#:*'''Start/End Date/Time''': Enter the correct dates for the event. A different end date is only needed when a single event runs multiple days – like over the weekend. #:*'''All Day Event''': Deselect this checkbox if you desire to display exact times.  Time may also be specified in the Date/Time field on the next window.
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
#:*'''Reminder''':If selected, an automatically generated reminder email will be sent using content from details on the General tab of your event.  Preview the automatic reminder by clicking the reminderlink.  The email is sent to all registrants on your Guest List with a status of Registered. '''NOTE''': Only those with Plus or greater software version only. The email “look and feel” may be modified with your own custom template if desired. Instructions for web designers are available at [[http://kb.chambermaster.com/event-reminder/|http://kb.chambermaster.com/event-reminder/]]
      <tr valign="baseline">
+
#:*'''Recurrence''': An event occurring multiple times on your calendar may be duplicated by setting a recurrence.  See  Create a recurring event.
        <td style="width: 18pt"><div style="font-family: &quot;Arial&quot;; font-size: 11pt;">[[Image:Events-rd_bullet.jpg|9px]]</div></td>
+
#:*'''Approval Status''': Approved status will display this event on all calendar marked under “Visibility”.  Status of Pending or Disabled will not display on the public calendar.
        <td><div style="font-family: &quot;Arial&quot;; font-size: 11pt;"><span id="wwpID0ELHA">Set defaults that appear when creating event invoices under Billing-&gt;Invoices with Batch Type = Event  (integrated Billing) or QuickBooks-&gt;Event Invoices tab (QuickBooks integration with CQI).</span></div></td>
+
#:*'''Visibility''':  Check the calendars on which you wish to display this event.  Note: all events regardless of these checkboxes will display on the Events Calendar tab.
      </tr>
+
#:**'''Internal Chamber Event Calendar'''– When this option is checked the event can be filtered separately on the internal calendar system when you go to Events &gt; Calendar tab and click on filter options.
    </table>
+
#:**'''Display on Public Events Calendar''' – When this option is checked the event will display on the website’s calendar as well as the upcoming events list. This option must be selected in order for the event to show on your public website.
  </div>
+
#:**'''Display on Members Only Calendar'''  – When this option is checked the event will display on the Member Information Center (Members Portal) after they log in. This option must be checked for the event to show on the members’ calendar in the Member Center.
  <div style="font-family: &quot;Arial&quot;; font-size: 11pt; margin-bottom: 12pt; margin-left: 108pt; text-align: justify;"><span id="wwpID0EKHA">[[Image:Events-Registration_Options-image181.png]]</span></div>
+
#:**'''Display on Featured Events''' – This option allows for this event to be listed as a featured event on the featured events list.
  <div style="margin-left: 72pt;margin-bottom: 12pt;">
+
#:*'''Event Category''':Select the categories to which you ant to assign the event.  as many categories as desired for this event.  Website visitors may search for events by category on the public website.  The Administrator may add/remove categories, by clicking edit categories.
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
#Click '''Next'''. The '''Description/Appearance''' settings will be displayed.
      <tr valign="baseline">
+
#:[[Image:Events-Add_an_event-image15.png|center]]
        <td style="width: 18pt"><div style="font-family: &quot;Arial&quot;; font-size: 11pt;">[[Image:Events-rd_bullet.jpg|9px]]</div></td>
+
#Configure the following:
        <td><div style="font-family: &quot;Arial&quot;; font-size: 11pt;"><span id="wwpID0EJHA">Change on-screen terminology during event registration</span></div></td>
+
#:*'''Event Description''': Enter a description of the event. Click the '''advanced edit''' link to format the text as desired for display on the website.
      </tr>
+
#:*'''Location Description''': Enter location details. Click the '''advanced edit''' link to format the text as desired for display on the website.
    </table>
+
#:*'''Date/Time Description''': Enter date/time description to be displayed on the web-site. Click the '''advanced edit''' link for additional formatting options.
  </div>
+
#:*'''Fee Description''': Enter fee description to be displayed on the web-site. Click the '''advanced edit''' link for additional formatting options.
  <div style="font-family: &quot;Arial&quot;; font-size: 11pt; margin-bottom: 12pt; margin-left: 108pt; text-align: justify;"><span id="wwpID0EIHA">[[Image:Events-Registration_Options-image182.png]]</span></div>
+
#:*'''Search Description''': Enter the description to be displayed when events are searched.
  <div style="font-family: &quot;Arial&quot;; font-size: 11pt; margin-bottom: 12pt; margin-left: 144pt; text-align: justify;"><span id="wwpID0EHHA">[[Image:Events-Registration_Options-image183.png]]</span></div>
+
#:*'''Contact Information''': Enter the name of the contact for this event.
  <div style="margin-left: 72pt;margin-bottom: 12pt;">
+
#:*'''Contact Email''': Enter the email for the contact.
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
#:*'''Website URL''': If applicable, enter the URL to a website that provides further information about the event.
      <tr valign="baseline">
+
#:*'''Website URL Text''': If applicable, enter text for the URL.
        <td style="width: 18pt"><div style="font-family: &quot;Arial&quot;; font-size: 11pt;">[[Image:Events-rd_bullet.jpg|9px]]</div></td>
+
#Click '''Next'''. The '''Fees/Billing Information''' screen will be displayed.
        <td><div style="font-family: &quot;Arial&quot;; font-size: 11pt;"><span id="wwpID0EGHA">Set defaults for credit card payment tracking and invoice/receipt options for non-members.</span></div></td>
+
#:[[Image:Events-Add_an_event-image16.png]]  
      </tr>
+
#'''Assign Fee Items''': If fees will be associated with this event, click Assign Fee Items.  In order to be assigned, fees must first be created by someone with Finance or Administrator permissions.  Fees can also be assigned later on the Fees tab of the event.
    </table>
+
#'''Online Registration Options''': If desired, select to allow members and/or non-members to register online for this event.  Selecting this checkbox will immediately display the '''Register''' button on the public event page.  This selection can also be turned on later on the Fees tab of the event.
  </div>
+
#Click '''Finish'''.
  <div style="font-family: &quot;Arial&quot;; font-size: 11pt; margin-bottom: 12pt; margin-left: 108pt; text-align: justify;"><span id="wwpID0EFHA">[[Image:Events-Registration_Options-image184.png]]</span></div>
+
  <div style="margin-left: 72pt;margin-bottom: 12pt;">
+
After creating a new event, work with the tabs in order as displayed. For example, after completing the General tab, setup the fees (if applicable) on the Fees</span> tab.  The Sponsor tab would be next, the Guest List, and finally the Account tab.  You may complete them out-of-order if desired but there is a logical flow if working from left to right.  The main concern would be to have the fees in place before registering guests and sponsors.
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
      <tr valign="baseline">
 
        <td style="width: 18pt"><div style="font-family: &quot;Arial&quot;; font-size: 11pt;">[[Image:Events-rd_bullet.jpg|9px]]</div></td>
 
        <td><div style="font-family: &quot;Arial&quot;; font-size: 11pt;"><span id="wwpID0EEHA">Customize the message that appears on all event registration confirmation emails.  Confirmation email must be enabled under Events-&gt;Fees tab under Registration and Billing Preferences “Send an automatic Registration Confirmation email to consumers registering online.”</span></div></td>
 
      </tr>
 
    </table>
 
  </div>
 
  <div style="font-family: &quot;Arial&quot;; font-size: 11pt; margin-bottom: 12pt; margin-left: 108pt; text-align: justify;"><span id="wwpID0EDHA">[[Image:Events-Registration_Options-image185.png]]</span></div>
 
  <div style="margin-left: 72pt;margin-bottom: 12pt;">
 
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
      <tr valign="baseline">
 
        <td style="width: 18pt"><div style="font-family: &quot;Arial&quot;; font-size: 11pt;">[[Image:Events-rd_bullet.jpg|9px]]</div></td>
 
        <td><div style="font-family: &quot;Arial&quot;; font-size: 11pt;"><span id="wwpID0ECHA"> </span></div></td>
 
      </tr>
 
    </table>
 
  </div>
 
  <div style="font-family: Arial; font-size: 11pt; margin-bottom: 10pt;"><span id="wwpID0EBHA"> </span></div>
 
  
 +
==Create a Recurring Event==
  
 +
'''Video:''' Create a Recurring Event <html><a target="_blank" href="http://www.chambermaster.com/directory/include/help/Videos/Events/recurring/recurring%20event.htm"><img src="/images/3/31/Vid.png" /></a></html>
  
<html><style>.caption {font-weight:bold; font-size:12px}</style></html>
+
If your association has an event which occurs on a regular basis, save time by setting it up as a recurring event. Most the details of the original event will be applied to the recurring instances. A notable exception is Fees, which must be set for each instance.
[[Category: Events]]
 
  
==Working with the Calendar==
+
'''The following event details DO NOT get copied from original event:'''
 +
*Reminder to attendees
 +
*Fees
 +
*Discounts
 +
*Attendees
 +
*Attendees List
 +
*Locations
 +
*Custom Fields
 +
*Event Notes
  
The Calendar tab displays an Events calendar that may be displayed in five different views: list, day, week, month, and year view. As the name suggests, List view displays all events in a list format. The day, week, and month view will display all events falling within the specified date range. The year view displays a graphical calendar allowing chamber employees to advance quickly to a particular date.
+
'''Important:''' Once an event is listed as a recurring event, each event instance will be displayed on the calendar at the appropriate date/time where the instance may be modified on an individual basis or '''ALL''' instances may be changed at once by editing the original occurrence.  
 +
 
 +
'''Note: '''After an instance has been edited individually, it will no longer accept the changes from the original occurrence.
 +
 
 +
[[File:recurring.png]]
 +
 
 +
[[Category: Events]]
 +
 
 +
<html><p>&nbsp;</p></html>
  
The calendar may also be filtered to display only certain events matching the desired criteria. Click '''clear filters''' to display all events again.
+
'''Set the recurrence of an event'''
  
<div style="margin-left: 18pt;margin-bottom: 0pt;">
+
#On the General tab, click the Recurrence arrow and click the desired recurrence.
  <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
#:[[Image:Events-Set_the_recurrence_of_an_event-image31.png|recurrence|center|frame]]
    <tr valign="baseline">
+
#Complete the Recurrence fields for the selected recurrence.  
      <td style="width: 18pt"><div style="font-family: arial; font-size: 11pt;">1. </div></td>
+
#:[[Image:Events-Set_the_recurrence_of_an_event-image32.png|center|frame]]  
      <td><div style="font-family: arial; font-size: 11pt;"><span id="wwpID0E0OFB0HA">Click </span><span style="font-weight: bold;">Events</span> in the left-hand menu.</div></td>
+
 
    </tr>
+
'''NOTE:''' If you are already on the General tab of the original event, you may click edit specific instance and click to select the desired instance to edit.
  </table>
 
</div>
 
<div style="margin-left: 18pt;margin-bottom: 0pt;">
 
  <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
    <tr valign="baseline">
 
      <td style="width: 18pt"><div style="font-family: arial; font-size: 11pt;">2. </div></td>
 
      <td><div style="font-family: arial; font-size: 11pt;"><span id="wwpID0E0NFB0HA">On the </span><span style="font-weight: bold;">Calendar</span> tab, click the <span style="font-weight: bold;">Calendar View</span> arrow to select the desired view.</div></td>
 
    </tr>
 
  </table>
 
</div>
 
<div style="margin-left: 18pt;margin-bottom: 0pt;">
 
  <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
    <tr valign="baseline">
 
      <td style="width: 18pt"><div style="font-family: arial; font-size: 11pt;">3. </div></td>
 
      <td><div style="font-family: arial; font-size: 11pt;"><span id="wwpID0E0MFB0HA">If necessary, click </span><span style="font-weight: bold;">Prev</span> and <span style="font-weight: bold;">Next</span> to decrease or advance the calendar.  Alternatively, you may click the calendar icon and select the desired month to view.</div></td>
 
    </tr>
 
  </table>
 
</div>
 
<p>&nbsp;</p>
 
<p>&nbsp;</p>
 
<div style="font-family: &quot;arial&quot;; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0LFB0HA">[[Image:Events-View_the_Internal_Events_Calendar-image6.png|calendar view]]</span></div>
 
<div style="color: #000000; font-family: &quot;arial&quot;; font-size: 10pt; font-weight: normal; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt;"><span id="wwpID0E0KFB0HA">
 
  
'''Filter the Internal Events Calendar (display only specified events)'''
+
'''Edit a specific instance'''
  
#On the Calendar tab, click '''filter options'''. [[Image:Events-Filter_the_Internal_Events_calendar_(display_onl-image7.png|filter options icon]]
+
#In the '''Events''' module, click the '''Calendar''' tab
#Select the desired filter options:
+
#Advance to the date of the desired instance.  
#*'''Status'''
+
#Click the title of the event.
#**'''Approved''': chamber employees have approved this event; displays on all designated calendars
+
#Make desired modification. Modifications made will only affect this specific instance. (You may even delete a specific instance without affecting the others.)
#**'''Pending''': an event submitted by a chamber member but waiting approval from a chamber employee
 
#**'''Disabled''': an event that may or may not be current but will not be displayed on the public calendar; used to temporarily disable an event.
 
#*'''Visibility''':
 
#**'''Chamber Calendar''': When this option is selected, those events that you have made only visible to the chamber staff will be displayed.
 
#**'''Members Only''': When this options is selected, the events that you have made visible to the members will be displayed.
 
#**'''Public Calendar''': When this options is selected, the events that you have made visible to the public will be displayed.
 
#*'''Category''': You can filter the calendar to just a selected category.
 
#*'''Keyword''': Keyword must be a single word. Multiple single words may be specified which returns all events with either word. For example, keywords ski swap will display all events with ski OR swap in the title or description.
 
#Click '''Continue'''.  
 
  
'''NOTE:''' When finished viewing the filtered list of events, click '''clear filters''' to view all events.
+
'''Edit all Event Instances'''
  
=Finding an Event=
+
To edit all instances of the event, you may also click the original event on the Calendar to go directly to the original event. After an instance has been edited individually, it will no longer accept the changes from the original occurrence.
  
To edit event descriptions or dates, add photos, sponsors, participants or to modify any aspect associated with an event, the event must be selected and displayed in the Events drop-down list.  
+
#In the '''Events''' module click the Calendar tab
[[Image:Events-Selecting_an_Event-image9.png|events drop down|center]]
+
#Click the title of any event instance of the desired event.
 +
#In the Recurrence field, click the title of the original event.  
 +
#:[[Image:Events-To_edit_all_event_instances-image33.png|center]]
  
#Within the Events module, click the drop-down arrow to the right of the Event name.
+
==Copy an Event==
#:[[Image:Events-Select_an_event_using_the_drop_down_list_box-image10.png|center]]
 
#Select the desired event.
 
  
 +
#Click '''Add''' in the header bar.
 +
#:[[Image:Events-Add_an_event-image13.png]]</span></div>
 +
#Click '''Event'''. The '''Add a New Event''' wizard will be displayed.
 +
#Click '''Copy a Past Event'''.
 +
#:[[File:Event Lookup.JPG|center]]
 +
#Type the name of the event in the '''Event Name''' text box and select or scroll through the list and select the desired event.
 +
#Click '''Continue'''.  The '''General Information''', '''Descriptions/Appearance''', and '''Fees/Billing Information''' will be copied from the past event.
 +
#Update fields as needed.
  
'''Finding an event using the Find button'''
+
==Importing Events from an iCal Feed==
 
+
iCalendar (iCal) is an open standard for exchanging calendar and scheduling information. iCal feed enables an application to fetch, push or syncronize date and time based data to an another calendar application.
#On the Find menu, click Event.  
 
#:[[Image:Events-Select_an_event_using_the_Find_button-image11.png|center]]
 
#In the '''Event Name''' box, type any part of the event name. (This will limit the list of displayed events to those matching your criteria
 
#Click the desired event name.
 
#:[[Image:Events-Select_an_event_using_the_Find_button-image12.png|center]]
 
#Click '''Continue'''.
 
  
 +
The ChamberMaster/MemberZone iCal feed import provides an ability for you to upload your iCal list (from the Cloud drive or other http url used with iPhones, iPads etc and other similar calendars) and import directly into the event calendar.  A URL is specified to the location of this iCal and then each night the events are synched.
  
'''Finding an event using the Calendar view'''
+
{|style="padding:5px; text-align:left; background-color: #d9edf7; padding:10px; width: 100%; margin-top:25px"
 +
|-
 +
|'''Note: '''Recurring events are not supported with the iCal import feature.
 +
|}
 +
To import iCal feeds into the event calendar:
  
#In the Events module, click the '''Calendar''' tab.
+
#Click '''Setup''' in the left-hand menu.
#Advance the calendar to display the desired event.
+
#Click '''Event Options and Settings'''
#Click on the desired event title.
+
#Open the '''General Settings''' area.
 +
#:[[File:Events-Importing events from an iCal feed-image17.png|framed|none]]
 +
#Click the '''+Add''' button in the iCal Import section.
 +
#Type the URL of the iCal feed.
 +
#Click '''Save'''.
 +
{|style="padding:5px; text-align:left; background-color: #d9edf7; padding:10px; width: 100%; margin-top:25px"
 +
|-
 +
|'''Note: '''Once an iCal has been added, the events on that calendar may take up to 24 hours to display on your event calendar.
 +
|}
  
=Adding Events=
+
=Editing/Customizing Event Information=
  
==Adding a New Event==
+
Facts displayed about an event are based on information from the event’s '''General tab'''.  The Event Title, Start Date/Time, End Date/Time, Contact Information, Website URL, and Approval Status may be modified here. 
  
To add an event, you will be guided by a wizard to fill in:
+
In addition to this basic information, the Event Information area contains the Event Description, Location Description, Date/Time Description, and Fee Description, which is typed into the built-in editor allowing formatting of the text such as bold, underline, font size and style changes.
  
*General Information
+
==Edit Event General Information==
*Descriptions/Appearance
+
#In the Events module, select the desired event.
*Fees/Billing Information
+
#On the General tab, modify the desired  fields. 
 +
#Click '''Save'''.
  
You may add an event using one of two methods. Adding an event to the calendar may be done at any time using the '''Add''' menu OR by clicking the +sign when the '''Calendar''' tab is displayed, which uses the calendar to assist in date selection, or by nightly importing your iCal feed.
+
[[Image:Events-Edit_event_information-image18.png|event information]]
  
#Click '''Add''' in the header bar.
+
'''Allow others to see who is attending''' - Select this checkbox if you wish to display the list of event attendees. A '''See who else is going''' text link is added to the event email invitation template. When the '''Allow others to see who is attending''' setting is enabled, and there are attendees signed up, members will be able to see who else is planning to attend. If they click this new link in their email invitation, it will automatically log them into the MIC and bring them straight to the '''Who's Going Tab''' for that particular Event
#:[[Image:Events-Add_an_event-image13.png]]</span></div>
+
 
#Click '''Event'''. The '''Add a New Event''' wizard will be displayed.
+
===Adding Photos and Images===
#:[[Image:Events-Add_an_event-image14.png]]</span></div>
+
 
#Configure the following '''General Information''' settings:
+
Photos, images, a map and a video may be added to the event page.
#:*'''Event Title''': This title will display in your Events drop-down list and also on the Event web page.
+
One photo may be added as a Main Event photo that is automatically positioned within the event description area, and/or multiple photos may be included in the Photo Gallery which displays in thumbnail size at the bottom of the event page but will be enlarged when a consumer clicks the image. Images are automatically resized to accommodate the space allowed. Images must be .jpg or .gif.  
#:*'''Start/End Date/Time''': Enter the correct dates for the event. A different end date is only needed when a single event runs multiple days – like over the weekend. #:*'''All Day Event''': Deselect this checkbox if you desire to display exact times. Time may also be specified in the Date/Time field on the next window.
+
 
#:*'''Reminder''':If selected, an automatically generated reminder email will be sent using content from details on the General tab of your event.  Preview the automatic reminder by clicking the reminderlink.  The email is sent to all registrants on your Guest List with a status of Registered. '''NOTE''': Only those with Plus or greater software version only. The email “look and feel” may be modified with your own custom template if desired. Instructions for web designers are available at [[http://kb.chambermaster.com/event-reminder/|http://kb.chambermaster.com/event-reminder/]]
+
A map to the event location may be included by uploading your own .jpg or .gif image or pointing to Google Maps.  
#:*'''Recurrence''':  An event occurring multiple times on your calendar may be duplicated by setting a recurrence.  See  Create a recurring event.
+
 
#:*'''Approval Status''': Approved status will display this event on all calendar marked under “Visibility”.  Status of Pending or Disabled will not display on the public calendar.
+
One YouTube video may be displayed on the event description page as well.
#:*'''Visibility''':  Check the calendars on which you wish to display this event.  Note: all events regardless of these checkboxes will display on the Events Calendar tab.
+
 
#:**'''Internal Chamber Event Calendar'''– When this option is checked the event can be filtered separately on the internal calendar system when you go to Events &gt; Calendar tab and click on filter options.
+
[[Image:Events-Photos_and_Images-image19.png]]</span></div>
#:**'''Display on Public Events Calendar''' – When this option is checked the event will display on the website’s calendar as well as the upcoming events list. This option must be selected in order for the event to show on your public website.  
+
 
#:**'''Display on Members Only Calendar'''  – When this option is checked the event will display on the Member Information Center (Members Portal) after they log in. This option must be checked for the event to show on the members’ calendar in the Member Center.  
+
====Add a Main Event Photo or a New Gallery Photo====
#:**'''Display on Featured Events''' – This option allows for this event to be listed as a featured event on the featured events list.
+
 
#:*'''Event Category''':Select the categories to which you ant to assign the event.  as many categories as desired for this event.  Website visitors may search for events by category on the public website. The Administrator may add/remove categories, by clicking edit categories.
+
#On the '''General''' tab, click Add Image in the Action column of the '''Image Type''' that you wish to add in the Photos & Images area.
#Click '''Next'''. The '''Description/Appearance''' settings will be displayed.
+
#:[[Image:Events-Add_a_Main_Event_Photo_or_a_New_Gallery_Photo-image20.png|center]]
#:[[Image:Events-Add_an_event-image15.png|center]]
+
#Type the path and filename of the desired graphic file or click '''Browse''' to locate and open the desired graphic is located.  
#Configure the following:
+
#Click Upload Image.
#:*'''Event Description''': Enter a description of the event. Click the '''advanced edit''' link to format the text as desired for display on the website.
+
#:[[Image:Events-Add_a_Main_Event_Photo_or_a_New_Gallery_Photo-image21.png|center]]
#:*'''Location Description''': Enter location details. Click the '''advanced edit''' link to format the text as desired for display on the website.
+
#Click '''Close Window'''.
#:*'''Date/Time Description''': Enter date/time description to be displayed on the web-site. Click the '''advanced edit''' link for additional formatting options.  
 
#:*'''Fee Description''': Enter fee description to be displayed on the web-site. Click the '''advanced edit''' link for additional formatting options.  
 
#:*'''Search Description''': Enter the description to be displayed when events are searched.
 
#:*'''Contact Information''': Enter the name of the contact for this event.
 
#:*'''Contact Email''': Enter the email for the contact.
 
#:*'''Website URL''': If applicable, enter the URL to a website that provides further information about the event.
 
#:*'''Website URL Text''': If applicable, enter text for the URL.
 
#Click '''Next'''. The '''Fees/Billing Information''' screen will be displayed.
 
#:[[Image:Events-Add_an_event-image16.png]]  
 
#'''Assign Fee Items''': If fees will be associated with this event, click Assign Fee Items.  In order to be assigned, fees must first be created by someone with Finance or Administrator permissions.  Fees can also be assigned later on the Fees tab of the event.
 
#'''Online Registration Options''': If desired, select to allow members and/or non-members to register online for this event.  Selecting this checkbox will immediately display the '''Register''' button on the public event page.  This selection can also be turned on later on the Fees tab of the event.
 
#Click '''Finish'''.
 
 
After creating a new event, work with the tabs in order as displayed.  For example, after completing the General tab, setup the fees (if applicable) on the Fees</span> tab.  The Sponsor tab would be next, the Guest List, and finally the Account tab.  You may complete them out-of-order if desired but there is a logical flow if working from left to right.  The main concern would be to have the fees in place before registering guests and sponsors.
 
  
==Create a Recurring Event==
+
'''NOTE''': Only one Main Event photo may be added which is automatically positioned within the event description area.  However, Gallery Photos may contain multiple images which display in thumbnail size at the bottom of the event page but will be enlarged when a consumer clicks the image.  Photos may also be added to the Event Description. Click Add/Edit Image while editing the description text.
  
'''Video:''' Create a Recurring Event <html><a target="_blank" href="http://www.chambermaster.com/directory/include/help/Videos/Events/recurring/recurring%20event.htm"><img src="/images/3/31/Vid.png" /></a></html>
+
====Remove a Main Event Photo or a Gallery Photo====
  
If your association has an event which occurs on a regular basis, save time by setting it up as a recurring event. Most the details of the original event will be applied to the recurring instances. A notable exception is Fees, which must be set for each instance.
+
On the event's '''General''', click '''Remove Image''' in the '''Action''' column of the Image Type that you wish to remove in the '''Photos & Images''' area.  
 +
#:[[Image:Events-Remove_a_Main_Event_Photo_or_a_Gallery_Photo-image22.png|center]]
  
'''The following event details DO NOT get copied from original event:'''
+
'''NOTE''': There is no confirmation required, the images will be immediately removed.
*Reminder to attendees
 
*Fees
 
*Discounts
 
*Attendees
 
*Attendees List
 
*Locations
 
*Custom Fields
 
*Event Notes
 
  
'''Important:''' Once an event is listed as a recurring event, each event instance will be displayed on the calendar at the appropriate date/time where the instance may be modified on an individual basis or '''ALL''' instances may be changed at once by editing the original occurrence.
+
====Change an existing Main Event Photo or Gallery Photo====
  
'''Note: '''After an instance has been edited individually, it will no longer accept the changes from the original occurrence.
+
#On the event's '''General''' </span>tab click '''Change Image''' in the '''Action''' column of the '''Image Type''' that you wish to change in the '''Photos & Images''' area. 
 +
#Type the path and filename of the desired graphic file or click '''Browse''' to locate and open the desired graphic is located.
 +
#Click Upload Image.
  
[[File:recurring.png]]
+
====Add a Video====
  
[[Category: Events]]
+
#On the event's '''General''', click '''Add Video''' in the '''Action''' column in the '''Photos & Images''' area.
 +
#:[[Image:Events-Add_a_video-image23.png|center]]
 +
#Type or paste the YouTube “share link” for the desired video into the Event Video field.
  
<html><p>&nbsp;</p></html>
+
===Add Mapping Information===
  
'''Set the recurrence of an event'''
+
You may upload a map image of include address information to display the location of your event in Google maps.
  
#On the General tab, click the Recurrence arrow and click the desired recurrence.
+
====Upload a Map Image====
#:[[Image:Events-Set_the_recurrence_of_an_event-image31.png|recurrence|center|frame]]
 
#Complete the Recurrence fields for the selected recurrence.
 
#:[[Image:Events-Set_the_recurrence_of_an_event-image32.png|center|frame]]
 
  
'''NOTE:''' If you are already on the General tab of the original event, you may click edit specific instance and click to select the desired instance to edit.
+
#On the event's '''General''', click '''Upload Image''' in the '''Action''' column in the '''Photos & Images''' area.
 +
#:[[File:Events-Add_a_map_image-image24.png|center]]
 +
#Click '''Add Image''' in the '''Action''' column.
 +
#Type the path and filename of the desired graphic file or click '''Browse''' to locate and click '''Open''' when desired graphic is located.
 +
#Click '''Upload Image'''.
 +
#Click '''Close Window'''.
  
