Difference between revisions of "Events"

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==Getting Started==
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<div class="toclimit-5">
 
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If you are just getting started with the Events module, watch this overview video and read [[Get the Big Picture]].
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Otherwise, just scroll down for FAQ, Common Tasks, and this module's Help Documentation.
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<html>
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<!-- copy and paste. Modify height and width if desired. --><iframe class="tscplayer_inline embeddedObject" name="tsc_player" scrolling="no" frameborder="0" type="text/html" style="overflow:hidden;" src="http://www.screencast.com/users/Micronet_Inc/folders/Default/media/90f3832b-0baf-496b-ace8-23346d1ae47e/embed" height="480" width="853" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>
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</html>
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==Get the Big Picture==
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*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.
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*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.
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*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.
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::'''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.
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*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.
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==Events Module Overview==
 
==Events Module Overview==
  
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'''Tasks: ''''Integration with the Project/Task Manager (Pro edition only)
 
'''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.
 
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.
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=Event Options and Settings=
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 +
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===
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These settings are for public modules version 1 and 2.
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#Click '''Setup''' in the left-hand menu.
 +
#Click '''Event Options and Settings'''.
 +
#Make desired changes.
 +
#Click '''Save'''.
 +
 +
===Allow Public to Submit Events===
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 +
#Click '''Setup''' in the left-hand menu.
 +
#Click '''Event Options and Settings'''.
 +
#:[[File:Enable Public Submission.JPG|800px|center]]
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#Check the box for '''Allow public users to submit events for display (requires approval of each submitted event by chamber staff)'''.
 +
#Click '''Save'''.
 +
 +
===Modify the list of Event Categories===
 +
<div xmlns="http://www.w3.org/1999/xhtml">
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  <div style="margin-left: 18pt;margin-bottom: 0pt;">
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    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 +
      <tr valign="baseline">
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        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td>
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        <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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      </tr>
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    </table>
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  </div>
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  <div style="margin-left: 18pt;margin-bottom: 0pt;">
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    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 +
      <tr valign="baseline">
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        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">2. </div></td>
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        <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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      </tr>
 +
    </table>
 +
  </div>
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  <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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      <tr valign="baseline">
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        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">3. </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>
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      </tr>
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    </table>
 +
  </div>
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  <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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      <tr valign="baseline">
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        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">4. </div></td>
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        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0KB0HA">Make desired changes.</span></div></td>
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      </tr>
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    </table>
 +
  </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>
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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>
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</div>
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[[Category:Events]]
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 +
===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
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*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'''
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#Click in the left-hand menu.
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#Click '''Event Options and Settings'''.
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#Open the '''Registration and Billing Preferences''' section.
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#Make desired changes.
 +
#Click '''Save'''.
 +
 +
[[Image:Events-Registration_Options-image176.png]]
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 +
'''Registration Member Authentication Method'''
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 +
[[Image:Events-rd_bullet.jpg|9px]]</div></td>
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        <td><div style="font-family: Arial; font-size: 11pt;"><span id="wwpID0ESHA">Registration Preferences</span></div></td>
 +
      </tr>
 +
    </table>
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  </div>
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  <div style="margin-left: 72pt;margin-bottom: 12pt;">
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    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 +
      <tr valign="baseline">
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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>
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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>
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      </tr>
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    </table>
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  </div>
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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>
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  <div style="margin-left: 72pt;margin-bottom: 12pt;">
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    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
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      <tr valign="baseline">
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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>
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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>
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      </tr>
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    </table>
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  </div>
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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="wwpID0EOHA">[[Image:Events-Registration_Options-image179.png]]</span></div>
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  <div style="margin-left: 72pt;margin-bottom: 12pt;">
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    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 +
      <tr valign="baseline">
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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>
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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>
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      </tr>
 +
    </table>
 +
  </div>
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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="wwpID0EMHA">[[Image:Events-Registration_Options-image180.png]]</span></div>
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  <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>
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        <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>
 +
      </tr>
 +
    </table>
 +
  </div>
 +
  <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>
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  <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>
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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>
 +
    </table>
 +
  </div>
 +
  <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>
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  <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="">
 +
      <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>
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        <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>
 +
    </table>
 +
  </div>
 +
  <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="">
 +
      <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>
 +
  
  
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[[Category: Events]]
 
[[Category: Events]]
  
==Working with the Calendar==
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=='''<span style="color:#800080">Define Event Categories'''</span>==
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----
 +
 
 +
Event categories are a way by which events can be filtered on your web-site. You can define event categories on the '''General''' tab of any event, and these categories will then be available for selection for all events.
 +
 
 +
#Click the event's General tab, expand the '''Placement Options''' section if needed.
 +
#:[[File:Placement Options.JPG|600px|center]]
 +
#Click the '''edit categories''' link. 
 +
#:[[File:Edit Categories.JPG|300px|center]]
 +
#Click '''Add Category'''.
 +
#:[[File:Add Event Categories.jpg|center]]
 +
#Enter the name of the category in the '''Category Name:''' text box.
 +
#Click '''Save'''.
 +
 
 +
=='''<span style="color:#800080">Find an Event'''</span>==
 +
----
 +
 
 +
There are several ways that you can find an event in the database:
 +
*Click the '''Find''' button in the header bar, and select '''Event''' to open the '''Event Lookup''' screen. Begin typing the name of the event you are looking for, the list of events will filter to that event.
 +
[[File:Find event 19 CP.jpg|600px|center]]
 +
*Click '''Events''' in the left-hand navigation panel, and select the desired event from the '''Events''' drop-down list in the header bar. You can also click the '''filter options''' link to filter the events drop-down by status, category, keyword, and/or active dates. For Example: If you simply wish to see future events, click the '''filter options link''' and check '''future'''. The filter option will also allow you to sort the events as you wish to see them displayed. For example, you can sort the events by start date. By default events will be displayed in alphabetical order.
 +
[[File:Events dropdown 19.jpg|500px|center]]
 +
*Use the '''Calendar''' tab in the '''Events''' module. See '''[[Events#Working_with_the_Event_Calendar|Working with the Event Calendar]]'''.
 +
 
 +
==='''<span style="color:#800080">Working with the Event Calendar'''</span>===
 +
----
  
 
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 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.
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The calendar may also be filtered to display only certain events matching the desired criteria. Click '''clear filters''' to display all events again.
 
The calendar may also be filtered to display only certain events matching the desired criteria. Click '''clear filters''' to display all events again.
  
<div style="margin-left: 18pt;margin-bottom: 0pt;">
+
#Click '''Events''' in the left-hand menu.
  <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
#On the '''Calendar''' tab, click the '''Calendar View''' arrow to select the desired view. The calendar will display on the current month.
    <tr valign="baseline">
+
#To see previous month click the '''Prev''' button, or to see the next month, click the '''Next''' button. Alternatively, you may click the calendar icon and select the desired month to view.
      <td style="width: 18pt"><div style="font-family: arial; font-size: 11pt;">1. </div></td>
+
[[File:Events calendar 19.JPG|800px|center]]
      <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>
+
  </table>
+
</div>
+
<div style="margin-left: 18pt;margin-bottom: 0pt;">
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  <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>
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      <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;">
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  <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>
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      <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>
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<p>&nbsp;</p>
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<p>&nbsp;</p>
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<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>
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<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)'''
 
'''Filter the Internal Events Calendar (display only specified events)'''
  
#On the Calendar tab, click '''filter options'''. [[Image:Events-Filter_the_Internal_Events_calendar_(display_onl-image7.png|filter options icon]]
+
#On the Calendar tab, click '''filter options''' button.  
 
#Select the desired filter options:
 
#Select the desired filter options:
 
#*'''Status'''
 
#*'''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''':  
 
#*'''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.
 
#*'''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.
 
#*'''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'''.  
 
#Click '''Continue'''.  
  
'''NOTE:''' When finished viewing the filtered list of events, click '''clear filters''' to view all events.
+
When finished viewing the filtered list of events, click '''clear filters''' to view all events.
  
==Finding an Event==
+
Outlook 2007 or greater will accept iCalendar feeds. See '''[[Sync_Events_with_Outlook|Sync Events with Outlook]]'''.
  
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.
+
=='''<span style="color:#800080">Add a New Event'''</span>==
[[Image:Events-Selecting_an_Event-image9.png|events drop down|center]]
+
----
 
+
Adding an event may be done by clicking the '''Add''' button in the header bar menu '''OR''' by clicking the '''+''' sign for a date, when on the '''Calendar''' tab. The process will be the same regardless of the option you choose to use. To add an event, you will be guided by a wizard to fill in:
#Within the Events module, click the drop-down arrow to the right of the Event name.
+
#:[[Image:Events-Select_an_event_using_the_drop_down_list_box-image10.png|center]]
+
#Select the desired event.
+
 
+
 
+
'''Finding an event using the Find button'''
+
 
+
#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'''
+
 
+
 
+
'''Finding an event using the Calendar view'''
+
 
+
#In the Events module, click the '''Calendar''' tab.
+
#Advance the calendar to display the desired event.
+
#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
 
*General Information
 
*Descriptions/Appearance
 
*Descriptions/Appearance
 
*Fees/Billing Information
 
*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.
 
  
 
#Click '''Add''' in the header bar.
 
#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 '''Event'''. The '''Add a New Event''' wizard will be displayed.
#:[[Image:Events-Add_an_event-image14.png]]</span></div>
+
#:[[File:Add a New Event 19.JPG|600px|center]]
 
#Configure the following '''General Information''' settings:  
 
#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.
+
#:*'''Event Title''': This title will display in your Events drop-down list and also on the Event page of your public web-site.
#:*'''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.
+
#:*'''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. '''NOTE''': '''All Day Event''' is selected by default, seselect this checkbox if you wish to enter exact times.
#:*'''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/]]
+
#:*'''Reminder''': If selected, an automatically generated reminder email will be sent using content from details on the General tab of your event.  The email is sent, two days prior to the event, to all registrants on your Guest List with a status of Registered. You may change the date/time that the email is sent if you wish. '''NOTE''': Only those with Plus or greater software version only.  
#:*'''Recurrence''':  An event occurring multiple times on your calendar may be duplicated by setting a recurrence.  See Create a recurring event.
+
#:*'''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.  
+
#*'''Professional Development Hours''': If you wish to include professional development hours, enter the number of hours. This is for informational purposes only, and will not tie back to a contact's information.
#:*'''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.  
+
#*'''Continuing Education Hours''': This is an optional field to identify CEU's. This field will not track back to a contact's information.
#:**'''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.  
+
#*'''Goals''': (Optional) Enter your goals for the event. You will be able to monitor where you stand against your goals on the event's '''Advanced''' tab.
#:**'''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.  
+
#:*'''Approval Status''': When the event is in '''Approved''' status, it will be displayed this on all calendar marked under “Visibility”.  Status of Pending or Disabled will not display on the public calendar.  
#:**'''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.  
+
#:*'''Visibility''':  Check the calendars on which you wish to display this event.  Note: all events regardless of these check-boxes will display on the Events Calendar tab. This allows you to define who can see the event (internal, public, member).
#:**'''Display on Featured Events''' This option allows for this event to be listed as a featured event on the featured events list.  
+
#:**'''Internal Chamber Event Calendar''': The internal calendar refers to the database calendar displayed within the Events module. Enable this option to include this event on this calendar.
#:*'''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.
+
#:**'''Display on Public Events Calendar''': When this option is checked the event will display on your website's events calendar (if you have integrated the events public module). Additionally, it will be displayed in Upcoming Events on your public website, if you have integrated an '''Upcoming Events''' feed.
 +
#:**'''Display on Members Only Calendar''': When this option is checked the event will display on the Member Information Center after they log in. This option must be checked for the event to show on the members’ calendar in the MIC.
 +
#:**'''Display on Featured Events''': This option allows for the event to be listed as a featured event on the '''Featured Events''' list, if you have integrated the Featured Events fee on your web-site. Click the ''' edit featured events''' link to view and/or edit the events currently included on your list.  
 +
#:*'''Event Category''': Select the categories to which you wish to assign the event. You may add the event to as many categories as you wish. Categories provide a way for visitors to your web-site to search for events.  Website visitors may search for events by category on the public website.  Click the '''edit categories''' link to add and/or edit available categories.
 
#Click '''Next'''. The '''Description/Appearance''' settings will be displayed.
 
#Click '''Next'''. The '''Description/Appearance''' settings will be displayed.
#:[[Image:Events-Add_an_event-image15.png|center]]
+
#:[[File:Event step 2 19.JPG|600px|center]]
#Configure the following:
+
#Configure the following (all fields are optional and may be edited as needed, once the event has been saved):
 
#:*'''Event Description''': Enter a description of the event. Click the '''advanced edit''' link to format the text as desired for display on the website.
 
#:*'''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.
 
#:*'''Location Description''': Enter location details. Click the '''advanced edit''' link to format the text as desired for display on the website.
Line 196: Line 310:
 
#:*'''Website URL Text''': If applicable, enter text for the URL.
 
#:*'''Website URL Text''': If applicable, enter text for the URL.
 
#Click '''Next'''. The '''Fees/Billing Information''' screen will be displayed.
 
#Click '''Next'''. The '''Fees/Billing Information''' screen will be displayed.
#:[[Image:Events-Add_an_event-image16.png]]  
+
#:[[File:Event step 3 19.JPG|600px|center]]
#'''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.  
+
#'''Assign Fee Items''': If registration fees are to 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. '''NOTE''': If you will be assigning custom fields to your registration fees, you may wish to assign the fee items on the event's '''Fees''' tab after the event has been created.
 
#'''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.
 
#'''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'''.  
 
#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.  
+
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==
+
=='''<span style="color:#800080">Create a Recurring Event'''</span>==
'''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>
+
----
  
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.
+
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.
  
'''Which event details DO NOT get copied from original event to recurring instances?'''
+
'''The following event details DO NOT get copied from original event:'''
 
*Reminder to attendees
 
*Reminder to attendees
 
*Fees
 
*Fees
Line 218: Line 332:
 
*Event Notes
 
*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.  
+
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.
+
{| class="wikitable"
 +
|-
 +
|
 +
[[File:One Row.png|25px]]
 +
| style="width: 100%"| '''NOTE:''' After an instance has been edited individually, it will no longer accept the changes from the original occurrence.
 +
|}
  
  
::[[File:recurring.png]]
+
'''Set the recurrence of an event'''
  
:'''Figure:''' ''Recurrence'' options in the "Create a New Event" screen.
+
#On the General tab, click the Recurrence arrow and click the desired recurrence.
 +
#:[[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]]
  
[[Category: Events]]
+
'''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.
  
<html><p>&nbsp;</p></html>
+
'''Edit a specific instance'''
  
====Set the recurrence of an event====
+
#In the '''Events''' module, click the '''Calendar''' tab
  <div style="margin-left: 18pt;margin-bottom: 0pt;">
+
#Advance to the date of the desired instance.  
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
#Click the title of the event.
      <tr valign="baseline">
+
#Make desired modification. Modifications made will only affect this specific instance. (You may even delete a specific instance without affecting the others.)
        <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="wwpID0E0HAB0HA">On the </span><span style="font-weight: bold;">General</span> tab, click the <span style="font-weight: bold;">Recurrence</span> arrow and click the desired recurrence.</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="wwpID0E0GAB0HA">[[Image:Events-Set_the_recurrence_of_an_event-image31.png|recurrence]]</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="wwpID0E0FAB0HA">Figure 2-14</span></span> Recurrence</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="wwpID0E0EAB0HA">Complete the </span><span style="font-weight: bold;">Recurrence</span> fields for the selected recurrence.</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="wwpID0E0DAB0HA">[[Image:Events-Set_the_recurrence_of_an_event-image32.png|recurrence monthly]]</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="wwpID0E0CAB0HA">Figure 2-15</span></span> Monthly Recurrence fields</div>
+
  <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 36pt;"><span id="wwpID0E0BAB0HA">If you are already on the </span><span style="font-weight: bold;">General</span> tab of the original event, you may click <span style="font-weight: bold;">edit specific</span> instance and click to select the desired instance to edit.</div>
+
  
====Edit a specific instance====
+
'''Edit all Event Instances'''
  <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="wwpID0E0660HA">On the </span><span style="font-weight: bold;">Calendar</span> tab, advance to the date of the desired instance.</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="wwpID0E0560HA">Click the title of the event.</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="wwpID0E0460HA">Modifications made will only affect this specific instance. (You may even delete a specific instance without affecting the others.)</span></div></td>
+
      </tr>
+
    </table>
+
  </div>
+
  
====To 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.  
  <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 18pt;"><span id="wwpID0E0260HA">To edit all instances of the event, you may also click the original event on the Calendar to go directly to the original event.</span></div>
+
 
  <div style="font-family: Tahoma; font-size: 11pt; margin-bottom: 12pt;"><span style="font-weight: bold;"><span id="wwpID0E0160HA">Note:</span></span> After an instance has been edited individually, it will no longer accept the changes from the original occurrence.</div>
+
#In the '''Events''' module click the Calendar tab
  <div style="margin-left: 18pt;margin-bottom: 0pt;">
+
#Click the title of any event instance of the desired event.  
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
#In the Recurrence field, click the title of the original event.  
      <tr valign="baseline">
+
#:[[Image:Events-To_edit_all_event_instances-image33.png|center]]
        <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="wwpID0E0Z60HA">On the </span><span style="font-weight: bold;">Calendar</span> tab, click the title of any event instance of the desired event.</div></td>
+
=='''<span style="color:#800080">Copy an Event'''</span>==
      </tr>
+
----
    </table>
+
#Click '''Add''' in the header bar.
  </div>
+
#:[[File:Add event 2020.jpg|600px|center]]
  <div style="margin-left: 18pt;margin-bottom: 0pt;">
+
#Click '''Event'''. The '''Add a New Event''' wizard will be displayed.
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
#Click '''Copy a Past Event'''.
      <tr valign="baseline">
+
#:[[File:Event Lookup.JPG|600px|center]]
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">2. </div></td>
+
#Type the name of the event in the '''Event Name''' text box and select or scroll through the list and select the desired event.
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0Y60HA">In the </span><span style="font-weight: bold;">Recurrence</span> field, click the title of the original event.</div></td>
+
#Click '''Continue'''.  The '''General Information''', '''Descriptions/Appearance''', and '''Fees/Billing Information''' will be copied from the past event.
      </tr>
+
#Update fields as needed.
    </table>
+
 
  </div>
+
=='''<span style="color:#800080">Import Events from an iCal Feed'''</span>==
  <div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0X60HA">[[Image:Events-To_edit_all_event_instances-image33.png|recurrence original instance]]</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="wwpID0E0W60HA">Figure 2-16</span></span> Edit the original event instance</div>
+
 
 +
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:
  
==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 '''Setup''' in the left-hand menu.
 