'''Edit a specific instance'''
+
====Include Map to Event====
  
#In the '''Events''' module, click the '''Calendar''' tab
+
#On the event's '''General''', click '''Google Maps''' in the '''Action''' column in the '''Photos & Images''' area.
#Advance to the date of the desired instance.  
+
#Enter '''Street Addr''' and '''City/State/Zip'''.
#Click the title of the event.
 
#Make desired modification. Modifications made will only affect this specific instance. (You may even delete a specific instance without affecting the others.)
 
  
'''Edit all Event Instances'''
+
[[File:Map.JPG|center]]
  
To edit all instances of the event, you may also click the original event on the Calendar to go directly to the original event. After an instance has been edited individually, it will no longer accept the changes from the original occurrence.  
+
'''NOTE:''' Click on '''View Map''' to preview the map location.
  
#In the '''Events''' module click the Calendar tab
+
===Add Custom Fields===
#Click the title of any event instance of the desired event.
+
1. From the '''Advanced''' tab click to expand '''Custom Registration Fields''', then click '''Add a Field'''
#In the Recurrence field, click the title of the original event.
+
 
#:[[Image:Events-To_edit_all_event_instances-image33.png|center]]
+
 
 +
::[[File:cfr1.png]]
 +
::'''Figure 1: Creating Custom Registration Fields'''
  
==Copy an Event==
 
  
#Click '''Add''' in the header bar.
+
2. Create the custom registration field by completing the following:
#:[[Image:Events-Add_an_event-image13.png]]</span></div>
+
:a. Field Name
#Click '''Event'''. The '''Add a New Event''' wizard will be displayed.
+
:b. Public Display Text (optional)
#Click '''Copy a Past Event'''.
+
:c. Select Data Type
#:[[File:Event Lookup.JPG|center]]
 
#Type the name of the event in the '''Event Name''' text box and select or scroll through the list and select the desired event.
 
#Click '''Continue'''.  The '''General Information''', '''Descriptions/Appearance''', and '''Fees/Billing Information''' will be copied from the past event.
 
#Update fields as needed.
 
  
==Importing Events from an iCal Feed==
 
The iCal feed import provides an ability for customers to upload their iCal list (from the Cloud drive or other http url used with iPhones, iPads etc and other similar calendars) and import directly into the event calendar.  A URL is specified to the location of this iCal and then each night the events are synched.
 
To import iCal feeds into the event calendar
 
#Click '''Setup''' in the left-hand menu.
 
#Click '''Event Options and Settings'''
 
#Open the '''General Settings''' area.
 
#Click the '''+Add''' button in the iCal Import section.
 
#:[[File:Events-Importing events from an iCal feed-image17.png|framed|none]]
 
#Type the URL of the iCal feed.
 
#Click '''Save'''.
 
{|style="padding:5px; text-align:left; background-color: #d9edf7; padding:10px; width: 100%; margin-top:25px"
 
|-
 
|'''Note: '''Once an iCal has been added, the events on that calendar may take up to 24 hours to display on your event calendar.
 
|}
 
  
{|style="padding:5px; text-align:left; background-color: #d9edf7; padding:10px; width: 100%; margin-top:25px"
+
::[[File:cfr2.png]]
|-
+
::'''Figure 2: Custom Registration Instructions'''
|'''Note: '''Recurring events are not supported with the iCal import feature.
 
|}
 
  
=Editing/Customizing Event Information=
 
  
Facts displayed about an event are based on information from the event’s '''General tab'''. The Event Title, Start Date/Time, End Date/Time, Contact Information, Website URL, and Approval Status may be modified here.
+
:d. Designate whether or not custom field will be a publicly displayed field
 +
:e. Designate whether or not custom filed is required
 +
:f. (If data type is Drop Down List) Enter drop down selection items
  
In addition to this basic information, the Event Information area contains the Event Description, Location Description, Date/Time Description, and Fee Description, which is typed into the built-in editor allowing formatting of the text such as bold, underline, font size and style changes.
 
  
==Edit Event General Information==
+
::[[File:cfr3.png]]
#In the Events module, select the desired event.
+
::'''Figure 3: Custom Registration Instructions 2'''
#On the General tab, modify the desired  fields.
 
#Click Save</span>.
 
  
[[Image:Events-Edit_event_information-image18.png|event information]]
+
===Placement Options (Calendar Display Options)===
  
'''Allow others to see who is attending''' - Select this checkbox if you wish to display the list of event attendees. A '''See who else is going''' text link is added to the event email invitation template. When the '''Allow others to see who is attending''' setting is enabled, and there are attendees signed up, members will be able to see who else is planning to attend. If they click this new link in their email invitation, it will automatically log them into the MIC and bring them straight to the '''Who's Going Tab''' for that particular Event
+
An event may be displayed on three different calendars:  the Internal Chamber Events calendar, the Public Events calendar (web site), and/or the Members Only calendar. A check on the Featured Events check box will display this event on the public web site calendar page in a highlighted area title “Featured Events.”
 
 
===Adding Photos and Images===
 
  
Photos, images, a map and a video may be added to the event page.
+
  <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 18pt;"><span style="font-weight: bold;"><span id="wwpID0E0T60HA">Internal Chamber Events</span></span>. All calendar events will automatically display for your Chamber staff on the <span style="font-weight: bold;">Calendar</span> tab no matter what selection is made for the Visibility check box but if selecting “Internal Chamber Event Calendar”, you will be able to filter by this selection on the <span style="font-weight: bold;">Calendar</span> tab.</div>
One photo may be added as a Main Event photo that is automatically positioned within the event description area, and/or multiple photos may be included in the Photo Gallery which displays in thumbnail size at the bottom of the event page but will be enlarged when a consumer clicks the image. Images are automatically resized to accommodate the space allowed. Images must be .jpg or .gif.
+
  <div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0S60HA">[[Image:Events-Placement_Options-image34.png|placement options]]</span></div>
 
+
  <div style="color: #000000; font-family: &quot;Times New Roman&quot;; font-size: 10pt; font-weight: normal; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt;"><span id="wwpID0E0R60HA">Figure 2-17</span></span> Placement Options</div>
A map to the event location may be included by uploading your own .jpg or .gif image or pointing to Google Maps.
+
====Select placement options====
 
+
  <div style="margin-left: 18pt;margin-bottom: 0pt;">
One YouTube video may be displayed on the event description page as well.
+
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
+
      <tr valign="baseline">
[[Image:Events-Photos_and_Images-image19.png]]</span></div>
+
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td>
 
+
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0P60HA">On the </span><span style="font-weight: bold;">General</span> tab, click the desired visibility check box(es).</div></td>
====Add a Main Event Photo or a New Gallery Photo====
+
      </tr>
 
+
    </table>
#On the '''General''' tab, click Add Image in the Action column of the '''Image Type''' that you wish to add in the Photos & Images area.
+
  </div>
#:[[Image:Events-Add_a_Main_Event_Photo_or_a_New_Gallery_Photo-image20.png|center]]
+
  <div style="margin-left: 18pt;margin-bottom: 0pt;">
#Type the path and filename of the desired graphic file or click '''Browse''' to locate and open the desired graphic is located.  
+
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
#Click Upload Image.
+
      <tr valign="baseline">
#:[[Image:Events-Add_a_Main_Event_Photo_or_a_New_Gallery_Photo-image21.png|center]]
+
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">2. </div></td>
#Click '''Close Window'''.
+
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0O60HA">Click </span><span style="font-weight: bold;">Save</span>.</div></td>
 +
      </tr>
 +
    </table>
 +
  </div>
 +
  <div style="margin-left: 18pt;margin-bottom: 0pt;">
 +
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 +
      <tr valign="baseline">
 +
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">3. </div></td>
 +
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0N60HA">If selecting </span><span style="font-weight: bold;">Display on Featured Events</span>, complete the <span style="font-weight: bold;">Featured Events</span> window by selecting <span style="font-weight: bold;">Sort Order </span>and desired <span style="font-weight: bold;">Order.  </span>Then click <span style="font-weight: bold;">Save</span> and <span style="font-weight: bold;">Close</span>.</div></td>
 +
      </tr>
 +
    </table>
 +
  </div>
 +
  <div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0M60HA">[[Image:Events-Select_placement_options-image35.png|featured events]]</span></div>
 +
  <div style="color: #000000; font-family: &quot;Times New Roman&quot;; font-size: 10pt; font-weight: normal; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt;"><span id="wwpID0E0L60HA">Figure 2-18</span></span> Featured Events window</div>
 +
===Define Event Categories===
  
'''NOTE''': Only one Main Event photo may be added which is automatically positioned within the event description area.  However, Gallery Photos may contain multiple images which display in thumbnail size at the bottom of the event page but will be enlarged when a consumer clicks the image.  Photos may also be added to the Event Description. Click Add/Edit Image while editing the description text.  
+
Event categories are a way by which events can be filtered on your web-site.
  
====Remove a Main Event Photo or a Gallery Photo====
+
#On the event's '''General''' tab, click the desired Event Category(ies) check box(es) in the '''Placement Options'''
  
On the event's '''General''', click '''Remove Image''' in the '''Action''' column of the Image Type that you wish to remove in the '''Photos & Images''' area.
+
====Add Event Categories====
#:[[Image:Events-Remove_a_Main_Event_Photo_or_a_Gallery_Photo-image22.png|center]]
 
  
'''NOTE''': There is no confirmation required, the images will be immediately removed.
+
#Click the event's General tab
 +
#:[[Image:Events-Edit_event_categories-image36.png|center]]
 +
#Click '''edit categories''' in the '''Placement Options''' area.
 +
#:[[Image:Events-Edit_event_categories-image37.png|center]] 
 +
#Click '''Add Category'''.
 +
#:[[File:Add Event Categories.jpg|center]]
 +
#Enter the name of the category in the '''Category Name:''' text box.
 +
#Click '''Save'''.
  
====Change an existing Main Event Photo or Gallery Photo====
+
===Customize Event Registration Instructions & Confirmation Message===
  
#On the event's '''General''' </span>tab click '''Change Image''' in the '''Action''' column of the '''Image Type''' that you wish to change in the '''Photos & Images''' area. 
+
You can add event registration instructions to be displayed on the registration form, and also customize a message displayed after the registrant completes registration.
#Type the path and filename of the desired graphic file or click '''Browse''' to locate and open the desired graphic is located.
 
#Click Upload Image.
 
  
====Add a Video====
+
#On the desired event page, click the '''Advanced''' tab.
 +
#Expand the '''Messages''' section.
 +
#:[[File:Reg Confirmations CP.JPG|center]]
 +
#In the '''Registration Instructions''' text-box, type the message that you would like to appear at the top of the registration page. Click the '''advanced edit''' link for more editing options.
 +
#In the '''Registration Confirmation''' text box, type the message that you would like to appear in the browser window after the registrant completes the registration form. Click the '''advanced edit''' link for more editing options.
 +
#Click '''Save''' to save your messages.
  
#On the event's '''General''', click '''Add Video''' in the '''Action''' column in the '''Photos & Images''' area.
+
==Setup Event Fees and Billing==
#:[[Image:Events-Add_a_video-image23.png|center]]
+
Events that require a fee to participate can be managed through the Events module. Event fees, designated for members or non-members, may be associated with each event. If allowing online registration, members-only pricing is available to those with a members-only login name and password.
#Type or paste the YouTube “share link” for the desired video into the Event Video field.  
 
  
===Add Mapping Information===
+
Staff control what payment options appear for members and non-members, with a separate set of options available for each. If integrated with QuickBooks or using the integrated billing module, individual invoices may be generated from the Events module for those requesting payment by invoice.
  
You may upload a map image of include address information to display the location of your event in Google maps.
+
Discounts based on age, date, or volume may be created for each event and applied when appropriate information is provided during registration.
  
====Upload a Map Image====
+
The Account tab displays a running total of the event income activity in addition to a summary of guest list information.
  
#On the event's '''General''', click '''Upload Image''' in the '''Action''' column in the '''Photos & Images''' area.
+
Setting up and using event fees require the following steps:
#:[[File:Events-Add_a_map_image-image24.png|center]]
+
*Assign Event Fees
#Click '''Add Image''' in the '''Action''' column.
+
*Select Billing Preferences
#Type the path and filename of the desired graphic file or click '''Browse''' to locate and click '''Open''' when desired graphic is located.  
+
*Create Discounts Options
#Click '''Upload Image'''.  
+
*View Account Information
#Click '''Close Window'''.
+
*Create Event Invoices
 +
===Assign Event Fees===
 +
  <div style="font-family: Tahoma; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0KY0HA">Once created, fees may be assigned to an event.  If desired, multiple fees may be assigned to one event giving the ability to have separate pricing for members and non-members, pricing for sponsors, or any desired additional fee item.</span></div>
 +
  <div style="font-family: Tahoma; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0JY0HA">Assigning event registration fees may be done </span><span style="text-decoration: underline;">during creation</span> of a new event by selecting <span style="font-weight: bold;">Assign Fee Items</span> on Step 3 of 3 or <span style="text-decoration: underline;">after creation</span> on the <span style="font-weight: bold;">Fees</span> tab.  When assigning fees after creation, event registration fees <span style="text-decoration: underline;">and</span> additional fees items may both be assigned.  Steps outlined below will specifically address assigning fees after creation but the same concepts can be applied to assigning fees during creation.</div>
 +
  <div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0IY0HA">[[Image:Events-Assign_Event_Fees-image60.png|Assign fee items - add wizard]]</span></div>
 +
  <div style="color: #000000; font-family: &quot;Times New Roman&quot;; font-size: 10pt; font-weight: normal; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt;"><span id="wwpID0E0HY0HA">Figure 3-4</span></span> During creation</div>
 +
  <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 18pt;"><span id="wwpID0E0GY0HA">Only one event </span><span style="text-decoration: underline;">registration</span> fee may be selected per registrant.  One or more <span style="text-decoration: underline;">additional</span> fee items may be selected per registrant.</div>
 +
  <div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0FY0HA">[[Image:Events-Assign_Event_Fees-image61.png|Assign fee items - fees tab]]</span></div>
 +
  <div style="color: #000000; font-family: &quot;Times New Roman&quot;; font-size: 10pt; font-weight: normal; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt;"><span id="wwpID0E0EY0HA">Figure 3-5</span></span> After creation</div>
  
====Include Map to Event====
+
====Assign Event Registration Fees====
  
#On the event's '''General''', click '''Google Maps''' in the '''Action''' column in the '''Photos & Images''' area.
+
'''Note:''' Only one event registration fee may be selected per registrant.
#Enter '''Street Addr''' and '''City/State/Zip'''.
 
  
[[File:Map.JPG|center]]
+
  <div style="margin-left: 18pt;margin-bottom: 0pt;">
 
+
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
'''NOTE:''' Click on '''View Map''' to preview the map location.
+
      <tr valign="baseline">
 
+
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td>
====Add Custom Fields====
+
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0BY0HA">On the </span><span style="font-weight: bold;">Fees</span> tab, click <span style="font-weight: bold;">Assign Fee Items</span> in the <span style="font-weight: bold;">Event Registration Fees</span> area.</div></td>
1. From the '''Advanced''' tab click to expand '''Custom Registration Fields''', then click '''Add a Field'''
+
      </tr>
 
+
    </table>
 
+
  </div>
::[[File:cfr1.png]]
+
  <div style="margin-left: 18pt;margin-bottom: 0pt;">
::'''Figure 1: Creating Custom Registration Fields'''
+
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
+
      <tr valign="baseline">
 
+
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">2. </div></td>
2. Create the custom registration field by completing the following:
+
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0AY0HA">Select the desired fee by clicking the </span><span style="font-weight: bold;">Fee Item Type</span> arrow.</div></td>
:a. Field Name
+
      </tr>
:b. Public Display Text (optional)
+
    </table>
:c. Select Data Type
+
  </div>
 +
  <div style="margin-left: 18pt;margin-bottom: 0pt;">
 +
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 +
      <tr valign="baseline">
 +
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">3. </div></td>
 +
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E06X0HA">Complete other desired fields.  See Figure 3-6.</span></div></td>
 +
      </tr>
 +
    </table>
 +
  </div>
 +
  <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 18pt;"><span id="wwpID0E05X0HA">The </span><span style="font-weight: bold;">Event Fee Display Name</span> is limited to 50 characters.  The <span style="font-weight: bold;">Event Fee Description</span> is limited to 100 characters.</div>
 +
  <div style="margin-left: 18pt;margin-bottom: 0pt;">
 +
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 +
      <tr valign="baseline">
 +
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">4. </div></td>
 +
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E04X0HA">Click </span><span style="font-weight: bold;">Save &amp; Exit</span>. </div></td>
 +
      </tr>
 +
    </table>
 +
  </div>
 +
  <div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E03X0HA">[[Image:Events-Assign_event_registration_fees-image62.png|Assign fee items]]</span></div>
 +
 
 +
===Assign Additional Fee Item===
  
 +
One or more additional fee items may be selected per registrant. '''NOTE:''' The fee items are only available to those who register (select a registration fee item) for the event.
  
::[[File:cfr2.png]]
+
#On the '''Fees''' tab, click '''Assign Fee Items''' in the '''Additional Fee Items''' area.
::'''Figure 2: Custom Registration Instructions'''
+
#Select the desired fee by clicking the '''Fee Item Type''' arrow.
 +
#Complete other desired fields.
 +
#Click '''Save & Exit'''.
  
  
:d. Designate whether or not custom field will be a publicly displayed field
+
:[[File:aafie.png]]
:e. Designate whether or not custom filed is required
 
:f. (If data type is Drop Down List) Enter drop down selection items
 
  
 
+
====Edit an Event Fee Once Assigned====
::[[File:cfr3.png]]
+
<div style="margin-left: 18pt;margin-bottom: 0pt;">
::'''Figure 3: Custom Registration Instructions 2'''
 
 
 
===Placement Options (Calendar Display Options)===
 
 
 
An event may be displayed on three different calendars:  the Internal Chamber Events calendar, the Public Events calendar (web site), and/or the Members Only calendar. A check on the Featured Events check box will display this event on the public web site calendar page in a highlighted area title “Featured Events.”
 
 
 
  <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 18pt;"><span style="font-weight: bold;"><span id="wwpID0E0T60HA">Internal Chamber Events</span></span>.  All calendar events will automatically display for your Chamber staff on the <span style="font-weight: bold;">Calendar</span> tab no matter what selection is made for the Visibility check box but if selecting “Internal Chamber Event Calendar”, you will be able to filter by this selection on the <span style="font-weight: bold;">Calendar</span> tab.</div>
 
  <div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0S60HA">[[Image:Events-Placement_Options-image34.png|placement options]]</span></div>
 
  <div style="color: #000000; font-family: &quot;Times New Roman&quot;; font-size: 10pt; font-weight: normal; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt;"><span id="wwpID0E0R60HA">Figure 2-17</span></span> Placement Options</div>
 
====Select placement options====
 
  <div style="margin-left: 18pt;margin-bottom: 0pt;">
 
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td>
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0P60HA">On the </span><span style="font-weight: bold;">General</span> tab, click the desired visibility check box(es).</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0TX0HA">On the </span><span style="font-weight: bold;">Fees</span> tab, click the title of the desired event fee in the <span style="font-weight: bold;">Event Registration Fees</span> area or the <span style="font-weight: bold;">Additional Fee Items</span> area.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
Line 690: Line 700:
 
       <tr valign="baseline">
 
       <tr valign="baseline">
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">2. </div></td>
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">2. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0O60HA">Click </span><span style="font-weight: bold;">Save</span>.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0SX0HA">Make desired changes.</span></div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
Line 698: Line 708:
 
       <tr valign="baseline">
 
       <tr valign="baseline">
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">3. </div></td>
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">3. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0N60HA">If selecting </span><span style="font-weight: bold;">Display on Featured Events</span>, complete the <span style="font-weight: bold;">Featured Events</span> window by selecting <span style="font-weight: bold;">Sort Order </span>and desired <span style="font-weight: bold;">Order.  </span>Then click <span style="font-weight: bold;">Save</span> and <span style="font-weight: bold;">Close</span>.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0RX0HA">Click </span><span style="font-weight: bold;">Save &amp; Exit</span>.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
  <div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0M60HA">[[Image:Events-Select_placement_options-image35.png|featured events]]</span></div>
 
  <div style="color: #000000; font-family: &quot;Times New Roman&quot;; font-size: 10pt; font-weight: normal; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt;"><span id="wwpID0E0L60HA">Figure 2-18</span></span> Featured Events window</div>
 
====Define Event Categories====
 
  
Event categories are a way by which events can be filtered on your web-site.
+
====Remove an Event Fee Once Assigned====
 +
<div style="margin-left: 18pt;margin-bottom: 0pt;">
 +
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 +
      <tr valign="baseline">
 +
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td>
 +
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0PX0HA">On the </span><span style="font-weight: bold;">Fees</span> tab, click to select the check box in front of the desired item to be deleted. </div></td>
 +
      </tr>
 +
    </table>
 +
  </div>
 +
  <div style="margin-left: 18pt;margin-bottom: 0pt;">
 +
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 +
      <tr valign="baseline">
 +
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">2. </div></td>
 +
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0OX0HA">Click </span><span style="font-weight: bold;">Remove Select Fee Items</span>.</div></td>
 +
      </tr>
 +
    </table>
 +
  </div>
 +
  <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 18pt;"><span id="wwpID0E0NX0HA">Removing an event fee also removes any association with an event and makes it unavailable in event reports as well. Make sure that you no longer need access to this event fee before removing it.</span></div>
 +
  <div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0MX0HA">[[Image:Events-Remove_an_event_fee_once_assigned-image63.png|remove fee item]]</span></div>
 +
  <div style="color: #000000; font-family: &quot;Times New Roman&quot;; font-size: 10pt; font-weight: normal; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt;"><span id="wwpID0E0LX0HA">Figure 3-7</span></span> Removing an event fee</div>
 +
 
 +
===Select Registration and Billing Preferences===
  
# On the event's '''General''' tab, click the desired Event Category(ies) check box(es) in the '''Placement Options'''
+
'''Registration and Billing Preferences''' must be configured if fees have been assigned or to indicate online registration preferences.  Many of these preferences are available when you first setup an event on Step 3 of 3 or all selections may be made after you create the event on the '''Fees''' tab. 
  
====Add Event Categories====
+
Preferences include selection of online registration options for members and non-members, available payment methods, general invoice options and non-members invoice options (if applicable).  In addition email confirmation notices and email notification of registration may be specified if desired.
  
#Click the event's General tab
+
The steps outlined below allow you to setup preferences specific to the event you are working with.
#:[[Image:Events-Edit_event_categories-image36.png|center]]
+
#Click '''edit categories''' in the '''Placement Options''' area.  
+
#On the event's '''Fees''' tab, expand the '''Registration and Billing Preferences''' section.
#:[[Image:Events-Edit_event_categories-image37.png|center]]  
+
#:[[File:Registration and Billing Prefs.PNG|center]]
#Click '''Add Category'''.
+
#Configure the following options as desired for this event:
#:[[File:Add Event Categories.jpg|center]]
+
#*''' Online Registration Options''' - If allowing online registration but you do not select any acceptable methods of payment, upon registration a message will be displayed to registrants that the chamber will be in contact with them regarding the registration fees for this event.
#Enter the name of the category in the '''Category Name:''' text box.
+
#**'''Allow members to register online for this event'''. When this option is selected, you may choose one or more of the following billing options ('''NOTE:''' The payment methods selected under this option will be available to Active and Courtesy members.)
#Click '''Save'''.
+
#***Allow registrants to request to be Invoiced for fees incurred.
 
+
#***Allow registrants to specify that they will pay by Cash or Check at the time of the event.
==Setup Event Fees and Billing==
+
#**'''Allow non-members to register online for this event.''' When this option is selected, you may choose one or more of the following options ('''NOTE:''' The payment options selected here will be available to Non-Member, Prospective members, and the general public.
Events that require a fee to participate can be managed through the Events module. Event fees, designated for members or non-members, may be associated with each event. If allowing online registration, members-only pricing is available to those with a members-only login name and password.
+
#**'''Disallow online registrations after'''. Click the option if you wish to close registration at a certain date and timeEnter the date and time.
 
+
#**'''Allow online registrants to include multiple attendees on a single registration'''. Click the option to allow multiple attendees to be included on a single registration.
Staff control what payment options appear for members and non-members, with a separate set of options available for each. If integrated with QuickBooks or using the integrated billing module, individual invoices may be generated from the Events module for those requesting payment by invoice.
+
#**'''Send an automatic Registration Confirmation email to consumers registering online'''. Click this option if you wish to send an automated event registration confirmation. '''Note:'''  Custom text may be included on the confirmation email.  Put the desired custom text in the '''Chamber Message''' window in '''Setup''' > '''Event Options and Settings''' under the '''Registration and Billing Preferences''' area.
 
+
#***If you have selected '''Send an automatic Registration Confirmation email to consumers registering online''', the '''Include QR Code in Confirmation email for easy check-in''' option will be displayed. This option will include a QR Code in the event confirmation.  At your event, using the Staff App, you can scan the users QR code right from their smart phone or a printed version of their email. Once scanned, the attendee will immediately be marked as attended in the system.  '''NOTE:''' This feature is only available to those who have updated to the newest event registration.
Discounts based on age, date, or volume may be created for each event and applied when appropriate information is provided during registration.
+
#**'''Send an automatic Registration Notification email to our association at'''. Click this option and enter the email address to whom an automated email message will be sent when someone registers for the event.
 +
#*''' Invoice and Receipt Options''' - the following settings allow you to determine how you wish to track invoices for non-members who pay for event registration with a credit card:
 +
#**'''Assign non-member invoices or receipts to a single Member'''.  Select this option to assign all invoices to one member (this is best practice). The default member you configured under '''Setup > Events Options & Settings''' is displayed. Click the hyper-link to select a different member.
 +
#**'''Create a new Member for each non-member participant that pays by credit card to assign the invoice/receipt to'''. Select this option if you want a new member create for each non-member participant. From the drop-down list, select the member status to be associated to the new member.
 +
#*'''Credit Card Payment Tracking Options''' - these options allow you to configure how you wish to track credit card transactions. Your accounting practices will drive your choice.
 +
#**'''Create a new Invoice and Payment for each Credit Card Payment'''.
 +
#**'''Create a new Sales Receipt for each Credit Card Payment'''.
 +
#**'''Do not create Credit Card Payment records'''.
 +
#**'''Create a new Quick Books Customer for each non-member participant''' - this is only available for CQI users.
 +
#Click '''Save Preferences'''.
  