#Click '''Event Options and Settings'''
 
#Click '''Event Options and Settings'''
 
#Open the '''General Settings''' area.
 
#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]]
 
#:[[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.
 
#Type the URL of the iCal feed.
 
#Click '''Save'''.
 
#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"
+
{| class="wikitable"
 
|-
 
|-
|'''Note: '''Recurring events are not supported with the iCal import feature.
+
|
 +
[[File:One Row.png|25px]]
 +
| style="width: 100%"| '''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=
+
='''<span style="color:#800080">Edit/Customize Event Page Information'''</span>=
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.   
+
----
 +
 
 +
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.
 
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==
+
=='''<span style="color:#800080">Edit/Customize Event Page Information'''</span>==
 +
 
 
#In the Events module, select the desired event.
 
#In the Events module, select the desired event.
#On the General tab, modify the desired   fields.   
+
#On the General tab, modify the desired fields.   
#Click Save</span>.  
+
#Click '''Save'''.
  
[[Image:Events-Edit_event_information-image18.png|event information]]
+
==='''<span style="color:#800080">Limit Event Attendance/Enable Waiting List'''</span>===
 
+
----
===Adding Photos and Images===
+
Attendees will never be turned away again - allow them to join the waiting list! [http://www.screencast.com/t/afY6w4SR Watch this short video to see how.] [[File:Vid.png|link=http://www.screencast.com/t/afY6w4SR]]  
  
Photos, images, a map and a video may be added to the event page.
+
On the event's '''General Tab''', in the '''Event Information''' section,  you can limit the number of attendees, and enable a waiting list.
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.  
+
[[File:Limit attendees 19.JPG|600px|center]]
 +
 +
==='''<span style="color:#800080">Allow others to see who is attending'''</span>===
 +
----
 +
On the event's '''General Tab''', in the '''Event Information''' section,  you can enable the option to allow your members and the general public to see who else is attending the event.
 +
 
 +
==='''<span style="color:#800080">Add Photos/Images/Videos'''</span>===
 +
----
  
 +
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.
 
One YouTube video may be displayed on the event description page as well.
 
One YouTube video may be displayed on the event description page as well.
  
[[Image:Events-Photos_and_Images-image19.png]]</span></div>
+
[[File:Photo 19.JPG|800px|center]]
 +
 
 +
===='''<span style="color:#800080">Add a Search Results Icon to Your Event'''</span>====
 +
----
 +
 
 +
The '''Search Results Icon''' will appear for visitors in your public events list making it easier to spot.
 +
 
 +
{| class="wikitable"
 +
|-
 +
|
 +
[[File:Smallest.png|25px]]
 +
| style="width: 100%"| '''NOTE:''': The Search Results Icon is available with with version 3 public modules or greater.
 +
|}
 +
 
 +
[[File:Search Results Icon.JPG|400px|center]]
 +
 
 +
#Select the event's '''General''' tab.
 +
#If needed, expand the '''Photos & Images''' section.
 +
#:[[File:Photos and Images 2.JPG|400px|center]]
 +
#Click the '''+''' icon for the '''Search Results Icon'''.
 +
#Click a previously imported image, or click the '''Upload''' button to navigate to your icon.
 +
#Click '''Select'''.
 +
#Crop the image if needed.
 +
#Click '''Crop & Save'''.
 +
 
 +
[[File:Photos and Images 3.JPG|600px|center]]
 +
 
 +
===='''<span style="color:#800080">Add an Event Header Photo'''</span>====
 +
----
 +
One of the first things visitors to your event page will notice is the header. Grab their attention with a splashy header that will make them want to learn more. '''NOTE''': The event header is available with v4 Public Modules.
 +
 
 +
[[File:Yeehaw.JPG|600px|center]]
 +
 
 +
{| class="wikitable"
 +
|-
 +
|
 +
[[File:Smallest.png|25px]]
 +
| style="width: 100%"| '''NOTE:''' For best results, upload an image that is a minimum of 1200 x 225. A larger image will be downsized appropriately but will maintain the aspect ratio so not to distort the image. A smaller image will not be increased to avoid distortion.
 +
|}
 +
 
 +
#Select the Event's '''General''' tab
 +
#Expand the '''Photos & Images''' section if needed.
 +
#:[[File:Photos and Images 4.JPG|600px|center]]
 +
#Click the '''+''' icon in the '''Event Header Photo''' section.
 +
#Click an existing file, or click '''Upload''' to navigate to the desired file.
 +
#Click '''Select'''.
 +
#Crop the image if needed.
 +
#Click '''Crop & Save'''.
 +
 
  
====Add a Main Event Photo or a New Gallery Photo====
+
===='''<span style="color:#800080">Add a Main Event Photo or a New Gallery Photo'''</span>====
 +
----
  
 
#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.
 
#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.
Line 354: Line 493:
 
#Click '''Close Window'''.
 
#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.  
+
'''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.
 +
{| class="wikitable"
 +
|-
 +
|
 +
[[File:Smallest.png|25px]]
 +
| style="width: 100%"| '''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.
 +
*If you are auto-posting your events to Facebook, must be 500 x 500 for Facebook to pull in the auto post.
 +
|}
  
====Remove a Main Event Photo or a Gallery Photo====
+
=====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.  
 
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.  
Line 363: Line 510:
 
'''NOTE''': There is no confirmation required, the images will be immediately removed.
 
'''NOTE''': There is no confirmation required, the images will be immediately removed.
  
====Change an existing Main Event Photo or Gallery Photo====
+
=====Change an existing Main Event Photo or Gallery Photo=====
  
 
#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.   
 
#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.   
Line 369: Line 516:
 
#Click Upload Image.
 
#Click Upload Image.
  
====Add a Video====
+
===='''<span style="color:#800080">Add a Video'''</span>====
 +
----
  
 
#On the event's '''General''', click '''Add Video''' in the '''Action''' column in the '''Photos & Images''' area.
 
#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]]
 
#:[[Image:Events-Add_a_video-image23.png|center]]
#Type or paste the YouTube “share link” for the desired video into the Event Video field.  
+
#Type or paste the YouTube “share link” for the desired video into the Event Video field.
  
 
===Add Mapping Information===
 
===Add Mapping Information===
Line 397: Line 545:
 
'''NOTE:''' Click on '''View Map''' to preview the map location.
 
'''NOTE:''' Click on '''View Map''' to preview the map location.
  
====Add Custom Fields====
+
==='''<span style="color:#800080">Add Custom Event Registration Fields'''</span>===
1. From the '''Advanced''' tab click to expand '''Custom Registration Fields''', then click '''Add a Field'''
+
----
  
 +
Custom Event registration fields provide an opportunity to gather further details during the registration process. For example, you may need meal choices, dietary restrictions, golf handicap, etc.
  
::[[File:cfr1.png]]
+
#From the '''Advanced''' tab click to expand '''Custom Registration Fields'''.
::'''Figure 1: Creating Custom Registration Fields'''
+
#:[[File:Custom Fields CP.JPG|600px|center]]
 +
#Click '''Add a Field'''.
 +
#:[[File:Custom Field Event CP.JPG|500px|center]]
 +
#Configure the following:
 +
#*'''Field Name''': This is the field name displayed in the database.
 +
#*'''Public Display Text''' (optional): This is the text that will be displayed on the event registration form. For example, if you are creating a "Meal" field for selection of a meal choice on an Event, you may wish the enter "Please select your meal choice" to be displayed to the public.
 +
#*'''Data Type''': Select the type of data expected as a response to this question. See '''[[Member_Custom_Fields#Custom_Field_Types|Custom Field Types]]''' for further information.
 +
#:*If '''Text''' is selected as the data type, enter the maximum number of characters allowed.
 +
#:*If '''Drop Down List''' is selected as the data type, enter choices.
 +
#*'''Visible to Public''':  Designate whether or not custom field will be a publicly displayed field. If this option is not enabled, it will only be available for staff use.
 +
#*'''Required''': Designate whether or not custom filed is required
 +
#Click '''Continue''' to save the custom field.
  
 +
==='''<span style="color:#800080">Select the Calendar(s) on Which an Event will Display'''</span>===
 +
----
  
2. Create the custom registration field by completing the following:
+
An event may be displayed on three different calendars, as well as on a Featured Events RSS Feed: 
:a. Field Name
+
*'''Internal Event Calendar''': 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.
:b. Public Display Text (optional)
+
*Public Events Calendar: If you have integrated the events public module on your web-site, selecting this option will include this event on the web-site calendar.
:c. Select Data Type
+
*'''Members Only calendar''': This option included the event on the MIC events calendar.
 +
*'''Featured Events''': Selecting this option will include this event in your Featured Events RSS feed, if applicable.  
  
 +
#Select the event's '''General''' tab.
 +
#Scroll to and expand the '''Placement Options''' section.
 +
#Click the desired '''Visibility:''' check-boxes. If you select '''Featured Events''' review '''Special Notes - Featured Events''' below.
 +
#Click '''Save'''.
  
::[[File:cfr2.png]]
+
'''Special Notes - Featured Events'''
::'''Figure 2: Custom Registration Instructions'''
+
When '''Featured Events''' is selected as a visibility option:
 +
*If your event is setup with a recurrence, a dialog box will be displayed asking if you wish to add just the single event to the Featured Events List or all occurrences of the event.
 +
[[File:Featured Events Options.JPG|500px|center]]
 +
*You can click the '''edit featured events''' link to view and manage all events currently included on your Featured Events list.
 +
[[File:Featured Event Update.JPG|500px|center]]
  
  
:d. Designate whether or not custom field will be a publicly displayed field
+
{| class="wikitable"
:e. Designate whether or not custom filed is required
+
|-
:f. (If data type is Drop Down List) Enter drop down selection items
+
|
 +
[[File:Smallest.png|25px]]
 +
| style="width: 100%"| '''NOTE:''' Only approved events will be displayed on your external calendars & featured events.
 +
|}
  
 +
===Customize Event Registration Instructions & Confirmation Message===
  
::[[File:cfr3.png]]
+
You can add event registration instructions to be displayed on the registration form, and also customize a message displayed after the registrant completes registration and in the registrant's email confirmation. This is a great location to share pertinent information about the event, such as login information for a virtual meeting. '''IMPORTANT''': As of today only the primary registrant will receive the email containing the registration confirmation information, but they can easily forward to their other guests. 
::'''Figure 3: Custom Registration Instructions 2'''
+
  
===Placement Options===
+
#On the desired event page, click the '''Advanced''' tab.
  <div style="font-family: Tahoma; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0U60HA">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.”</span></div>
+
#Expand the '''Messages''' section.
  <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>
+
#:[[File:Reg Confirmations CP.JPG|center]]
  <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>
+
#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.
  <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>
+
#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.
====Select placement options====
+
#Click '''Save''' to save your messages.
  <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="wwpID0E0P60HA">On the </span><span style="font-weight: bold;">General</span> tab, click the desired visibility check box(es).</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="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>
+
====Select an event category====
+
  <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="wwpID0E0J60HA">On the </span><span style="font-weight: bold;">General</span> tab, click the desired <span style="font-weight: bold;">Event Category</span>(ies) check box(es).</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="wwpID0E0I60HA">Click </span><span style="font-weight: bold;">Save</span>.</div></td>
+
      </tr>
+
    </table>
+
  </div>
+
====Edit event categories====
+
  <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="wwpID0E0G60HA">On the General tab, click edit categories in the Placement Options area.</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="wwpID0E0F60HA">[[Image:Events-Edit_event_categories-image36.png|event categories]]</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="wwpID0E0E60HA">Figure 2-19 </span></span>Event Categories</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="wwpID0E0D60HA">Make the desired modifications.  See Figure 2-20.</span></div></td>
+
      </tr>
+
    </table>
+
  </div>
+
  <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 36pt;"><span id="wwpID0E0C60HA">Modifications made to categories affect all event listings.  Do not remove a category if another event is using that category definition.</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="wwpID0E0B60HA">[[Image:Events-Edit_event_categories-image37.png|edit event categories]]</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="wwpID0E0A60HA">Figure 2-20</span></span> Edit event categories</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="wwpID0E0650HA">Click </span><span style="font-weight: bold;">Save Changes</span>.</div></td>
+
      </tr>
+
    </table>
+
  </div>
+
 
+
=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.
+
  
==Event Fees and Billing==
+
==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.
 
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.
  
Line 523: Line 614:
  
 
Setting up and using event fees require the following steps:
 
Setting up and using event fees require the following steps:
*Create Event Fees
 
 
*Assign Event Fees
 
*Assign Event Fees
 
*Select Billing Preferences
 
*Select Billing Preferences
Line 529: Line 619:
 
*View Account Information
 
*View Account Information
 
*Create Event Invoices
 
*Create Event Invoices
===Create Event Fees with CQI (Legacy)===
+
==='''<span style="color:#800080">Create Event Registration Fees'''</span>===
'''Note: '''CQI is a legacy product.
+
----
  