The Account tab displays a running total of the event income activity in addition to a summary of guest list information.
+
===Create Discount Options===
 +
Any event may have special discounts available and applied to all or selected fees. Discounts based on age, date, or volume may be created for each event and applied when appropriate information is provided during registration or the discount criteria is met because of date or volume.
 +
 
 +
====Create an Age-Based discount====
 +
#On the Fees tab, click '''Add Discount''' in the Discount Options area under the Age-Based Discounts section.
 +
#Complete the Add Event Discount screen.
 +
#Click '''Save'''.
 +
#:[[File:Create_an_age-based_discount.png|framed|none|Age-based discounts]]
  
Setting up and using event fees require the following steps:
+
====Create an Early Registration Discount====
*Assign Event Fees
+
#On the Fees tab, click '''Add Discount''' in the Discount Options area under the Early Registration Discounts section.
*Select Billing Preferences
+
#Complete the Add Event Discount screen.
*Create Discounts Options
+
#Click '''Save'''.
*View Account Information
+
#:[[File:Create an early registration discount.png|framed|none|Early Registration discounts]]
*Create Event Invoices
 
===Assign Event Fees===
 
  <div style="font-family: Tahoma; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0KY0HA">Once created, fees may be assigned to an event.  If desired, multiple fees may be assigned to one event giving the ability to have separate pricing for members and non-members, pricing for sponsors, or any desired additional fee item.</span></div>
 
  <div style="font-family: Tahoma; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0JY0HA">Assigning event registration fees may be done </span><span style="text-decoration: underline;">during creation</span> of a new event by selecting <span style="font-weight: bold;">Assign Fee Items</span> on Step 3 of 3 or <span style="text-decoration: underline;">after creation</span> on the <span style="font-weight: bold;">Fees</span> tab.  When assigning fees after creation, event registration fees <span style="text-decoration: underline;">and</span> additional fees items may both be assigned.  Steps outlined below will specifically address assigning fees after creation but the same concepts can be applied to assigning fees during creation.</div>
 
  <div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0IY0HA">[[Image:Events-Assign_Event_Fees-image60.png|Assign fee items - add wizard]]</span></div>
 
  <div style="color: #000000; font-family: &quot;Times New Roman&quot;; font-size: 10pt; font-weight: normal; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt;"><span id="wwpID0E0HY0HA">Figure 3-4</span></span> During creation</div>
 
  <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 18pt;"><span id="wwpID0E0GY0HA">Only one event </span><span style="text-decoration: underline;">registration</span> fee may be selected per registrant.  One or more <span style="text-decoration: underline;">additional</span> fee items may be selected per registrant.</div>
 
  <div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0FY0HA">[[Image:Events-Assign_Event_Fees-image61.png|Assign fee items - fees tab]]</span></div>
 
  <div style="color: #000000; font-family: &quot;Times New Roman&quot;; font-size: 10pt; font-weight: normal; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt;"><span id="wwpID0E0EY0HA">Figure 3-5</span></span> After creation</div>
 
  
====Assign Event Registration Fees====
+
====Create a Volume-Based Discount====
 +
#On the Fees tab, click '''Add Discount''' in the Discount Options area under the Volume Discounts section.
 +
#Complete the Add Event Discount screen.
 +
#Click '''Save'''.
 +
#:[[File:Create a volume-based discount.png|framed|none|Volume discounts]]
 +
#:When members or visitors register, upon checkout they will see the volume discount specified in a Discount column.
 +
#:[[File:Online Registration Volume Discount.png|framed|none|Online Registration Volume Discount Example]]
  
'''Note:''' Only one event registration fee may be selected per registrant.
+
====Create Membership Type Discount====
 
+
See event discounts by membership type in action. [[File:Vid.png|link=http://www.screencast.com/t/3qzmyWoorsVy]]
   <div style="margin-left: 18pt;margin-bottom: 0pt;">
+
#On the Fees tab, click '''Add Discount''' in the Discount Options area under the Membership Type Discounts section.
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
#Complete the Add Event Discount screen.
 +
#Click '''Save'''.
 +
#:[[File:Events-Create Membership Type Discount-image70.png|framed|none|Membership Type Discount Screen]]
 +
'''Notes:'''
 +
*Idea: Grant discounted, free, or included benefits to specific membership types.
 +
*Total discounts used per event may be specified and a separate limit per registration is also available.
 +
*For Plus edition or greater only.
 +
 
 +
====Create Promo Code Discount====
 +
See event promo codes in action [[File:Vid.png|link=http://www.screencast.com/t/IueiQQ9eugDp]]
 +
#On the Fees tab, click '''Add Discount''' in the Discount Options area under the Promo Code section.
 +
#Complete the Add Event Discount screen.
 +
#Click '''Save'''.
 +
#:[[File:Events-Create Promo Code Discount-image71.png|framed|none|Event Promo code window]]
 +
'''Notes:'''
 +
*Idea: create a Promo Code on your Event Fees tab and then post your promo code on specific advertising so you can track the effectiveness of the ad or provide this promo code to a select group of attendees.
 +
* Make sure to create different promo code for each discount.
 +
*Create multiple codes for each event if desired.
 +
*Limits on usage are available at the event level and registration level.
 +
*For Plus edition or greater only.
 +
 
 +
'''Related Topics''' [[Invoice Discounts]]
 +
 
 +
==View Event Account Information==
 +
   <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 10pt; margin-left: 18pt; text-indent: -18pt;"><span id="wwpID0E0FV0HA">Running totals of income billed and paid, registrations, invitations, and a list of event sponsors for an event can be viewed on the </span><span style="font-weight: bold;">Account</span> tab.  Totals are automatically updated as entries are made.</div>
 +
====View the Event Account Information====
 +
<div style="margin-left: 18pt;margin-bottom: 0pt;">
 +
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td>
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0BY0HA">On the </span><span style="font-weight: bold;">Fees</span> tab, click <span style="font-weight: bold;">Assign Fee Items</span> in the <span style="font-weight: bold;">Event Registration Fees</span> area.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0DV0HA">Select the desired event. </span></div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
Line 761: Line 829:
 
       <tr valign="baseline">
 
       <tr valign="baseline">
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">2. </div></td>
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">2. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0AY0HA">Select the desired fee by clicking the </span><span style="font-weight: bold;">Fee Item Type</span> arrow.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0CV0HA">Click the </span><span style="font-weight: bold;">Account</span> tab.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
   <div style="margin-left: 18pt;margin-bottom: 0pt;">
+
   <div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0BV0HA">[[Image:Events-View_the_event_account_information-image72.png]]</span></div>
 +
  <div style="color: #000000; font-family: &quot;Times New Roman&quot;; font-size: 10pt; font-weight: normal; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt;"><span id="wwpID0E0AV0HA">Figure 3-13</span></span> Account summary</div>
 +
 
 +
===Create Event Invoices and Sales Receipts===
 +
<div style="font-family: Tahoma; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E05U0HA">If integrated with QuickBooks or using the integrated billing module, individual invoices may be generated for members from the </span><span style="font-weight: bold;">Events</span> module for those requesting payment by invoice or for those registrants designated as such by chamber employees when completing registration.</div>
 +
  <div style="font-family: Tahoma; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E04U0HA">If registration is accepted for individuals that are not chamber members, invoices may also be generated if desired.  Two options for creation of non-member invoices are available:  create a new member record (or QB Customer with QuickBooks integration) for each non-member participant or assign non-member invoices to a single member (or QB Customer with QuickBooks integration).</span></div>
 +
  <div style="font-family: Tahoma; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E03U0HA">Creating invoices vary slightly dependent on which module you are using - - </span><span style="font-weight: bold;">QuickBooks</span> or <span style="font-weight: bold;">Billing</span>.  Follow the instructions in the appropriate section below for creating your event fees.</div>
 +
====Create Event Invoices/Sales Receipts when QuickBooks is Integrated====
 +
<div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; margin-bottom: 12pt; margin-left: 18pt;"><span id="wwpID0E01U0HA">Defaults may be set for these options but may also be changed right before creating the invoices. </span></div>
 +
  <div style="color: #808080; font-family: Cambria; font-size: 14pt; margin-bottom: 0pt; margin-left: 36pt; margin-top: 10pt;"><span id="wwpID0E0ZU0HA">To change the event invoice defaults</span></div>
 +
  <div style="margin-left: 36pt;margin-bottom: 12pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">3. </div></td>
+
         <td style="width: 18pt"><div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; text-align: justify;"><span style="font-family: Calibri; font-size: 10pt;">1. </span></div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E06X0HA">Complete other desired fields.  See Figure 3-6.</span></div></td>
+
         <td><div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; text-align: justify;"><span id="wwpID0E0YU0HA">Select the desired event.</span></div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
   <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 18pt;"><span id="wwpID0E05X0HA">The </span><span style="font-weight: bold;">Event Fee Display Name</span> is limited to 50 characters.  The <span style="font-weight: bold;">Event Fee Description</span> is limited to 100 characters.</div>
+
   <div style="margin-left: 36pt;margin-bottom: 12pt;">
  <div style="margin-left: 18pt;margin-bottom: 0pt;">
 
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">4. </div></td>
+
         <td style="width: 18pt"><div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; text-align: justify;"><span style="font-family: Calibri; font-size: 10pt;">2. </span></div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E04X0HA">Click </span><span style="font-weight: bold;">Save &amp; Exit</span>. </div></td>
+
         <td><div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; text-align: justify;"><span id="wwpID0E0XU0HA">Click the </span><span style="font-weight: bold;">Fees</span> tab.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
   <div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E03X0HA">[[Image:Events-Assign_event_registration_fees-image62.png|Assign fee items]]</span></div>
+
   <div style="margin-left: 36pt;margin-bottom: 12pt;">
 
 
====Assign Additional Fee Item====
 
One or more additional fee items may be selected per registrant.
 
 
 
#On the '''Fees''' tab, click '''Assign Fee Items''' in the '''Additional Fee Items''' area.
 
#Select the desired fee by clicking the '''Fee Item Type''' arrow.
 
#Complete other desired fields. See Figure 1.
 
#Click '''Save & Exit'''.
 
 
 
 
 
:[[File:aafie.png]]
 
:'''Figure 1: Assign Additional Fee Items
 
 
 
====Edit an Event Fee Once Assigned====
 
<div style="margin-left: 18pt;margin-bottom: 0pt;">
 
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td>
+
         <td style="width: 18pt"><div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; text-align: justify;"><span style="font-family: Calibri; font-size: 10pt;">3. </span></div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0TX0HA">On the </span><span style="font-weight: bold;">Fees</span> tab, click the title of the desired event fee in the <span style="font-weight: bold;">Event Registration Fees</span> area or the <span style="font-weight: bold;">Additional Fee Items</span> area.</div></td>
+
         <td><div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; text-align: justify;"><span id="wwpID0E0WU0HA">Make the desired selections in the </span><span style="font-weight: bold;">Billing Preferences</span> area. </div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
   <div style="margin-left: 18pt;margin-bottom: 0pt;">
+
   <div style="color: #808080; font-family: Cambria; font-size: 14pt; margin-bottom: 0pt; margin-left: 36pt; margin-top: 10pt;"><span id="wwpID0E0VU0HA">To create event invoices/sales receipts</span></div>
 +
  <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 36pt;"><span id="wwpID0E0UU0HA">You may also create event invoices by clicking the </span><span style="font-weight: bold;">Event Invoices</span> tab after selecting the <span style="font-weight: bold;">QuickBooks</span> module in the left-hand navigation bar.</div>
 +
  <div style="margin-left: 36pt;margin-bottom: 12pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">2. </div></td>
+
         <td style="width: 18pt"><div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; text-align: justify;"><span style="font-family: Calibri; font-size: 10pt;">1. </span></div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0SX0HA">Make desired changes.</span></div></td>
+
         <td><div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; text-align: justify;"><span id="wwpID0E0TU0HA">Select the desired event.</span></div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
   <div style="margin-left: 18pt;margin-bottom: 0pt;">
+
   <div style="margin-left: 36pt;margin-bottom: 12pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">3. </div></td>
+
         <td style="width: 18pt"><div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; text-align: justify;"><span style="font-family: Calibri; font-size: 10pt;">2. </span></div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0RX0HA">Click </span><span style="font-weight: bold;">Save &amp; Exit</span>.</div></td>
+
         <td><div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; text-align: justify;"><span id="wwpID0E0SU0HA">Click the </span><span style="font-weight: bold;">Account</span> tab.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
 
+
  <div style="margin-left: 36pt;margin-bottom: 12pt;">
====Remove an Event Fee Once Assigned====
 
<div style="margin-left: 18pt;margin-bottom: 0pt;">
 
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td>
+
         <td style="width: 18pt"><div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; text-align: justify;"><span style="font-family: Calibri; font-size: 10pt;">3. </span></div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0PX0HA">On the </span><span style="font-weight: bold;">Fees</span> tab, click to select the check box in front of the desired item to be deleted. </div></td>
+
         <td><div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; text-align: justify;"><span id="wwpID0E0RU0HA">If registrations have specified a payment method of “invoice” and the invoice has not yet been created, a selection will appear indicating the number of invoices that need to be created.  Or if credit card payment has been accepted and Credit Card Payment Tracking Options are set to create either an invoice/payment or sales receipt, a selection will appear indicating the number of entries that need to be created.</span></div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
   <div style="margin-left: 18pt;margin-bottom: 0pt;">
+
  <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 54pt;"><span id="wwpID0E0QU0HA">If the </span><span style="font-weight: bold;">Create Entries Now</span> button does not appear, there are no transactions to be created at this time.</div>
 +
  <div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0PU0HA">[[Image:Events-Create_Event_Invoices_2fSales_Receipts_when_QuickB-image73.png]]</span></div>
 +
  <div style="color: #000000; font-family: &quot;Times New Roman&quot;; font-size: 10pt; font-weight: normal; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt;"><span id="wwpID0E0OU0HA">Figure 3-14</span></span> Create Entries Now (QuickBooks example shown)</div>
 +
   <div style="margin-left: 36pt;margin-bottom: 12pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">2. </div></td>
+
         <td style="width: 18pt"><div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; text-align: justify;"><span style="font-family: Calibri; font-size: 10pt;">4. </span></div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0OX0HA">Click </span><span style="font-weight: bold;">Remove Select Fee Items</span>.</div></td>
+
         <td><div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; text-align: justify;"><span id="wwpID0E0NU0HA">Click </span><span style="font-weight: bold;">Create QuickBooks Entries Now</span>.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
   <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 18pt;"><span id="wwpID0E0NX0HA">Removing an event fee also removes any association with an event and makes it unavailable in event reports as well.  Make sure that you no longer need access to this event fee before removing it.</span></div>
+
   <div style="margin-left: 36pt;margin-bottom: 12pt;">
   <div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0MX0HA">[[Image:Events-Remove_an_event_fee_once_assigned-image63.png|remove fee item]]</span></div>
+
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
   <div style="color: #000000; font-family: &quot;Times New Roman&quot;; font-size: 10pt; font-weight: normal; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt;"><span id="wwpID0E0LX0HA">Figure 3-7</span></span> Removing an event fee</div>
+
      <tr valign="baseline">
 
+
        <td style="width: 18pt"><div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; text-align: justify;"><span style="font-family: Calibri; font-size: 10pt;">5. </span></div></td>
===Select Registration and Billing Preferences===
+
        <td><div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; text-align: justify;"><span id="wwpID0E0MU0HA">Make desired changes in the </span><span style="font-weight: bold;">Invoice Options</span> area.</div></td>
 
+
      </tr>
'''Registration and Billing Preferences''' must be configured if fees have been assigned or to indicate online registration preferencesMany of these preferences are available when you first setup an event on Step 3 of 3 or all selections may be made after you create the event on the '''Fees''' tab. 
+
    </table>
 
+
  </div>
Preferences include selection of online registration options for members and non-members, available payment methods, general invoice options and non-members invoice options (if applicable).  In addition email confirmation notices and email notification of registration may be specified if desired.
+
   <div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0LU0HA">[[Image:Events-Create_Event_Invoices_2fSales_Receipts_when_QuickB-image74.png|event invoices]]</span></div>
 
+
   <div style="color: #000000; font-family: &quot;Times New Roman&quot;; font-size: 10pt; font-weight: normal; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt;"><span id="wwpID0E0KU0HA">Figure 3-15</span></span> Invoice options</div>
The steps outlined below allow you to setup preferences specific to the event you are working with.
+
  <div style="margin-left: 36pt;margin-bottom: 12pt;">
+
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
#On the event's '''Fees''' tab, expand the '''Registration and Billing Preferences''' section.
+
      <tr valign="baseline">
#:[[File:Registration and Billing Prefs.PNG|center]]
+
        <td style="width: 18pt"><div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; text-align: justify;"><span style="font-family: Calibri; font-size: 10pt;">6. </span></div></td>
#Configure the following options as desired for this event:
+
        <td><div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; text-align: justify;"><span id="wwpID0E0JU0HA">Click </span><span style="font-weight: bold;">Create QuickBooks Entries Now</span>[[Image:Events-Create_Event_Invoices_2fSales_Receipts_when_QuickB-image75.png|create invoices now icon]]</div></td>
#*''' Online Registration Options''' - If allowing online registration but you do not select any acceptable methods of payment, upon registration a message will be displayed to registrants that the chamber will be in contact with them regarding the registration fees for this event.  
+
      </tr>
#**'''Allow members to register online for this event'''. When this option is selected, you may choose one or more of the following billing options ('''NOTE:'''  The payment methods selected under this option will be available to Active and Courtesy members.)
+
    </table>
#***Allow registrants to request to be Invoiced for fees incurred.
+
  </div>
#***Allow registrants to specify that they will pay by Cash or Check at the time of the event.
+
  <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 54pt;"><span id="wwpID0E0IU0HA">If the </span><span style="font-weight: bold;">Create QuickBooks Entries Now</span> button is not available (dimmed out), you may need to verify your QuickBooks connectionThis may be done at the top of the <span style="font-weight: bold;">Event Invoices</span> tab or by selecting <span style="font-weight: bold;">QuickBooks Connection Settings</span> in the <span style="font-weight: bold;">Setup</span> module.</div>
#**'''Allow non-members to register online for this event.''' When this option is selected, you may choose one or more of the following options ('''NOTE:''' The payment options selected here will be available to Non-Member, Prospective members, and the general public.
+
  <div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0HU0HA">[[Image:Events-Create_Event_Invoices_2fSales_Receipts_when_QuickB-image76.png|invoice creation]]</span></div>
#**'''Disallow online registrations after'''. Click the option if you wish to close registration at a certain date and time.  Enter the date and time.
+
  <div style="color: #000000; font-family: &quot;Times New Roman&quot;; font-size: 10pt; font-weight: normal; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt;"><span id="wwpID0E0GU0HA">Figure 3-16</span></span> Create Invoices</div>
#**'''Allow online registrants to include multiple attendees on a single registration'''. Click the option to allow multiple attendees to be included on a single registration.
+
  <div style="margin-left: 36pt;margin-bottom: 12pt;">
#**'''Send an automatic Registration Confirmation email to consumers registering online'''. Click this option if you wish to send an automated event registration confirmation. '''Note:'''  Custom text may be included on the confirmation email. Put the desired custom text in the '''Chamber Message''' window in '''Setup''' > '''Event Options and Settings''' under the '''Registration and Billing Preferences''' area.
+
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
#***If you have selected '''Send an automatic Registration Confirmation email to consumers registering online''', the '''Include QR Code in Confirmation email for easy check-in''' option will be displayed. This option will include a QR Code in the event confirmation.  At your event, using the Staff App, you can scan the users QR code right from their smart phone or a printed version of their email. Once scanned, the attendee will immediately be marked as attended in the system.  '''NOTE:''' This feature is only available to those who have updated to the newest event registration.
+
      <tr valign="baseline">
#**'''Send an automatic Registration Notification email to our association at'''. Click this option and enter the email address to whom an automated email message will be sent when someone registers for the event.
+
        <td style="width: 18pt"><div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; text-align: justify;"><span style="font-family: Calibri; font-size: 10pt;">7. </span></div></td>
#*''' Invoice and Receipt Options''' - the following settings allow you to determine how you wish to track invoices for non-members who pay for event registration with a credit card:
+
        <td><div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; text-align: justify;"><span id="wwpID0E0FU0HA">Invoice creation begins.  Click </span><span style="font-weight: bold;">Refresh Status Now</span> to display the current status for completed invoices. When <span style="font-weight: bold;">Invoicing Complete</span> appears, click <span style="font-weight: bold;">Refresh Status Now</span> to view a complete status list of all invoices.</div></td>
#**'''Assign non-member invoices or receipts to a single Member'''.  Select this option to assign all invoices to one member (this is best practice). The default member you configured under '''Setup > Events Options & Settings''' is displayed. Click the hyper-link to select a different member.
+
      </tr>
#**'''Create a new Member for each non-member participant that pays by credit card to assign the invoice/receipt to'''. Select this option if you want a new member create for each non-member participant. From the drop-down list, select the member status to be associated to the new member.
+
    </table>
#*'''Credit Card Payment Tracking Options''' - these options allow you to configure how you wish to track credit card transactions. Your accounting practices will drive your choice.
+
  </div>
#**'''Create a new Invoice and Payment for each Credit Card Payment'''.
+
  <div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0EU0HA">[[Image:Events-Create_Event_Invoices_2fSales_Receipts_when_QuickB-image77.png|invoice status]]</span></div>
#**'''Create a new Sales Receipt for each Credit Card Payment'''.
+
  <div style="color: #000000; font-family: &quot;Times New Roman&quot;; font-size: 10pt; font-weight: normal; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt;"><span id="wwpID0E0DU0HA">Figure 3-17</span></span> Invoice status</div>
#**'''Do not create Credit Card Payment records'''.
+
  <div style="margin-left: 36pt;margin-bottom: 12pt;">
#**'''Create a new Quick Books Customer for each non-member participant''' - this is only available for CQI users.
+
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
#Click '''Save Preferences'''.
+
      <tr valign="baseline">
 +
        <td style="width: 18pt"><div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; text-align: justify;"><span style="font-family: Calibri; font-size: 10pt;">8. </span></div></td>
 +
        <td><div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; text-align: justify;"><span id="wwpID0E0CU0HA">Click </span><span style="font-weight: bold;">Finish</span>.</div></td>
 +
      </tr>
 +
    </table>
 +
  </div>
 +
  <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 54pt;"><span id="wwpID0E0BU0HA">In many versions of QuickBooks you may print the batch of invoices by clicking </span><span style="font-weight: bold;">Invoices</span>. Then click the <span style="font-weight: bold;">Print </span>drop-down arrow [[Image:Events-Create_Event_Invoices_2fSales_Receipts_when_QuickB-image78.png|print batch]]. Click <span style="font-weight: bold;">Print Batch</span></div>
 +
  <div style="margin-left: 36pt;margin-bottom: 12pt;">
 +
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 +
      <tr valign="baseline">
 +
        <td style="width: 18pt"><div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; text-align: justify;"><span style="font-family: Calibri; font-size: 10pt;">9. </span></div></td>
 +
        <td><div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; text-align: justify;"><span id="wwpID0E0AU0HA">These invoices now exist in QuickBooks and are marked to be printed. You may view and print them in QuickBooks according to standard QuickBooks procedures. </span></div></td>
 +
      </tr>
 +
    </table>
 +
</div>
 +
====Create Event Invoices Using Integrated Billing Module====
  
===Create Discount Options===
+
If a payment method of Invoice is selected, this invoice will be queued and then created at a time of your choosing.  If a payment method of Credit Card is selected, one of three results will happen depending on your choice:  an invoice and payment will be automatically created, a sales receipt will automatically be created, or no transaction will happen.  Make these selections for each event on the Fees tab of the desired Event.
Any event may have special discounts available and applied to all or selected fees. Discounts based on age, date, or volume may be created for each event and applied when appropriate information is provided during registration or the discount criteria is met because of date or volume.
 
  
====Create an Age-Based discount====
+
Event invoices may be created from within the Events module or from the Billing module. Either way of creating invoices accomplishes the same task.  
#On the Fees tab, click '''Add Discount''' in the Discount Options area under the Age-Based Discounts section.
 
#Complete the Add Event Discount screen.
 
#Click '''Save'''.
 
#:[[File:Create_an_age-based_discount.png|framed|none|Age-based discounts]]
 
  
====Create an Early Registration Discount====
+
#In the Event Module, select the desired event.
#On the Fees tab, click '''Add Discount''' in the Discount Options area under the Early Registration Discounts section.
+
#Click the '''Account''' tab.
#Complete the Add Event Discount screen.
+
#If there are invoices to be created, the '''Create Invoices Now''' button will be displayed. If the '''Create Invoices Now''' button does not appear, there are no invoices to be created at this time.
#Click '''Save'''.
+
#Click '''Create Invoices Now'''.
#:[[File:Create an early registration discount.png|framed|none|Early Registration discounts]]
+
#Make any desired selections in the '''Bill To:''' which allows you to specify to whom the invoice should be addressed, and which items should be on the invoice line.  box for who the invoice should be addressed to and what items should appear on the invoice line.
 
+
#If you wish to apply any available credits a member may have available on their account, click '''Auto-apply available credits on invoices''' checkbox.
====Create a Volume-Based Discount====
+
#If desired, select a '''Message''' that will be printed on each invoice.  '''Note''': Click edit to modify the message or create a one-time custom message to display on all invoices.  
#On the Fees tab, click '''Add Discount''' in the Discount Options area under the Volume Discounts section.
+
#Complete the rest of the fields including '''Invoice Date''', '''Date Due''' and '''Payment Terms'''.
#Complete the Add Event Discount screen.
+
#In the list of invoices, uncheck any invoices that should be excluded from this Batch.  '''Note''': All excluded invoices may be added to this batch later.
#Click '''Save'''.
+
#Click '''Deliver Customer Invoices'''.
#:[[File:Create a volume-based discount.png|framed|none|Volume discounts]]
+
#Click '''Save Batch''' or '''Deliver Invoices'''. If clicking '''Save Batch''', you can return to a batch of invoices at any time to deliver them (email or print them). If clicking '''Deliver Invoices''', continue to the next step. Either choice, '''Save Batch''' or '''Deliver Invoices''', will create the batch of invoices. '''Deliver Invoices''' will create the invoices and immediately open a window with options to print and/or email the invoices.
#:When members or visitors register, upon checkout they will see the volume discount specified in a Discount column.
+
#If you have selected '''Deliver Invoices''' the '''Deliver Customer Invoices''' window will appear. The '''Delivery Method''' of '''Print Invoices''' is already selected. Those invoices with an Output selection (from the previous window) of '''Print''' or '''Both''' will be selected. Those invoices with an Output selection of Email or None will not be selected. Also, any invoice that does not have complete mailing address information will not be selected.
#:[[File:Online Registration Volume Discount.png|framed|none|Online Registration Volume Discount Example]]
+
#:'''NOTE:''' Changes made to the Contact Name or address on the '''Deliver Customer Invoices''' window does not modify the Member’s Account information. Permanent Billing Rep or address changes must be made in the Members module.
 +
#:[[File:recurring_inv4.jpg|center]]
 +
#Complete the '''Delivery Method''' selections as desired.
 +
#:<html><p class="note">Note: A default Invoice Template may be selected as desired by clicking '''Setup''' > '''Billing Options''' and '''Settings'''. Open the '''Appearance''' area and select a new '''Default Template'''. The templates may also be edited at this location. See “Invoice Templates” for more information.</p></html>
 +
#When ready, click '''Preview Invoices''' or '''Print Invoices'''.
 +
#:'''Suggestion: '''Click Mark invoices as Delivered after printing when printing the labels. (if not printing labels, click Mark invoices as Delivered after printing when printing the invoices). This will make it easier to determine later if the invoices in that batch have been printed or not. Later, the selection Print/Email Invoices on the Reports tab will easily identify any outstanding invoices that have not been “delivered”, regardless of which batch they belong to. See “Print/Email All Undelivered Invoices”
 +
#If mailing labels are desired, click '''Print Mailing Labels''' in the Delivery Method section.
 +
#:<html><p class="note">Note: When viewing the Member's Account tab after billing: The Next Billed column in the Membership Fees and Dues area reflects the name of the monthly batch that this fee/due will be included in or already has been included in. This column will automatically display the next billing month when the current date passes that month. For instance, if the current date is February 2015 and a fee/due is set to be billed in February 2015, the Next Billed column will display February 2015 until March 1, 2015; then it will automatically switch and display February 2016. To see if a particular fee/due has been billed, refer to the transactions displayed in the Transaction History area.</p></html>
 +
#:[[File:recurring_inv5.jpg|center]]
 +
#Make the desired selections.
 +
#Click '''Print Labels'''.
 +
#If any invoices need to be emailed, click '''Email Invoices''' in the Delivery Method section.
 +
#:[[File:invxx.jpg]]
 +
#Make the desired selections.
  
====Create Membership Type Discount====
+
=Working with Event Sponsors=
See event discounts by membership type in action. [[File:Vid.png|link=http://www.screencast.com/t/3qzmyWoorsVy]]
 
#On the Fees tab, click '''Add Discount''' in the Discount Options area under the Membership Type Discounts section.
 
#Complete the Add Event Discount screen.
 
#Click '''Save'''.
 
#:[[File:Events-Create Membership Type Discount-image70.png|framed|none|Membership Type Discount Screen]]
 
'''Notes:'''
 
*Idea: Grant discounted, free, or included benefits to specific membership types.
 
*Total discounts used per event may be specified and a separate limit per registration is also available.
 
*For Plus edition or greater only.
 
  
====Create Promo Code Discount====
+
==Adding a Sponsor==
See event promo codes in action [[File:Vid.png|link=http://www.screencast.com/t/IueiQQ9eugDp]]
+
You can add sponsors through the database, or sponsors are added automatically when a registrant selects a registration fee that you have designed to automatically add as a sponsor.
#On the Fees tab, click '''Add Discount''' in the Discount Options area under the Promo Code section.
 
#Complete the Add Event Discount screen.
 
#Click '''Save'''.
 
#:[[File:Events-Create Promo Code Discount-image71.png|framed|none|Event Promo code window]]
 
'''Notes:'''
 
*Idea: create a Promo Code on your Event Fees tab and then post your promo code on specific advertising so you can track the effectiveness of the ad or provide this promo code to a select group of attendees.
 
* Make sure to create different promo code for each discount.
 
*Create multiple codes for each event if desired.
 
*Limits on usage are available at the event level and registration level.
 
*For Plus edition or greater only.
 
  
'''Related Topics''' [[Invoice Discounts]]
+
'''NOTE:''' You must have fees setup for sponsorships prior to adding sponsors.
  
===View Account Information===
+
#In the desired event, click the '''Sponsors''' tab.
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 10pt; margin-left: 18pt; text-indent: -18pt;"><span id="wwpID0E0FV0HA">Running totals of income billed and paid, registrations, invitations, and a list of event sponsors for an event can be viewed on the </span><span style="font-weight: bold;">Account</span> tab. Totals are automatically updated as entries are made.</div>
+
#Click '''Add Sponsor'''.
====View the Event Account Information====
+
#:[[File:Add Sponsor.JPG|center]]
<div style="margin-left: 18pt;margin-bottom: 0pt;">
+
#Enter required contact information.
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
#Select the appropriate sponsorship registration fee.
      <tr valign="baseline">
+
#Click '''Save Changes'''.
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td>
+
#:[[File:Event Sponsor.JPG|center]]
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0DV0HA">Select the desired event. </span></div></td>
+
#Complete the registration form and check-out.
      </tr>
+
 
    </table>
+
==Remove a Sponsor==
  </div>
+
 
  <div style="margin-left: 18pt;margin-bottom: 0pt;">
+
'''NOTE:''' While the system provides the functionality to remove a sponsor, best practice is to cancel the registration associated with this sponsor. When you remove a sponsor on the '''Sponsor''' tab, this will also delete their event registration.  
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
      <tr valign="baseline">
 
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">2. </div></td>
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0CV0HA">Click the </span><span style="font-weight: bold;">Account</span> tab.</div></td>
 
      </tr>
 
    </table>
 
  </div>
 
  <div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0BV0HA">[[Image:Events-View_the_event_account_information-image72.png]]</span></div>
 
  <div style="color: #000000; font-family: &quot;Times New Roman&quot;; font-size: 10pt; font-weight: normal; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt;"><span id="wwpID0E0AV0HA">Figure 3-13</span></span> Account summary</div>
 
  
===Create Event Invoices and Sales Receipts===
+
#On the '''Sponsors''' tab, click the check box in front of the desired sponsor’s name in the '''List of Sponsors'''.
<div style="font-family: Tahoma; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E05U0HA">If integrated with QuickBooks or using the integrated billing module, individual invoices may be generated for members from the </span><span style="font-weight: bold;">Events</span> module for those requesting payment by invoice or for those registrants designated as such by chamber employees when completing registration.</div>
+
#Click '''Remove Selected Sponsors'''.
  <div style="font-family: Tahoma; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E04U0HA">If registration is accepted for individuals that are not chamber members, invoices may also be generated if desired. Two options for creation of non-member invoices are available: create a new member record (or QB Customer with QuickBooks integration) for each non-member participant or assign non-member invoices to a single member (or QB Customer with QuickBooks integration).</span></div>
+
 
  <div style="font-family: Tahoma; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E03U0HA">Creating invoices vary slightly dependent on which module you are using - - </span><span style="font-weight: bold;">QuickBooks</span> or <span style="font-weight: bold;">Billing</span>.  Follow the instructions in the appropriate section below for creating your event fees.</div>
+
==Add Additional Attendees with a Sponsor==
====Create Event Invoices/Sales Receipts when QuickBooks is Integrated====
+
 
<div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; margin-bottom: 12pt; margin-left: 18pt;"><span id="wwpID0E01U0HA">Defaults may be set for these options but may also be changed right before creating the invoices. </span></div>
+
#On the '''Sponsors''' tab, click the desired sponsor’s name in the '''List of Sponsors'''. The selected row will be highlighted in yellow.
  <div style="color: #808080; font-family: Cambria; font-size: 14pt; margin-bottom: 0pt; margin-left: 36pt; margin-top: 10pt;"><span id="wwpID0E0ZU0HA">To change the event invoice defaults</span></div>
+
#Click the '''Edit Registration''' icon.
  <div style="margin-left: 36pt;margin-bottom: 12pt;">
+
#:[[File:Sponsor Edit Registration.JPG|center]]
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
#Click '''Add Attendee'' and complete the registration form.
      <tr valign="baseline">
+
 
        <td style="width: 18pt"><div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; text-align: justify;"><span style="font-family: Calibri; font-size: 10pt;">1. </span></div></td>
+
==Sponsor Web Display Options==
        <td><div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; text-align: justify;"><span id="wwpID0E0YU0HA">Select the desired event.</span></div></td>
+
 
      </tr>
+
Sponsor logos may be uploaded and placement determined.  In addition, a logo website link for the sponsor may be activated. 
    </table>
+
A sponsor logo will automatically be displayed for the Sponsor Logo if a logo has been displayed for this sponsor-member before on any other event or if the member has a logo uploaded for their member logo in the Member Information Center.
  </div>
+
Sponsorship levels may also be created and assigned appropriately to each sponsor.  Sponsors may also be assigned a certain sort order.  
  <div style="margin-left: 36pt;margin-bottom: 12pt;">
+
 
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
===Add a Sponsor Logo===
      <tr valign="baseline">
+
 
        <td style="width: 18pt"><div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; text-align: justify;"><span style="font-family: Calibri; font-size: 10pt;">2. </span></div></td>
+
'''NOTE:'''A sponsor logo will automatically be available, if a logo has been previously uploaded for this sponsor-member or if the member has uploaded a logo in the Member Information Center.
        <td><div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; text-align: justify;"><span id="wwpID0E0XU0HA">Click the </span><span style="font-weight: bold;">Fees</span> tab.</div></td>
+
 
      </tr>
+
#On the '''Sponsors''' tab, click the desired sponsor’s name in the List of Sponsors area. The selected row will be highlighted in yellow. </div></td>
    </table>
+
#Click '''Add Image''' in the '''Sponsor Web Display Options''' area.  
  </div>
+
#:[[Image:Events-Add_a_sponsor_logo-image89.png]]
  <div style="margin-left: 36pt;margin-bottom: 12pt;">
+
#Type the path and filename of the desired graphic file or click '''Browse''' to locate the desired graphic.
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
#Click '''Upload Image'''.
      <tr valign="baseline">
+
#Click '''Close Window'''.
        <td style="width: 18pt"><div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; text-align: justify;"><span style="font-family: Calibri; font-size: 10pt;">3. </span></div></td>
+
#Select logo placement by clicking the '''Logo Placement''' arrow.  Select from: Right Column, Page Bottom or Do Not Display.
        <td><div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; text-align: justify;"><span id="wwpID0E0WU0HA">Make the desired selections in the </span><span style="font-weight: bold;">Billing Preferences</span> area. </div></td>
+
#Click '''Save'''.
      </tr>
+
 
    </table>
+
===Remove a Sponsor Logo===
  </div>
+
 
  <div style="color: #808080; font-family: Cambria; font-size: 14pt; margin-bottom: 0pt; margin-left: 36pt; margin-top: 10pt;"><span id="wwpID0E0VU0HA">To create event invoices/sales receipts</span></div>
+
#On the '''Sponsors''' tab, click the desired sponsor’s name in the '''List of Sponsors''' area. The selected row will be highlighted in yellow.
  <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 36pt;"><span id="wwpID0E0UU0HA">You may also create event invoices by clicking the </span><span style="font-weight: bold;">Event Invoices</span> tab after selecting the <span style="font-weight: bold;">QuickBooks</span> module in the left-hand navigation bar.</div>
+
#Click '''Remove Image''' in the '''Actions'''column of the '''Sponsor Web Display Options''' area. 
  <div style="margin-left: 36pt;margin-bottom: 12pt;">
+
#:[[Image:Events-Remove_a_sponsor_logo-image91.png|center]]
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
 
      <tr valign="baseline">
+
===Change a Sponsor Logo===  
        <td style="width: 18pt"><div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; text-align: justify;"><span style="font-family: Calibri; font-size: 10pt;">1. </span></div></td>
+
 
        <td><div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; text-align: justify;"><span id="wwpID0E0TU0HA">Select the desired event.</span></div></td>
+
#On the '''Sponsors''' tab, click the desired sponsor’s name in the '''List of Sponsors'''. The selected row will be highlighted in yellow.
      </tr>
+
#Click '''Change Image''' in the '''Action''' column in the '''Sponsor Web Display Options''' area.
    </table>
+
#Type the path and filename of the desired graphic file or click '''Browse''' to locate the desired graphic.
  </div>
+
#Click '''Upload Image'''</span>. </div></td>
  <div style="margin-left: 36pt;margin-bottom: 12pt;">
+
#Click '''Close Window'''.
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
 
      <tr valign="baseline">
+
===Sponsorship Levels===
        <td style="width: 18pt"><div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; text-align: justify;"><span style="font-family: Calibri; font-size: 10pt;">2. </span></div></td>
+
 
        <td><div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; text-align: justify;"><span id="wwpID0E0SU0HA">Click the </span><span style="font-weight: bold;">Account</span> tab.</div></td>
+
Default sponsorship levels may be created to use on events as desired (so that you only create the levels once and may use multiple times). Also, each event may have a unique set of sponsorship levels defined.
      </tr>
+
 
    </table>
+
====Create default sponsorship levels====
  </div>
+
 
  <div style="margin-left: 36pt;margin-bottom: 12pt;">
+
Default sponsorship levels will be available to use on each event if desired.  For each level, select whether the Sponsorship Level Name should display on the website as a heading for those listed under this sponsorship level.
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
 
      <tr valign="baseline">
+
#Login with administrator permissions.
        <td style="width: 18pt"><div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; text-align: justify;"><span style="font-family: Calibri; font-size: 10pt;">3. </span></div></td>
+
#Click '''Setup''' in the left-hand menu.</div></td>
        <td><div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; text-align: justify;"><span id="wwpID0E0RU0HA">If registrations have specified a payment method of “invoice” and the invoice has not yet been created, a selection will appear indicating the number of invoices that need to be created.  Or if credit card payment has been accepted and Credit Card Payment Tracking Options are set to create either an invoice/payment or sales receipt, a selection will appear indicating the number of entries that need to be created.</span></div></td>
+
#Click '''Event Options and Settings'''</span>.</div></td>
      </tr>
+
#Click '''Edit Default Levels''' in the '''Sponsors''' area.
    </table>
+
#Click '''Add New Level'''.
  </div>
+
#:[[Image:Events-Create_Sponsorship_Levels-image93.png|center]]</span></div>
  <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 54pt;"><span id="wwpID0E0QU0HA">If the </span><span style="font-weight: bold;">Create Entries Now</span> button does not appear, there are no transactions to be created at this time.</div>
+
#Type the name of the new sponsorship level in the '''Name''' field.
  <div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0PU0HA">[[Image:Events-Create_Event_Invoices_2fSales_Receipts_when_QuickB-image73.png]]</span></div>
+
#Select the desired '''Appearance''' option: “Display Heading” or “Do Not Display”.
  <div style="color: #000000; font-family: &quot;Times New Roman&quot;; font-size: 10pt; font-weight: normal; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt;"><span id="wwpID0E0OU0HA">Figure 3-14</span></span> Create Entries Now (QuickBooks example shown)</div>
+
#Optional: Change the order in which the sponsorship levels will appear on the website.
  <div style="margin-left: 36pt;margin-bottom: 12pt;">
+
#Click '''Save Changes'''.</span>.</div></td>
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
 
      <tr valign="baseline">
+
====Create unique sponsorship levels for each event====
        <td style="width: 18pt"><div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; text-align: justify;"><span style="font-family: Calibri; font-size: 10pt;">4. </span></div></td>
+
 
        <td><div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; text-align: justify;"><span id="wwpID0E0NU0HA">Click </span><span style="font-weight: bold;">Create QuickBooks Entries Now</span>.</div></td>
+
#For the desired event, click the '''Sponsors''' tab. Click </span><span style="font-weight: bold;">Events</span> in the left-hand menu.</div></td>
      </tr>
+
#Click the </span><span style="font-weight: bold;">Sponsors</span> tab.</div></td>
    </table>
+
#Click '''Edit Sponsorship Levels''' in the '''Sponsor Web Display Options''' area.
  </div>
+
#Click '''Add New Level''' to create a unique sponsorship level for this event or click '''Use Defaults''' to automatically display the default list of sponsorship levels that were created in the Setup module. (See “Create default sponsorship levels” above.).
  <div style="margin-left: 36pt;margin-bottom: 12pt;">
+
#Continue adding, editing, and removing sponsorship levels until the list is as desired for this particular event.  Note: any editing here does not affect the default sponsorship levels list created in the Setup module.
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
#Click '''Save Changes'''.
      <tr valign="baseline">
+
 
        <td style="width: 18pt"><div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; text-align: justify;"><span style="font-family: Calibri; font-size: 10pt;">5. </span></div></td>
+
==Output Rosters/Name Tags/Labels for Sponsors==
        <td><div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; text-align: justify;"><span id="wwpID0E0MU0HA">Make desired changes in the </span><span style="font-weight: bold;">Invoice Options</span> area.</div></td>
+
 
      </tr>
+
#On the '''Sponsors''' tab, click the '''Reports''' arrow.
    </table>
+
#Select the desired output:
  </div>
+
#:*Print Roster
  <div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0LU0HA">[[Image:Events-Create_Event_Invoices_2fSales_Receipts_when_QuickB-image74.png|event invoices]]</span></div>
+
#:*Print Nametags
  <div style="color: #000000; font-family: &quot;Times New Roman&quot;; font-size: 10pt; font-weight: normal; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt;"><span id="wwpID0E0KU0HA">Figure 3-15</span></span> Invoice options</div>
+
#:*Print Mailing Labels
  <div style="margin-left: 36pt;margin-bottom: 12pt;">
+
#:*Print Listing
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
#:*Download Listing
      <tr valign="baseline">
+
#:*Event Sponsors Report
        <td style="width: 18pt"><div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; text-align: justify;"><span style="font-family: Calibri; font-size: 10pt;">6. </span></div></td>
+
 
        <td><div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; text-align: justify;"><span id="wwpID0E0JU0HA">Click </span><span style="font-weight: bold;">Create QuickBooks Entries Now</span>.  [[Image:Events-Create_Event_Invoices_2fSales_Receipts_when_QuickB-image75.png|create invoices now icon]]</div></td>
+
[[Image:Events-Create_output_from_the_sponsor_list_(print_down-image95.png|sponsor output options|center]]
      </tr>
+
 
    </table>
+
=Working with the Guest List=
  </div>
+
 
  <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 54pt;"><span id="wwpID0E0IU0HA">If the </span><span style="font-weight: bold;">Create QuickBooks Entries Now</span> button is not available (dimmed out), you may need to verify your QuickBooks connection.  This may be done at the top of the <span style="font-weight: bold;">Event Invoices</span> tab or by selecting <span style="font-weight: bold;">QuickBooks Connection Settings</span> in the <span style="font-weight: bold;">Setup</span> module.</div>
+
{|style="padding:5px; text-align:left; background-color: #cce5ff; width:90%; margin-bottom:.2em;"
  <div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0HU0HA">[[Image:Events-Create_Event_Invoices_2fSales_Receipts_when_QuickB-image76.png|invoice creation]]</span></div>
+
|-
  <div style="color: #000000; font-family: &quot;Times New Roman&quot;; font-size: 10pt; font-weight: normal; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt;"><span id="wwpID0E0GU0HA">Figure 3-16</span></span> Create Invoices</div>
+
|'''NOTE:''' If you have recently made the move to the updated Guest List, click here [[File:Vid.png|link=https://www.screencast.com/t/TqKUDlaNfSAe]]for an overview.
  <div style="margin-left: 36pt;margin-bottom: 12pt;">
+
|}
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
 
      <tr valign="baseline">
+
When registration rosters and attendee lists must be tracked, a complete solution for managing participants is provided through the Guest List tab.
        <td style="width: 18pt"><div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; text-align: justify;"><span style="font-family: Calibri; font-size: 10pt;">7. </span></div></td>
+
Participants may be added using member or representative names in the current database, added as new by a chamber employee, or automatically entered by the participant if online registration is enabled.
        <td><div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; text-align: justify;"><span id="wwpID0E0FU0HA">Invoice creation begins.  Click </span><span style="font-weight: bold;">Refresh Status Now</span> to display the current status for completed invoices.  When <span style="font-weight: bold;">Invoicing Complete</span> appears, click <span style="font-weight: bold;">Refresh Status Now</span> to view a complete status list of all invoices.</div></td>
+
 
      </tr>
+
In addition, invitations may be sent to prospective attendees, resent to those who have not responded, and continually monitored, sorted, and reported on using the registration status column in the Guest List.
    </table>
+
 
  </div>
+
Output from the registration list consists of a roster sheet, mailing labels, name tags, and a printed list. Filter options may be applied to any output, filtered by registration status, payment status, or other self-selected filters. For example, emails may be sent, targeting only those registered or those still not registered, or many other combinations using the available filter options. Downloading this same information to a comma separated value (.csv) file is also available.
  <div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0EU0HA">[[Image:Events-Create_Event_Invoices_2fSales_Receipts_when_QuickB-image77.png|invoice status]]</span></div>
+
 
  <div style="color: #000000; font-family: &quot;Times New Roman&quot;; font-size: 10pt; font-weight: normal; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt;"><span id="wwpID0E0DU0HA">Figure 3-17</span></span> Invoice status</div>
+
Sending invitations to attendees is not required in order to maintain a list of participants. However, if invitations will be sent, it is most helpful to send the invitations before creating the participant list.
  <div style="margin-left: 36pt;margin-bottom: 12pt;">
+
 
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
==Send Invitations==
      <tr valign="baseline">
 
        <td style="width: 18pt"><div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; text-align: justify;"><span style="font-family: Calibri; font-size: 10pt;">8. </span></div></td>
 
        <td><div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; text-align: justify;"><span id="wwpID0E0CU0HA">Click </span><span style="font-weight: bold;">Finish</span>.</div></td>
 
      </tr>
 
    </table>
 
  </div>
 
  <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 54pt;"><span id="wwpID0E0BU0HA">In many versions of QuickBooks you may print the batch of invoices by clicking </span><span style="font-weight: bold;">Invoices</span>. Then click the <span style="font-weight: bold;">Print </span>drop-down arrow [[Image:Events-Create_Event_Invoices_2fSales_Receipts_when_QuickB-image78.png|print batch]]. Click <span style="font-weight: bold;">Print Batch</span></div>
 
  <div style="margin-left: 36pt;margin-bottom: 12pt;">
 
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
      <tr valign="baseline">
 
        <td style="width: 18pt"><div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; text-align: justify;"><span style="font-family: Calibri; font-size: 10pt;">9. </span></div></td>
 
        <td><div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; text-align: justify;"><span id="wwpID0E0AU0HA">These invoices now exist in QuickBooks and are marked to be printed. You may view and print them in QuickBooks according to standard QuickBooks procedures. </span></div></td>
 
      </tr>
 
    </table>
 
</div>
 
====Create Event Invoices Using Integrated Billing Module====
 
  
If a payment method of Invoice is selected, this invoice will be queued and then created at a time of your choosing.  If a payment method of Credit Card is selected, one of three results will happen depending on your choice:  an invoice and payment will be automatically created, a sales receipt will automatically be created, or no transaction will happen.  Make these selections for each event on the Fees tab of the desired Event.
+
Invitations may be created and sent via email using the Guest List Summary area on the Guest List tab. Mailing labels may be specifically generated for this group using the output options for mailing labels.
  
Event invoices may be created from within the Events module or from the Billing module. Either way of creating invoices accomplishes the same task.  
+
During the course of time, if invitees have still not responded to your invitations, you may decide to resend your invitation. The database will keep track of who has received an invitation but has not yet registered so that you may easily target those that might need a second or third reminder.
  
#In the Event Module, select the desired event.
+
#Click '''Create Invitations'''.
#Click the '''Account''' tab.
+
#:[[File:Send_Invitations.jpg]]</span></div>
#If there are invoices to be created, the '''Create Invoices Now''' button will be displayed. If the '''Create Invoices Now''' button does not appear, there are no invoices to be created at this time.
+
#Select the attendees that should receive invitations using one or more selections available under '''Add Invitees''', '''Add Members''', or '''Add Representatives'''. Repeat until your invitee list is complete. '''NOTE:''' Invitees that already appear on the Guest List  will automatically be marked with an asterisk and may be removed by clicking '''Remove''' to avoid accidental duplication of these invitees on the participant list.
#Click '''Create Invoices Now'''.  
+
#:[[File:Invitee_List.jpg]]  
#Make any desired selections in the '''Bill To:''' which allows you to specify to whom the invoice should be addressed, and which items should be on the invoice line.  box for who the invoice should be addressed to and what items should appear on the invoice line.
+
#Click '''Continue'''  
#If you wish to apply any available credits a member may have available on their account, click '''Auto-apply available credits on invoices''' checkbox.
+
#Complete the '''Send an Email invitation''' screen.  
#If desired, select a '''Message''' that will be printed on each invoice.  '''Note''': Click edit to modify the message or create a one-time custom message to display on all invoices.
+
#Click '''Send Email Now''' or you can choose to send the email at a future date.
#Complete the rest of the fields including '''Invoice Date''', '''Date Due''' and '''Payment Terms'''.  
+
 
#In the list of invoices, uncheck any invoices that should be excluded from this Batch.  '''Note''': All excluded invoices may be added to this batch later.
+
'''NOTE:''' You may wish to save this original email as a template for future use (for example if you wish to resend the invitation.)
#Click '''Deliver Customer Invoices'''.
+
 
#Click '''Save Batch''' or '''Deliver Invoices'''. If clicking '''Save Batch''', you can return to a batch of invoices at any time to deliver them (email or print them). If clicking '''Deliver Invoices''', continue to the next step. Either choice, '''Save Batch''' or '''Deliver Invoices''', will create the batch of invoices. '''Deliver Invoices''' will create the invoices and immediately open a window with options to print and/or email the invoices.
+
===Resend Invitations to those not yet Registered===
#If you have selected '''Deliver Invoices''' the '''Deliver Customer Invoices''' window will appear. The '''Delivery Method''' of '''Print Invoices''' is already selected. Those invoices with an Output selection (from the previous window) of '''Print''' or '''Both''' will be selected. Those invoices with an Output selection of Email or None will not be selected. Also, any invoice that does not have complete mailing address information will not be selected.
+
 
#:'''NOTE:''' Changes made to the Contact Name or address on the '''Deliver Customer Invoices''' window does not modify the Member’s Account information. Permanent Billing Rep or address changes must be made in the Members module.
+
#On the '''Guest List''' tab, click the '''view/resend''' link.
#:[[File:recurring_inv4.jpg|center]]
+
#:[[File:Invitations - resend.jpg|center]]
#Complete the '''Delivery Method''' selections as desired.
+
#Review the list, and update if needed.
#:<html><p class="note">Note: A default Invoice Template may be selected as desired by clicking '''Setup''' > '''Billing Options''' and '''Settings'''. Open the '''Appearance''' area and select a new '''Default Template'''. The templates may also be edited at this location. See “Invoice Templates” for more information.</p></html>
+
#:[[File:Add invitations.JPG|center]]
#When ready, click '''Preview Invoices''' or '''Print Invoices'''.
+
#Click '''Continue'''.
#:'''Suggestion: '''Click Mark invoices as Delivered after printing when printing the labels. (if not printing labels, click Mark invoices as Delivered after printing when printing the invoices). This will make it easier to determine later if the invoices in that batch have been printed or not. Later, the selection Print/Email Invoices on the Reports tab will easily identify any outstanding invoices that have not been “delivered”, regardless of which batch they belong to. See “Print/Email All Undelivered Invoices”
+
#Complete the Send an Email invitation screen.
#If mailing labels are desired, click '''Print Mailing Labels''' in the Delivery Method section.
+
#Click Send Email Now.
#:<html><p class="note">Note: When viewing the Member's Account tab after billing: The Next Billed column in the Membership Fees and Dues area reflects the name of the monthly batch that this fee/due will be included in or already has been included in. This column will automatically display the next billing month when the current date passes that month. For instance, if the current date is February 2015 and a fee/due is set to be billed in February 2015, the Next Billed column will display February 2015 until March 1, 2015; then it will automatically switch and display February 2016. To see if a particular fee/due has been billed, refer to the transactions displayed in the Transaction History area.</p></html>
 
#:[[File:recurring_inv5.jpg|center]]
 
#Make the desired selections.
 
#Click '''Print Labels'''.
 
#If any invoices need to be emailed, click '''Email Invoices''' in the Delivery Method section.
 
#:[[File:invxx.jpg]]
 
#Make the desired selections.
 
  
=Working with Event Sponsors=
+
'''NOTE:''' If you saved the original invite, you will be able to select it from your templates.
  
==Adding a Sponsor==
+
===Manage Invitee List===
You can add sponsors through the database, or sponsors are added automatically when a registrant selects a registration fee that you have designed to automatically add as a sponsor. 
+
From within the '''Invitations''' section you can indicate an invitee has declined, register an invitee, and add a comment:
  
'''NOTE:''' You must have fees setup for sponsorships prior to adding sponsors.
+
[[File:ManageInviteList.png|600px|center]]
  
#In the desired event, click the '''Sponsors''' tab.
+
===Register an Invitee===
#Click '''Add Sponsor'''.
+
#On the Guest List tab, click the '''Manage List''' link in the '''Invitations''' section.
#:[[File:Add Sponsor.JPG|center]]
+
#Click the '''Register''' link for the participant you wish to register.
#Enter required contact information.
+
#Complete the registration, and check-out.
#Select the appropriate sponsorship registration fee.
 
#Click '''Save Changes'''.
 
#:[[File:Event Sponsor.JPG|center]]
 
#Complete the registration form and check-out.
 