<div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; margin-bottom: 12pt; margin-left: 18pt;"><span id="wwpID0E0X10HA">The procedure that you use to create the event fee depends on whether you have the event fee already created in QuickBooks.</span></div>
+
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 event's '''Fees''' tab.  When assigning fees after creation, event registration fees and< additional fees items may both be assignedSteps outlined below will specifically address assigning fees after creation but the same concepts can be applied to assigning fees during creation.  
  <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 18pt;"><span id="wwpID0E0W10HA">For questions related to QuickBooks integration see the QuickBooks section of online help or call GrowthZone support at 1-800-825-9171.</span></div>
+
  <div style="color: #808080; font-family: Cambria; font-size: 14pt; margin-bottom: 0pt; margin-left: 36pt; margin-top: 10pt;"><span id="wwpID0E0V10HA">To create an event fee (does not yet exist in QuickBooks)</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;">7. </span></div></td>
+
        <td><div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; text-align: justify;"><span id="wwpID0E0U10HA">Click </span><span style="font-weight: bold;">QuickBooks</span> in the left-hand navigation bar.</div></td>
+
      </tr>
+
    </table>
+
  </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;">8. </span></div></td>
+
        <td><div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; text-align: justify;"><span id="wwpID0E0T10HA">Click the </span><span style="font-weight: bold;">Event Fees </span>tab.</div></td>
+
      </tr>
+
    </table>
+
  </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="wwpID0E0S10HA">Click </span><span style="font-weight: bold;">Add Fee Items</span>.</div></td>
+
      </tr>
+
    </table>
+
  </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;">10. </span></div></td>
+
        <td><div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; text-align: justify;"><span id="wwpID0E0R10HA">Click </span><span style="font-weight: bold;">Define a New Fee Item</span>.</div></td>
+
      </tr>
+
    </table>
+
  </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;">11. </span></div></td>
+
        <td><div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; text-align: justify;"><span id="wwpID0E0Q10HA">Complete the </span><span style="font-weight: bold;">Fee Item Information</span> screen.</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="wwpID0E0P10HA">[[Image:Events-Create_Event_Fees_(QuickBooks_Integration)-image57.png|Add 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="wwpID0E0O10HA">Figure 3-1</span></span> Adding a new fee item</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;">12. </span></div></td>
+
        <td><div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; text-align: justify;"><span id="wwpID0E0N10HA">Click </span><span style="font-weight: bold;">Update ChamberMaster</span>.</div></td>
+
      </tr>
+
    </table>
+
  </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;">13. </span></div></td>
+
        <td><div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; text-align: justify;"><span id="wwpID0E0M10HA">If the fee does not exist in QuickBooks yet, click </span><span style="font-weight: bold;">Add Fee Item to QuickBooks Now</span>.</div></td>
+
      </tr>
+
    </table>
+
  </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="color: #000000; font-family: Garamond; font-size: 11.5pt;">14. </span></div></td>
+
        <td><div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; text-align: justify;"><span style="color: #000000; font-family: Garamond; font-size: 11.5pt;"><span id="wwpID0E0L10HA">Click </span></span><span style="color: #000000; font-family: Garamond; font-size: 11.5pt; font-weight: bold;">Close Window</span><span style="color: #000000; font-family: Garamond; font-size: 11.5pt;">. </span></div></td>
+
      </tr>
+
    </table>
+
  </div>
+
  <div style="color: #808080; font-family: Cambria; font-size: 14pt; margin-bottom: 0pt; margin-left: 36pt; margin-top: 10pt;"><span id="wwpID0E0K10HA">To create an event fee (already exists in QuickBooks)</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;">1. </span></div></td>
+
        <td><div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; text-align: justify;"><span id="wwpID0E0J10HA">Click </span><span style="font-weight: bold;">QuickBooks</span> in the left-hand navigation bar.</div></td>
+
      </tr>
+
    </table>
+
  </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;">2. </span></div></td>
+
        <td><div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; text-align: justify;"><span id="wwpID0E0I10HA">Click the </span><span style="font-weight: bold;">Event Fees </span>tab.</div></td>
+
      </tr>
+
    </table>
+
  </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;">3. </span></div></td>
+
        <td><div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; text-align: justify;"><span id="wwpID0E0H10HA">Click </span><span style="font-weight: bold;">Add Fee Items</span>.</div></td>
+
      </tr>
+
    </table>
+
  </div>
+
  <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 54pt;"><span id="wwpID0E0G10HA">The </span><span style="font-weight: bold;">Event Fee Display Name</span> is limited to 50 charactersThe <span style="font-weight: bold;">Event Fee Description</span> is limited to 100 characters.</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;">4. </span></div></td>
+
        <td><div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; text-align: justify;"><span id="wwpID0E0F10HA">From the list of QuickBooks items and services click the check box in front of the </span><span style="font-weight: bold;">QuickBooks Fee Item </span>that you desire to add to ChamberMaster / GrowthZone. </div></td>
+
      </tr>
+
    </table>
+
  </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;">5. </span></div></td>
+
        <td><div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; text-align: justify;"><span id="wwpID0E0E10HA">Click </span><span style="font-weight: bold;">Save &amp; Exit</span>.</div></td>
+
      </tr>
+
    </table>
+
  </div>
+
  <div style="color: #808080; font-family: Cambria; font-size: 14pt; margin-bottom: 0pt; margin-left: 36pt; margin-top: 10pt;"><span id="wwpID0E0D10HA">To match an existing ChamberMaster event fee with an existing QuickBooks item/service</span></div>
+
  <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 36pt;"><span id="wwpID0E0C10HA">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 </span><span style="font-weight: bold;">Fee Item Nam</span>e.</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;">1. </span></div></td>
+
        <td><div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; text-align: justify;"><span id="wwpID0E0B10HA">Click </span><span style="font-weight: bold;">QuickBooks</span> in the left-hand navigation bar.</div></td>
+
      </tr>
+
    </table>
+
  </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;">2. </span></div></td>
+
        <td><div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; text-align: justify;"><span id="wwpID0E0A10HA">Click the </span><span style="font-weight: bold;">Event Fees </span>tab.</div></td>
+
      </tr>
+
    </table>
+
  </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;">3. </span></div></td>
+
        <td><div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; text-align: justify;"><span id="wwpID0E06Z0HA">Click </span><span style="font-weight: bold;">Find a Match </span>in the row of the desired fee to be matched. </div></td>
+
      </tr>
+
    </table>
+
  </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;">4. </span></div></td>
+
        <td><div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; text-align: justify;"><span id="wwpID0E05Z0HA">From the list of QuickBooks items and services click to select the desired item and service that matches your fee and due. </span></div></td>
+
      </tr>
+
    </table>
+
  </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;">5. </span></div></td>
+
        <td><div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; text-align: justify;"><span id="wwpID0E04Z0HA">Click </span><span style="font-weight: bold;">Continue</span>. </div></td>
+
      </tr>
+
    </table>
+
  </div>
+
  <div style="color: #808080; font-family: Cambria; font-size: 14pt; margin-bottom: 0pt; margin-left: 36pt; margin-top: 10pt;"><span id="wwpID0E03Z0HA">To remove an event fee with QuickBooks integration</span></div>
+
  <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 36pt;"><span id="wwpID0E02Z0HA">Removing an event fee also removes any association with an event and makes it unavailable in event reports as wellMake sure that you no longer need access to this event fee before removing it.</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;">1. </span></div></td>
+
        <td><div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; text-align: justify;"><span id="wwpID0E01Z0HA">Click </span><span style="font-weight: bold;">QuickBooks</span> in the left-hand navigation bar.</div></td>
+
      </tr>
+
    </table>
+
  </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;">2. </span></div></td>
+
        <td><div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; text-align: justify;"><span id="wwpID0E0ZZ0HA">Click the </span><span style="font-weight: bold;">Event Fees </span>tab.</div></td>
+
      </tr>
+
    </table>
+
  </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;">3. </span></div></td>
+
        <td><div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; text-align: justify;"><span id="wwpID0E0YZ0HA">Click to select the check box at the end of the desired item to be deleted. </span></div></td>
+
      </tr>
+
    </table>
+
  </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;">4. </span></div></td>
+
        <td><div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; text-align: justify;"><span id="wwpID0E0XZ0HA">Click </span><span style="font-weight: bold;">Remove Selected Fees</span>. </div></td>
+
      </tr>
+
    </table>
+
  </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;">5. </span></div></td>
+
        <td><div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; text-align: justify;"><span id="wwpID0E0WZ0HA">Click </span><span style="font-weight: bold;">OK</span>. </div></td>
+
      </tr>
+
    </table>
+
  
====Create Events Fees (Integrated Billing)====
+
When creating your registration fees, you can create fees that will register one individual, multiple individuals (for example for a table of 8), or registration fees that will also register the attendee as a sponsor.
<div style="font-family: &quot;Arial&quot;; font-size: 11pt; margin-bottom: 12pt; margin-left: 18pt;"><span id="wwpID0E0UZ0HA">If an event requires a fee in order to participate, the Event Fee must be created in before it can be assigned to the event. </span></div>
+
  <div style="color: #808080; font-family: Arial; font-size: 14pt; margin-bottom: 0pt; margin-left: 36pt; margin-top: 10pt;"><span id="wwpID0E0TZ0HA">To create an event fee</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;Arial&quot;; font-size: 11pt; text-align: justify;"><span style="font-family: Arial; font-size: 10pt;">1. </span></div></td>
+
        <td><div style="font-family: &quot;Arial&quot;; font-size: 11pt; text-align: justify;"><span id="wwpID0E0SZ0HA">Click </span><span style="font-weight: bold;">Fee Items List</span> in the <span style="font-weight: bold;">Billing</span> module of the left-hand navigation bar.</div></td>
+
      </tr>
+
    </table>
+
  </div>
+
  <div style="font-family: &quot;Arial&quot;; font-size: 11pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span id="wwpID0E0RZ0HA">[[Image:Events-Create_Events_Fees_(Integrated_Billing)-image58.png]]</span></div>
+
  <div style="color: #000000; font-family: &quot;Arial&quot;; font-size: 10pt; font-weight: normal; margin-bottom: 12pt; margin-left: 72pt; text-align: justify;"><span style="font-size: 10pt;"><span id="wwpID0E0QZ0HA">Figure 3-2</span></span> Fee Items List selection</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;Arial&quot;; font-size: 11pt; text-align: justify;"><span style="font-family: Arial; font-size: 10pt;">2. </span></div></td>
+
        <td><div style="font-family: &quot;Arial&quot;; font-size: 11pt; text-align: justify;"><span id="wwpID0E0PZ0HA">Click </span><span style="font-weight: bold;">Add Fee Items</span>.</div></td>
+
      </tr>
+
    </table>
+
  </div>
+
  <div style="font-family: &quot;Arial&quot;; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0OZ0HA">[[Image:Events-Create_Events_Fees_(Integrated_Billing)-image59.png]]</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="wwpID0E0NZ0HA">Figure 3-3</span></span> Add fee item</div>
+
  <div style="color: #5F497A; font-family: Arial; font-size: 9pt; margin-bottom: 12pt; margin-left: 36pt;"><span id="wwpID0E0MZ0HA">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;">
+
    <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; text-align: justify;"><span style="font-family: Arial; font-size: 10pt;">3. </span></div></td>
+
        <td><div style="font-family: &quot;Arial&quot;; font-size: 11pt; text-align: justify;"><span id="wwpID0E0LZ0HA">Complete the </span><span style="font-weight: bold;">New Fee Item</span> screen making sure <span style="font-weight: bold;">Item Type</span> is changed to the <span style="font-weight: bold;">Event Fees</span> selection.</div></td>
+
      </tr>
+
    </table>
+
  </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;Arial&quot;; font-size: 11pt; text-align: justify;"><span style="font-family: Arial; font-size: 10pt;">4. </span></div></td>
+
        <td><div style="font-family: &quot;Arial&quot;; font-size: 11pt; text-align: justify;"><span id="wwpID0E0KZ0HA">Click </span><span style="font-weight: bold;">Save &amp; Exit</span>.</div></td>
+
      </tr>
+
    </table>
+
  </div>
+
  <div style="color: #808080; font-family: Arial; font-size: 14pt; margin-bottom: 0pt; margin-left: 36pt; margin-top: 10pt;"><span id="wwpID0E0JZ0HA">To remove an event fee with integrated Billing</span></div>
+
  <div style="color: #5F497A; font-family: Arial; font-size: 9pt; margin-bottom: 12pt; margin-left: 36pt;"><span id="wwpID0E0IZ0HA">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;">
+
    <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; text-align: justify;"><span style="font-family: Arial; font-size: 10pt;">1. </span></div></td>
+
        <td><div style="font-family: &quot;Arial&quot;; font-size: 11pt; text-align: justify;"><span id="wwpID0E0HZ0HA">Click </span><span style="font-weight: bold;">Setup</span> in the left-hand navigation bar.</div></td>
+
      </tr>
+
    </table>
+
  </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;Arial&quot;; font-size: 11pt; text-align: justify;"><span style="font-family: Arial; font-size: 10pt;">2. </span></div></td>
+
        <td><div style="font-family: &quot;Arial&quot;; font-size: 11pt; text-align: justify;"><span id="wwpID0E0GZ0HA">Click </span><span style="font-weight: bold;">Fee Items List</span>.</div></td>
+
      </tr>
+
    </table>
+
  </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;Arial&quot;; font-size: 11pt; text-align: justify;"><span style="font-family: Arial; font-size: 10pt;">3. </span></div></td>
+
        <td><div style="font-family: &quot;Arial&quot;; font-size: 11pt; text-align: justify;"><span id="wwpID0E0FZ0HA">Click the x at the end of the row of the desired fee to be removed.  </span></div></td>
+
      </tr>
+
    </table>
+
  </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;Arial&quot;; font-size: 11pt; text-align: justify;"><span style="font-family: Arial; font-size: 10pt;">4. </span></div></td>
+
        <td><div style="font-family: &quot;Arial&quot;; font-size: 11pt; text-align: justify;"><span id="wwpID0E0EZ0HA">Click </span><span style="font-weight: bold;">OK</span>. </div></td>
+
      </tr>
+
    </table>
+
  </div>
+
  <div style="color: #808080; font-family: Arial; font-size: 14pt; margin-bottom: 0pt; margin-left: 36pt; margin-top: 10pt;"><span id="wwpID0E0DZ0HA">To edit an event fee</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;Arial&quot;; font-size: 11pt; text-align: justify;"><span style="font-family: Arial; font-size: 10pt;">1. </span></div></td>
+
        <td><div style="font-family: &quot;Arial&quot;; font-size: 11pt; text-align: justify;"><span id="wwpID0E0CZ0HA">Click </span><span style="font-weight: bold;">Setup</span> in the left-hand navigation bar.</div></td>
+
      </tr>
+
    </table>
+
  </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;Arial&quot;; font-size: 11pt; text-align: justify;"><span style="font-family: Arial; font-size: 10pt;">2. </span></div></td>
+
        <td><div style="font-family: &quot;Arial&quot;; font-size: 11pt; text-align: justify;"><span id="wwpID0E0BZ0HA">Click </span><span style="font-weight: bold;">Fee Items List</span>.</div></td>
+
      </tr>
+
    </table>
+
  </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;Arial&quot;; font-size: 11pt; text-align: justify;"><span style="font-family: Arial; font-size: 10pt;">3. </span></div></td>
+
        <td><div style="font-family: &quot;Arial&quot;; font-size: 11pt; text-align: justify;"><span id="wwpID0E0AZ0HA">Click the title of the desired item to be modified. </span></div></td>
+
      </tr>
+
    </table>
+
  </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;Arial&quot;; font-size: 11pt; text-align: justify;"><span style="font-family: Arial; font-size: 10pt;">4. </span></div></td>
+
        <td><div style="font-family: &quot;Arial&quot;; font-size: 11pt; text-align: justify;"><span id="wwpID0E06Y0HA">Make desired changes.</span></div></td>
+
      </tr>
+
    </table>
+
  </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;Arial&quot;; font-size: 11pt; text-align: justify;"><span style="font-family: Arial; font-size: 10pt;">5. </span></div></td>
+
        <td><div style="font-family: &quot;Arial&quot;; font-size: 11pt; text-align: justify;"><span id="wwpID0E05Y0HA">Click </span><span style="font-weight: bold;">Save &amp; Exit.</span> </div></td>
+
      </tr>
+
    </table>
+
  </div>
+
  <div style="color: #808080; font-family: Arial; font-size: 14pt; margin-bottom: 0pt; margin-left: 36pt; margin-top: 10pt;"><span id="wwpID0E04Y0HA">Fee Item fields</span></div>
+
  <div style="font-family: Arial; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt;"><span style="font-weight: bold;"><span id="wwpID0E03Y0HA">Fee Item Name: </span></span>Title for the fee item; will be used to identify the fee item on within the event module.</div>
+
  <div style="font-family: Arial; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt;"><span style="font-weight: bold;"><span id="wwpID0E02Y0HA">Description:</span></span> Further description of the fee item; displays on the invoice</div>
+
  <div style="font-family: Arial; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt;"><span style="font-weight: bold;"><span id="wwpID0E01Y0HA">Account:</span></span> Select the desired account from your list of Chart of Accounts.</div>
+
  <div style="font-family: Arial; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt;"><span style="font-weight: bold;"><span id="wwpID0E0ZY0HA">Sales Tax: </span></span>Select whether this item should be taxed or not; if proper tax amounts are not displayed, modify this item by selecting Sales Tax from the Setup module.</div>
+
  <div style="font-family: Arial; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt;"><span style="font-weight: bold;"><span id="wwpID0E0YY0HA">Price:</span></span> Type the desired fee item amount </div>
+
  <div style="font-family: Arial; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt;"><span style="font-weight: bold;"><span id="wwpID0E0XY0HA">Item Type: </span></span>Select  </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="wwpID0E0WY0HA">Member Fees and Dues  - available on </span><span style="font-weight: bold;">Member-&gt;Account</span></div></td>
+
      </tr>
+
    </table>
+
  </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="wwpID0E0VY0HA">eCommerce Fees – available in the eCommerce module</span></div></td>
+
      </tr>
+
    </table>
+
  </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="wwpID0E0UY0HA">Event Fees – available in the </span><span style="font-weight: bold;">Events</span> module</div></td>
+
      </tr>
+
    </table>
+
  </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="wwpID0E0TY0HA">Group Fees – available in the </span><span style="font-weight: bold;">Groups</span> module</div></td>
+
      </tr>
+
    </table>
+
  </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="wwpID0E0SY0HA">Non-Dues Fees – available on </span><span style="font-weight: bold;">Member-&gt;Account</span></div></td>
+
      </tr>
+
    </table>
+
  </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="wwpID0E0RY0HA">Pledge Fees - available on </span><span style="font-weight: bold;">Member-&gt;Account</span></div></td>
+
      </tr>
+
    </table>
+
  </div>
+
  <div style="font-family: Arial; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt;"><span style="font-weight: bold;"><span id="wwpID0E0QY0HA">Status: </span></span>Select Active or Inactive (only Active items may be billed)</div>
+
  <div style="font-family: Arial; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt;"><span style="font-weight: bold;"><span id="wwpID0E0PY0HA">Frequency: </span></span>Only One-Time frequency is available for Event fees.</div>
+
  <div style="font-family: Arial; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt;"><span style="font-weight: bold;"><span id="wwpID0E0OY0HA">Collection Basis: </span></span>Select Cash or Accrual</div>
+
  <div style="font-family: Arial; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt;"><span style="font-weight: bold;"><span id="wwpID0E0NY0HA">Voluntary:</span></span> If desired, click “Treat this fee as voluntary”.  Note: <span style="color: #000000; font-family: Arial; font-size: 8.5pt; font-style: italic;">Unpaid voluntary fees do not count against a member's account balance and are not automatically included on billing statements.</span></div>
+
  <div style="color: #000000; font-family: &quot;Arial&quot;; font-size: 10pt; font-weight: normal; margin-bottom: 12pt; margin-left: 72pt; text-align: justify;"><span id="wwpID0E0MY0HA">Chart 3-1 Fee Item fields</span></div>
+
  
===Assign Event Fees===
+
{| class="wikitable"
  <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>
+
[[File:One Row.png|25px]]
  <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>
+
| style="width: 100%"| '''NOTE:''' Only one event registration fee may be selected per registrant.
  <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====
+
===='''<span style="color:#800080">Create a Registration Fee (Individual)'''</span>====
<div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 18pt;"><span id="wwpID0E0CY0HA">Only one event registration fee may be selected per registrant.</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;">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>
+
      </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="wwpID0E0AY0HA">Select the desired fee by clicking the </span><span style="font-weight: bold;">Fee Item Type</span> arrow.</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="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>
+
  <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="wwpID0E02X0HA">Figure 3-6</span></span> Assign fee items</div>
+
  