  
==Remove a Sponsor==
+
===Decline an Invitee===
 +
#On the Guest List tab, click the '''Manage List''' link in the '''Invitations''' section.
 +
#Click the '''Decline''' link for the participant who is declining.
 +
#Click Done.
  
'''NOTE:''' While the system provides the functionality to remove a sponsor, best practice is to cancel the registration associated with this sponsor. When you remove a sponsor on the '''Sponsor''' tab, this will also delete their event registration.  
+
===Comment on Invitee===
 +
#On the Guest List tab, click the '''Manage List''' link in the '''Invitations''' section.
 +
#Click the '''Comment''' link for the participant on whom you wish to comment.
 +
#Enter the comment
 +
#Click '''Save'''
 +
#Click '''Done'''
 +
'''NOTE:''' You can add to, edit, or remove this comment at any time.
 +
[[File:InviteeComment.png|600px|center]]
  
#On the '''Sponsors''' tab, click the check box in front of the desired sponsor’s name in the '''List of Sponsors'''.
+
==Working with the Waiting List==
#Click '''Remove Selected Sponsors'''.
 
  
==Add Additional Attendees with a Sponsor==
+
If you  have checked '''Enable waiting list''' on the General tab, if you have reached the '''Limit Attendee Count To''' number, people wishing to register for the event will be notified that the event is full and asked if they would like to be placed on a waiting list.
 +
[[File:Event Full.JPG|center]]
 +
If the user clicks '''Yes please''', they will be able to enter their name, and the number of guests they wish to bring.
 +
[[File:Waiting List.JPG|center]]
 +
The '''Waiting List''' on the Guest List tab will be updated by the number of guests they entered.
  
#On the '''Sponsors''' tab, click the desired sponsor’s name in the '''List of Sponsors'''. The selected row will be highlighted in yellow.
+
If registrations come available for the event, you can manage the waiting list on the '''Guest List''' tab.
#Click the '''Edit Registration''' icon.
 
#:[[File:Sponsor Edit Registration.JPG|center]]
 
#Click '''Add Attendee'' and complete the registration form.
 
  
==Sponsor Web Display Options==
+
#Click '''Manage List''' adjacent to '''Waiting List'''.
 +
#:[[File:Registrations.JPG|center]]
 +
#:A list of all individuals on the list will be displayed.
 +
#:[[File:Manage Wait List.JPG|center]]
 +
#Click the '''Register''' link if you wish to register an individual, or click the '''Remove''' link to remove an individual from the list.
  
Sponsor logos may be uploaded and placement determined.  In addition, a logo website link for the sponsor may be activated. 
 
A sponsor logo will automatically be displayed for the Sponsor Logo if a logo has been displayed for this sponsor-member before on any other event or if the member has a logo uploaded for their member logo in the Member Information Center.
 
Sponsorship levels may also be created and assigned appropriately to each sponsor.  Sponsors may also be assigned a certain sort order.
 
  
===Add a Sponsor Logo===
+
==Managing the Guest List==
  
'''NOTE:'''A sponsor logo will automatically be available, if a logo has been previously uploaded for this sponsor-member or if the member has uploaded a logo in the Member Information Center.  
+
The Guest list is created manually by registering guests through the back-office, or through on-line registrations.
  
#On the '''Sponsors''' tab, click the desired sponsor’s name in the List of Sponsors area. The selected row will be highlighted in yellow. </div></td>
+
[[File:Guest List.JPG|center]]
#Click '''Add Image''' in the '''Sponsor Web Display Options'''area.
 
#:[[Image:Events-Add_a_sponsor_logo-image89.png]]  
 
#Type the path and filename of the desired graphic file or click '''Browse''' to locate the desired graphic.
 
#Click '''Upload Image'''.
 
#Click '''Close Window'''.
 
#Select logo placement by clicking the '''Logo Placement''' arrow.  Select from: Right Column, Page Bottom or Do Not Display.
 
#Click '''Save'''.
 
  
===Remove a Sponsor Logo===
+
The '''Status''' column will display one of four options, dependent on actions taken:
 +
*'''Registered''' - This status will be displayed when someone registers on-line, or when a staff member registers for them.
 +
*'''Invitation Declined''' - This status will be displayed when an invitee declines the invitation, or a staff member declines for them.
 +
*'''Cancelled''' - This status will be displayed when a registration is cancelled.
 +
*'''Incomplete''' - This status will be displayed if a registrant exits the registration check-out page, without making payment.
 +
 
 +
====Add A New Registration====
  
#On the '''Sponsors''' tab, click the desired sponsor’s name in the '''List of Sponsors''' area. The selected row will be highlighted in yellow.
+
#Click the '''Add New Registration''' on the '''Guest List''' tab. The registration page will be displayed.
#Click '''Remove Image''' in the '''Actions'''column of the '''Sponsor Web Display Options''' area.
+
#Enter required contact information for the registrant.
#:[[Image:Events-Remove_a_sponsor_logo-image91.png|center]]
+
#Proceed to checkout.
  
===Change a Sponsor Logo===  
+
====Move an Event registration to Different Event====
  
#On the '''Sponsors''' tab, click the desired sponsor’s name in the '''List of Sponsors'''. The selected row will be highlighted in yellow.
+
Occasionally someone will register for the wrong event and you may want to move their completed registration to the correct event. Follow these steps below to complete this task.
#Click '''Change Image''' in the '''Action''' column in the '''Sponsor Web Display Options''' area. 
 
#Type the path and filename of the desired graphic file or click '''Browse''' to locate the desired graphic.
 
#Click '''Upload Image'''</span>. </div></td>
 
#Click '''Close Window'''.  
 
  
===Sponsorship Levels===
+
#Cancel the registration on the incorrect event. This doesn't affect any invoice or payment it simply cancels that registration on that event.
 
+
#*To cancel the registration click the edit registration icon [[file:Edit_Registration.png]] on the guest list and change their registration status to cancelled.
Default sponsorship levels may be created to use on events as desired (so that you only create the levels once and may use multiple times). Also, each event may have a unique set of sponsorship levels defined.  
+
#Next create a new registration for that person on the correct event using their appropriate fees.
 
+
#Complete the registration with the payment option '''invoice''' selected.
====Create default sponsorship levels====
+
#When you return to your guest list click the edit payment icon [[file:Payment-Unpaid.png]] to open up the payment options for this registration.
 
+
#Change the payment status to paid.
Default sponsorship levels will be available to use on each event if desired. For each level, select whether the Sponsorship Level Name should display on the website as a heading for those listed under this sponsorship level.  
+
#In the '''Invoice Ref #''' field enter the invoice # from their original registration.
 +
#*You can edit this field even though it is grayed out.
 +
#Click '''Save & Close'''
 +
#''(Optional)'' Go to that invoice and associate it with the correct event.
 +
##Open the invoice (use the invoice number and the find > billing transaction to locate it quickly)
 +
##Click '''Break Event Link''' to disconnect the invoice from the previous event.
 +
##:[[File:Break_Event_Link.jpg|framed|none|Break Event Association Link on an Invoice]]
 +
##Click '''Save''' to save the change.
 +
##Now the Break Event Link button has changed to '''Associate with Event''' click this and select the correct event the new registration was created on.
 +
##Click '''Save''' to save the association before closing the invoice.
 +
#:''Re-associating the invoice isn't required unless some specific event based reports are being used.''
  
#Login with administrator permissions.
+
===='''<span style="color:#800080">Resend an Event Confirmation Email'''</span>====
#Click '''Setup''' in the left-hand menu.</div></td>
+
----
#Click '''Event Options and Settings'''</span>.</div></td>
+
You can easily resend an event confirmation to a registrant from the event's guest list.
#Click '''Edit Default Levels''' in the '''Sponsors''' area.
 
#Click '''Add New Level'''.
 
#:[[Image:Events-Create_Sponsorship_Levels-image93.png|center]]</span></div>
 
#Type the name of the new sponsorship level in the '''Name''' field.
 
#Select the desired '''Appearance''' option: “Display Heading” or “Do Not Display”.
 
#Optional: Change the order in which the sponsorship levels will appear on the website.
 
#Click '''Save Changes'''.</span>.</div></td>
 
  
====Create unique sponsorship levels for each event====
+
#Select the desired event.
 +
#Click the '''Guest List''' tab.
 +
#:[[File:Guest List1.JPG|1200px|center]]
 +
#For the desired registrant, click the '''Registered''' link in the '''Status''' column.
 +
#:[[File:Reg Confirm Email.JPG|500px|center]]
 +
#Click the check-box next to the person to whom you wish to send the confirmation.
 +
#Select a sender from the  '''Confirmation Sender:''' list.
 +
#Click '''Save & Close'''.
  
#For the desired event, click the '''Sponsors''' tab. Click </span><span style="font-weight: bold;">Events</span> in the left-hand menu.</div></td>
+
===='''<span style="color:#800080">Cancelling an Event Registration'''</span>====
#Click the </span><span style="font-weight: bold;">Sponsors</span> tab.</div></td>
+
----
#Click '''Edit Sponsorship Levels''' in the '''Sponsor Web Display Options''' area.
+
If someone has registered for an event, but chosen the wrong fee item ''and'' has already paid or been invoiced, complete these steps to cancel the registration so you can create a new one with the correct fee item.  
#Click '''Add New Level''' to create a unique sponsorship level for this event or click '''Use Defaults''' to automatically display the default list of sponsorship levels that were created in the Setup module. (See “Create default sponsorship levels” above.).
 
#Continue adding, editing, and removing sponsorship levels until the list is as desired for this particular event.  Note: any editing here does not affect the default sponsorship levels list created in the Setup module.
 
#Click '''Save Changes'''.  
 
  
==Output Rosters/Name Tags/Labels for Sponsors==
+
{|style="padding:5px; text-align:left; background-color: #d9edf7; padding:10px; width: 100%; margin-top:25px"
 +
|-
 +
|'''Note: '''If the registrant ''has not'' paid or been invoiced, simply edit the registration by clicking the '''Edit Registration''' icon and change the fee item. See Figure 1 below.
 +
|}
  
#On the '''Sponsors''' tab, click the '''Reports''' arrow.  
+
:1. Go to '''Events &#10141; Guest List'''
#Select the desired output:
+
:2. Locate the registration that needs to be cancelled
#:*Print Roster
+
:3. Click on the '''Edit Registration''' icon<ref>[[File:icon_legend.png]]</ref>
#:*Print Nametags
 
#:*Print Mailing Labels
 
#:*Print Listing
 
#:*Download Listing
 
#:*Event Sponsors Report
 
  
[[Image:Events-Create_output_from_the_sponsor_list_(print_down-image95.png|sponsor output options|center]]
 
  
=Working with the Guest List=
+
:::[[File:cancel001.png]]
  
'''NOTE:''' If you have recently made the move to the updated Guest List, click here [[File:Vid.png|link=https://www.screencast.com/t/TqKUDlaNfSAe]]for an overview.
+
:::'''Figure 1:''' Editing the Registration
  
----
 
  
{|style="padding:5px; text-align:left; background-color: #cce5ff; width:90%; margin-bottom:.2em;"
+
:4. Change the status to '''Cancelled'''
 +
:5. Click '''Save & Close'''
 +
 
 +
 
 +
:::[[File:cancel009.png]]
 +
 
 +
:::'''Figure 2:''' Cancelling the Registration
 +
 
 +
 
 +
=====Writeoff, Refund, or Credit the Registrant (If Needed)=====
 +
 
 +
{|style="padding:5px; text-align:left; background-color: #d9edf7; padding:10px; width: 100%; margin-top:25px"
 
|-
 
|-
|'''NOTE:''' If you have recently made the move to the updated Guest List, click here [[File:Vid.png|link=https://www.screencast.com/t/TqKUDlaNfSAe]]for an overview.
+
|'''Note: '''If there is a Reference number located on the Guest List, a transaction has been created.
 
|}
 
|}
  
When registration rosters and attendee lists must be tracked, a complete solution for managing participants is provided through the Guest List tab.
+
======Scenario 1: An invoice has been created and paid======
Participants may be added using member or representative names in the current database, added as new by a chamber employee, or automatically entered by the participant if online registration is enabled.
 
  
In addition, invitations may be sent to prospective attendees, resent to those who have not responded, and continually monitored, sorted, and reported on using the registration status column in the Guest List.
+
'''Option 1''': Issue a Credit on the Member’s account to be used later
  
Output from the registration list consists of a roster sheet, mailing labels, name tags, and a printed list. Filter options may be applied to any output, filtered by registration status, payment status, or other self-selected filters. For example, emails may be sent, targeting only those registered or those still not registered, or many other combinations using the available filter options. Downloading this same information to a comma separated value (.csv) file is also available.
+
:1. Go to '''Members &#10141; Account &#10141; Transaction History &#10141; New Credit.''' (See Figure 3 below)
  
Sending invitations to attendees is not required in order to maintain a list of participants. However, if invitations will be sent, it is most helpful to send the invitations before creating the participant list.
 
  
==Send Invitations==
+
::::[[File:cancel_10.png]]
  
Invitations may be created and sent via email using the Guest List Summary area on the Guest List tab. Mailing labels may be specifically generated for this group using the output options for mailing labels.
+
::::'''Figure 3:''' Issuing a credit
  
During the course of time, if invitees have still not responded to your invitations, you may decide to resend your invitation. The database will keep track of who has received an invitation but has not yet registered so that you may easily target those that might need a second or third reminder.
 
  
#Click '''Create Invitations'''.
+
'''Option 2''': Refund the money to the registrant
#:[[File:Send_Invitations.jpg]]</span></div>
+
 
#Select the attendees that should receive invitations using one or more selections available under '''Add Invitees''', '''Add Members''', or '''Add Representatives'''. Repeat until your invitee list is complete. '''NOTE:''' Invitees that already appear on the Guest List  will automatically be marked with an asterisk and may be removed by clicking '''Remove''' to avoid accidental duplication of these invitees on the participant list.
+
{|style="padding:5px; text-align:left; background-color: #d9edf7; padding:10px; width: 100%; margin-top:25px"
#:[[File:Invitee_List.jpg]]
+
|-
#Click '''Continue'''
+
|'''Note: '''If Sales Receipts were created the refund process will require a negative sales receipt to be manually created through the '''Members &#10141;Account&#10141; Transaction History&#10141; New Sales Receipt''' location.
#Complete the '''Send an Email invitation''' screen.  
+
|}
#Click '''Send Email Now''' or you can choose to send the email at a future date.
 
  
'''NOTE:''' You may wish to save this original email as a template for future use (for example if you wish to resend the invitation.)
 
  
===Resend Invitations to those not yet Registered===
+
:1. Go to '''Events''' &#10141; '''Guest List'''
 +
:2. Click on the invoice '''Reference''' number (See Figure 4 below)
  
#On the '''Guest List''' tab, click the '''view/resend''' link.
 
#:[[File:Invitations - resend.jpg|center]]
 
#Review the list, and update if needed.
 
#:[[File:Add invitations.JPG|center]]
 
#Click '''Continue'''.
 
#Complete the Send an Email invitation screen.
 
#Click Send Email Now.
 
  
'''NOTE:''' If you saved the original invite, you will be able to select it from your templates.
+
::::[[File:cancel_12.png]]
 +
 
 +
::::'''Figure 4: '''The invoice '''Reference''' number
  
===Register an Invitee===
 
#On the Guest List tab, click the '''Manage List''' link in the '''Invitations''' section.
 
#:[[File:Manage Invitee List.JPG|center]]
 
#Click the '''Register''' link for the participant you wish to register.
 
#Complete the registration, and check-out.
 
  
==Working with the Waiting List==
+
:3. In the '''Balance Summary''' area click the '''PAYMENT Ref #''' (See Figure 5 below)
  
If you  have checked '''Enable waiting list''' on the General tab, if you have reached the '''Limit Attendee Count To''' number, people wishing to register for the event will be notified that the event is full and asked if they would like to be placed on a waiting list.
 
[[File:Event Full.JPG|center]]
 
If the user clicks '''Yes please''', they will be able to enter their name, and the number of guests they wish to bring.
 
[[File:Waiting List.JPG|center]]
 
The '''Waiting List''' on the Guest List tab will be updated by the number of guests they entered.
 
  
If registrations come available for the event, you can manage the waiting list on the '''Guest List''' tab.
+
::::[[File:cancel_100.png]]
  
#Click '''Manage List''' adjacent to '''Waiting List'''.
+
::::'''Figure 5:''' The '''PAYMENT Ref #'''
#:[[File:Registrations.JPG|center]]
 
#:A list of all individuals on the list will be displayed.
 
#:[[File:Manage Wait List.JPG|center]]
 
#Click the '''Register''' link if you wish to register an individual, or click the '''Remove''' link to remove an individual from the list.
 
  
  
==Managing the Guest List==
+
:4. Click '''Refund Payment'''
  
The Guest list is created manually by registering guests through the back-office, or through on-line registrations. 
 
  
[[File:Guest List.JPG|center]]
+
::::[[File:cancel_11.png]]
  
The '''Status''' column will display one of four options, dependent on actions taken:
+
::::'''Figure 6:''' The '''Refund Payment''' button
*'''Registered''' - This status will be displayed when someone registers on-line, or when a staff member registers for them.
+
 
*'''Invitation Declined''' - This status will be displayed when an invitee declines the invitation, or a staff member declines for them.
+
 
*'''Cancelled''' - This status will be displayed when a registration is cancelled.
+
:5. Click '''Save'''. See ‘Refund’ for information on handling refunds
*'''Incomplete''' - This status will be displayed if a registrant exits the registration check-out page, without making payment.
+
 
 
+
 
====Add A New Registration====
+
::::[[File:cancel_14.png]]
  
#Click the '''Add New Registration''' on the '''Guest List''' tab. The registration page will be displayed.
+
::::'''Figure 7:''' The '''Save''' button
#Enter required contact information for the registrant.
 
#Proceed to checkout.
 
  
====Move an Event registration to Different Event====
 
  
Occasionally someone will register for the wrong event and you may want to move their completed registration to the correct event. Follow these steps below to complete this task.
+
======Scenario 2: An invoice has been created but is unpaid======
  
#Cancel the registration on the incorrect event. This doesn't affect any invoice or payment it simply cancels that registration on that event.
+
'''Writeoff the invoice'''
#*To cancel the registration click the edit registration icon [[file:Edit_Registration.png]] on the guest list and change their registration status to cancelled.
 
#Next create a new registration for that person on the correct event using their appropriate fees.
 
#Complete the registration with the payment option '''invoice''' selected.
 
#When you return to your guest list click the edit payment icon [[file:Payment-Unpaid.png]] to open up the payment options for this registration.
 
#Change the payment status to paid.
 
#In the '''Invoice Ref #''' field enter the invoice # from their original registration.
 
#*You can edit this field even though it is grayed out.
 
#Click '''Save & Close'''
 
#''(Optional)'' Go to that invoice and associate it with the correct event.
 
##Open the invoice (use the invoice number and the find > billing transaction to locate it quickly)
 
##Click '''Break Event Link''' to disconnect the invoice from the previous event.
 
##:[[File:Break_Event_Link.jpg|framed|none|Break Event Association Link on an Invoice]]
 
##Click '''Save''' to save the change.
 
##Now the Break Event Link button has changed to '''Associate with Event''' click this and select the correct event the new registration was created on.
 
##Click '''Save''' to save the association before closing the invoice.
 
#:''Re-associating the invoice isn't required unless some specific event based reports are being used.''
 
  
====Cancelling an Event Registration====
+
In this scenario, best practice is to write off the invoice.
  
If someone has registered for an event, but chosen the wrong fee item ''and'' has already paid or been invoiced, complete these steps to cancel the registration so you can create a new one with the correct fee item.  
+
#Go to '''Events  &#10141; Guest List'''
 +
#Click on the invoice '''reference number''' for which you wish to create a write-off.
 +
#Follow the steps for ''' [http://supportwiki.chambermaster.com/Category:Billing#Process_a_Write-off| Process a Write Off]''' to complete the write-off.
  
{|style="padding:5px; text-align:left; background-color: #d9edf7; padding:10px; width: 100%; margin-top:25px"
+
==Send an email to multiple guests==
|-
 
|'''Note: '''If the registrant ''has not'' paid or been invoiced, simply edit the registration by clicking the '''Edit Registration''' icon and change the fee item. See Figure 1 below.
 
|}
 
  
:1. Go to '''Events &#10141; Guest List'''
+
You can easily send emails to the guests of an event from the Guest List tab:
:2. Locate the registration that needs to be cancelled
 
:3. Click on the '''Edit Registration''' icon<ref>[[File:icon_legend.png]]</ref>
 
  
 +
#Select your Event
 +
#Click the Guest List tab.
 +
#Click the envelope icon, located in the Guest List section.
 +
#Select the desired filtering options:
 +
#:*Include all attendees
 +
#:*Include only attendees displayed in the Guest List as it is currently filtered.
 +
#:*Registration Status.
 +
#:*Payment Status.
 +
#:*Include currently selected attendees only.
 +
#:*Include only Primary Contact from event registration.
 +
#Click Continue. The Send an Email screen will be displayed to complete sending your email to multiple guests.
  
:::[[File:cancel001.png]]
+
===Send Event Reminders===
 
+
'''Note: '''Only those with Plus edition or greater and SEO modules will have this feature.
:::'''Figure 1:''' Editing the Registration
 
  
 +
An automatically generated reminder email can be sent to all registrants on an event's Guest List with a status of "Registered".
  
:4. Change the status to '''Cancelled'''
+
1. Click '''Events''' in the left-hand menu.
:5. Click '''Save & Close'''
 
  
 +
2. Select the desired event.
  
:::[[File:cancel009.png]]
+
3. Click the '''General''' tab.
 +
 
 +
4. Click to select the “Send automatic reminder to all registrants” checkbox.
  
:::'''Figure 2:''' Cancelling the Registration
+
5. Complete the '''Date''' and '''Time''' fields to indicate when the reminder should be sent.
  
 +
6. Click '''Save'''.
  
=====Writeoff, Refund, or Credit the Registrant (If Needed)=====
+
'''Note: '''Preview the automatic reminder by clicking the reminder link. The email “look and feel” may be modified with your own [http://kb.chambermaster.com/event-reminder/ custom template] if desired.
  
{|style="padding:5px; text-align:left; background-color: #d9edf7; padding:10px; width: 100%; margin-top:25px"
 
|-
 
|'''Note: '''If there is a Reference number located on the Guest List, a transaction has been created.
 
|}
 
  
======Scenario 1: An invoice has been created and paid======
+
[[File:Events-Send_Event_Reminders-image139.png]]
  
'''Option 1''': Issue a Credit on the Member’s account to be used later
+
==Reports and Labels==
 +
  <div style="font-family: Tahoma; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E06F0HA">Within the Events module, reports, labels, and downloads are available at the bottom of a number of the lists which may give the desired options right there.  These options were explained in the previous sections.</span></div>
 +
  <div style="font-family: Tahoma; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E05F0HA">Additional reports are available in the </span><span style="font-weight: bold;">Reports</span> module of the software.  </div>
 +
  <div style="font-family: Tahoma; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E04F0HA">The flexibility of downloading data also provides opportunity to bring your </span><span style="font-weight: bold;">Guest List</span> into other programs where labels, nametags, or other desired output may be generated.</div>
 +
===Reports===
 +
#Click '''Reports''' in the left-hand menu.
 +
#Click '''Events''' from the list of links.
 +
#Select the desired report from the list.
 +
#Complete the selections as desired and click '''Print Report'''.
  
:1. Go to '''Members &#10141; Account &#10141; Transaction History &#10141; New Credit.''' (See Figure 3 below)
 
  
 +
[[File:event-report.png]]
  
::::[[File:cancel_10.png]]
+
===Generate and Email a List of Events===
 
+
<div style="font-family: Tahoma; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0KF0HA">A report is available that will list selected details of your desired event(s).  After generating this report, you may choose to email that to desired recipients.</span></div>
::::'''Figure 3:''' Issuing a credit
+
====Generate List of Events====
 
+
<div xmlns="http://www.w3.org/1999/xhtml">
 
+
  <div style="margin-left: 18pt;margin-bottom: 0pt;">
'''Option 2''': Refund the money to the registrant
+
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
+
      <tr valign="baseline">
{|style="padding:5px; text-align:left; background-color: #d9edf7; padding:10px; width: 100%; margin-top:25px"
+
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td>
|-
+
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0IF0HA">Click </span><span style="font-weight: bold;">Reports</span> in the left-hand navigation bar</div></td>
|'''Note: '''If Sales Receipts were created the refund process will require a negative sales receipt to be manually created through the '''Members &#10141;Account&#10141; Transaction History&#10141; New Sales Receipt''' location.
+
      </tr>
|}
+
    </table>
 
+
  </div>
 
+
  <div style="margin-left: 18pt;margin-bottom: 0pt;">
:1. Go to '''Events''' &#10141; '''Guest List'''
+
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
:2. Click on the invoice '''Reference''' number (See Figure 4 below)
+
      <tr valign="baseline">
 
+
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">2. </div></td>
 
+
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0HF0HA">Click </span><span style="font-weight: bold;">Events</span> in the <span style="font-weight: bold;">Reports Categories</span> area.</div></td>
::::[[File:cancel_12.png]]
+
      </tr>
 
+
    </table>
::::'''Figure 4: '''The invoice '''Reference''' number
+
  </div>
 
+
  <div style="margin-left: 18pt;margin-bottom: 0pt;">
 
+
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
:3. In the '''Balance Summary''' area click the '''PAYMENT Ref #''' (See Figure 5 below)
+
      <tr valign="baseline">
 
+
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">3. </div></td>
 
+
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0GF0HA">Click </span><span style="font-weight: bold;">Event Summary Listing</span>.</div></td>
::::[[File:cancel_100.png]]
+
      </tr>
 
+
    </table>
::::'''Figure 5:''' The '''PAYMENT Ref #'''
+
  </div>
 
+
  <div style="margin-left: 18pt;margin-bottom: 0pt;">
 
+
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
:4. Click '''Refund Payment'''
+
      <tr valign="baseline">
 
+
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">4. </div></td>
 
+
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0FF0HA">Complete the desired </span><span style="font-weight: bold;">Filter Options</span> and click <span style="font-weight: bold;">View/Print List</span><span>.</span></div></td>
::::[[File:cancel_11.png]]
+
      </tr>
 
+
    </table>
::::'''Figure 6:''' The '''Refund Payment''' button
+
  </div>
 
+
   <div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0EF0HA">[[Image:Events-Generate_list_of_events-image143.png]]</span></div>
 
+
   <div style="color: #000000; font-family: &quot;Times New Roman&quot;; font-size: 10pt; font-weight: normal; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 12pt;"><span id="wwpID0E0DF0HA">Figure 6-3 </span></span>Filter options for Event Information Summary report</div>
:5. Click '''Save'''. See ‘Refund’ for information on handling refunds
+
   <div style="margin-left: 18pt;margin-bottom: 0pt;">
 
+
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
+
      <tr valign="baseline">
::::[[File:cancel_14.png]]
+
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">5. </div></td>
 
+
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0CF0HA">When the desired events display on the screen, press </span><span style="font-weight: bold;">Ctrl-A</span> (to select all) and then press <span style="font-weight: bold;">Ctrl-C</span> (to copy all).</div></td>
::::'''Figure 7:''' The '''Save''' button
+
      </tr>
 
+
    </table>
 
+
  </div>
======Scenario 2: An invoice has been created but is unpaid======
+
  <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 36pt;"><span id="wwpID0E0BF0HA">You may also click </span><span style="font-weight: bold;">Select All</span> from the <span style="font-weight: bold;">Edit</span> menu in place of pressing <span style="font-weight: bold;">Ctrl-A</span>.  Also, you may click <span style="font-weight: bold;">Copy</span> from the <span style="font-weight: bold;">Edit</span> menu instead of pressing <span style="font-weight: bold;">Ctrl-C</span>.</div>
 
+
  <div style="margin-left: 18pt;margin-bottom: 0pt;">
'''Writeoff the invoice'''
+
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
+
      <tr valign="baseline">
In this scenario, best practice is to write off the invoice.
+
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">6. </div></td>
 
+
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0AF0HA">Click </span><span style="font-weight: bold;">Close</span> [[Image:Events-Generate_list_of_events-image144.png|close]] to close the event listing window.</div></td>
#Go to '''Events  &#10141; Guest List'''
+
      </tr>
#Click on the invoice '''reference number''' for which you wish to create a write-off.
+
    </table>
#Follow the steps for ''' [http://supportwiki.chambermaster.com/Category:Billing| Process a Write Off]''' to complete the write-off.
+
  </div>
 
+
  <div style="margin-left: 18pt;margin-bottom: 0pt;">
==Send an email to multiple guests==
+
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
+
      <tr valign="baseline">
You can easily send emails to the guests of an event from the Guest List tab:
+
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">7. </div></td>
 
+
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E06E0HA">After completing the above steps, </span><span style="text-decoration: underline;">proceed immediately to the next section</span>.</div></td>
#Select your Event
+
      </tr>
#Click the Guest List tab.
+
    </table>
#Click the envelope icon, located in the Guest List section.
+
  </div>
#Select the desired filtering options:
+
</div>
#:*Include all attendees
+
====Email the Event Listing====
#:*Include only attendees displayed in the Guest List as it is currently filtered.
+
<div xmlns="http://www.w3.org/1999/xhtml">
#:*Registration Status.
+
  <div style="margin-left: 18pt;margin-bottom: 0pt;">
#:*Payment Status.
+
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
#:*Include currently selected attendees only.
+
      <tr valign="baseline">
#:*Include only Primary Contact from event registration.
+
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td>
#Click Continue. The Send an Email screen will be displayed to complete sending your email to multiple guests.
+
        <td><div style="font-family: Calibri; font-size: 11pt;"><span><span id="wwpID0E04E0HA">Click </span></span><span style="font-weight: bold;">Communication</span><span> in the left-hand navigation bar.</span></div></td>
 
+
      </tr>
===Send Event Reminders===
+
    </table>
'''Note: '''Only those with Plus edition or greater and SEO modules will have this feature.
+
  </div>
 
+
  <div style="margin-left: 18pt;margin-bottom: 0pt;">
An automatically generated reminder email can be sent to all registrants on an event's Guest List with a status of "Registered".
+
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
+
      <tr valign="baseline">
1. Click '''Events''' in the left-hand menu.
+
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">2. </div></td>
 
+
        <td><div style="font-family: Calibri; font-size: 11pt;"><span><span id="wwpID0E03E0HA">Click </span></span><span style="font-weight: bold;">New Email to Multiple Members</span><span>.</span></div></td>
2. Select the desired event.
+
      </tr>
 
+
    </table>
3. Click the '''General''' tab.
+
  </div>
 
+
  <div style="margin-left: 18pt;margin-bottom: 0pt;">
4. Click to select the “Send automatic reminder to all registrants” checkbox.
+
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
+
      <tr valign="baseline">
5. Complete the '''Date''' and '''Time''' fields to indicate when the reminder should be sent.
+
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">3. </div></td>
 
+
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E02E0HA">Select the desired addressees (by membership status for all active members) and distribution method (Email only).</span></div></td>
6. Click '''Save'''.
+
      </tr>
 
+
    </table>
'''Note: '''Preview the automatic reminder by clicking the reminder link. The email “look and feel” may be modified with your own [http://kb.chambermaster.com/event-reminder/ custom template] if desired.
+
  </div>
 
+
  <div style="margin-left: 18pt;margin-bottom: 0pt;">
 
+
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
[[File:Events-Send_Event_Reminders-image139.png]]
+
      <tr valign="baseline">
 
+
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">4. </div></td>
==Reports and Labels==
+
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E01E0HA">Click </span><span style="font-weight: bold;">Continue</span>.</div></td>
   <div style="font-family: Tahoma; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E06F0HA">Within the Events module, reports, labels, and downloads are available at the bottom of a number of the lists which may give the desired options right there.  These options were explained in the previous sections.</span></div>
+
      </tr>
   <div style="font-family: Tahoma; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E05F0HA">Additional reports are available in the </span><span style="font-weight: bold;">Reports</span> module of the software.  </div>
+
    </table>
   <div style="font-family: Tahoma; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E04F0HA">The flexibility of downloading data also provides opportunity to bring your </span><span style="font-weight: bold;">Guest List</span> into other programs where labels, nametags, or other desired output may be generated.</div>
+
  </div>
===Reports===
+
  <div style="margin-left: 18pt;margin-bottom: 0pt;">
#Click '''Reports''' in the left-hand menu.
+
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
#Click '''Events''' from the list of links.
+
      <tr valign="baseline">
#Select the desired report from the list.
+
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">5. </div></td>
#Complete the selections as desired and click '''Print Report'''.
+
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0ZE0HA">Complete the </span><span style="font-weight: bold;">From:</span> and <span style="font-weight: bold;">Subject:</span> fields.</div></td>
 
 
 
 
[[File:event-report.png]]
 
 
 
===Generate and Email a List of Events===
 
<div style="font-family: Tahoma; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0KF0HA">A report is available that will list selected details of your desired event(s).  After generating this report, you may choose to email that to desired recipients.</span></div>
 
====Generate List of Events====
 
<div xmlns="http://www.w3.org/1999/xhtml">
 
  <div style="margin-left: 18pt;margin-bottom: 0pt;">
 
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
      <tr valign="baseline">
 
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td>
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0IF0HA">Click </span><span style="font-weight: bold;">Reports</span> in the left-hand navigation bar</div></td>
 
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
Line 1,473: Line 1,485:
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">2. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">6. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0HF0HA">Click </span><span style="font-weight: bold;">Events</span> in the <span style="font-weight: bold;">Reports Categories</span> area.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0YE0HA">Click in the </span><span style="font-weight: bold;">Body text</span> area.  Type any desired opening information.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
Line 1,481: Line 1,493:
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">3. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">7. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0GF0HA">Click </span><span style="font-weight: bold;">Event Summary Listing</span>.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0XE0HA">Click the </span><span style="font-weight: bold;">Paste</span> [[Image:Events-Email_the_event_listing-image145.png|paste button]]. </div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
Line 1,489: Line 1,501:
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">4. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">8. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0FF0HA">Complete the desired </span><span style="font-weight: bold;">Filter Options</span> and click <span style="font-weight: bold;">View/Print List</span><span>.</span></div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0WE0HA">Click </span><span style="font-weight: bold;">Allow Access</span> (if necessary).</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
  <div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0EF0HA">[[Image:Events-Generate_list_of_events-image143.png]]</span></div>
 
  <div style="color: #000000; font-family: &quot;Times New Roman&quot;; font-size: 10pt; font-weight: normal; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 12pt;"><span id="wwpID0E0DF0HA">Figure 6-3 </span></span>Filter options for Event Information Summary report</div>
 
 
   <div style="margin-left: 18pt;margin-bottom: 0pt;">
 
   <div style="margin-left: 18pt;margin-bottom: 0pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">5. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">9. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0CF0HA">When the desired events display on the screen, press </span><span style="font-weight: bold;">Ctrl-A</span> (to select all) and then press <span style="font-weight: bold;">Ctrl-C</span> (to copy all).</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0VE0HA">The events listing from the steps performed above will display in the email.</span></div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
  <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 36pt;"><span id="wwpID0E0BF0HA">You may also click </span><span style="font-weight: bold;">Select All</span> from the <span style="font-weight: bold;">Edit</span> menu in place of pressing <span style="font-weight: bold;">Ctrl-A</span>.  Also, you may click <span style="font-weight: bold;">Copy</span> from the <span style="font-weight: bold;">Edit</span> menu instead of pressing <span style="font-weight: bold;">Ctrl-C</span>.</div>
 
 
   <div style="margin-left: 18pt;margin-bottom: 0pt;">
 
   <div style="margin-left: 18pt;margin-bottom: 0pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">6. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">10. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0AF0HA">Click </span><span style="font-weight: bold;">Close</span> [[Image:Events-Generate_list_of_events-image144.png|close]] to close the event listing window.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0UE0HA">Complete the email and click </span><span style="font-weight: bold;">Send Email</span>.</div></td>
      </tr>
 
    </table>
 
  </div>
 
  <div style="margin-left: 18pt;margin-bottom: 0pt;">
 
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
      <tr valign="baseline">
 
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">7. </div></td>
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E06E0HA">After completing the above steps, </span><span style="text-decoration: underline;">proceed immediately to the next section</span>.</div></td>
 
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
 
</div>
 
</div>
====Email the Event Listing====
 
<div xmlns="http://www.w3.org/1999/xhtml">
 
  <div style="margin-left: 18pt;margin-bottom: 0pt;">
 
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
      <tr valign="baseline">
 
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td>
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span><span id="wwpID0E04E0HA">Click </span></span><span style="font-weight: bold;">Communication</span><span> in the left-hand navigation bar.</span></div></td>
 
      </tr>
 
    </table>
 
  </div>
 
  <div style="margin-left: 18pt;margin-bottom: 0pt;">
 
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
      <tr valign="baseline">
 
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">2. </div></td>
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span><span id="wwpID0E03E0HA">Click </span></span><span style="font-weight: bold;">New Email to Multiple Members</span><span>.</span></div></td>
 
      </tr>
 
    </table>
 
  </div>
 
  <div style="margin-left: 18pt;margin-bottom: 0pt;">
 
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
      <tr valign="baseline">
 
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">3. </div></td>
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E02E0HA">Select the desired addressees (by membership status for all active members) and distribution method (Email only).</span></div></td>
 
      </tr>
 
    </table>
 
  </div>
 
  <div style="margin-left: 18pt;margin-bottom: 0pt;">
 
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
      <tr valign="baseline">
 
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">4. </div></td>
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E01E0HA">Click </span><span style="font-weight: bold;">Continue</span>.</div></td>
 
      </tr>
 
    </table>
 
  </div>
 
  <div style="margin-left: 18pt;margin-bottom: 0pt;">
 
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
      <tr valign="baseline">
 
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">5. </div></td>
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0ZE0HA">Complete the </span><span style="font-weight: bold;">From:</span> and <span style="font-weight: bold;">Subject:</span> fields.</div></td>
 
      </tr>
 
    </table>
 
  </div>
 
  <div style="margin-left: 18pt;margin-bottom: 0pt;">
 
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
      <tr valign="baseline">
 
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">6. </div></td>
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0YE0HA">Click in the </span><span style="font-weight: bold;">Body text</span> area.  Type any desired opening information.</div></td>
 
      </tr>
 
    </table>
 
  </div>
 
  <div style="margin-left: 18pt;margin-bottom: 0pt;">
 
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
      <tr valign="baseline">
 
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">7. </div></td>
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0XE0HA">Click the </span><span style="font-weight: bold;">Paste</span> [[Image:Events-Email_the_event_listing-image145.png|paste button]].  </div></td>
 
      </tr>
 
    </table>
 
  </div>
 
  <div style="margin-left: 18pt;margin-bottom: 0pt;">
 
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
      <tr valign="baseline">
 
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">8. </div></td>
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0WE0HA">Click </span><span style="font-weight: bold;">Allow Access</span> (if necessary).</div></td>
 
      </tr>
 
    </table>
 
  </div>
 
  <div style="margin-left: 18pt;margin-bottom: 0pt;">
 
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
      <tr valign="baseline">
 
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">9. </div></td>
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0VE0HA">The events listing from the steps performed above will display in the email.</span></div></td>
 
      </tr>
 
    </table>
 
  </div>
 
  <div style="margin-left: 18pt;margin-bottom: 0pt;">
 
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
      <tr valign="baseline">
 
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">10. </div></td>
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0UE0HA">Complete the email and click </span><span style="font-weight: bold;">Send Email</span>.</div></td>
 
      </tr>
 
    </table>
 
  </div>
 
</div>
 
 
===Customize Event Name Tags===
 
Name tags may be created that will list a participant's name and business name. If you desire additional participant information or to include a graphic on the name tab, you may wish to download the name tag data and import into Microsoft Word where you can customize the name tag as desired.
 
==Download the Name Tag Data==
 
:1. Click '''Events''' in the left-hand navigation bar.
 
 
:2. Select the desired event from the '''Events''' drop-down list.
 
  
:3. Click the '''Guest List''' tab.
+
==Download Name Tag Data==
 +
Name tags may be created that will list a participant's name and business name. If you desire additional participant information or to include a graphic on the name tab, you may wish to download the name tag data and import into Microsoft Word where you can customize the name tag as desired.
 +
 
 +
#Click '''Events''' in the left-hand navigation bar.
 +
#Select the desired event from the '''Events''' drop-down list.
 +
#Click the '''Guest List''' tab.
 +
# In the '''Guest List''' section click on the Reports button.
 +
#:[[File:cnt1.png]]
 +
#In the '''Report Items''' window select '''Style 3'''.
 +
#:[[File:cnt2.png]]
 +
#Complete the '''Guest List Report Filters'''
 +
#:[[File:cnt3.png]]
 +
#On the '''Name Tags''' options screen click the '''Download Name Tag Data'''
 +
[[File:cnt4.png]]
 +
 
 +
The nametag data will be downloaded to an excel spreadsheet for your future use.
 +
 
 +
==Deleting an Event==
 +
 
 +
If an event has been created by mistake, or you no longer wish to have the event appear, you may delete the event.  All history of participants, sponsors, and fees will also be deleted and no longer available in reports.
 +
 
 +
On the event's '''General''' tab, click '''Delete Event'''
 +
 
 +
[[Image:Events-Permanently_delete_an_event-image38.png|delete event]]
 +
 
 +
'''Note''': The '''Delete Event'''selection is only available to those with Administrator Level permissions.
 +
 
 +
=Working with Events Projects/Tasks=
 +
 
 +
If you are using the Pro Edition, you can easily create a project, or add tasks to your events.
 +
 
 +
==Create a Project for an Event==
 +
 
 +
#On the desired event, click the '''Tasks''' tab.
 +
#Click the '''New Project''' button.
 +
#See '''[[Project/Task_Manager_-_Quick_Start#Create_a_New_Project|Create a New Project]]''' for final instructions on creating the new project.
 +
 
 +
==Add Tasks to an Event==
 +
 
 +
If you are using the Pro Edition of ChamberMaster/MemberZone you can add tasks to an event to make it easy for you to track progress.
 +
 
 +
#On the desired event, click the'''Tasks''' tab.
 +
#Click the '''New Task''' button.
 +
#See '''[[Project/Task_Manager_-_Quick_Start#Add_Tasks_to_a_Project|Adding a Task]]''' for final instructions on creating the task.
 +
 
 +
=Syncing Events with your calendar=
 +
 
 +
Event calendar feeds automatically synchronize your calendar with your events listed in your software. Many different applications support iCalendar, including Microsoft Outlook 2007 and later (Exchange), Lotus Notes 8.5 and later, Apple Calendar  iPhone and iPad), and Google Calendar (Android and Gmail).
 +
 
 +
==Syncing with your calendar (basic instructions)==
 +
#Click '''Events''' in the left-hand menu.</div></td>
 +
#Click the '''Calendar''' tab.
 +
#:[[File:CP Sync Events.JPG|center]]
 +
#Click '''Sync with your own calendar''' hyper-link.
 +
#Click the desired link and follow the prompts to synchronize with the default calendar on your system (if available).
 +
#:[[File:CP event calendar subscription feeds.JPG|center]]
 +
 
 +
To synchronize with a different calendar, copy and paste the desired URL into your calendar software in the location where feeds are accepted, often identified with “Subscribe”, “Add Calendar”, etc.
  
:4. In the '''Guest List''' section click on the '''Report''' button
+
Your third party calendar will automatically update every hour with any changes made to your events. The populated date range: today - 365 days from now.
  
 
::[[File:cnt1.png]]
 
 
 
:5. In the '''Report Items''' window select '''Style 3'''
 
 
 
::[[File:cnt2.png]]
 
 
 
:6. Complete the '''Guest List Report Filters'''
 
 
 
::[[File:cnt3.png]]
 
 
 
:7. On the '''Name Tags''' options screen click the '''Download Name Tag Data'''
 
 
 
::[[File:cnt4.png]]
 
 
=Deleting an Event=
 
 
If an event has been created by mistake, or you no longer wish to have the event appear, you may delete the event.  All history of participants, sponsors, and fees will also be deleted and no longer available in reports.
 
 
On the event's '''General''' tab, click '''Delete Event'''
 
 
[[Image:Events-Permanently_delete_an_event-image38.png|delete event]]
 
 
'''Note''': The '''Delete Event'''selection is only available to those with Administrator Level permissions.
 
 
=Syncing Events with your calendar=
 
 
Event calendar feeds automatically synchronize your calendar with your events listed in your software. Many different applications support iCalendar, including Microsoft Outlook 2007 and later (Exchange), Lotus Notes 8.5 and later, Apple Calendar  iPhone and iPad), and Google Calendar (Android and Gmail).
 
 
==Syncing with your calendar (basic instructions)==
 
  <div style="margin-left: 18pt;margin-bottom: 0pt;">
 
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
      <tr valign="baseline">
 
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td>
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0V50HA">Click </span><span style="font-weight: bold;">Events</span> in the left-hand menu.</div></td>
 
      </tr>
 
    </table>
 
  </div>
 
  <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 36pt;"><span id="wwpID0E0U50HA">Or find this same selection on the Dashboard Message Center next to the list of Upcoming Public Events.</span></div>
 
  <div style="margin-left: 18pt;margin-bottom: 0pt;">
 
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
      <tr valign="baseline">
 
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">2. </div></td>
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0T50HA">Click the </span><span style="font-weight: bold;">Calendar</span> tab.</div></td>
 
      </tr>
 
    </table>
 
  </div>
 
  <div style="margin-left: 18pt;margin-bottom: 0pt;">
 
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
      <tr valign="baseline">
 
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">3. </div></td>
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0S50HA">Click “Sync with your own calendar.”</span></div></td>
 
      </tr>
 
    </table>
 
  </div>
 
  <div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0R50HA">[[Image:Events-Syncing_with_your_calendar-image39.png]]</span></div>
 
  <div style="margin-left: 18pt;margin-bottom: 0pt;">
 
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
      <tr valign="baseline">
 
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">4. </div></td>
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0Q50HA">Click the desired link and follow the prompts to synchronize with the default calendar on your system (if available). </span></div></td>
 
      </tr>
 
    </table>
 
  </div>
 
  <div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span id="wwpID0E0P50HA">[[Image:Events-Syncing_with_your_calendar-image40.png]]</span></div>
 
  <div style="margin-left: 18pt;margin-bottom: 0pt;">
 
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
      <tr valign="baseline">
 
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">5. </div></td>
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0O50HA">To synchronize with a different calendar, copy and paste the desired URL into your calendar software in the location where feeds are accepted, often identified with “Subscribe”, “Add Calendar”, etc.</span></div></td>
 
      </tr>
 
    </table>
 
  </div>
 
  <div style="margin-left: 18pt;margin-bottom: 0pt;">
 
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
      <tr valign="baseline">
 
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">6. </div></td>
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0N50HA">Your 3</span><span style="vertical-align: super;">rd</span> party calendar will automatically update every hour with any changes made to your events.</div></td>
 
      </tr>
 
    </table>
 
  </div>
 
  <div style="color: #5F497A; font-family: Cambria; font-size: 11pt; font-weight: bold; margin-bottom: 0pt; margin-left: 0pt;"><span id="wwpID0E0M50HA"> </span></div>
 
  <div style="color: #5F497A; font-family: Cambria; font-size: 11pt; font-weight: bold; margin-bottom: 0pt; margin-left: 0pt;"><span id="wwpID0E0L50HA">Additional Information:</span></div>
 
  <div style="font-family: Tahoma; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0K50HA">Populated date range: today - 365 days from now</span></div>
 
  <div style="font-family: Tahoma; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0J50HA">Automatically updated: Every hour</span></div>
 
 
====Sync Events with Outlook====
 
====Sync Events with Outlook====
 
<div style="font-family: &quot;arial&quot;; font-size: 11pt; margin-bottom: 11pt; margin-left: 18pt;"><span id="wwpID0E0H50HA">Outlook 2007 or greater will accept iCalendar feeds. Watch this video: </span><span style="color: #3366CC; font-size: 11pt; text-decoration: underline;">[https://micronet.viewscreencasts.com/c4f3324bb3cf4a65b50a6e7aa5b34756 How to Sync with Outlook]</span> [[File:Vid.png|link=https://micronet.viewscreencasts.com/c4f3324bb3cf4a65b50a6e7aa5b34756]]</div>
 
<div style="font-family: &quot;arial&quot;; font-size: 11pt; margin-bottom: 11pt; margin-left: 18pt;"><span id="wwpID0E0H50HA">Outlook 2007 or greater will accept iCalendar feeds. Watch this video: </span><span style="color: #3366CC; font-size: 11pt; text-decoration: underline;">[https://micronet.viewscreencasts.com/c4f3324bb3cf4a65b50a6e7aa5b34756 How to Sync with Outlook]</span> [[File:Vid.png|link=https://micronet.viewscreencasts.com/c4f3324bb3cf4a65b50a6e7aa5b34756]]</div>

Revision as of 15:01, 3 December 2018

Contents

Getting Started

If you are just getting started with the Events module, watch this overview video and read Get the Big Picture.

Otherwise, just scroll down for FAQ, Common Tasks, and this module's Help Documentation.


Get the Big Picture

  • Events added to your calendar may be enhanced to include photos, sponsor logos and information, website links, and event description text that can be formatted as desired. Options also include online participant registration, special members only pricing, and an automatic email reminder to registered guests.
  • Event information may be kept for internal purposes only, displayed on the public website calendar, and/or a calendar available only to chamber members. The public events website displays a graphical monthly calendar, a list of current events, all events for the month, chamber-designated Featured Events, and the ability to search for desired event by category, keyword, or month. A printable listing is also available that contains all pertinent event details.
  • Invitations may be sent to potential participants and then automatically displayed on the participants list where their status may be changed from Invite Sent to Registered as RSVPs are received. From the participants list a roster sheet, name tags, or labels may be printed. Other output options include sending emails and downloading data to a comma separated value (.csv) file. Using a variety of filter options all output can be displayed by registration status, payment status, or according to self-selected filters.
Note: When creating a new event, work with the tabs in order as displayed. For example, after completing the General tab, setup the fees (if applicable) on the Fees tab. The Sponsor tab would be next, the Guest List, and finally the Account tab. You may complete them out-of-order if desired but there is a logical flow if working from left to right.
  • Event fees, designated for members or non-members, may be associated with each event. Individual invoices may be generated from the Events module for those requesting an invoice, and if credit card processing is set up then invoices/payments or sales receipts can be recorded automatically upon successful registration.

Events Module Overview

Understanding the basics of how the Events module is organized will give a foundation for operation. Viewing existing events and learning to display only desired events will also be helpful. Then learn how to create, modify and manage events.

Event Module Organization

To add, edit, and manage the Events, click Events in the left-hand menu where you can select the desired event and desired tab.

Events-Event module organization-image4.png
events tabs


Event Tabs

Within the Events Module there are nine tabs: General, Fees, Sponsors, Advanced, Guest List, Account, Files, and Tasks.


Events-tabs.png

Figure: Tabs in the Events Module


Calendar: Displays the internal events calendar in one of five views: list, day, month, week, or year view. Filter options may also be selected which would display only user-selected events. New events may be added from this tab by clicking the + sign on the desired date/time

General: Event information, placement options, and photos and images

Fees: Assign event fees, billing preferences, and discounts based on age, date, or volume

Sponsors: Designate event sponsors, logos, fees

Advanced: Specify Locations (if available) and Custom Fields

Guest List: Send invitations; add guests to the roster; print roster sheet, labels, and name tags; send emails; register invitees

Account: View income and payment activity, generate invoices and sales receipts (if applicable)

Files:

Tasks: 'Integration with the Project/Task Manager (Pro edition only) When creating a new event, work with the tabs in order as displayed. For example, after completing the General tab, setup the fees (if applicable) on the Fees tab. The Sponsor tab would be next, the Guest List, and finally the Account tab. You may complete them out-of-order if desired but there is a logical flow if working from left to right.

Event Options and Settings

The display of your online Events calendar may be customized through a number of menu selections in the Setup module. Administrator permissions are required to make these changes. Changes made take effect immediately on your website.

In addition to these selections, there is an option to create your own list of Event Categories that may be used to filter what is seen when visitors search your online calendar. Certain registration options may also be customized such as the available authentication methods for member registrations.

Modify Event Options and Settings

These settings are for public modules version 1 and 2.

  1. Click Setup in the left-hand menu.
  2. Click Event Options and Settings.
  3. Make desired changes.
  4. Click Save.

Modify the list of Event Categories

1.
Click Setup in the left-hand menu.
2.
Click Events Calendar: View/Edit Event Types.
3.
Events-Modify the list of Event Categories-image174.png
4.
Make desired changes.
Events-Modify the list of Event Categories-image175.png
Figure 7-2 Event Type options

Registration Options

Certain registration options may be modified such as:

  • Member authentication options – what is required of a member in order to register as a member
  • Which fields are required registrations fields for staff and registrants
  • Default terminology (phrases used) for members, non-members, payment method wording and registration closed message
  • Custom message displayed on all event registration confirmations

The default settings when new events are created may be set for:

  • Automatic registration confirmation and notification emails
  • Event invoice default
  • Registration Fees and Billing Preferences

To set custom and default event registration options

  1. Click in the left-hand menu.
  2. Click Event Options and Settings.
  3. Open the Registration and Billing Preferences section.
  4. Make desired changes.
  5. Click Save.

Events-Registration Options-image176.png

Registration Member Authentication Method

Events-rd bullet.jpg

Registration Preferences
Events-rd bullet.jpg
Enforce required fields for staff – if fields are marked as required, then when staff enters a registration from the Guest List tab, then the fields will also be required for them as well.
Events-Registration Options-image178.png
Events-rd bullet.jpg
Require registrants to provide ________ - these fields will be marked with an asterisk on the event registration screens, indicating that they are required before moving to the next screen.
Events-Registration Options-image179.png
Events-rd bullet.jpg
Set defaults that appear on Events->Fees tab under Registration and Billing Preferences
Events-Registration Options-image180.png
Events-rd bullet.jpg
Set defaults that appear when creating event invoices under Billing->Invoices with Batch Type = Event (integrated Billing) or QuickBooks->Event Invoices tab (QuickBooks integration with CQI).
Events-Registration Options-image181.png
Events-rd bullet.jpg
Change on-screen terminology during event registration
Events-Registration Options-image182.png
Events-Registration Options-image183.png
Events-rd bullet.jpg
Set defaults for credit card payment tracking and invoice/receipt options for non-members.
Events-Registration Options-image184.png
Events-rd bullet.jpg
Customize the message that appears on all event registration confirmation emails. Confirmation email must be enabled under Events->Fees tab under Registration and Billing Preferences “Send an automatic Registration Confirmation email to consumers registering online.”
Events-Registration Options-image185.png
Events-rd bullet.jpg
 
 


Working with the Calendar

The Calendar tab displays an Events calendar that may be displayed in five different views: list, day, week, month, and year view. As the name suggests, List view displays all events in a list format. The day, week, and month view will display all events falling within the specified date range. The year view displays a graphical calendar allowing chamber employees to advance quickly to a particular date.