====Assign Additional Fee Item====
+
#For the desired event, click the '''Fees''' tab.
One or more additional fee items may be selected per registrant.
+
#:[[File:Event Fees Tab.JPG|600px|center]]
 +
#Click the '''Assign Fee Item''' button, in the '''Event Registration Fees''' section.
 +
#:[[File:Assign a Fee Item.JPG|600px|center]]
 +
#Select the desired fee item from the drop-down list. Fee Items available for selection are those fee items that you have configured as '''Event''' type.
 +
#Enter the '''Display Name'''. This is the name that will be shown on your event registration form, as well as invoices, if applicable.
 +
#Enter a '''Description'''. The description will be included on your event registration form.
 +
#Enter the '''Fee Amount'''. The fee amount will default to the price assigned when you created the fee item, but you may over-ride this if needed.
 +
#From the ''' Allow this fee item for''' list, choose who should be able to select this fee item. This is how you will be able to differentiate pricing between Members and Non-Members. Create one registration fee item, and select Members, then create a similar fee item but select Non-Members.
 +
#Enable '''Display this fee item on the public event registration page''' if you wish to include this registration option on your event registration page. If deselected, your staff will be able to select this registration type when registering someone from the back-office.
 +
#Click the '''Advanced Options Link''' (Optional).
 +
#:[[File:Event advanced options.JPG|600px|center]]
 +
#*If you wish to limit the number of this type of registration available, enter the number available in the '''Maximum quantity available to sell; 0 = unlimited'''. Enter 0 to allow unlimited purchases of this item. Or enter a maximum number that can be sold of this item.
 +
#*'''Number of attendee names allowed per fee''': For a simple individual registration fee, set the quantity to 1. This field can be used Enter the in cases where the fee item represents a table of 8 or a golf foursome or similar case you may wish to specify a larger quantity. 
 +
#*'''Reserve 1 attendees even if they aren't entered by registrant'''. This quantity usually matches the quantity entered under "Number of attendee names
 +
#*'''List this fee item separately from registration fees'''. (Available only when editing an existing fee) This selection moves the item between the "Additional Fee Items" list and the "Event Registration Fees" list. When selected, the item is on the "Additional Fee Items" list which means that it may be selected in addition to a Registration Fee and in multiple quantities. When deselected, the item displays in the "Event Registration Fees". Only one Event Registration Fee may be selected per registrant. One Event Registration Fee is required per registrant.
 +
#*'''Fee item automatically adds registrant as sponsor'''. If selected, this item (when selected by the registrant as their registration fee) will automatically add them to the Sponsors list on the Sponsors tab in addition to the Event Guest List.
 +
#*'''Display custom fields when fee is selected'''. Select the checkbox(es) in front of the custom fields that you'd like to show when this particular fee is selected.  If you do not see any custom fields to select when you check "Display custom fields when fee is selected", that means there are no custom registration fields created for this event yet. 
 +
#Click '''Save & Exit'''.
  
#On the '''Fees''' tab, click '''Assign Fee Items''' in the '''Additional Fee Items''' area.
+
===='''<span style="color:#800080">Create a Registration Fee for Groups/Tables'''</span>====
#Select the desired fee by clicking the '''Fee Item Type''' arrow.
+
----
#Complete other desired fields. See Figure 1.
+
You can associate multiple attendees to a single fee item. This works well when you are selling tables, or golf foursomes.
 +
#Click the event's '''Fees''' tab.
 +
#:[[File:CM MZ Assign Fee Item1.jpg|600px|center]]
 +
#Click the '''Assign Fee Items''' button.
 +
#:[[File:CM MZ Table of 8.jpg|400px|none]]
 +
#Select a previously configured '''Fee Item Type''' from the drop-down list.
 +
#Enter a '''Display Name'''. This is the name that will be displayed on your event registration page.
 +
#(Optional) Enter a description of the registration type. This will be displayed on your event registration page.
 +
#The '''Fee Amount''' will be populated with the price associated to the fee item when it was created. You may override this if you wish.
 +
#From the '''Allow this fee item For''' list, select whether members, non-members or both may select this fee item.
 +
#Select the '''Display this fee item on the public event registration page''' check box if you wish to display this fee item on the event registration page.
 +
#Click the '''Advanced Options''' link, and configure the following:
 +
#*'''Maximum quantity available to sell; 0 = unlimited (ex: max 20 Tables)''': If you wish to limit the number of this type of registration enter the maximum quantity available. If set to zero, there is no limit.
 +
#*'''Number of attendee names allowed per fee (ex: Table of 8 = 8)''': Enter the number of attendees that will be registered when this registration type is selected. For Example: If you are selling tables of 8, enter 8 '''or''' if you are selling golf foursomes, enter 4.
 +
#*'''Reserve X attendees even if they aren't entered by registrant''': Select this check-box if you wish to register the total number of attendees, even if the names of the registrants are not entered. If selected, '''Additional Attendee''' will be listed as the name of the attendee.
 +
#*If this registration fee also qualifies for sponsorship, enable the '''Fee item automatically adds registrant as sponsor''' check-box.
 +
#*If custom fields must be filled in when this registration type is selected, click the '''Display custom fields when fee is selected''' check-box and select the desired custom fields.
 
#Click '''Save & Exit'''.
 
#Click '''Save & Exit'''.
  
 +
===='''<span style="color:#800080">Create a Registration Fee that includes a Sponsorship'''</span>====
 +
----
 +
In order for sponsors to be added to your '''Sponsorship''' tab, you must create fee items that add the registration as a sponsor. To do this, you will check the '''Fee item automatically adds registrant as sponsor''' option when creating your registration fees.
  
:[[File:aafie.png]]
+
#On the event's '''Fees''' tab, click the '''Assign Fee Items''' button.
:'''Figure 1: Assign Additional Fee Items
+
#Select a previously configured '''Fee Item Type''' from the drop-down list.
 +
#Enter a '''Display Name'''. This is the name that will be displayed on your event registration page.
 +
#(Optional) Enter a description of the registration type. This will be displayed on your event registration page.
 +
#The '''Fee Amount''' will be populated with the price associated to the fee item when it was created. You may override this if you wish.
 +
#From the '''Allow this fee item For''' list, select whether members, non-members or both may select this fee item.
 +
#Select the '''Display this fee item on the public event registration page''' check box if you wish to display this fee item on the event registration page.
 +
#Click the '''Advanced Options''' link, and configure the following:
 +
#*'''Maximum quantity available to sell; 0 = unlimited (ex: max 20 Tables)''': If you wish to limit the number of this type of registration enter the maximum quantity available. If set to zero, there is no limit.
 +
#*'''Number of attendee names allowed per fee (ex: Table of 8 = 8)''': Enter the number of attendees that will be registered when this registration type is selected. For Example: If you are selling tables of 8, enter 8 '''or''' if you are selling golf foursomes, enter 4. '''NOTE''': When creating a sponsorship registration fee, at least one attendee must be included.
 +
#*'''Reserve X attendees even if they aren't entered by registrant''': Select this check-box if you wish to register the total number of attendees, even if the names of the registrants are not entered. If selected, '''Additional Attendee''' will be listed as the name of the attendee.
 +
#*Enable the '''Fee item automatically adds registrant as sponsor''' check-box.
 +
#*If custom fields must be filled in when this registration type is selected, click the '''Display custom fields when fee is selected''' check-box and select the desired custom fields.
 +
#Click '''Save & Exit'''.
  
====Edit an Event Fee Once Assigned====
+
==='''<span style="color:#800080">Include Add-on Items for Your Event'''</span>===
<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="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>
+
    </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="wwpID0E0SX0HA">Make desired changes.</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="wwpID0E0RX0HA">Click </span><span style="font-weight: bold;">Save &amp; Exit</span>.</div></td>
+
      </tr>
+
    </table>
+
  </div>
+
  
====Remove an Event Fee Once Assigned====
+
If you wish to sell additional items during registration, you will create those on the event's '''Fees''' tab. For example, if you wish to sell mulligans, skins, etc. these can be included on your event registration page. '''NOTE:''' Purchase of add-on items are only available to those who register for the event.
<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 Billing Preferences===
+
#On the '''Fees''' tab, expand the '''Additional Fee Items''' section if needed.
<div style="font-family: Tahoma; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0JX0HA">Desired billing preferences must be selected if fees have been assigned or to indicate online registration preferences.  Many of these preferences are available </span><span style="text-decoration: underline;">during creation</span> of an event on Step 3 of 3 or all selections may be made <span style="text-decoration: underline;">after creation</span> of an event on the <span style="font-weight: bold;">Fees</span> tab.  </div>
+
#:[[File:Additional Fee Item 19.JPG|600px|center]]
  <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 18pt;"><span id="wwpID0E0IX0HA">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.</span></div>
+
#Click the '''Assign Fee Items''' button.
  <div style="font-family: Tahoma; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0HX0HA">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.</span></div>
+
#:[[File:Assign Fee Additional Item 19.JPG|600px|center]]
  <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt;"><span id="wwpID0E0GX0HA">Note:  Custom text may be included on the confirmation email.  Put the desired custom text in the </span><span style="font-weight: bold;">Chamber Message</span> window in <span style="font-weight: bold;">Setup-&gt;Event Options and Settings</span> under the <span style="font-weight: bold;">Registration and Billing Preferences</span> area.</div>
+
#Select a previously created fee item from the '''Fee Item Type''' list.
  <div style="font-family: Tahoma; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0FX0HA">Steps outlined below will specifically address selecting billing preferences after creation but the same selections are available when selecting billing preferences during creation.</span></div>
+
#Enter a '''Display Name'''. This will be displayed on your event registration page.
====Save Billing Preferences====
+
#Enter a '''Description''' of the additional item. This is optional, and will be displayed on the event registration page.
  <div style="margin-left: 18pt;margin-bottom: 0pt;">
+
#The '''Fee Amount''' will display the amount that was configured when the fee item was set up. You may over-ride this if you wish.
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
#If you wish to limit who can purchase this item, select from the '''Allow this item for''' drop-down list, and select from: Members and Non-Members, Members Only, Non-Members Only.
      <tr valign="baseline">
+
#Check '''Display this fee item on the public event registration page.''' if you wish to include this item on your event registration page. If deselected, the item will be available to back-office staff when registering someone.
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td>
+
#Click the '''Advanced Options''' (optional):
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0DX0HA">On the </span><span style="font-weight: bold;">Fees</span> tab, select the desired options in the <span style="font-weight: bold;">Billing Preferences </span>area.</div></td>
+
#*'''Fee item automatically adds registrant as sponsor''': If selected, this item will automatically add them to the Sponsors list on the Sponsors tab in addition to the Event Guest List.
      </tr>
+
#*'''Only allow specific membership types to register with this fee''': If this option is enabled, only active members with the specified membership types will be able to purchase this item.
    </table>
+
#Click '''Save & Exit'''.
  </div>
+
 
  <div style="margin-left: 18pt;margin-bottom: 0pt;">
+
{| class="wikitable"
    <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>
+
[[File:Smallest.png|25px]]
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0CX0HA">Click </span><span style="font-weight: bold;">Save Preferences</span>.</div></td>
+
| style="width: 100%"| '''Did you know?''' You can easily report on purchase of Add-on items by selecting the report option on the Guest List.
      </tr>
+
|}
    </table>
+
 
  </div>
+
===Select Registration and Billing Preferences===
  <div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0BX0HA">[[Image:Events-Save_billing_preferences-image64.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: 9pt;"><span id="wwpID0E0AX0HA">Figure 3-8</span></span> Billing Preferences (integrated Billing example shown)</div>
+
'''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.   
  <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 id="wwpID0E06W0HA">[[Image:Events-Save_billing_preferences-image65.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: 9pt;"><span id="wwpID0E05W0HA">Figure 3-9</span></span> Invoice Options section (QuickBooks integration Only)</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.
 +
 
 +
The steps outlined below allow you to setup preferences specific to the event you are working with.
 +
 +
#On the event's '''Fees''' tab, expand the '''Registration and Billing Preferences''' section.
 +
#:[[File:Registration and Billing Prefs.PNG|center]]
 +
#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 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.
 +
#**'''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. The event confirmation will display a "Print at Home" ticket. 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.  
 +
#:[[File:Print at Home Ticket.jpg|500px|center]]
 +
#**'''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'''.
  
 
===Create Discount Options===
 
===Create Discount Options===
Line 1,083: Line 801:
 
*Limits on usage are available at the event level and registration level.
 
*Limits on usage are available at the event level and registration level.
 
*For Plus edition or greater only.
 
*For Plus edition or greater only.
 +
 +
{| class="wikitable"
 +
|-
 +
|
 +
[[File:One Row.png|25px]]
 +
| style="width: 100%"| '''IMPORTANT''' Promo Codes must be unique for each discount.
 +
|}
 +
  
 
  '''Related Topics''' [[Invoice Discounts]]
 
  '''Related Topics''' [[Invoice Discounts]]
  
===View Account Information===
+
==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>
 
   <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====
 
====View the Event Account Information====
Line 1,225: Line 951:
 
</div>
 
</div>
 
====Create Event Invoices Using Integrated Billing Module====
 
====Create Event Invoices Using Integrated Billing Module====
<div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; margin-bottom: 12pt; margin-left: 18pt;"><span id="wwpID0E05T0HA">If a payment method of </span><span style="font-weight: bold;">Invoice</span> is selected, this invoice will be queued and then created at a time of your choosing.  If a payment method of <span style="font-weight: bold;">Credit Card</span> 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 <span style="font-weight: bold;">Fees</span> tab of the desired Event.</div>
 
  <div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; margin-bottom: 12pt; margin-left: 18pt;"><span id="wwpID0E04T0HA">Event invoices may be created from within the </span><span style="font-weight: bold;">Events</span> module or from the <span style="font-weight: bold;">Billing</span> module.  Either way of creating invoices accomplishes the same task.</div>
 
  <div style="color: #808080; font-family: Cambria; font-size: 14pt; margin-bottom: 0pt; margin-left: 36pt; margin-top: 10pt;"><span id="wwpID0E03T0HA">Create event invoices</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;">1. </span></div></td>
 
        <td><div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; text-align: justify;"><span id="wwpID0E02T0HA">Select the desired event.</span></div></td>
 
      </tr>
 
    </table>
 
  </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;">2. </span></div></td>
 
        <td><div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; text-align: justify;"><span id="wwpID0E01T0HA">Click the </span><span style="font-weight: bold;">Account</span> tab.</div></td>
 
      </tr>
 
    </table>
 
  </div>
 
  <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 54pt;"><span id="wwpID0E0ZT0HA">If the </span><span style="font-weight: bold;">Create Invoices Now</span> button does not appear, there are no invoices to be created at this time.</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;">3. </span></div></td>
 
        <td><div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; text-align: justify;"><span id="wwpID0E0YT0HA">If registrations have specified a payment method that should result in a transaction, a selection will appear indicating the number of invoices that need to be created.</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="wwpID0E0XT0HA">[[Image:Events-Create_Event_Invoices_using_integrated_Billing_m-image79.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="wwpID0E0WT0HA">Figure 3-18</span></span> Create Invoices Now</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;">4. </span></div></td>
 
        <td><div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; text-align: justify;"><span id="wwpID0E0VT0HA">Click </span><span style="font-weight: bold;">Create Invoices Now</span>.</div></td>
 
      </tr>
 
    </table>
 
  </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: Arial; font-size: 12pt;">5. </span></div></td>
 
        <td><div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; text-align: justify;"><span style="font-family: Arial; font-size: 12pt;"><span id="wwpID0E0UT0HA">Make any desired selections in the </span></span><span style="font-family: Arial; font-size: 12pt; font-weight: bold;">Bill To:</span><span style="font-family: Arial; font-size: 12pt;"> box for who the invoice should be addressed to and what items should appear on the invoice line.</span></div></td>
 
      </tr>
 
    </table>
 
  </div>
 
  <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 54pt;"><span id="wwpID0E0TT0HA">The</span><span style="font-weight: bold;"> Bill To: </span>selection of<span style="font-weight: bold;"> Line Item Description</span> will display the content of the <span style="font-weight: bold;">Description</span> field of the Fee item.</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: Arial; 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="wwpID0E0ST0HA">If you wish to apply any available credits a member may have available on their account,</span><span style="font-family: Arial; font-size: 10pt;"> </span><span style="font-family: Arial;">click to select the </span><span style="font-family: Arial; font-weight: bold;">Auto-apply available credits on invoices</span><span style="font-family: Arial;"> checkbox.</span></div></td>
 
      </tr>
 
    </table>
 
  </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;">7. </span></div></td>
 
        <td><div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; text-align: justify;"><span id="wwpID0E0RT0HA">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.</span></div></td>
 
      </tr>
 
    </table>
 
  </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;">8. </span></div></td>
 
        <td><div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; text-align: justify;"><span id="wwpID0E0QT0HA">Complete the rest of the fields including </span><span style="font-weight: bold;">Invoice Date</span>, <span style="font-weight: bold;">Date Due</span>, and <span style="font-weight: bold;">Payment Terms</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="wwpID0E0PT0HA">[[Image:Events-Create_Event_Invoices_using_integrated_Billing_m-image80.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="wwpID0E0OT0HA">Figure</span></span><span style="font-size: 12pt; text-transform: uppercase;"> </span>3-19 Event Invoicing</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="wwpID0E0NT0HA">Uncheck any invoices that should be excluded from this Batch.  Note: All excluded invoices may be added to this batch later.</span></div></td>
 
      </tr>
 
    </table>
 
  </div>
 
  <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 54pt;"><span id="wwpID0E0MT0HA">Changes made to the </span><span style="font-weight: bold;">Contact Name</span> or address on the <span style="font-weight: bold;">Deliver Customer Invoices</span> window does not modify the Member’s <span style="font-weight: bold;">Account</span> information.  Permanent Billing Rep or address changes must be made in the <span style="font-weight: bold;">Members</span> module. </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;">10. </span></div></td>
 
        <td><div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; text-align: justify;"><span id="wwpID0E0LT0HA">Click </span><span style="font-weight: bold;">Save Batch</span> or <span style="font-weight: bold;">Deliver Invoices</span>.  If clicking <span style="font-weight: bold;">Save Batch</span>, you can return to a batch of invoices at any time to deliver them (email or print them).  If clicking <span style="font-weight: bold;">Deliver Invoices</span>, you can also return to the batch at any time but this will proceed to the Deliver Customer Invoices screen now.</div></td>
 
      </tr>
 
    </table>
 
  </div>
 
  <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 54pt;"><span id="wwpID0E0KT0HA">Either choice, </span><span style="font-weight: bold;">Save Batch</span> or <span style="font-weight: bold;">Deliver Invoices,</span> will create the batch of invoices.  <span style="font-weight: bold;">Deliver Invoices</span> will create the invoices and immediately open a window with options to print and/or email the invoices. </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;">11. </span></div></td>
 
        <td><div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; text-align: justify;"><span id="wwpID0E0JT0HA">The </span><span style="font-weight: bold;">Deliver Customer Invoices</span> window will appear.  Make appropriate <span style="font-weight: bold;">Delivery Method</span> selections and follow the instructions on the screen.  Refer to “Recurring Member Invoices” in the Billing online help section for more detailed instructions on <span style="font-weight: bold;">Delivery Method</span> selections.</div></td>
 
      </tr>
 
    </table>
 
  </div>
 
  <div style="color: #808080; font-family: Cambria; font-size: 14pt; margin-bottom: 0pt; margin-left: 36pt; margin-top: 10pt;"><span id="wwpID0E0IT0HA">Create event invoices (starting within the Billing module)</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;">1. </span></div></td>
 
        <td><div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; text-align: justify;"><span id="wwpID0E0HT0HA">Click </span><span style="font-weight: bold;">Billing</span> in the left-hand menu.</div></td>
 
      </tr>
 
    </table>
 
  </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;">2. </span></div></td>
 
        <td><div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; text-align: justify;"><span id="wwpID0E0GT0HA">Click the </span><span style="font-weight: bold;">Invoices</span> tab.</div></td>
 
      </tr>
 
    </table>
 
  </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;">3. </span></div></td>
 
        <td><div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; text-align: justify;"><span id="wwpID0E0FT0HA">From the </span><span style="font-weight: bold;">Batch Type</span> drop down menu, select <span style="font-weight: bold;">Event</span>.</div></td>
 
      </tr>
 
    </table>
 
  </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;">4. </span></div></td>
 
        <td><div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; text-align: justify;"><span id="wwpID0E0ET0HA">Select the desired event by clicking the </span><span style="font-weight: bold;">Event Name</span> title.</div></td>
 
      </tr>
 
    </table>
 
  </div>
 
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 10pt; margin-left: 72pt;"><span style="font-family: Arial;"><span id="wwpID0E0DT0HA">- If invoicing for the renewal month has been completed you will see a message that says:</span></span><span style="color: #8B0000; font-family: Arial; font-size: 8.5pt; font-style: italic; font-weight: bold;"> Match Found</span></div>
 
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 6pt; margin-left: 72pt;"><span style="color: #8B0000; font-family: Arial; font-size: 8.5pt; font-style: italic; font-weight: bold;"><span id="wwpID0E0CT0HA"> </span></span><span style="font-family: Arial; font-size: 8.5pt;">- If invoices have not been created you will see a message that says: </span><span style="color: #8B0000; font-family: Arial; font-size: 8.5pt; font-style: italic; font-weight: bold;">New Batch</span><span style="font-family: Arial; font-size: 8.5pt;"> </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="wwpID0E0BT0HA">[[Image:Events-Create_Event_Invoices_using_integrated_Billing_m-image81.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 id="wwpID0E0AT0HA">Figure 3-20 Selecting Event Name</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;">5. </span></div></td>
 
        <td><div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; text-align: justify;"><span id="wwpID0E06S0HA">Select </span><span style="font-weight: bold;">Display uninvoiced registrations</span> only if desired.</div></td>
 
      </tr>
 
    </table>
 
  </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: Arial; font-size: 10pt;">6. </span></div></td>
 
        <td><div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; text-align: justify;"><span style="font-family: Arial;"><span id="wwpID0E05S0HA">Follow the same steps #5-11 in previous section “Create event invoices (starting from the Events module)”.</span></span></div></td>
 
      </tr>
 
    </table>
 
  </div>
 
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 2pt; margin-left: 18pt; text-indent: -18pt;"><span id="wwpID0E04S0HA"> </span>
 
</div>
 
  
==Sponsors==
+
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.
<div style="font-family: Tahoma; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E02S0HA">Event sponsors may be added to an event and is managed on the </span><span style="font-weight: bold;">Sponsors</span> tab where <span style="font-weight: bold;">Sponsor Web Display Options</span>, <span style="font-weight: bold;">Contact Information</span>, and <span style="font-weight: bold;">Fee Information</span> areas may be configured as desired.</div>
+
 
  <div style="font-family: Tahoma; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E01S0HA">When adding a sponsor, you simply fill in the requested information as the wizard walks you through three information screensYou will be asked to fill in the following information screens:</span></div>
+
Event invoices may be created from within the Events module or from the Billing moduleEither way of creating invoices accomplishes the same task.
  <div style="margin-left: 18pt;margin-bottom: 12pt;">
+
 
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
#In the Event Module, select the desired event.
      <tr valign="baseline">
+
#Click the '''Account''' tab.
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">[[Image:Events-rd_bullet.jpg|9px]]</div></td>
+
#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.  
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0ZS0HA">Contact Information</span></div></td>
+
#Click '''Create Invoices Now'''.  
      </tr>
+
#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.  
    </table>
+
#If you wish to apply any available credits a member may have available on their account, click '''Auto-apply available credits on invoices''' checkbox.
  </div>
+
#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.
  <div style="margin-left: 18pt;margin-bottom: 12pt;">
+
#Complete the rest of the fields including '''Invoice Date''', '''Date Due''' and '''Payment Terms'''.
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
#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.
      <tr valign="baseline">
+
#Click '''Deliver Customer Invoices'''.
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">[[Image:Events-rd_bullet.jpg|9px]]</div></td>
+
#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.
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0YS0HA">Fee Information</span></div></td>
+
#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.
      </tr>
+
#:'''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.
    </table>
+
#:[[File:recurring_inv4.jpg|center]]
  </div>
+
#Complete the '''Delivery Method''' selections as desired.
  <div style="margin-left: 18pt;margin-bottom: 12pt;">
+
#:<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>
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
#When ready, click '''Preview Invoices''' or '''Print Invoices'''.
      <tr valign="baseline">
+
#:'''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”
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">[[Image:Events-rd_bullet.jpg|9px]]</div></td>
+
#If mailing labels are desired, click '''Print Mailing Labels''' in the Delivery Method section.
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0XS0HA">Payment Options</span></div></td>
+
#:<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>
      </tr>
+
#:[[File:recurring_inv5.jpg|center]]
    </table>
+
#Make the desired selections.
  </div>
+
#Click '''Print Labels'''.
  <div style="font-family: Tahoma; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0WS0HA">When you click </span><span style="font-weight: bold;">Finish</span>, your sponsor is automatically added to the designated event in the Sponsor List and the Guest List (if desired).</div>
+
#If any invoices need to be emailed, click '''Email Invoices''' in the Delivery Method section.
  <div style="font-family: Tahoma; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0VS0HA">A sponsor may also be added to your Sponsors list automatically if the registrant selects a fee that you have marked to add them automatically to the sponsor list. </span></div>
+
#:[[File:invxx.jpg]]
  <div style="font-family: Tahoma; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0US0HA">Sponsor logos may be uploaded and placement determined. In addition, a logo website link for the sponsor may be activated. Sponsorship levels may also be determined and assigned to a particular sponsor. Applicable event fees can be assigned to sponsors and additional fees applied as well.</span></div>
+
#Make the desired selections.
===Managing Sponsors===
+
 
  <div style="font-family: Tahoma; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0SS0HA">Managing sponsors include the ability to: </span></div>
+
=Working with Event Sponsors=
  <div style="margin-left: 18pt;margin-bottom: 12pt;">
+
 
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
==Adding a Sponsor==
      <tr valign="baseline">
+
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.
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">[[Image:Events-rd_bullet.jpg|9px]]</div></td>
+
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0RS0HA">Add a sponsor</span></div></td>
+
      </tr>
+
    </table>
+
  </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: Calibri; font-size: 11pt;">[[Image:Events-rd_bullet.jpg|9px]]</div></td>
+
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0QS0HA">Remove a sponsor</span></div></td>
+
      </tr>
+
    </table>
+
  </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: Calibri; font-size: 11pt;">[[Image:Events-rd_bullet.jpg|9px]]</div></td>
+
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0PS0HA">Add additional attendees with a sponsor</span></div></td>
+
      </tr>
+
    </table>
+
  </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: Calibri; font-size: 11pt;">[[Image:Events-rd_bullet.jpg|9px]]</div></td>
+
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0OS0HA">Remove an additional attendee with a sponsor</span></div></td>
+
      </tr>
+
    </table>
+
  </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: Calibri; font-size: 11pt;">[[Image:Events-rd_bullet.jpg|9px]]</div></td>
+
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0NS0HA">Add additional fee items for a sponsor</span></div></td>
+
      </tr>
+
    </table>
+
  </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: Calibri; font-size: 11pt;">[[Image:Events-rd_bullet.jpg|9px]]</div></td>
+
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0MS0HA">Remove an additional fee item</span></div></td>
+
      </tr>
+
    </table>
+
  </div>
+
====Add a Sponsor====
+
Sponsors may be added to your sponsor list manually or automatically through registration.
+
  
 
'''NOTE:''' You must have fees setup for sponsorships prior to adding sponsors.
 
'''NOTE:''' You must have fees setup for sponsorships prior to adding sponsors.
 
'''Add a Sponsor Manually'''
 
  
 
#In the desired event, click the '''Sponsors''' tab.
 
#In the desired event, click the '''Sponsors''' tab.
Line 1,476: Line 999:
 
#Complete the registration form and check-out.
 
#Complete the registration form and check-out.
  
====Add a sponsor automatically upon registration====
+
==Remove a Sponsor==
  
#On the Fees tab, click Assign Fee Items  in the Event Registration Fees  area (or click the Display Name of an existing sponsor fee to edit).
+
'''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.  
#:[[Image:Events-Add_a_sponsor-image86.png|center]]
+
#Select the check box '''Fee item automatically adds registrant as sponsor'''.
+
#Click Save and Exit.
+
  
Going forward, anyone that registers and selects that fee will automatically be included on the Sponsors tab.  
+
#On the '''Sponsors''' tab, click the check box in front of the desired sponsor’s name in the '''List of Sponsors'''.
 +
#Click '''Remove Selected Sponsors'''.
  
'''Note:''' Duplicate sponsors would be allowed if multiple duplicate registrants select this fee.
+
==Add Additional Attendees with a Sponsor==
  
====Remove a Sponsor====
+
#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="margin-left: 18pt;margin-bottom: 0pt;">
+
#Click the '''Edit Registration''' icon.  
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
#:[[File:Sponsor Edit Registration.JPG|center]]
      <tr valign="baseline">
+
#Click '''Add Attendee'' and complete the registration form.
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;"><span style="color: #000000; font-family: Garamond; font-size: 11.5pt;">1. </span></div></td>
+
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0QR0HA">On the </span><span style="font-weight: bold;">Sponsors</span> tab, click the check box in front of the desired sponsor’s name in the <span style="font-weight: bold;">List of Sponsors </span>area </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;"><span style="color: #000000; font-family: Garamond; font-size: 11.5pt;">2. </span></div></td>
+
        <td><div style="font-family: Calibri; font-size: 11pt;"><span style="color: #000000; font-family: Garamond; font-size: 11.5pt;"><span id="wwpID0E0PR0HA">Click </span></span><span style="color: #000000; font-family: Garamond; font-size: 11.5pt; font-weight: bold;">Remove Selected Sponsors</span><span style="color: #000000; font-family: Garamond; font-size: 11.5pt;">. </span></div></td>
+
      </tr>
+
    </table>
+
  </div>
+
  
====Add Additional Attendees with a Sponsor====
+
==Sponsor Web Display Options==
  <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;"><span style="color: #000000; font-family: Garamond; font-size: 11.5pt;">1. </span></div></td>
+
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0NR0HA">On the </span><span style="font-weight: bold;">Sponsors</span> tab, click the desired sponsor’s name in the <span style="font-weight: bold;">List of Sponsors </span>area. The selected row will show in yellow.</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="wwpID0E0MR0HA">Click </span><span style="font-weight: bold;">Add Additional Attendee</span> in the <span style="font-weight: bold;">Fees</span> area.</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="wwpID0E0LR0HA">Complete the </span><span style="font-weight: bold;">Add Additional Attendee</span> screen.</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="wwpID0E0KR0HA">Click </span><span style="font-weight: bold;">Continue</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="wwpID0E0JR0HA">[[Image:Events-Add_additional_attendees_with_a_sponsor-image87.png|fees area]]</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="wwpID0E0IR0HA">Figure 4-4</span></span> Fees area for sponsors</div>
+
  
====Remove an Additional Attendee with a Sponsor====
+
Sponsor logos may be uploaded and placement determined. In addition, a logo website link for the sponsor may be activated.
  <div style="margin-left: 18pt;margin-bottom: 0pt;">
+
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.  
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
Sponsorship levels may also be created and assigned appropriately to each sponsor. Sponsors may also be assigned a certain sort order.  
      <tr valign="baseline">
+
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;"><span style="color: #000000; font-family: Garamond; font-size: 11.5pt;">1. </span></div></td>
+
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0GR0HA">On the </span><span style="font-weight: bold;">Sponsors</span> tab, click the desired sponsor’s name in the <span style="font-weight: bold;">List of Sponsors </span>area. The selected row will show in yellow.</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="wwpID0E0FR0HA">Click the [[Image:Events-Remove_an_additional_attendee_with_a_sponsor-image88.png|x]] at the end of the row of the desired attendee to be deleted in the </span><span style="font-weight: bold;">Fees</span> area.</div></td>
+
      </tr>
+
    </table>
+
  </div>
+
  
====Add Additional Fee Items to a Sponsor====
+
===Manage Sponsor Logos===
  <div style="margin-left: 18pt;margin-bottom: 0pt;">
+
====Add a Sponsor Logo====
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
'''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.  
      <tr valign="baseline">
+
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;"><span style="color: #000000; font-family: Garamond; font-size: 11.5pt;">1. </span></div></td>
+
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0DR0HA">On the </span><span style="font-weight: bold;">Sponsors</span> tab, click the desired sponsor’s name in the <span style="font-weight: bold;">List of Sponsors </span>area. The selected row will show in yellow.</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;"><span style="color: #000000; font-family: Garamond; font-size: 11.5pt;">2. </span></div></td>
+
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0CR0HA">Click </span><span style="font-weight: bold;">Add Fee Item</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;"><span style="color: #000000; font-family: Garamond;">3. </span></div></td>
+
        <td><div style="font-family: Calibri; font-size: 11pt;"><span style="color: #000000; font-family: Garamond;"><span id="wwpID0E0BR0HA">Complete the </span></span><span style="color: #000000; font-family: Garamond; font-weight: bold;">Add Fee Item</span><span style="color: #000000; font-family: Garamond;"> screen.</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;"><span style="color: #000000; font-family: Garamond;">4. </span></div></td>
+
        <td><div style="font-family: Calibri; font-size: 11pt;"><span style="color: #000000; font-family: Garamond;"><span id="wwpID0E0AR0HA">Click </span></span><span style="color: #000000; font-family: Garamond; font-weight: bold;">Continue</span><span style="color: #000000; font-family: Garamond;">.</span></div></td>
+
      </tr>
+
    </table>
+
  </div>
+
  
====Remove an Additional Fee Item====
+
#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="margin-left: 18pt;margin-bottom: 0pt;">
+
#Click '''Add Image''' in the '''Sponsor Web Display Options''' area.
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
#:[[Image:Sponsor web display.jpg|600px|center]]
      <tr valign="baseline">
+
#Type the path and filename of the desired graphic file or click '''Browse''' to locate the desired graphic. '''NOTE''': Ensure the file names are short, and do not include special characters. This could prevent the logo from displaying on your event page.
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;"><span style="color: #000000; font-family: Garamond; font-size: 11.5pt;">1. </span></div></td>
+
#Click '''Upload Image'''.
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E05Q0HA">On the </span><span style="font-weight: bold;">Sponsors</span> tab, click the desired sponsor’s name in the <span style="font-weight: bold;">List of Sponsors </span>area. The selected row will show in yellow.</div></td>
+
#Click '''Close Window'''.  
      </tr>
+
#Select logo placement by clicking the '''Logo Placement''' arrow. This option allows you to define where, on your event page, sponsor logs will be displayed.
    </table>
+
#:[[File:Sponsor display options.jpg|600px|center]]
  </div>
+
#*If you are using v4 of the public modules, select '''Below Title v4''' or '''Below Description v4'''.
  <div style="margin-left: 18pt;margin-bottom: 0pt;">
+
#*If you are using v3 of the public modules, select '''Right Column v3''' or '''Page Bottom v3'''.
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
#*If you do not wish to display logos on your event page, select '''Do Not Display'''.
      <tr valign="baseline">
+
#Click '''Save'''.
        <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="wwpID0E04Q0HA">Click the [[Image:Events-Remove_an_additional_fee_item-image88.png|x]] at the end of the row of the desired additional fee item to be deleted in the </span><span style="font-weight: bold;">Fees</span> area.</div></td>
+
{| class="wikitable"
      </tr>
+
|-
    </table>
+
|
  </div>
+
[[File:Smallest.png|25px]]
 +
| style="width: 100%"| '''NOTE:''' A sponsor logo will automatically be populated, for a sponsor, if a logo has been previously uploaded for this sponsor-member or if the member has uploaded a logo in the Member Information Center.  
 +
|}
  