The calendar may also be filtered to display only certain events matching the desired criteria. Click clear filters to display all events again.

1.
Click Events in the left-hand menu.
2.
On the Calendar tab, click the Calendar View arrow to select the desired view.
3.
If necessary, click Prev and Next to decrease or advance the calendar. Alternatively, you may click the calendar icon and select the desired month to view.

 

 

calendar view

Filter the Internal Events Calendar (display only specified events)

  1. On the Calendar tab, click filter options. filter options icon
  2. Select the desired filter options:
    • Status
      • Approved: chamber employees have approved this event; displays on all designated calendars
      • Pending: an event submitted by a chamber member but waiting approval from a chamber employee
      • Disabled: an event that may or may not be current but will not be displayed on the public calendar; used to temporarily disable an event.
    • Visibility:
      • Chamber Calendar: When this option is selected, those events that you have made only visible to the chamber staff will be displayed.
      • Members Only: When this options is selected, the events that you have made visible to the members will be displayed.
      • Public Calendar: When this options is selected, the events that you have made visible to the public will be displayed.
    • Category: You can filter the calendar to just a selected category.
    • Keyword: Keyword must be a single word. Multiple single words may be specified which returns all events with either word. For example, keywords ski swap will display all events with ski OR swap in the title or description.
  3. Click Continue.

NOTE: When finished viewing the filtered list of events, click clear filters to view all events.

Finding an Event

To edit event descriptions or dates, add photos, sponsors, participants or to modify any aspect associated with an event, the event must be selected and displayed in the Events drop-down list.

events drop down
  1. Within the Events module, click the drop-down arrow to the right of the Event name.
    Events-Select an event using the drop down list box-image10.png
  2. Select the desired event.


Finding an event using the Find button

  1. On the Find menu, click Event.
    Events-Select an event using the Find button-image11.png
  2. In the Event Name box, type any part of the event name. (This will limit the list of displayed events to those matching your criteria
  3. Click the desired event name.
    Events-Select an event using the Find button-image12.png
  4. Click Continue.


Finding an event using the Calendar view

  1. In the Events module, click the Calendar tab.
  2. Advance the calendar to display the desired event.
  3. Click on the desired event title.

Adding Events

Adding a New Event

To add an event, you will be guided by a wizard to fill in:

  • General Information
  • Descriptions/Appearance
  • Fees/Billing Information

You may add an event using one of two methods. Adding an event to the calendar may be done at any time using the Add menu OR by clicking the +sign when the Calendar tab is displayed, which uses the calendar to assist in date selection, or by nightly importing your iCal feed.

  1. Click Add in the header bar.
    Events-Add an event-image13.png
  • Click Event. The Add a New Event wizard will be displayed.
    Events-Add an event-image14.png
  • Configure the following General Information settings:
    • Event Title: This title will display in your Events drop-down list and also on the Event web page.
    • Start/End Date/Time: Enter the correct dates for the event. A different end date is only needed when a single event runs multiple days – like over the weekend. #:*All Day Event: Deselect this checkbox if you desire to display exact times. Time may also be specified in the Date/Time field on the next window.
    • Reminder:If selected, an automatically generated reminder email will be sent using content from details on the General tab of your event. Preview the automatic reminder by clicking the reminderlink. The email is sent to all registrants on your Guest List with a status of Registered. NOTE: Only those with Plus or greater software version only. The email “look and feel” may be modified with your own custom template if desired. Instructions for web designers are available at [[1]]
    • Recurrence: An event occurring multiple times on your calendar may be duplicated by setting a recurrence. See Create a recurring event.
    • Approval Status: Approved status will display this event on all calendar marked under “Visibility”. Status of Pending or Disabled will not display on the public calendar.
    • Visibility: Check the calendars on which you wish to display this event. Note: all events regardless of these checkboxes will display on the Events Calendar tab.
      • Internal Chamber Event Calendar– When this option is checked the event can be filtered separately on the internal calendar system when you go to Events > Calendar tab and click on filter options.
      • Display on Public Events Calendar – When this option is checked the event will display on the website’s calendar as well as the upcoming events list. This option must be selected in order for the event to show on your public website.
      • Display on Members Only Calendar – When this option is checked the event will display on the Member Information Center (Members Portal) after they log in. This option must be checked for the event to show on the members’ calendar in the Member Center.
      • Display on Featured Events – This option allows for this event to be listed as a featured event on the featured events list.
    • Event Category:Select the categories to which you ant to assign the event. as many categories as desired for this event. Website visitors may search for events by category on the public website. The Administrator may add/remove categories, by clicking edit categories.
  • Click Next. The Description/Appearance settings will be displayed.
    Events-Add an event-image15.png
  • Configure the following:
    • Event Description: Enter a description of the event. Click the advanced edit link to format the text as desired for display on the website.
    • Location Description: Enter location details. Click the advanced edit link to format the text as desired for display on the website.
    • Date/Time Description: Enter date/time description to be displayed on the web-site. Click the advanced edit link for additional formatting options.
    • Fee Description: Enter fee description to be displayed on the web-site. Click the advanced edit link for additional formatting options.
    • Search Description: Enter the description to be displayed when events are searched.
    • Contact Information: Enter the name of the contact for this event.
    • Contact Email: Enter the email for the contact.
    • Website URL: If applicable, enter the URL to a website that provides further information about the event.
    • Website URL Text: If applicable, enter text for the URL.
  • Click Next. The Fees/Billing Information screen will be displayed.
    Events-Add an event-image16.png
  • Assign Fee Items: If fees will be associated with this event, click Assign Fee Items. In order to be assigned, fees must first be created by someone with Finance or Administrator permissions. Fees can also be assigned later on the Fees tab of the event.
  • Online Registration Options: If desired, select to allow members and/or non-members to register online for this event. Selecting this checkbox will immediately display the Register button on the public event page. This selection can also be turned on later on the Fees tab of the event.
  • Click Finish.
  • After creating a new event, work with the tabs in order as displayed. For example, after completing the General tab, setup the fees (if applicable) on the Fees tab. The Sponsor tab would be next, the Guest List, and finally the Account tab. You may complete them out-of-order if desired but there is a logical flow if working from left to right. The main concern would be to have the fees in place before registering guests and sponsors.

    Create a Recurring Event

    Video: Create a Recurring Event

    If your association has an event which occurs on a regular basis, save time by setting it up as a recurring event. Most the details of the original event will be applied to the recurring instances. A notable exception is Fees, which must be set for each instance.

    The following event details DO NOT get copied from original event:

    • Reminder to attendees
    • Fees
    • Discounts
    • Attendees
    • Attendees List
    • Locations
    • Custom Fields
    • Event Notes

    Important: Once an event is listed as a recurring event, each event instance will be displayed on the calendar at the appropriate date/time where the instance may be modified on an individual basis or ALL instances may be changed at once by editing the original occurrence.

    Note: After an instance has been edited individually, it will no longer accept the changes from the original occurrence.

    Recurring.png

     

    Set the recurrence of an event

    1. On the General tab, click the Recurrence arrow and click the desired recurrence.
      recurrence
    2. Complete the Recurrence fields for the selected recurrence.
      Events-Set the recurrence of an event-image32.png

    NOTE: If you are already on the General tab of the original event, you may click edit specific instance and click to select the desired instance to edit.

    Edit a specific instance

    1. In the Events module, click the Calendar tab
    2. Advance to the date of the desired instance.
    3. Click the title of the event.
    4. Make desired modification. Modifications made will only affect this specific instance. (You may even delete a specific instance without affecting the others.)

    Edit all Event Instances

    To edit all instances of the event, you may also click the original event on the Calendar to go directly to the original event. After an instance has been edited individually, it will no longer accept the changes from the original occurrence.

    1. In the Events module click the Calendar tab
    2. Click the title of any event instance of the desired event.
    3. In the Recurrence field, click the title of the original event.
      Events-To edit all event instances-image33.png

    Copy an Event

    1. Click Add in the header bar.
      Events-Add an event-image13.png
    2. Click Event. The Add a New Event wizard will be displayed.
    3. Click Copy a Past Event.
      Event Lookup.JPG
    4. Type the name of the event in the Event Name text box and select or scroll through the list and select the desired event.
    5. Click Continue. The General Information, Descriptions/Appearance, and Fees/Billing Information will be copied from the past event.
    6. Update fields as needed.

    Importing Events from an iCal Feed

    iCalendar (iCal) is an open standard for exchanging calendar and scheduling information. iCal feed enables an application to fetch, push or syncronize date and time based data to an another calendar application.

    The ChamberMaster/MemberZone iCal feed import provides an ability for you to upload your iCal list (from the Cloud drive or other http url used with iPhones, iPads etc and other similar calendars) and import directly into the event calendar. A URL is specified to the location of this iCal and then each night the events are synched.

    Note: Recurring events are not supported with the iCal import feature.

    To import iCal feeds into the event calendar:

    1. Click Setup in the left-hand menu.
    2. Click Event Options and Settings
    3. Open the General Settings area.
      Events-Importing events from an iCal feed-image17.png
    4. Click the +Add button in the iCal Import section.
    5. Type the URL of the iCal feed.
    6. Click Save.
    Note: Once an iCal has been added, the events on that calendar may take up to 24 hours to display on your event calendar.

    Editing/Customizing Event Information

    Facts displayed about an event are based on information from the event’s General tab. The Event Title, Start Date/Time, End Date/Time, Contact Information, Website URL, and Approval Status may be modified here.

    In addition to this basic information, the Event Information area contains the Event Description, Location Description, Date/Time Description, and Fee Description, which is typed into the built-in editor allowing formatting of the text such as bold, underline, font size and style changes.

    Edit Event General Information

    1. In the Events module, select the desired event.
    2. On the General tab, modify the desired fields.
    3. Click Save.

    event information

    Allow others to see who is attending - Select this checkbox if you wish to display the list of event attendees. A See who else is going text link is added to the event email invitation template. When the Allow others to see who is attending setting is enabled, and there are attendees signed up, members will be able to see who else is planning to attend. If they click this new link in their email invitation, it will automatically log them into the MIC and bring them straight to the Who's Going Tab for that particular Event

    Adding Photos and Images

    Photos, images, a map and a video may be added to the event page. One photo may be added as a Main Event photo that is automatically positioned within the event description area, and/or multiple photos may be included in the Photo Gallery which displays in thumbnail size at the bottom of the event page but will be enlarged when a consumer clicks the image. Images are automatically resized to accommodate the space allowed. Images must be .jpg or .gif.

    A map to the event location may be included by uploading your own .jpg or .gif image or pointing to Google Maps.

    One YouTube video may be displayed on the event description page as well.

    Events-Photos and Images-image19.png

    Add a Main Event Photo or a New Gallery Photo

    1. On the General tab, click Add Image in the Action column of the Image Type that you wish to add in the Photos & Images area.
      Events-Add a Main Event Photo or a New Gallery Photo-image20.png
    2. Type the path and filename of the desired graphic file or click Browse to locate and open the desired graphic is located.
    3. Click Upload Image.
      Events-Add a Main Event Photo or a New Gallery Photo-image21.png
    4. Click Close Window.

    NOTE: Only one Main Event photo may be added which is automatically positioned within the event description area. However, Gallery Photos may contain multiple images which display in thumbnail size at the bottom of the event page but will be enlarged when a consumer clicks the image. Photos may also be added to the Event Description. Click Add/Edit Image while editing the description text.

    Remove a Main Event Photo or a Gallery Photo

    On the event's General, click Remove Image in the Action column of the Image Type that you wish to remove in the Photos & Images area.

    1. Events-Remove a Main Event Photo or a Gallery Photo-image22.png

    NOTE: There is no confirmation required, the images will be immediately removed.

    Change an existing Main Event Photo or Gallery Photo

    1. On the event's General tab click Change Image in the Action column of the Image Type that you wish to change in the Photos & Images area.
    2. Type the path and filename of the desired graphic file or click Browse to locate and open the desired graphic is located.
    3. Click Upload Image.

    Add a Video

    1. On the event's General, click Add Video in the Action column in the Photos & Images area.
      Events-Add a video-image23.png
    2. Type or paste the YouTube “share link” for the desired video into the Event Video field.

    Add Mapping Information

    You may upload a map image of include address information to display the location of your event in Google maps.

    Upload a Map Image

    1. On the event's General, click Upload Image in the Action column in the Photos & Images area.
      Events-Add a map image-image24.png
    2. Click Add Image in the Action column.
    3. Type the path and filename of the desired graphic file or click Browse to locate and click Open when desired graphic is located.
    4. Click Upload Image.
    5. Click Close Window.

    Include Map to Event

    1. On the event's General, click Google Maps in the Action column in the Photos & Images area.
    2. Enter Street Addr and City/State/Zip.
    Map.JPG

    NOTE: Click on View Map to preview the map location.

    Add Custom Fields

    1. From the Advanced tab click to expand Custom Registration Fields, then click Add a Field


    Cfr1.png
    Figure 1: Creating Custom Registration Fields


    2. Create the custom registration field by completing the following:

    a. Field Name
    b. Public Display Text (optional)
    c. Select Data Type


    Cfr2.png
    Figure 2: Custom Registration Instructions


    d. Designate whether or not custom field will be a publicly displayed field
    e. Designate whether or not custom filed is required
    f. (If data type is Drop Down List) Enter drop down selection items


    Cfr3.png
    Figure 3: Custom Registration Instructions 2

    Placement Options (Calendar Display Options)

    An event may be displayed on three different calendars: the Internal Chamber Events calendar, the Public Events calendar (web site), and/or the Members Only calendar. A check on the Featured Events check box will display this event on the public web site calendar page in a highlighted area title “Featured Events.”

    Internal Chamber Events. All calendar events will automatically display for your Chamber staff on the Calendar tab no matter what selection is made for the Visibility check box but if selecting “Internal Chamber Event Calendar”, you will be able to filter by this selection on the Calendar tab.
    placement options
    Figure 2-17 Placement Options

    Select placement options

    1.
    On the General tab, click the desired visibility check box(es).
    2.
    Click Save.
    3.
    If selecting Display on Featured Events, complete the Featured Events window by selecting Sort Order and desired Order. Then click Save and Close.
    featured events
    Figure 2-18 Featured Events window

    Define Event Categories

    Event categories are a way by which events can be filtered on your web-site.

    1. On the event's General tab, click the desired Event Category(ies) check box(es) in the Placement Options

    Add Event Categories

    1. Click the event's General tab
      Events-Edit event categories-image36.png
    2. Click edit categories in the Placement Options area.
      Events-Edit event categories-image37.png
    3. Click Add Category.
      Add Event Categories.jpg
    4. Enter the name of the category in the Category Name: text box.
    5. Click Save.

    Customize Event Registration Instructions & Confirmation Message

    You can add event registration instructions to be displayed on the registration form, and also customize a message displayed after the registrant completes registration.

    1. On the desired event page, click the Advanced tab.
    2. Expand the Messages section.
      Reg Confirmations CP.JPG
    3. In the Registration Instructions text-box, type the message that you would like to appear at the top of the registration page. Click the advanced edit link for more editing options.
    4. In the Registration Confirmation text box, type the message that you would like to appear in the browser window after the registrant completes the registration form. Click the advanced edit link for more editing options.
    5. Click Save to save your messages.

    Setup Event Fees and Billing

    Events that require a fee to participate can be managed through the Events module. Event fees, designated for members or non-members, may be associated with each event. If allowing online registration, members-only pricing is available to those with a members-only login name and password.

    Staff control what payment options appear for members and non-members, with a separate set of options available for each. If integrated with QuickBooks or using the integrated billing module, individual invoices may be generated from the Events module for those requesting payment by invoice.

    Discounts based on age, date, or volume may be created for each event and applied when appropriate information is provided during registration.

    The Account tab displays a running total of the event income activity in addition to a summary of guest list information.

    Setting up and using event fees require the following steps:

    • Assign Event Fees
    • Select Billing Preferences
    • Create Discounts Options
    • View Account Information
    • Create Event Invoices

    Assign Event Fees

    Once created, fees may be assigned to an event. If desired, multiple fees may be assigned to one event giving the ability to have separate pricing for members and non-members, pricing for sponsors, or any desired additional fee item.
    Assigning event registration fees may be done during creation of a new event by selecting Assign Fee Items on Step 3 of 3 or after creation on the Fees tab. When assigning fees after creation, event registration fees and additional fees items may both be assigned. Steps outlined below will specifically address assigning fees after creation but the same concepts can be applied to assigning fees during creation.
    Assign fee items - add wizard
    Figure 3-4 During creation
    Only one event registration fee may be selected per registrant. One or more additional fee items may be selected per registrant.
    Assign fee items - fees tab
    Figure 3-5 After creation

    Assign Event Registration Fees

    Note: Only one event registration fee may be selected per registrant.

    1.
    On the Fees tab, click Assign Fee Items in the Event Registration Fees area.
    2.
    Select the desired fee by clicking the Fee Item Type arrow.
    3.
    Complete other desired fields. See Figure 3-6.
    The Event Fee Display Name is limited to 50 characters. The Event Fee Description is limited to 100 characters.
    4.
    Click Save & Exit.
    Assign fee items

    Assign Additional Fee Item

    One or more additional fee items may be selected per registrant. NOTE: The fee items are only available to those who register (select a registration fee item) for the event.

    1. On the Fees tab, click Assign Fee Items in the Additional Fee Items area.
    2. Select the desired fee by clicking the Fee Item Type arrow.
    3. Complete other desired fields.
    4. Click Save & Exit.


    Aafie.png

    Edit an Event Fee Once Assigned

    1.
    On the Fees tab, click the title of the desired event fee in the Event Registration Fees area or the Additional Fee Items area.
    2.
    Make desired changes.
    3.
    Click Save & Exit.

    Remove an Event Fee Once Assigned

    1.
    On the Fees tab, click to select the check box in front of the desired item to be deleted.
    2.
    Click Remove Select Fee Items.
    Removing an event fee also removes any association with an event and makes it unavailable in event reports as well. Make sure that you no longer need access to this event fee before removing it.
    remove fee item
    Figure 3-7 Removing an event fee

    Select Registration and Billing Preferences

    Registration and Billing Preferences must be configured if fees have been assigned or to indicate online registration preferences. Many of these preferences are available when you first setup an event on Step 3 of 3 or all selections may be made after you create the event on the Fees tab.

    Preferences include selection of online registration options for members and non-members, available payment methods, general invoice options and non-members invoice options (if applicable). In addition email confirmation notices and email notification of registration may be specified if desired.

    The steps outlined below allow you to setup preferences specific to the event you are working with.

    1. On the event's Fees tab, expand the Registration and Billing Preferences section.
      Registration and Billing Prefs.PNG
    2. Configure the following options as desired for this event:
      • Online Registration Options - If allowing online registration but you do not select any acceptable methods of payment, upon registration a message will be displayed to registrants that the chamber will be in contact with them regarding the registration fees for this event.
        • Allow members to register online for this event. When this option is selected, you may choose one or more of the following billing options (NOTE: The payment methods selected under this option will be available to Active and Courtesy members.)
          • Allow registrants to request to be Invoiced for fees incurred.
          • Allow registrants to specify that they will pay by Cash or Check at the time of the event.
        • Allow non-members to register online for this event. When this option is selected, you may choose one or more of the following options (NOTE: The payment options selected here will be available to Non-Member, Prospective members, and the general public.
        • Disallow online registrations after. Click the option if you wish to close registration at a certain date and time. Enter the date and time.
        • Allow online registrants to include multiple attendees on a single registration. Click the option to allow multiple attendees to be included on a single registration.
        • Send an automatic Registration Confirmation email to consumers registering online. Click this option if you wish to send an automated event registration confirmation. Note: Custom text may be included on the confirmation email. Put the desired custom text in the Chamber Message window in Setup > Event Options and Settings under the Registration and Billing Preferences area.
          • If you have selected Send an automatic Registration Confirmation email to consumers registering online, the Include QR Code in Confirmation email for easy check-in option will be displayed. This option will include a QR Code in the event confirmation. At your event, using the Staff App, you can scan the users QR code right from their smart phone or a printed version of their email. Once scanned, the attendee will immediately be marked as attended in the system. NOTE: This feature is only available to those who have updated to the newest event registration.
        • Send an automatic Registration Notification email to our association at. Click this option and enter the email address to whom an automated email message will be sent when someone registers for the event.
      • Invoice and Receipt Options - the following settings allow you to determine how you wish to track invoices for non-members who pay for event registration with a credit card:
        • Assign non-member invoices or receipts to a single Member. Select this option to assign all invoices to one member (this is best practice). The default member you configured under Setup > Events Options & Settings is displayed. Click the hyper-link to select a different member.
        • Create a new Member for each non-member participant that pays by credit card to assign the invoice/receipt to. Select this option if you want a new member create for each non-member participant. From the drop-down list, select the member status to be associated to the new member.
      • Credit Card Payment Tracking Options - these options allow you to configure how you wish to track credit card transactions. Your accounting practices will drive your choice.
        • Create a new Invoice and Payment for each Credit Card Payment.
        • Create a new Sales Receipt for each Credit Card Payment.
        • Do not create Credit Card Payment records.
        • Create a new Quick Books Customer for each non-member participant - this is only available for CQI users.
    3. Click Save Preferences.

    Create Discount Options

    Any event may have special discounts available and applied to all or selected fees. Discounts based on age, date, or volume may be created for each event and applied when appropriate information is provided during registration or the discount criteria is met because of date or volume.

    Create an Age-Based discount

    1. On the Fees tab, click Add Discount in the Discount Options area under the Age-Based Discounts section.
    2. Complete the Add Event Discount screen.
    3. Click Save.
      Age-based discounts

    Create an Early Registration Discount

    1. On the Fees tab, click Add Discount in the Discount Options area under the Early Registration Discounts section.
    2. Complete the Add Event Discount screen.
    3. Click Save.
      Early Registration discounts

    Create a Volume-Based Discount

    1. On the Fees tab, click Add Discount in the Discount Options area under the Volume Discounts section.
    2. Complete the Add Event Discount screen.
    3. Click Save.
      Volume discounts
      When members or visitors register, upon checkout they will see the volume discount specified in a Discount column.
      Online Registration Volume Discount Example

    Create Membership Type Discount

    See event discounts by membership type in action. Vid.png

    1. On the Fees tab, click Add Discount in the Discount Options area under the Membership Type Discounts section.
    2. Complete the Add Event Discount screen.
    3. Click Save.
      Membership Type Discount Screen

    Notes:

    • Idea: Grant discounted, free, or included benefits to specific membership types.
    • Total discounts used per event may be specified and a separate limit per registration is also available.
    • For Plus edition or greater only.

    Create Promo Code Discount

    See event promo codes in action Vid.png

    1. On the Fees tab, click Add Discount in the Discount Options area under the Promo Code section.
    2. Complete the Add Event Discount screen.
    3. Click Save.
      Event Promo code window

    Notes:

    • Idea: create a Promo Code on your Event Fees tab and then post your promo code on specific advertising so you can track the effectiveness of the ad or provide this promo code to a select group of attendees.
    • Make sure to create different promo code for each discount.
    • Create multiple codes for each event if desired.
    • Limits on usage are available at the event level and registration level.
    • For Plus edition or greater only.
    Related Topics Invoice Discounts
    

    View Event Account Information

    Running totals of income billed and paid, registrations, invitations, and a list of event sponsors for an event can be viewed on the Account tab. Totals are automatically updated as entries are made.

    View the Event Account Information

    1.
    Select the desired event.
    2.
    Click the Account tab.
    Events-View the event account information-image72.png
    Figure 3-13 Account summary

    Create Event Invoices and Sales Receipts

    If integrated with QuickBooks or using the integrated billing module, individual invoices may be generated for members from the Events module for those requesting payment by invoice or for those registrants designated as such by chamber employees when completing registration.
    If registration is accepted for individuals that are not chamber members, invoices may also be generated if desired. Two options for creation of non-member invoices are available: create a new member record (or QB Customer with QuickBooks integration) for each non-member participant or assign non-member invoices to a single member (or QB Customer with QuickBooks integration).
    Creating invoices vary slightly dependent on which module you are using - - QuickBooks or Billing. Follow the instructions in the appropriate section below for creating your event fees.

    Create Event Invoices/Sales Receipts when QuickBooks is Integrated

    Defaults may be set for these options but may also be changed right before creating the invoices.
    To change the event invoice defaults
    1.
    Select the desired event.
    2.
    Click the Fees tab.
    3.
    Make the desired selections in the Billing Preferences area.
    To create event invoices/sales receipts
    You may also create event invoices by clicking the Event Invoices tab after selecting the QuickBooks module in the left-hand navigation bar.
    1.
    Select the desired event.
    2.
    Click the Account tab.
    3.
    If registrations have specified a payment method of “invoice” and the invoice has not yet been created, a selection will appear indicating the number of invoices that need to be created. Or if credit card payment has been accepted and Credit Card Payment Tracking Options are set to create either an invoice/payment or sales receipt, a selection will appear indicating the number of entries that need to be created.
    If the Create Entries Now button does not appear, there are no transactions to be created at this time.
    Events-Create Event Invoices 2fSales Receipts when QuickB-image73.png
    Figure 3-14 Create Entries Now (QuickBooks example shown)
    4.
    Click Create QuickBooks Entries Now.
    5.
    Make desired changes in the Invoice Options area.
    event invoices
    Figure 3-15 Invoice options
    6.
    Click Create QuickBooks Entries Now. create invoices now icon
    If the Create QuickBooks Entries Now button is not available (dimmed out), you may need to verify your QuickBooks connection. This may be done at the top of the Event Invoices tab or by selecting QuickBooks Connection Settings in the Setup module.
    invoice creation
    Figure 3-16 Create Invoices
    7.
    Invoice creation begins. Click Refresh Status Now to display the current status for completed invoices. When Invoicing Complete appears, click Refresh Status Now to view a complete status list of all invoices.
    invoice status
    Figure 3-17 Invoice status
    8.
    Click Finish.
    In many versions of QuickBooks you may print the batch of invoices by clicking Invoices. Then click the Print drop-down arrow print batch. Click Print Batch
    9.
    These invoices now exist in QuickBooks and are marked to be printed. You may view and print them in QuickBooks according to standard QuickBooks procedures.

    Create Event Invoices Using Integrated Billing Module

    If a payment method of Invoice is selected, this invoice will be queued and then created at a time of your choosing. If a payment method of Credit Card is selected, one of three results will happen depending on your choice: an invoice and payment will be automatically created, a sales receipt will automatically be created, or no transaction will happen. Make these selections for each event on the Fees tab of the desired Event.

    Event invoices may be created from within the Events module or from the Billing module. Either way of creating invoices accomplishes the same task.

    1. In the Event Module, select the desired event.
    2. Click the Account tab.
    3. If there are invoices to be created, the Create Invoices Now button will be displayed. If the Create Invoices Now button does not appear, there are no invoices to be created at this time.
    4. Click Create Invoices Now.
    5. Make any desired selections in the Bill To: which allows you to specify to whom the invoice should be addressed, and which items should be on the invoice line. box for who the invoice should be addressed to and what items should appear on the invoice line.
    6. If you wish to apply any available credits a member may have available on their account, click Auto-apply available credits on invoices checkbox.
    7. If desired, select a Message that will be printed on each invoice. Note: Click edit to modify the message or create a one-time custom message to display on all invoices.
    8. Complete the rest of the fields including Invoice Date, Date Due and Payment Terms.
    9. In the list of invoices, uncheck any invoices that should be excluded from this Batch. Note: All excluded invoices may be added to this batch later.
    10. Click Deliver Customer Invoices.
    11. Click Save Batch or Deliver Invoices. If clicking Save Batch, you can return to a batch of invoices at any time to deliver them (email or print them). If clicking Deliver Invoices, continue to the next step. Either choice, Save Batch or Deliver Invoices, will create the batch of invoices. Deliver Invoices will create the invoices and immediately open a window with options to print and/or email the invoices.
    12. If you have selected Deliver Invoices the Deliver Customer Invoices window will appear. The Delivery Method of Print Invoices is already selected. Those invoices with an Output selection (from the previous window) of Print or Both will be selected. Those invoices with an Output selection of Email or None will not be selected. Also, any invoice that does not have complete mailing address information will not be selected.
      NOTE: Changes made to the Contact Name or address on the Deliver Customer Invoices window does not modify the Member’s Account information. Permanent Billing Rep or address changes must be made in the Members module.
      Recurring inv4.jpg
    13. Complete the Delivery Method selections as desired.