===Sponsor Web Display Options===
 
  <div style="font-family: Tahoma; font-size: 11pt; margin-bottom: 12pt;"><span><span id="wwpID0E02Q0HA">Sponsor logos may be uploaded</span></span> and placement determined.  In addition, a logo website link for the sponsor may be activated.  </div>
 
  <div style="font-family: Tahoma; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E01Q0HA">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.</span></div>
 
  <div style="font-family: Tahoma; font-size: 11pt; margin-bottom: 12pt;"><span><span id="wwpID0E0ZQ0HA">Sponsorship levels</span></span> may also be created and assigned appropriately to each sponsor.  Sponsors may also be assigned a certain sort order.  </div>
 
====Add a Sponsor Logo====
 
  <div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; margin-bottom: 12pt; margin-left: 18pt;"><span id="wwpID0E0XQ0HA">A sponsor logo will automatically be displayed 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.  </span></div>
 
  <div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; margin-bottom: 12pt; margin-left: 18pt;"><span id="wwpID0E0WQ0HA">The default settings will load the sponsor logo with placement on the right-hand column of the event page.  However, you can modify those settings as desired.</span></div>
 
  <div style="color: #5F497A; font-family: Cambria; font-size: 11pt; font-weight: bold; margin-bottom: 0pt; margin-left: 18pt;"><span id="wwpID0E0VQ0HA">To upload a sponsor logo</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;">1. </div></td>
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0UQ0HA">On the </span><span style="font-weight: bold;">Sponsors</span> tab, click the desired sponsor’s name in the <span style="font-weight: bold;">List of Sponsors </span>area. The selected row will show in yellow. </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="wwpID0E0TQ0HA">Click </span><span style="font-weight: bold;">Add Image</span> in the <span style="font-weight: bold;">Sponsor Web Display Options</span> area.</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="wwpID0E0SQ0HA">[[Image:Events-Add_a_sponsor_logo-image89.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="wwpID0E0RQ0HA">Figure 4-4</span></span> Add sponsor logo</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="wwpID0E0QQ0HA">Type the path and filename of the desired graphic file or click </span><span style="font-weight: bold;">Browse </span>to locate and click <span style="font-weight: bold;">Open </span>when desired graphic is located. </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="wwpID0E0PQ0HA">Click </span><span style="font-weight: bold;">Upload Image</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="wwpID0E0OQ0HA">Click </span><span style="font-weight: bold;">Close Window</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="wwpID0E0NQ0HA">Select logo placement by clicking the </span><span style="font-weight: bold;">Logo Placement</span> arrow.  Select from <span style="font-weight: bold;">Right Column, Page Bottom </span>or<span style="font-weight: bold;"> Do Not Display</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="wwpID0E0MQ0HA">[[Image:Events-Add_a_sponsor_logo-image90.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="wwpID0E0LQ0HA">Figure 4-5</span></span> Sponsor logo placement</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="wwpID0E0KQ0HA">Click </span><span style="font-weight: bold;">Save</span>.</div></td>
 
      </tr>
 
    </table>
 
  </div>
 
 
====Remove a Sponsor Logo====
 
====Remove a Sponsor Logo====
  <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;"><span style="font-family: Garamond; font-size: 11.5pt;">1. </span></div></td>
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0IQ0HA">On the </span><span style="font-weight: bold;">Sponsors</span> tab, click the desired sponsor’s name in the <span style="font-weight: bold;">List of Sponsors </span>area. The selected row will show in yellow.</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;"><span style="font-family: Garamond; font-size: 11.5pt;">2. </span></div></td>
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0HQ0HA">Click </span><span style="font-weight: bold;">Remove Image</span> in the <span style="font-weight: bold;">Action</span> column of the <span style="font-weight: bold;">Image Type</span> that you wish to remove in the <span style="font-weight: bold;">Sponsor Web Display Options</span> area<span style="font-family: Garamond; font-size: 11.5pt;">. </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="wwpID0E0GQ0HA">[[Image:Events-Remove_a_sponsor_logo-image91.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="wwpID0E0FQ0HA">Figure 4-6 </span></span>Change or remove sponsor logo</div>
 
====Change an Existing Sponsor Logo====
 
  <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="wwpID0E0DQ0HA">On the </span><span style="font-weight: bold;">Sponsors </span>tab, click the desired sponsor’s name in the <span style="font-weight: bold;">List of Sponsors </span>area. The selected row will show in yellow.</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="wwpID0E0CQ0HA">Click </span><span style="font-weight: bold;">Change Image </span>in the <span style="font-weight: bold;">Action </span>column of the <span style="font-weight: bold;">Image Type </span>that you wish to change in the <span style="font-weight: bold;">Sponsor Web Display Options </span>area. </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="wwpID0E0BQ0HA">Type the path and filename of the desired graphic file or click </span><span style="font-weight: bold;">Browse </span>to locate and click <span style="font-weight: bold;">Open </span>when desired graphic is located. </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="wwpID0E0AQ0HA">Click </span><span style="font-weight: bold;">Upload Image</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="wwpID0E06P0HA">Click </span><span style="font-weight: bold;">Close Window</span>. </div></td>
 
      </tr>
 
    </table>
 
  </div>
 
====Create Sponsorship Levels====
 
<div style="font-family: &quot;arial&quot;; font-size: 11pt; margin-bottom: 12pt; margin-left: 18pt;"><span id="wwpID0E04P0HA">Sponsorship levels are part of what determine the order that sponsor logos or names display on the website.  In addition, sponsors may be sorted within that level by assigning a Logo Sort Order.  Sort order is determined as follows:</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="wwpID0E03P0HA">Sponsorship level</span></div></td>
 
      </tr>
 
    </table>
 
  </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="wwpID0E02P0HA">Logo sort order assignment</span></div></td>
 
      </tr>
 
    </table>
 
  </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="wwpID0E01P0HA">Alphabetical by member name</span></div></td>
 
      </tr>
 
    </table>
 
  </div>
 
  <div style="font-family: &quot;arial&quot;; font-size: 11pt; margin-bottom: 12pt; margin-left: 18pt;"><span id="wwpID0E0ZP0HA">If no sponsorship levels are assigned, logo sort order will be the priority sort.  If no sort orders are assigned, then the order will be displayed alphabetically.</span></div>
 
  <div style="font-family: &quot;arial&quot;; font-size: 11pt; margin-bottom: 12pt; margin-left: 18pt;"><span id="wwpID0E0YP0HA">In this example, with Gold, Silver, and Bronze sponsorship levels created and ordered respectively, the sponsors’ name and logo will appear on the website as follows:  A Rental Place, Creative Ink Advertising, Clarity Fireplace, Inc., Little World Child Care, LearyCorp, ABC Rentals, Natural Foods, Inc.</span></div>
 
  <div style="font-family: &quot;arial&quot;; font-size: 11pt; margin-bottom: 12pt; margin-left: 18pt;"><span id="wwpID0E0XP0HA">[[Image:Events-Create_Sponsorship_Levels-image92.png]]</span></div>
 
  <div style="font-family: &quot;arial&quot;; font-size: 11pt; margin-bottom: 12pt; margin-left: 18pt;"><span id="wwpID0E0WP0HA">Sponsorship level titles may also display on the website if desired and is selected to “Display Heading” or “Do Not Display” on a level by level basis.</span></div>
 
  <div style="font-family: &quot;arial&quot;; font-size: 11pt; margin-bottom: 12pt; margin-left: 18pt;"><span id="wwpID0E0VP0HA">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.</span></div>
 
  <div style="color: #5F497A; font-family: arial; font-size: 11pt; font-weight: bold; margin-bottom: 0pt; margin-left: 18pt;"><span id="wwpID0E0UP0HA">Create default sponsorship levels</span></div>
 
  <div style="font-family: &quot;arial&quot;; font-size: 11pt; margin-bottom: 12pt; margin-left: 18pt;"><span id="wwpID0E0TP0HA">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. </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: arial; font-size: 11pt;">1. </div></td>
 
        <td><div style="font-family: arial; font-size: 11pt;"><span id="wwpID0E0SP0HA">Login with administrator permissions.</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: arial; font-size: 11pt;">2. </div></td>
 
        <td><div style="font-family: arial; font-size: 11pt;"><span id="wwpID0E0RP0HA">Click </span><span style="font-weight: bold;">Setup</span> in the left-hand menu.</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="wwpID0E0QP0HA">Click </span><span style="font-weight: bold;">Event Options and Settings</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: arial; font-size: 11pt;">4. </div></td>
 
        <td><div style="font-family: arial; font-size: 11pt;"><span id="wwpID0E0PP0HA">Click </span><span style="font-weight: bold;">Edit Default Levels</span> in the <span style="font-weight: bold;">Sponsors</span> area.</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;">5. </div></td>
 
        <td><div style="font-family: arial; font-size: 11pt;"><span id="wwpID0E0OP0HA">Click </span><span style="font-weight: bold;">Add New Level</span>.</div></td>
 
      </tr>
 
    </table>
 
  </div>
 
  <div style="font-family: &quot;arial&quot;; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0NP0HA">[[Image:Events-Create_Sponsorship_Levels-image93.png]]</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 id="wwpID0E0MP0HA">Figure 4-6a Editing default sponsorship levels</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: arial; font-size: 11pt;">6. </div></td>
 
        <td><div style="font-family: arial; font-size: 11pt;"><span id="wwpID0E0LP0HA">Type the name of the new sponsorship level in the </span><span style="font-weight: bold;">Name</span> field.</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;">7. </div></td>
 
        <td><div style="font-family: arial; font-size: 11pt;"><span id="wwpID0E0KP0HA">Select the desired </span><span style="font-weight: bold;">Appearance</span> option of “Display Heading” or “Do Not Display”.</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;">8. </div></td>
 
        <td><div style="font-family: arial; font-size: 11pt;"><span id="wwpID0E0JP0HA">Optional: Change the order for the sponsorship levels to appear on the website.</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: arial; font-size: 11pt;">9. </div></td>
 
        <td><div style="font-family: arial; font-size: 11pt;"><span id="wwpID0E0IP0HA">Click </span><span style="font-weight: bold;">Save Changes</span>.</div></td>
 
      </tr>
 
    </table>
 
  </div>
 
  <div style="color: #5F497A; font-family: arial; font-size: 11pt; font-weight: bold; margin-bottom: 0pt; margin-left: 18pt;"><span id="wwpID0E0HP0HA"> </span></div>
 
  <div style="color: #5F497A; font-family: arial; font-size: 11pt; font-weight: bold; margin-bottom: 0pt; margin-left: 18pt;"><span id="wwpID0E0GP0HA">Create unique sponsorship levels for each event</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: arial; font-size: 11pt;">1. </div></td>
 
        <td><div style="font-family: arial; font-size: 11pt;"><span id="wwpID0E0FP0HA">Click </span><span style="font-weight: bold;">Events</span> in the left-hand menu.</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;">2. </div></td>
 
        <td><div style="font-family: arial; font-size: 11pt;"><span id="wwpID0E0EP0HA">Select the desired event.</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: arial; font-size: 11pt;">3. </div></td>
 
        <td><div style="font-family: arial; font-size: 11pt;"><span id="wwpID0E0DP0HA">Click the </span><span style="font-weight: bold;">Sponsors</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: arial; font-size: 11pt;">4. </div></td>
 
        <td><div style="font-family: arial; font-size: 11pt;"><span id="wwpID0E0CP0HA">Click </span><span style="font-weight: bold;">Edit Sponsorship Levels</span> in the <span style="font-weight: bold;">Sponsor Web Display Options</span> area.</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;">5. </div></td>
 
        <td><div style="font-family: arial; font-size: 11pt;"><span id="wwpID0E0BP0HA">Click </span><span style="font-weight: bold;">Add New Level</span> to create a unique sponsorship level for this event or click <span style="font-weight: bold;">Use Defaults</span> to automatically display the default list of sponsorship levels that were created in the Setup module. (See “Create default sponsorship levels” above.)</div></td>
 
      </tr>
 
    </table>
 
  </div>
 
  <div style="font-family: &quot;arial&quot;; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0AP0HA">[[Image:Events-Create_Sponsorship_Levels-image94.png]]</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 id="wwpID0E06O0HA">Figure 4-6b Editing sponsorship levels for a particular event</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;">6. </div></td>
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E05O0HA">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.</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="wwpID0E04O0HA">Click </span><span style="font-weight: bold;">Save Changes</span>.</div></td>
 
      </tr>
 
    </table>
 
  
===Create Output from the Sponsor List (print, download, name tags, labels etc.)===
+
#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="margin-left: 18pt;margin-bottom: 0pt;">
+
#Click '''Remove Image''' in the '''Actions'''column of the '''Sponsor Web Display Options''' area. 
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
#:[[Image:Events-Remove_a_sponsor_logo-image91.png|center]]
      <tr valign="baseline">
+
 
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td>
+
===Change a Sponsor Logo===  
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E02O0HA">On the </span><span style="font-weight: bold;">Sponsors</span> tab, click the <span style="font-weight: bold;">Reports</span> arrow.</div></td>
+
 
      </tr>
+
#On the '''Sponsors''' tab, click the desired sponsor’s name in the '''List of Sponsors'''. The selected row will be highlighted in yellow.
    </table>
+
#Click '''Change Image''' in the '''Action''' column in the '''Sponsor Web Display Options''' area.
  </div>
+
#Type the path and filename of the desired graphic file or click '''Browse''' to locate the desired graphic.
  <div style="margin-left: 18pt;margin-bottom: 0pt;">
+
#Click '''Upload Image'''</span>. </div></td>
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
#Click '''Close Window'''.  
      <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="wwpID0E01O0HA">Select the desired output.</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="wwpID0E0ZO0HA">Complete any screens that may follow.  If printed output is desired, you may choose </span><span style="font-weight: bold;">Print</span> from the <span style="font-weight: bold;">File</span> menu.</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="wwpID0E0YO0HA">[[Image:Events-Create_output_from_the_sponsor_list_(print_down-image95.png|sponsor output 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="wwpID0E0XO0HA">Figure 4-7</span></span> Sponsor output options</div>
+
  
==Manage the Guest List==
+
===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.
 +
 
 +
#Login with administrator permissions.
 +
#Click '''Setup''' in the left-hand menu.
 +
#Click '''Event Options and Settings'''.
 +
#Click '''Edit Default Levels''' in the '''Sponsors''' area.
 +
#Click '''Add New Level'''.
 +
#:[[Image:Events-Create_Sponsorship_Levels-image93.png|center]]
 +
#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'''.
 +
 
 +
====Create unique sponsorship levels for each event====
 +
 
 +
#For the desired event, click the '''Sponsors''' tab.
 +
#Click '''Edit Sponsorship Levels''' in the '''Sponsor Web Display Options''' area.
 +
#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.).
 +
#For the new level, select the desired '''Appearance''' options. Select '''Display Heading''' if you wish to include the name of the sponsorship level on the event page. '''Order''' allows you to define the order in which sponsorship levels will display on your event page.
 +
#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'''.
 +
 
 +
====Order/Re-order Sponsorship Levels====
 +
 
 +
When you create your sponsorship levels, you can determine the order in which they will be displayed on your event page.
 +
 
 +
#For the desired event, click the '''Sponsors''' tab.
 +
#Click '''Edit Sponsorship Levels''' in the '''Sponsor Web Display Options''' area.
 +
#:[[File:Sponsorhip Ordering.JPG|600px|center]]
 +
#Select the order in which you would like the Sponsorship Levels to be displayed on your event page in the '''Order''' column.  Sponsorship levels in the '''1''' position will be displayed first.
 +
#Click '''Save Changes'''
 +
 
 +
====Sponsor Logo Sort Order====
 +
 
 +
The order in which your sponsor logos are displayed can be defined on the sponsors tab. The '''Logo Sort Order''' option defines how sponsors will be displayed within a sponsorship level.
 +
 
 +
#On the event's '''Sponsor Tab''', click the name of the sponsor to which you wish to assign sort order.
 +
#:[[File:Logo Sort Order.JPG|800px|center]]
 +
#Select ordering from the '''Logo Sort Order''' drop-down list.
 +
#Click '''Save'''.
 +
 
 +
{| class="wikitable"
 +
|-
 +
|
 +
[[File:One Row.png|25px]]
 +
| style="width: 100%"| '''NOTE:''' If the '''Logo Sort Order''' is set to '''1''' for all sponsors, the businesses will be sorted alphabetically.
 +
|}
 +
 
 +
 
 +
==='''<span style="color:#800080">Output Rosters/Name Tags/Labels for Sponsors'''</span>===
 +
----
 +
 
 +
#On the '''Sponsors''' tab, click the '''Reports''' arrow.
 +
#:[[File:Output sponsor data.jpg|600px|center]]
 +
#Select the desired output option:
 +
#:*Print Roster
 +
#:*Print Nametags
 +
#:*Print Mailing Labels
 +
#:*Print Listing
 +
#:*Download Listing
 +
#:*Event Sponsors Report
 +
 
 +
==Event Roster with QR Code==
 +
 
 +
Print your Event Roster with attendee QR Codes printed next to their name and bring with you to the event. You can use this to quickly check-in attendees at your next event using the free ChamberMaster / MemberZone Staff app.
 +
 
 +
#Click '''Reports''' in the left-hand navigation panel.
 +
#Select '''Event Roster with QR Codes'''.
 +
#:[[File:Roster with QR.JPG|600px|center]]
 +
#Enter desired filtering criteria.
 +
#Click '''Refresh Report'''.
 +
#:[[File:Roster.JPG|600px|center]]
 +
 
 +
=Working with the Guest List=
 +
 
 +
{|style="padding:5px; text-align:left; background-color: #cce5ff; width:90%; margin-bottom:.2em;"
 +
|-
 +
|'''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.
 +
|}
  
 
When registration rosters and attendee lists must be tracked, a complete solution for managing participants is provided through the Guest List tab.
 
When registration rosters and attendee lists must be tracked, a complete solution for managing participants is provided through the Guest List tab.
Line 1,943: Line 1,150:
 
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.
 
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.  
+
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==
 
==Send Invitations==
Line 1,961: Line 1,168:
 
'''NOTE:''' You may wish to save this original email as a template for future use (for example if you wish to resend the invitation.)
 
'''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==
+
===Resend Invitations to those not yet Registered===
  
 
#On the '''Guest List''' tab, click the '''view/resend''' link.
 
#On the '''Guest List''' tab, click the '''view/resend''' link.
Line 1,973: Line 1,180:
 
'''NOTE:''' If you saved the original invite, you will be able to select it from your templates.
 
'''NOTE:''' If you saved the original invite, you will be able to select it from your templates.
  
==Register an Invitee==
+
===Manage Invitee List===
 +
From within the '''Invitations''' section you can indicate an invitee has declined, register an invitee, and add a comment:
 +
 
 +
[[File:ManageInviteList.png|600px|center]]
 +
 
 +
===Register an Invitee===
 
#On the Guest List tab, click the '''Manage List''' link in the '''Invitations''' section.
 
#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.
 
#Click the '''Register''' link for the participant you wish to register.
 
#Complete the registration, and check-out.
 
#Complete the registration, and check-out.
  
===Creating a Guest List===
+
===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.
  
The Guest list is created manually by registering guests through the back-office, or through on-line registrations.
+
===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]]
  
[[File:Guest List.JPG|center]]
+
==Working with the Waiting List==
  
The '''Status'''column will display one of four options, dependent on actions taken:
+
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.
*'''Registered''' - This status will be displayed when someone registers on-line, or when a staff member registers for them.
+
[[File:Event Full.JPG|center]]
*'''Invitation Declined''' - This status will be displayed when an invitee declines the invitation, or a staff member declines for them.
+
If the user clicks '''Yes please''', they will be able to enter their name, and the number of guests they wish to bring.
*'''Cancelled''' - This status will be displayed when a registration is cancelled.
+
[[File:Waiting List.JPG|center]]
*'''Incomplete''' - This status will be displayed if a registrant exits the registration check-out page, without making payment.
+
The '''Waiting List''' on the Guest List tab will be updated by the number of guests they entered.
 
+
 
'''Add A New Registration'''
+
If registrations come available for the event, you can manage the waiting list on the '''Guest List''' tab.
 +
 
 +
#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.
 +
 
 +
 
 +
=='''<span style="color:#800080">Managing the Guest List'''</span>==
 +
----
 +
The '''Guest List''' is created manually by registering guests through the back-office, or through on-line registrations.
 +
 
 +
[[File:Guest List.JPG|1000px|center]]
 +
 
 +
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.
 +
 
 +
==='''<span style="color:#800080">Filtering the Guest List'''</span>===
 +
----
 +
 
 +
The Guest List may be filtered in a variety of ways:
  
#Click the '''Add New Registration''' on the '''Guest List''' tab. The registration page will be displayed.
+
*'''Status''': From the '''Status''' drop-down you can filter to:
 +
**'''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.
 +
*'''Paid''': From the '''Paid''' drop-down you can filter to '''Paid Only''' or '''Unpaid Only''' registrations.
 +
*Click the '''More Options''' for additional filtering options, and to display custom fields on the guest list.
 +
 
 +
 
 +
==='''<span style="color:#800080">Add A New Registration'''</span>===
 +
----
 +
 
 +
 
 +
#For the desired event, click the '''Guest List''' tab.
 +
#:[[File:Guest List2.JPG|800px|center]]
 +
#Click '''Add New Registration''' in the '''Registrations''' section.
 
#Enter required contact information for the registrant.
 
#Enter required contact information for the registrant.
 +
#Select the desired registration fee.
 
#Proceed to checkout.
 
#Proceed to checkout.
 +
 +
==='''<span style="color:#800080">Add a Pre-paid Registration'''</span>===
 +
----
 +
 +
If you have pre-sold registrations to your event, or included registrations to events in your membership packages, you can register these to account for the attendees on the event guest list tab.
 +
 +
#For the desired event, click the '''Guest List''' tab.
 +
#:[[File:New Reg1.jpg|800px|center]]
 +
#Click '''Add New Registration'''.
 +
#Select the desired registration fee(s) and proceed to check-out.
 +
#Select '''No Charge''' as the payment method.
 +
#:[[File:No charge.jpg|800px|center]]
 +
#Click '''Checkout'''.
 +
#On the '''Checkout Successful''' screen, click '''Continue'''.
 +
#:[[File:Comments.jpg|800px|center]]
 +
#'''Best Practice''': Enter the previously created invoice number or a reason for the no charge in the '''Reason/Comments''' text box.
 +
#Click '''Save & Close'''.
 +
 +
'''No Charge''' registrations will be reflected on the event's account tab.
 +
 +
[[File:Event acct tab.jpg|800px|center]]
 +
 +
====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.
 +
 +
#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.
 +
#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.''
 +
 +
===='''<span style="color:#800080">Resend an Event Confirmation Email'''</span>====
 +
----
 +
You can easily resend an event confirmation to a registrant from the event's guest list.
 +
 +
#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'''.
 +
 +
===='''<span style="color:#800080">Cancel an Event Registration'''</span>====
 +
----
 +
 +
#Go to '''Events &#10141; Guest List'''
 +
#Click on the '''Edit Registration''' icon for the registration that needs to be cancelled.
 +
#:[[File:Cancel reg 2020.jpg|800px|center]]
 +
#Select '''Cancelled''' from the '''Status''' list.
 +
#:[[File:Edit reg 2020.jpg|600px|center]]
 +
#Click '''Save & Close'''
 +
See steps below for managing the financial side of a canceled registration.
 +
===='''<span style="color:#800080">Refund or Credit a Registration Fees'''</span>====
 +
----
 +
If you have had to cancel or postpone an event, you may need to refund or credit the registrants.
 +
{| class="wikitable"
 +
|-
 +
|
 +
[[File:Video-play-3-64.png|35px|link=https://www.screencast.com/t/kgPr3A7GCKH]]
 +
| style="width: 100%"| See Issue a Refund/Credit in Action!
 +
|}
 +
 +
======'''<span style="color:#800080">Cancelled Event - Issue a Credit on the Member’s Account'''</span>======
 +
----
 +
If the registrant has paid, one option is to issue a credit to be used later.
 +
#For the desired member, click the '''Account''' tab.
 +
#Click the '''New Credit''' button.
 +
#:[[File:New Credit CP.JPG|center]]
 +
#Type the credit amount in the '''Credit Amount field'''. If there are outstanding invoices displayed, the credit amount will automatically be applied to an open invoice.  If you do not wish to apply the credit to an open invoice, deselect the check-box next to the open invoice.  '''NOTE''': If there are no open invoices, you may simply create the credit, and it will be available for future use
 +
#Complete the credit information fields if needed. '''Credit Date''' defaults to the current date and the '''Credit Number''' automatically displays the next available credit number. Optional: Enter a P.O. Number if applicable. Select a Message if desired. Notes: is available for miscellaneous notes displayed on the credit.
 +
#:'''Note: ''' If Transaction Classes have been created, a Class drop-down selection will appear on the screen. Select the desired Class for this transaction.
 +
#Select the '''Assigned Item''' for this credit. '''NOTE:''' The account associated to the fee item will be debited the amount of the credit immediately, not at the time that the credit is used.
 +
#Click '''Save Credit'''.
 +
 +
===='''<span style="color:#800080">Cancelled Event - Refund Registration Fees'''</span>====
 +
----
 +
{| class="wikitable"
 +
|-
 +
|
 +
[[File:Video-play-3-64.png|35px|link=https://www.screencast.com/t/S7WswO5aF3g]]
 +
| style="width: 100%"| See Cancel a Registration/Issue a Refund In Action
 +
|}
 +
'''IMPORTANT''': How you process the refund will depend on the method of payment used, and whether an invoice or a receipt was created.
 +
#For the desired event, click the '''Guest List'''.
 +
#:[[File:Guest List 2020.jpg|800px|none]]
 +
#Click on the invoice '''Reference''' number.
 +
#:[[File:Balance Summary 2020.jpg|600px|center]]
 +
#Click the '''Show Balance Summary''' button.
 +
#:[[File:Balance Summary detail 2020.jpg|600px|center]]
 +
#In the '''Balance Summary''' area click the '''PAYMENT Ref #'''.
 +
#:[[File:Refund 2020.jpg|600px|center]]
 +
#Click '''Refund Payment'''. Update the amount of the refund if needed.
 +
#Click '''Save'''.
 +
 +
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.
 +
 +
{| class="wikitable"
 +
|-
 +
|
 +
[[File:One Row.png|25px]]
 +
| style="width: 100%"| '''IMPORTANT:''' If your Credit Card Processor is GrowthZone Pay or Auth.Net CIM Enabled the refund back to the processor via the software. If you are using a different processor, follow the steps provided by that processor to issue the actual refund back to the card. See: '''[[Managing_Refunds|Managing Refunds]]''' for more information.'''
 +
|}
 +
 +
===='''<span style="color:#800080">Cancelled Event - Write-off Unpaid Invoice'''</span>====
 +
----
 +
When cancelling events, if a registrant has an unpaid invoice, best practice is to write-off the invoice.
 +
In this scenario, best practice is to write off the invoice. See ''' [[Write-off|Process a Write Off]]''' to complete the write-off.
 +
 +
===Edit Attendee===
 +
The '''Edit Attendee''' function on the event guest list allows you to update the details of a registrant. For example, this may be used to add the names for '''Additional Attendees''', update a registrants custom fields, and even add an attendee or organization as a record in your database.
 +
 +
====Add a Member to Your Database from an Event====
 +
An orange icon in the '''Attendee''' column of the guest list indicates that neither the attendee nor the organization are associated to a record in your database. You can add the company to your database from the guest list.
 +
 +
#For the desired event, click the '''Guest List''' tab.
 +
#:[[File:Edit attendee.jpg|800px|center]]
 +
#Click the [[File:Edit attendee icon.jpg|25px]] for the desired attendee.
 +
#:[[File:Edit attendee add record.jpg|600px|center]]
 +
#Click '''Create Record'''.
 +
#Select '''Member'''.
 +
#:[[File:Add record from event1.jpg|800px|center]]
 +
#:The information provided by the event registrant will be automatically populated (including the name of the attendee). You can add any information as needed. On the second step, you will be able to define the status of the member. For example, if you wish to capture the event registrant information as a prospect, select '''Prospect''' from the '''Status''' drop-down.
 +
#Complete any other information you wish to add.
 +
#Click '''Save'''.
 +
 +
The registrant's organization has now been added as a member record to your database.
 +
 +
====Add a Representative to an Existing Member from an Event====
 +
 +
Using the '''Edit Attendee''' icon, you can easily add a representative to an existing member in your database. A yellow edit attendee icon indicates that a member record exists, but the event registrant is not associated to that member. In this scenario [[File:Edit rep.jpg|25px]] will be displayed next to the registrant name.
 +
 +
To add the registrant as a representative of the existing member:
 +
 +
#For the desired event, click the '''Guest List''' tab.
 +
#:[[File:Edit attendee rep.jpg|800px|center]]
 +
#Click the [[File:Edit rep.jpg|25px]] for the attendee you wish to associate to an existing member.
 +
#:[[File:Create record rep.jpg|600px|center]]
 +
#Click '''Create Record'''.
 +
#Select '''Representative'''.
 +
#:The screen will refresh, and the attendee is now associated to the member.
 +
#Click '''Save & Exit'''.
  
 
==Send an email to multiple guests==
 
==Send an email to multiple guests==
Line 2,002: Line 1,419:
  
 
#Select your Event
 
#Select your Event
#Click the Guest List tab.
+
#Click the '''Guest List''' tab.
 +
#:[[File:Event email.jpg|800px|center]]
 
#Click the envelope icon, located in the Guest List section.
 
#Click the envelope icon, located in the Guest List section.
 +
#:[[File:Event emial.jpg|400px|center]]
 
#Select the desired filtering options:
 
#Select the desired filtering options:
 
#:*Include all attendees
 
#:*Include all attendees
Line 2,047: Line 1,466:
  
 
[[File:event-report.png]]
 
[[File:event-report.png]]
 +
 +
===='''<span style="color:#800080">Additional Fee Items Report'''</span>====
 +
----
 +
To easily view a list of all Add-on item purchases, you can generate the '''Additional Fee Items Report'''. The report can display the details of items sold, along with the registrants contact information, should you need to reach out to them. 
 +
#Select the event's '''Guest List''' tab.
 +
#:[[File:Report icon 2020.jpg|1000px|center]]
 +
#Click the reports icon.
 +
#:[[File:Additional fees report 2020.jpg|300px|center]]
 +
#Click '''Additional Fee Items Report''' link.
 +
#:[[File:Add on report 2020.jpg|1000px|center]]
  
 
===Generate and Email a List of Events===
 
===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>
+
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====
+
====Events Summary Listing Report====
 +
The '''Events Summary Listing Report
 
<div xmlns="http://www.w3.org/1999/xhtml">
 
<div xmlns="http://www.w3.org/1999/xhtml">
 
   <div style="margin-left: 18pt;margin-bottom: 0pt;">
 
   <div style="margin-left: 18pt;margin-bottom: 0pt;">
Line 2,196: Line 1,626:
 
</div>
 
</div>
  
===Customize Event Name Tags===
+
=='''<span style="color:#800080">Create Event Name Tags'''</span>==
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==
+
Various Avery style nametag templates are available in the software
:1. Click '''Events''' in the left-hand navigation bar.
+
#For the desired event, click the '''Guest List''' tab.
 +
# In the '''Guest List''' section click on the Reports button.
 +
#:[[File:Nametags.jpg|600px|center]]
 +
#In the '''Report Items''' window select the desired name tag style. Three styles are available which include preset fields. If you wish to use alternate fields, including custom fields, see '''Use Advanced Report Builder for Event Name Tags/Tent Cards'''.
 +
#:[[File:Name tag data.jpg|300px|center]]
 +
#:In the example below, style 1 for Avery 2-1/3x3-3/8 Labels is selected.
 +
#:[[File:Avery nametags.jpg|400px|center]]
 +
#Select the desired '''Logo to use''' option. You may choose to include the member's logo, your organization's logo, or no logo.
 +
#Select the additional details you wish to '''Show''' on the name tags: '''Both Title and Company''', '''Only Member's Title''', '''Only Member's Company''' or '''None'''.
 +
#Select how you want the nametages sorted.
 +
#Select which '''Company Name''' you want to include on the name tags: '''Use Primary Registrant's Company''' or '''Use Attendee's Company'''.
 +
#Click '''Refresh Report'''.
  
:2. Select the desired event from the '''Events''' drop-down list.  
+
Review the report, then output the report to print your name tags.
  
:3. Click the '''Guest List''' tab.
+
==='''<span style="color:#800080">Download Name Tag Data'''</span>===
 +
----
  
:4. In the '''Guest List''' section click on the '''Report''' button
+
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.
  
 +
#For the desired event, click the '''Guest List''' tab.
 +
# In the '''Guest List''' section click on the Reports button.
 +
#:[[File:Nametags.jpg|600px|center]]
 +
#In the '''Report Items''' window select '''Style 3'''.
 +
#:[[File:Name tag data.jpg|400px|center]]
 +
#Complete the '''Guest List Report Filters'''. This option allows you to select the registrants that you wish to include in your output file.
 +
#:[[File:Guest list report filters.jpg|400px|center]]
 +
#Click '''Continue'''.
 +
#:[[File:Name tags.jpg|400px|center]]
 +
#On the '''Name Tags''' options screen click the '''Download Name Tag Data''' button.
  
::[[File:cnt1.png]]
+
The Name Tag data will be downloaded to an excel spreadsheet for your future use.
  
+
==='''<span style="color:#800080">Use Advanced Reporting for Event Name Tags/Tent Cards'''</span>===
:5. In the '''Report Items''' window select '''Style 3'''
+
----
+
The Advanced Reporting option allows you to customize the fields included on your name tags, tent card, etc. This option allows you to select custom fields associated to your events. For example, if you use a custom field to track your table assignments, and wish to include these on your name tags, you can create a template to include this field.
  