      Note: A default Invoice Template may be selected as desired by clicking '''Setup''' > '''Billing Options''' and '''Settings'''. Open the '''Appearance''' area and select a new '''Default Template'''. The templates may also be edited at this location. See “Invoice Templates” for more information.

    14. When ready, click Preview Invoices or Print Invoices.
      Suggestion: Click Mark invoices as Delivered after printing when printing the labels. (if not printing labels, click Mark invoices as Delivered after printing when printing the invoices). This will make it easier to determine later if the invoices in that batch have been printed or not. Later, the selection Print/Email Invoices on the Reports tab will easily identify any outstanding invoices that have not been “delivered”, regardless of which batch they belong to. See “Print/Email All Undelivered Invoices”
    15. If mailing labels are desired, click Print Mailing Labels in the Delivery Method section.

      Note: When viewing the Member's Account tab after billing: The Next Billed column in the Membership Fees and Dues area reflects the name of the monthly batch that this fee/due will be included in or already has been included in. This column will automatically display the next billing month when the current date passes that month. For instance, if the current date is February 2015 and a fee/due is set to be billed in February 2015, the Next Billed column will display February 2015 until March 1, 2015; then it will automatically switch and display February 2016. To see if a particular fee/due has been billed, refer to the transactions displayed in the Transaction History area.

      Recurring inv5.jpg
    16. Make the desired selections.
    17. Click Print Labels.
    18. If any invoices need to be emailed, click Email Invoices in the Delivery Method section.
      Invxx.jpg
    19. Make the desired selections.

    Working with Event Sponsors

    Adding a Sponsor

    You can add sponsors through the database, or sponsors are added automatically when a registrant selects a registration fee that you have designed to automatically add as a sponsor.

    NOTE: You must have fees setup for sponsorships prior to adding sponsors.

    1. In the desired event, click the Sponsors tab.
    2. Click Add Sponsor.
      Add Sponsor.JPG
    3. Enter required contact information.
    4. Select the appropriate sponsorship registration fee.
    5. Click Save Changes.
      Event Sponsor.JPG
    6. Complete the registration form and check-out.

    Remove a Sponsor

    NOTE: While the system provides the functionality to remove a sponsor, best practice is to cancel the registration associated with this sponsor. When you remove a sponsor on the Sponsor tab, this will also delete their event registration.

    1. On the Sponsors tab, click the check box in front of the desired sponsor’s name in the List of Sponsors.
    2. Click Remove Selected Sponsors.

    Add Additional Attendees with a Sponsor

    1. On the Sponsors tab, click the desired sponsor’s name in the List of Sponsors. The selected row will be highlighted in yellow.
    2. Click the Edit Registration icon.
      Sponsor Edit Registration.JPG
    3. Click 'Add Attendee and complete the registration form.

    Sponsor logos may be uploaded and placement determined. In addition, a logo website link for the sponsor may be activated. A sponsor logo will automatically be displayed for the Sponsor Logo if a logo has been displayed for this sponsor-member before on any other event or if the member has a logo uploaded for their member logo in the Member Information Center. Sponsorship levels may also be created and assigned appropriately to each sponsor. Sponsors may also be assigned a certain sort order.

    NOTE:A sponsor logo will automatically be available, if a logo has been previously uploaded for this sponsor-member or if the member has uploaded a logo in the Member Information Center.

    1. On the Sponsors tab, click the desired sponsor’s name in the List of Sponsors area. The selected row will be highlighted in yellow.
    2. Click Add Image in the Sponsor Web Display Options area.
      Events-Add a sponsor logo-image89.png
    3. Type the path and filename of the desired graphic file or click Browse to locate the desired graphic.
    4. Click Upload Image.
    5. Click Close Window.
    6. Select logo placement by clicking the Logo Placement arrow. Select from: Right Column, Page Bottom or Do Not Display.
    7. Click Save.

    1. On the Sponsors tab, click the desired sponsor’s name in the List of Sponsors area. The selected row will be highlighted in yellow.
    2. Click Remove Image in the Actionscolumn of the Sponsor Web Display Options area.
      Events-Remove a sponsor logo-image91.png

    1. On the Sponsors tab, click the desired sponsor’s name in the List of Sponsors. The selected row will be highlighted in yellow.
    2. Click Change Image in the Action column in the Sponsor Web Display Options area.
    3. Type the path and filename of the desired graphic file or click Browse to locate the desired graphic.
    4. Click Upload Image.
    5. Click Close Window.

    Sponsorship Levels

    Default sponsorship levels may be created to use on events as desired (so that you only create the levels once and may use multiple times). Also, each event may have a unique set of sponsorship levels defined.

    Create default sponsorship levels

    Default sponsorship levels will be available to use on each event if desired. For each level, select whether the Sponsorship Level Name should display on the website as a heading for those listed under this sponsorship level.

    1. Login with administrator permissions.
    2. Click Setup in the left-hand menu.
    3. Click Event Options and Settings.
    4. Click Edit Default Levels in the Sponsors area.
    5. Click Add New Level.
      Events-Create Sponsorship Levels-image93.png
    6. Type the name of the new sponsorship level in the Name field.
    7. Select the desired Appearance option: “Display Heading” or “Do Not Display”.
    8. Optional: Change the order in which the sponsorship levels will appear on the website.
    9. Click Save Changes..

    Create unique sponsorship levels for each event

    1. For the desired event, click the Sponsors tab. Click Events in the left-hand menu.
    2. Click the Sponsors tab.
    3. Click Edit Sponsorship Levels in the Sponsor Web Display Options area.
    4. Click Add New Level to create a unique sponsorship level for this event or click Use Defaults to automatically display the default list of sponsorship levels that were created in the Setup module. (See “Create default sponsorship levels” above.).
    5. Continue adding, editing, and removing sponsorship levels until the list is as desired for this particular event. Note: any editing here does not affect the default sponsorship levels list created in the Setup module.
    6. Click Save Changes.

    Output Rosters/Name Tags/Labels for Sponsors

    1. On the Sponsors tab, click the Reports arrow.
    2. Select the desired output:
      • Print Roster
      • Print Nametags
      • Print Mailing Labels
      • Print Listing
      • Download Listing
      • Event Sponsors Report
    sponsor output options

    Working with the Guest List

    NOTE: If you have recently made the move to the updated Guest List, click here Vid.pngfor an overview.

    When registration rosters and attendee lists must be tracked, a complete solution for managing participants is provided through the Guest List tab. Participants may be added using member or representative names in the current database, added as new by a chamber employee, or automatically entered by the participant if online registration is enabled.

    In addition, invitations may be sent to prospective attendees, resent to those who have not responded, and continually monitored, sorted, and reported on using the registration status column in the Guest List.

    Output from the registration list consists of a roster sheet, mailing labels, name tags, and a printed list. Filter options may be applied to any output, filtered by registration status, payment status, or other self-selected filters. For example, emails may be sent, targeting only those registered or those still not registered, or many other combinations using the available filter options. Downloading this same information to a comma separated value (.csv) file is also available.

    Sending invitations to attendees is not required in order to maintain a list of participants. However, if invitations will be sent, it is most helpful to send the invitations before creating the participant list.

    Send Invitations

    Invitations may be created and sent via email using the Guest List Summary area on the Guest List tab. Mailing labels may be specifically generated for this group using the output options for mailing labels.

    During the course of time, if invitees have still not responded to your invitations, you may decide to resend your invitation. The database will keep track of who has received an invitation but has not yet registered so that you may easily target those that might need a second or third reminder.

    1. Click Create Invitations.
      Send Invitations.jpg
    2. Select the attendees that should receive invitations using one or more selections available under Add Invitees, Add Members, or Add Representatives. Repeat until your invitee list is complete. NOTE: Invitees that already appear on the Guest List will automatically be marked with an asterisk and may be removed by clicking Remove to avoid accidental duplication of these invitees on the participant list.
      Invitee List.jpg
    3. Click Continue
    4. Complete the Send an Email invitation screen.
    5. Click Send Email Now or you can choose to send the email at a future date.

    NOTE: You may wish to save this original email as a template for future use (for example if you wish to resend the invitation.)

    Resend Invitations to those not yet Registered

    1. On the Guest List tab, click the view/resend link.
      Invitations - resend.jpg
    2. Review the list, and update if needed.
      Add invitations.JPG
    3. Click Continue.
    4. Complete the Send an Email invitation screen.
    5. Click Send Email Now.

    NOTE: If you saved the original invite, you will be able to select it from your templates.

    Manage Invitee List

    From within the Invitations section you can indicate an invitee has declined, register an invitee, and add a comment:

    ManageInviteList.png

    Register an Invitee

    1. On the Guest List tab, click the Manage List link in the Invitations section.
    2. Click the Register link for the participant you wish to register.
    3. Complete the registration, and check-out.

    Decline an Invitee

    1. On the Guest List tab, click the Manage List link in the Invitations section.
    2. Click the Decline link for the participant who is declining.
    3. Click Done.

    Comment on Invitee

    1. On the Guest List tab, click the Manage List link in the Invitations section.
    2. Click the Comment link for the participant on whom you wish to comment.
    3. Enter the comment
    4. Click Save
    5. Click Done

    NOTE: You can add to, edit, or remove this comment at any time.

    InviteeComment.png

    Working with the Waiting List

    If you have checked Enable waiting list on the General tab, if you have reached the Limit Attendee Count To number, people wishing to register for the event will be notified that the event is full and asked if they would like to be placed on a waiting list.

    Event Full.JPG

    If the user clicks Yes please, they will be able to enter their name, and the number of guests they wish to bring.

    Waiting List.JPG

    The Waiting List on the Guest List tab will be updated by the number of guests they entered.

    If registrations come available for the event, you can manage the waiting list on the Guest List tab.

    1. Click Manage List adjacent to Waiting List.
      Registrations.JPG
      A list of all individuals on the list will be displayed.
      Manage Wait List.JPG
    2. Click the Register link if you wish to register an individual, or click the Remove link to remove an individual from the list.


    Managing the Guest List

    The Guest list is created manually by registering guests through the back-office, or through on-line registrations.

    Guest List.JPG

    The Status column will display one of four options, dependent on actions taken:

    • Registered - This status will be displayed when someone registers on-line, or when a staff member registers for them.
    • Invitation Declined - This status will be displayed when an invitee declines the invitation, or a staff member declines for them.
    • Cancelled - This status will be displayed when a registration is cancelled.
    • Incomplete - This status will be displayed if a registrant exits the registration check-out page, without making payment.

    Add A New Registration

    1. Click the Add New Registration on the Guest List tab. The registration page will be displayed.
    2. Enter required contact information for the registrant.
    3. Proceed to checkout.

    Move an Event registration to Different Event

    Occasionally someone will register for the wrong event and you may want to move their completed registration to the correct event. Follow these steps below to complete this task.

    1. Cancel the registration on the incorrect event. This doesn't affect any invoice or payment it simply cancels that registration on that event.
      • To cancel the registration click the edit registration icon Edit Registration.png on the guest list and change their registration status to cancelled.
    2. Next create a new registration for that person on the correct event using their appropriate fees.
    3. Complete the registration with the payment option invoice selected.
    4. When you return to your guest list click the edit payment icon Payment-Unpaid.png to open up the payment options for this registration.
    5. Change the payment status to paid.
    6. In the Invoice Ref # field enter the invoice # from their original registration.
      • You can edit this field even though it is grayed out.
    7. Click Save & Close
    8. (Optional) Go to that invoice and associate it with the correct event.
      1. Open the invoice (use the invoice number and the find > billing transaction to locate it quickly)
      2. Click Break Event Link to disconnect the invoice from the previous event.
        Break Event Association Link on an Invoice
      3. Click Save to save the change.
      4. Now the Break Event Link button has changed to Associate with Event click this and select the correct event the new registration was created on.
      5. Click Save to save the association before closing the invoice.
      Re-associating the invoice isn't required unless some specific event based reports are being used.

    Resend an Event Confirmation Email


    You can easily resend an event confirmation to a registrant from the event's guest list.

    1. Select the desired event.
    2. Click the Guest List tab.
      Guest List1.JPG
    3. For the desired registrant, click the Registered link in the Status column.
      Reg Confirm Email.JPG
    4. Click the check-box next to the person to whom you wish to send the confirmation.
    5. Select a sender from the Confirmation Sender: list.
    6. Click Save & Close.

    Cancelling an Event Registration


    If someone has registered for an event, but chosen the wrong fee item and has already paid or been invoiced, complete these steps to cancel the registration so you can create a new one with the correct fee item.

    Note: If the registrant has not paid or been invoiced, simply edit the registration by clicking the Edit Registration icon and change the fee item. See Figure 1 below.
    1. Go to Events ➝ Guest List
    2. Locate the registration that needs to be cancelled
    3. Click on the Edit Registration icon[1]


    Cancel001.png
    Figure 1: Editing the Registration


    4. Change the status to Cancelled
    5. Click Save & Close


    Cancel009.png
    Figure 2: Cancelling the Registration


    Writeoff, Refund, or Credit the Registrant (If Needed)
    Note: If there is a Reference number located on the Guest List, a transaction has been created.
    Scenario 1: An invoice has been created and paid

    Option 1: Issue a Credit on the Member’s account to be used later

    1. Go to Members ➝ Account ➝ Transaction History ➝ New Credit. (See Figure 3 below)


    Cancel 10.png
    Figure 3: Issuing a credit


    Option 2: Refund the money to the registrant

    Note: If Sales Receipts were created the refund process will require a negative sales receipt to be manually created through the Members ➝Account➝ Transaction History➝ New Sales Receipt location.


    1. Go to EventsGuest List
    2. Click on the invoice Reference number (See Figure 4 below)


    Cancel 12.png
    Figure 4: The invoice Reference number


    3. In the Balance Summary area click the PAYMENT Ref # (See Figure 5 below)


    Cancel 100.png
    Figure 5: The PAYMENT Ref #


    4. Click Refund Payment


    Cancel 11.png
    Figure 6: The Refund Payment button


    5. Click Save. See ‘Refund’ for information on handling refunds


    Cancel 14.png
    Figure 7: The Save button


    Scenario 2: An invoice has been created but is unpaid

    Writeoff the invoice

    In this scenario, best practice is to write off the invoice.

    1. Go to Events ➝ Guest List
    2. Click on the invoice reference number for which you wish to create a write-off.
    3. Follow the steps for Process a Write Off to complete the write-off.

    Send an email to multiple guests

    You can easily send emails to the guests of an event from the Guest List tab:

    1. Select your Event
    2. Click the Guest List tab.
    3. Click the envelope icon, located in the Guest List section.
    4. Select the desired filtering options:
      • Include all attendees
      • Include only attendees displayed in the Guest List as it is currently filtered.
      • Registration Status.
      • Payment Status.
      • Include currently selected attendees only.
      • Include only Primary Contact from event registration.
    5. Click Continue. The Send an Email screen will be displayed to complete sending your email to multiple guests.

    Send Event Reminders

    Note: Only those with Plus edition or greater and SEO modules will have this feature.

    An automatically generated reminder email can be sent to all registrants on an event's Guest List with a status of "Registered".

    1. Click Events in the left-hand menu.

    2. Select the desired event.

    3. Click the General tab.

    4. Click to select the “Send automatic reminder to all registrants” checkbox.

    5. Complete the Date and Time fields to indicate when the reminder should be sent.

    6. Click Save.

    Note: Preview the automatic reminder by clicking the reminder link. The email “look and feel” may be modified with your own custom template if desired.


    Events-Send Event Reminders-image139.png

    Reports and Labels

    Within the Events module, reports, labels, and downloads are available at the bottom of a number of the lists which may give the desired options right there. These options were explained in the previous sections.
    Additional reports are available in the Reports module of the software.
    The flexibility of downloading data also provides opportunity to bring your Guest List into other programs where labels, nametags, or other desired output may be generated.

    Reports

    1. Click Reports in the left-hand menu.
    2. Click Events from the list of links.
    3. Select the desired report from the list.
    4. Complete the selections as desired and click Print Report.


    Event-report.png

    Generate and Email a List of Events

    A report is available that will list selected details of your desired event(s). After generating this report, you may choose to email that to desired recipients.

    Generate List of Events

    1.
    Click Reports in the left-hand navigation bar
    2.
    Click Events in the Reports Categories area.
    3.
    Click Event Summary Listing.
    4.
    Complete the desired Filter Options and click View/Print List.
    Events-Generate list of events-image143.png
    Figure 6-3 Filter options for Event Information Summary report
    5.
    When the desired events display on the screen, press Ctrl-A (to select all) and then press Ctrl-C (to copy all).
    You may also click Select All from the Edit menu in place of pressing Ctrl-A. Also, you may click Copy from the Edit menu instead of pressing Ctrl-C.
    6.
    Click Close close to close the event listing window.
    7.
    After completing the above steps, proceed immediately to the next section.

    Email the Event Listing

    1.
    Click Communication in the left-hand navigation bar.
    2.
    Click New Email to Multiple Members.
    3.
    Select the desired addressees (by membership status for all active members) and distribution method (Email only).
    4.
    Click Continue.
    5.
    Complete the From: and Subject: fields.
    6.
    Click in the Body text area. Type any desired opening information.
    7.
    Click the Paste paste button.
    8.
    Click Allow Access (if necessary).
    9.
    The events listing from the steps performed above will display in the email.
    10.
    Complete the email and click Send Email.

    Download Name Tag Data

    Name tags may be created that will list a participant's name and business name. If you desire additional participant information or to include a graphic on the name tab, you may wish to download the name tag data and import into Microsoft Word where you can customize the name tag as desired.

    1. Click Events in the left-hand navigation bar.
    2. Select the desired event from the Events drop-down list.
    3. Click the Guest List tab.
    4. In the Guest List section click on the Reports button.
      Cnt1.png
    5. In the Report Items window select Style 3.
      Cnt2.png
    6. Complete the Guest List Report Filters
      Cnt3.png
    7. On the Name Tags options screen click the Download Name Tag Data

    Cnt4.png

    The nametag data will be downloaded to an excel spreadsheet for your future use.

    Deleting an Event

    If an event has been created by mistake, or you no longer wish to have the event appear, you may delete the event. All history of participants, sponsors, and fees will also be deleted and no longer available in reports.

    On the event's General tab, click Delete Event

    delete event

    Note: The Delete Eventselection is only available to those with Administrator Level permissions.

    Working with Events Projects/Tasks

    If you are using the Pro Edition, you can easily create a project, or add tasks to your events.

    Create a Project for an Event

    1. On the desired event, click the Tasks tab.
    2. Click the New Project button.
    3. See Create a New Project for final instructions on creating the new project.

    Add Tasks to an Event

    If you are using the Pro Edition of ChamberMaster/MemberZone you can add tasks to an event to make it easy for you to track progress.

    1. On the desired event, click theTasks tab.
    2. Click the New Task button.
    3. See Adding a Task for final instructions on creating the task.

    Syncing Events with your calendar

    Event calendar feeds automatically synchronize your calendar with your events listed in your software. Many different applications support iCalendar, including Microsoft Outlook 2007 and later (Exchange), Lotus Notes 8.5 and later, Apple Calendar iPhone and iPad), and Google Calendar (Android and Gmail).

    Syncing with your calendar (basic instructions)

    1. Click Events in the left-hand menu.
    2. Click the Calendar tab.
      CP Sync Events.JPG
    3. Click Sync with your own calendar hyper-link.
    4. Click the desired link and follow the prompts to synchronize with the default calendar on your system (if available).
      CP event calendar subscription feeds.JPG

    To synchronize with a different calendar, copy and paste the desired URL into your calendar software in the location where feeds are accepted, often identified with “Subscribe”, “Add Calendar”, etc.

    Your third party calendar will automatically update every hour with any changes made to your events. The populated date range: today - 365 days from now.

    Sync Events with Outlook

    Outlook 2007 or greater will accept iCalendar feeds. Watch this video: How to Sync with Outlook Vid.png
    To sync your events with Outlook
    1.
    Click Events in the left-hand menu.
    2.
    Click the Calendar tab and click “Synch with your own calendar.”
    Events-Sync Events with Outlook-image41.png
    3.
    Locate the desired event feed.
    Events-Sync Events with Outlook-image40.png
    4.
    Highlight the URL and copy it. (Right click on the highlighted URL and click Copy)
    5.
    Open your Outlook software.
    6.
    Click File, Date File Management.
    7.
    Click the Internet Calendars tab.
    Events-Sync Events with Outlook-image42.png
    8.
    Click New...
    9.
    Paste the URL. (Right click and click Paste.)
    10.
    Click Add.
    11.
    Click OK on the Subscription Options window.
    Events-Sync Events with Outlook-image43.png

    Synch your events with Google Calendar

    Watch this video showing [to synch with Google Calendar] moviecamera
    To sync your events with Google Calendar
    1.
    Click Events in the left-hand menu.
    2.
    Click the Calendar tab and click “Synch with your own calendar.”
    Events-Synch your events with Google Calendar-image41.png
    3.
    Locate the desired event feed.
    Events-Synch your events with Google Calendar-image40.png
    4.
    Highlight the URL and copy it. (Right click on the highlighted URL and click Copy)
    5.
    Open a browser window and login to your Google Calendar.
    6.
    Click the arrow next to Other calendars.
    Events-Synch your events with Google Calendar-image44.png
    7.
    Select Add by URL.
    8.
    Paste the URL into the URL field and click Add Calendar.
    Events-Synch your events with Google Calendar-image45.png
    To remove the calendar from Google
    1.
    When logged into your Google Calendar, click the arrow next to Other calendars.
    Events-Synch your events with Google Calendar-image46.png
    2.
    Select Settings.
    3.
    At the bottom of the screen in the Other Calendars area, click Unsubscribe to the right of the calendar that you wish to remove. (Public Events in the example below.)
    Events-Synch your events with Google Calendar-image47.png
    4.
    Click Unsubscribe.

    Synch your events with Apple iCalendar

    To sync your events with Apple iCalendar
    1.
    Click Events in the left-hand menu.
    2.
    Click the Calendar tab and click “Synch with your own calendar.”
    Events-Synch your events with Apple iCalendar-image41.png
    3.
    Locate the desired event feed.
    Events-Synch your events with Apple iCalendar-image40.png
    4.
    Highlight the URL and copy it.
    5.
    Open your iCal software.
    6.
    Select the Calendar menu and click Subscribe.
    Events-Synch your events with Apple iCalendar-image48.png
    7.
    Paste the copied URL into the Calendar URL field.
    Events-Synch your events with Apple iCalendar-image49.png
    8.
    Click Subscribe.
    9.
    After the feed is loaded, you have the option of changing some of the settings if you wish.
    10.
    Click OK.
     
    To remove the calendar entirely
    1.
    From the Calendars menu, right click (control) the calendar under the Subscriptions section.
    2.
    Click Delete.
    To retain the calendar but stop it updating any further
    3.
    From the Calendars menu, right click (control) the calendar under the Subscriptions section.
    4.
    Click Get Info and set Auto-Refresh to None.
     
    Events-Synch your events with Apple iCalendar-image50.png

    Synch your events with your iPad or iPhone

     
    To sync your events with your iPad or iPhone calendar
    1.
    Click Events in the left-hand menu.
    2.
    Click the Calendar tab and click “Synch with your own calendar.”
    3.
    Locate the desired event feed.
    Events-Synch your events with your iPad or iPhone-image40.png
    4.
    Highlight the URL and copy it. (Right click on the highlighted URL and click Copy)
    5.
    Send yourself an email with URL pasted into it.
    6.
    On your iPad or iPhone open that email.
    7.
    Click the URL.
    Note: you could copy and paste the URL and add it manually under Settings->Mail, Contacts, and Calendars->Add Account->Other->Add Subscribed Calendar. But clicking the link in an email streamlines the task.
    Events-Synch your events with your iPad or iPhone-image51.png
    8.
    Click Subscribe.
    9.
    The feed will load and provide a message.
    Events-Synch your events with your iPad or iPhone-image52.png
    10.
    Click Done.
    11.
    The calendar will appear in your iPad calendar.
    Events-Synch your events with your iPad or iPhone-image53.png
     
     
    To remove the feed from your iPad or iPhone
    1.
    Select Settings.
    2.
    Select Mail, Contacts, Calendars.
    Events-Synch your events with your iPad or iPhone-image54.png
    3.
    Select Subscribed Calendars.
    4.
    Select your subscribed calendar to be removed. (Public Events in example below.)
    Events-Synch your events with your iPad or iPhone-image55.png
    5.
    Select Delete Account.
    Events-Synch your events with your iPad or iPhone-image56.png
     

    FAQs

    Common Tasks

    Create Event Fees with CQI (Legacy)

    Note: CQI is a legacy product.

    The procedure that you use to create the event fee depends on whether you have the event fee already created in QuickBooks.
    For questions related to QuickBooks integration see the QuickBooks section of online help or call GrowthZone support at 1-800-825-9171.
    To create an event fee (does not yet exist in QuickBooks)
    7.
    Click QuickBooks in the left-hand navigation bar.
    8.
    Click the Event Fees tab.
    9.
    Click Add Fee Items.
    10.
    Click Define a New Fee Item.
    11.
    Complete the Fee Item Information screen.
    Add fee item
    Figure 3-1 Adding a new fee item
    12.
    Click Update ChamberMaster.
    13.
    If the fee does not exist in QuickBooks yet, click Add Fee Item to QuickBooks Now.
    14.
    Click Close Window.
    To create an event fee (already exists in QuickBooks)
    1.
    Click QuickBooks in the left-hand navigation bar.
    2.
    Click the Event Fees tab.
    3.
    Click Add Fee Items.
    The Event Fee Display Name is limited to 50 characters. The Event Fee Description is limited to 100 characters.
    4.
    From the list of QuickBooks items and services click the check box in front of the QuickBooks Fee Item that you desire to add to ChamberMaster / GrowthZone.
    5.
    Click Save & Exit.
    To match an existing ChamberMaster event fee with an existing QuickBooks item/service
    Once matched, you may view a side-by-side comparison of these fees in order to verify or modify description and pricing by clicking the Fee Item Name.
    1.
    Click QuickBooks in the left-hand navigation bar.
    2.
    Click the Event Fees tab.
    3.
    Click Find a Match in the row of the desired fee to be matched.
    4.
    From the list of QuickBooks items and services click to select the desired item and service that matches your fee and due.
    5.
    Click Continue.
    To remove an event fee with QuickBooks integration
    Removing an event fee also removes any association with an event and makes it unavailable in event reports as well. Make sure that you no longer need access to this event fee before removing it.
    1.
    Click QuickBooks in the left-hand navigation bar.
    2.
    Click the Event Fees tab.
    3.
    Click to select the check box at the end of the desired item to be deleted.
    4.
    Click Remove Selected Fees.
    5.
    Click OK.


    Help Documentation

    Browse Events Help
    1. Icon legend.png