::[[File:cnt2.png]]
+
#For the desired event, click the '''Guest List''' tab.
 +
#:[[File:Nametags.jpg|600px|center]]
 +
#In the '''Guest List''' section click on the Reports icon.
 +
#:[[File:Report options.jpg|400px|center]]
 +
#Click '''Advanced Reporting'''. The '''Report Builder''' screen will be displayed. Many of your event fields are included as '''Selected Fields''' by default and the '''Filter by Criteria/Conditions''' are set to the event you are working with.
 +
#:[[File:Add custom fields to tags.jpg|600px|center]]
 +
#To select your custom field(s), click '''Events > Registrations > Custom Fields''' in the left-hand list.
 +
#Dwell your mouse over the custom field you wish to include to drag it to the '''Selected Fields''' list.
 +
#Once you have added all the needed fields, click '''Run Report'''.  You will use the column headers to identify the merge fields in your template. Best Practice: Copy the columns to notepad for future use.
 +
#:[[File:Report results.jpg|600px|center]]
 +
#Click '''Nametags, Tent Cards, Envelopes, Labels & more using Word® Mail Merge'''.
 +
#:[[File:Mail merge.jpg|500px|center]]
 +
#Click '''Customize''' next to the template you wish to update. The template will open in word.
 +
#Enable editing of the word document, and add the desired merge fields. Processes for adding merge field to a word document will vary dependent on the version of Word you are using. Directions below are for Microsoft Office 365. Refer to Microsoft documentation for details on working with merge fields.
 +
#*Copy one of the merge fields in the document, and paste it where you would like to include the new merge field. In the example below, «Attendee Company» has been copied.
 +
#:[[File:Copy field.jpg|600px|center]]
 +
#*Right click on the copied field, and select '''Edit Field'''.
 +
#:[[File:Edit word field.jpg|600px|center]]
 +
#*Enter the previously copied column header into the '''Field Name''' text-box.
 +
#:[[File:Field Name.jpg|600px|center]]
 +
#*Click '''OK'''. Add additional merge fields as needed.
 +
#*Save your template. Best Practice: Save the template where it will be easily accessible to you in the future.
 +
#Return to the '''Report Builder''' screen to choose your template.
 +
#:[[File:Mail merge choose file.jpg|500px|center]]
 +
#Click '''Choose File''' and navigate to and select your saved template.
 +
#Click '''Perform Merge'''. A word document will output.
  
 +
{| class="wikitable"
 +
|-
 +
|
 +
[[File:Smallest.png|25px]]
 +
| style="width: 100%"| '''NOTE:''' The Word template you have created is '''NOT''' saved to your ChamberMaster/MemberZone database. Be sure to save the template to your hard-drive for future use.
 +
|}
  
:6. Complete the '''Guest List Report Filters'''  
+
==='''<span style="color:#800080">Mark Registrants as Attended'''</span>===
 +
----
 +
Marking your registrants as having attended an event is important so that you can (a) send a thank you email to all that have attended and (b) track your members engagement.
  
 +
You can use the Staff App to check-in your attendees as described above, this will automatically update the status to attended. Or, if you have used a paper roster to check in, you can mark registrants as attended through the back-office, after the fact.
  
::[[File:cnt3.png]]
+
#For the desired event, click the '''Guest List''' tab.
 +
#In the '''Registered Attendee Info''' section, click the '''View/Edit Attendance List''' button.
 +
#:[[File:Event attendance.jpg|600px|center]]
 +
#Check off those who attended the event. '''TIP''': If you have a long list of registrants, you can tick the top check-box to set all to attended, then de-select those who did not attend.
 +
#Click '''Save'''.
  
 +
=='''<span style="color:#800080">Postpone an Event'''</span>==
 +
----
 +
It is unfortunate, but at times, you may find it necessary to postpone an event. You can easily change the date of the event, and keep all attendees registered for the event.
 +
==='''<span style="color:#800080">Postpone an Event when Future Date is Known'''</span>===
 +
----
 +
Here are best practices for postponing your event, when the future date is known:
 +
#Notify registrants that you are postponing the event to a new date. See '''[[Events#Send_an_email_to_multiple_guests|Send an Email to Multiple Guests]]'''.
 +
#Change the date of the event to the new dates on the event's '''General''' tab.
 +
#:[[File:Event general tab 2020 date time.jpg|600px|center]]
 +
#If you wish to retain the original event on your calendar(but marked as postponed) '''Add Event > Copy Event''':
 +
#*Make a copy of the new event (with new dates). See '''[[Events#Copy_an_Event|Copy an Event]]'''.
 +
#*Set the dates of the copied event to the original event dates
 +
#*Add ***Postponed*** to the title and description of the event. You may also wish to add the new dates into the title and description.
 +
#*Ensure that a reminder is not set for the postponed event.
 +
#*Ensure that registration is not enabled for the postponed event.
 +
#:[[File:Copy event 2020.jpg|600px|center]]
  
:7. On the '''Name Tags''' options screen click the '''Download Name Tag Data'''
+
==='''<span style="color:#800080">Postpone an Event when Future Date is NOT Known'''</span>===
  
 +
#Update the title and description of the event with '''***Postpone***''', on the '''General''' tab for the event.
 +
#Notify all registrants. See '''[[Events#Send_an_email_to_multiple_guests|Send an Email to Multiple Guests]]'''.
 +
#Disable on-line registration for the event on the event's '''Fees''' tab, by deselecting '''Allow members to register online for this event''' and '''Allow non-members to register online for this event'''.  See '''[[Events#Select_Registration_and_Billing_Preferences|Select Registration and Billing Preferences]]'''.
 +
#On the event's '''General''' tab, turn off the automated reminder for the event (if applicable). 
  
::[[File:cnt4.png]]
+
Once you have decided on a future date, follow the steps described in '''[[Events#Postpone_an_Event_when_Future_Date_is_Known|Postpone an Event when the Future Date is Known]]''' to "re-activate" this event. '''NOTE:''' if you have disabled online registration and the event reminder, be sure to turn those back on for the new event.
  
==Customize Online Event Calendar Display and Registration Options==
+
=='''<span style="color:#800080">Cancel an Event'''</span>==
  <div style="font-family: Tahoma; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E03B0HA">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.</span></div>
+
----
  <div style="font-family: Tahoma; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E02B0HA">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.</span></div>
+
==='''<span style="color:#800080">Manually Cancel an Event'''</span>===
  <div style="font-family: Tahoma; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E01B0HA">Certain registration options may also be customized such as the available authentication methods for member registrations.</span></div>
+
----
  <div style="margin-left: 18pt;margin-bottom: 12pt;">
+
It is unfortunate, but at times, you may find it necessary to cancel an event. Here are four best practices for cancelling your event.
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
{| class="wikitable"
      <tr valign="baseline">
+
|-
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">[[Image:Events-rd_bullet.jpg|9px]]</div></td>
+
|
        <td><div style="font-family: Calibri; font-size: 11pt;"><span><span id="wwpID0E0ZB0HA">Event Calendar display options</span></span></div></td>
+
[[File:Video-play-3-64.png|35px|link=https://www.screencast.com/t/Bhnoi1UOn0]]
      </tr>
+
| style="width: 100%"| See Cancel an Event in Action!
    </table>
+
|}
  </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: Calibri; font-size: 11pt;">[[Image:Events-rd_bullet.jpg|9px]]</div></td>
+
        <td><div style="font-family: Calibri; font-size: 11pt;"><span><span id="wwpID0E0YB0HA">Modify Event Categories</span></span></div></td>
+
      </tr>
+
    </table>
+
  </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: Calibri; font-size: 11pt;">[[Image:Events-rd_bullet.jpg|9px]]</div></td>
+
        <td><div style="font-family: Calibri; font-size: 11pt;"><span><span id="wwpID0E0XB0HA">Registration Options</span></span></div></td>
+
      </tr>
+
    </table>
+
  </div>
+
===Modify Event Options and Settings===
+
<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;">
+
    <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="wwpID0E0UB0HA">Click </span><span style="font-weight: bold;">Setup</span> in the left-hand menu.</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="wwpID0E0TB0HA">Click </span><span style="font-weight: bold;">Event Options and Settings</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="wwpID0E0SB0HA">Make desired changes.</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="wwpID0E0RB0HA">Click </span><span style="font-weight: bold;">Save</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="wwpID0E0QB0HA">[[Image:Events-Modify_Event_Options_and_Settings-image173.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>
+
</div>
+
===Modify the list of Event Categories===
+
<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="wwpID0E0NB0HA">Click </span><span style="font-weight: bold;">Setup</span> in the left-hand menu.</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="wwpID0E0MB0HA">Click </span><span style="font-weight: bold;">Events Calendar: View/Edit Event Types</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="wwpID0E0LB0HA">[[Image:Events-Modify_the_list_of_Event_Categories-image174.png]]</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="wwpID0E0KB0HA">Make desired changes.</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="wwpID0E0JB0HA">[[Image:Events-Modify_the_list_of_Event_Categories-image175.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>
+
</div>
+
  
[[Category:Events]]
+
#'''Update the Event Title/Description''': You may simply wish to add "Cancelled" after the name of the event. It is also a good idea to add some further information in the description. Perhaps you are planning simply to postpone and want to let the public know this. The title and description can be updated on the event's '''General''' tab.
 +
#:[[File:Cancelled.JPG|700px|center]]
 +
#'''Turn off on-line registration''': To ensure that no additional registrations are received for the event, disable '''Allow members to register online for this event''' and '''Allow non-members to register online for this event''' in the '''Registration & Billing Preferences''' section of the '''Fees''' tab. Be sure to '''Save Preferences'''.
 +
#:[[File:Reg Prefs.JPG|700px|center]]
 +
#'''Notify Registrants''': Email your registrants as soon as you can, and if possible, give everyone a call. Some folks aren’t always checking their inbox, so be sure to communicate this critical information using all avenues possible (you may also want to consider using social media). Your email should be upbeat, and include details about refunds, future event date, etc. You can easily email all registrants from the '''Guest List''' tab. See '''[[Events#Send_an_email_to_multiple_guests|Send an Email]]''' to multiple guests.
 +
#:[[File:Email Cancel.JPG|700px|center]]
 +
#'''Turn Off Event Reminder''': If you have setup a reminder to automatically be sent to registrants, best practice is to turn off the reminder. The reminder may be turned off on the event's '''General''' tab. '''NOTE''': If you have edited the title and the description of the event, these changes would be included in the reminder if you have forgotten to turn off the reminder.
 +
#:[[File:Reminder5.jpg|700px|center]]
  
===Registration Options===
+
=='''<span style="color:#800080">Delete an Event'''</span>==
<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="">
+
If an event has been created by mistake, you may delete the event. '''NOTE:''' All history of participants, sponsors, and fees will also be deleted and no longer available in reports. Use this option with caution. If you delete an event in error, and wish GrowthZone to restore the event, fees will be applied.
      <tr valign="baseline">
+
 
        <td style="width: 18pt"><div style="font-family: Tahoma; font-size: 11pt;">• </div></td>
+
On the event's '''General''' tab, click '''Delete Event'''
        <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>
+
[[Image:Events-Permanently_delete_an_event-image38.png|delete event]]
    </table>
+
 
  </div>
+
'''Note''': The '''Delete Event''' selection is only available to those with Administrator Level permissions.
  <div style="margin-left: 18pt;margin-bottom: 12pt;">
+
 
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
=Working with Events Projects/Tasks=
      <tr valign="baseline">
+
 
        <td style="width: 18pt"><div style="font-family: Tahoma; font-size: 11pt;">• </div></td>
+
If you are using the Pro Edition, you can easily create a project, or add tasks to your events.
        <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>
+
 
      </tr>
+
==Create a Project for an Event==
    </table>
+
 
  </div>
+
#On the desired event, click the '''Tasks''' tab.
  <div style="margin-left: 18pt;margin-bottom: 12pt;">
+
#Click the '''New Project''' button.
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
#See '''[[Project/Task_Manager_-_Quick_Start#Create_a_New_Project|Create a New Project]]''' for final instructions on creating the new project.
      <tr valign="baseline">
+
 
        <td style="width: 18pt"><div style="font-family: Tahoma; font-size: 11pt;">• </div></td>
+
==Add Tasks to an Event==
        <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>
+
 
      </tr>
+
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.
    </table>
+
 
  </div>
+
#On the desired event, click the'''Tasks''' tab.
  <div style="margin-left: 18pt;margin-bottom: 12pt;">
+
#Click the '''New Task''' button.
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
#See '''[[Project/Task_Manager_-_Quick_Start#Add_Tasks_to_a_Project|Adding a Task]]''' for final instructions on creating the task.
      <tr valign="baseline">
+
 
        <td style="width: 18pt"><div style="font-family: Tahoma; font-size: 11pt;">• </div></td>
+
=Syncing Events with your calendar=
        <td><div style="font-family: Tahoma; font-size: 11pt;"><span id="wwpID0E0CB0HA">Custom message displayed on all event registration confirmations</span></div></td>
+
 
      </tr>
+
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).
    </table>
+
 
  </div>
+
==Syncing with your calendar (basic instructions)==
  <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>
+
#Click '''Events''' in the left-hand menu.</div></td>
  <div style="margin-left: 18pt;margin-bottom: 12pt;">
+
#Click the '''Calendar''' tab.  
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
#:[[File:CP Sync Events.JPG|center]]
      <tr valign="baseline">
+
#Click '''Sync with your own calendar''' hyper-link.
        <td style="width: 18pt"><div style="font-family: Tahoma; font-size: 11pt;">• </div></td>
+
#Click the desired link and follow the prompts to synchronize with the default calendar on your system (if available).
        <td><div style="font-family: Tahoma; font-size: 11pt;"><span id="wwpID0E0AB0HA">Automatic registration confirmation and notification emails</span></div></td>
+
#:[[File:CP event calendar subscription feeds.JPG|center]]
      </tr>
+
 
    </table>
+
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.
  </div>
+
 
  <div style="margin-left: 18pt;margin-bottom: 12pt;">
+
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.
    <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="wwpID0E6HA">Event invoice default</span></div></td>
+
      </tr>
+
    </table>
+
  </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="wwpID0E5HA">Registration Fees and Billing Preferences</span></div></td>
+
      </tr>
+
    </table>
+
  </div>
+
  <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>
+
  <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: &quot;Arial&quot;; font-size: 11pt;">1. </div></td>
+
        <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>
+
      </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: &quot;Arial&quot;; font-size: 11pt;">2. </div></td>
+
        <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>
+
      </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: &quot;Arial&quot;; font-size: 11pt;">3. </div></td>
+
        <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>
+
      </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: &quot;Arial&quot;; font-size: 11pt;">4. </div></td>
+
        <td><div style="font-family: &quot;Arial&quot;; font-size: 11pt;"><span id="wwpID0EZHA">Make desired changes.</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: &quot;Arial&quot;; font-size: 11pt;">5. </div></td>
+
        <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>
+
      </tr>
+
    </table>
+
  </div>
+
  <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>
+
  <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;">
+
    <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;">[[Image:Events-rd_bullet.jpg|9px]]</div></td>
+
        <td><div style="font-family: Arial; font-size: 11pt;"><span id="wwpID0EUHA">Registration Member Authentication Method </span></div></td>
+
      </tr>
+
    </table>
+
  </div>
+
  <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="">
+
      <tr valign="baseline">
+
        <td style="width: 18pt"><div style="font-family: Arial; font-size: 11pt;">[[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>
+
    </table>
+
  </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="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>
+
    </table>
+
  </div>
+
  <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="">
+
      <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="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>
+
    </table>
+
  </div>
+
  <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="">
+
      <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="wwpID0ENHA">Set defaults that appear on Events-&gt;Fees tab under Registration and Billing Preferences</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="wwpID0EMHA">[[Image:Events-Registration_Options-image180.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="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>
+
      </tr>
+
    </table>
+
  </div>
+
  <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="">
+
      <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="wwpID0EJHA">Change on-screen terminology during event registration</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="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="">
+
      <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="wwpID0EGHA">Set defaults for credit card payment tracking and invoice/receipt options for non-members.</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="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="">
+
      <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>
+
  
==Syncing Events with your calendar==
 
  <div style="font-family: Tahoma; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0X50HA">Event calendar feeds automatically synchronize your calendar with your events listed in your software. Many different applications support iCalendar, including </span><span>Microsoft Outlook 2007</span> and later (Exchange), Lotus Notes 8.5 and later, <span>Apple Calendar</span> (<span>iPhone and iPad</span>), and <span>Google Calendar</span> (Android and Gmail).</div>
 
  <div style="color: #5F497A; font-family: Cambria; font-size: 11pt; font-weight: bold; margin-bottom: 0pt; margin-left: 0pt;"><span id="wwpID0E0W50HA">Syncing with your calendar (basic instructions)</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;">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>
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<div style="font-family: &quot;arial&quot;; font-size: 11pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span id="wwpID0E0X40HA">[[Image:Events-Sync_Events_with_Outlook-image43.png]]</span></div>
 
<div style="font-family: &quot;arial&quot;; font-size: 11pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span id="wwpID0E0X40HA">[[Image:Events-Sync_Events_with_Outlook-image43.png]]</span></div>
  
====Synch your events with Google Calendar====
+
==Synch your events with Google Calendar==
 
   <div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; margin-bottom: 12pt; margin-left: 18pt;"><span id="wwpID0E0V40HA">Watch this video showing </span><span style="color: #3366CC; font-size: 12pt; text-decoration: underline;">[[https://micronet.viewscreencasts.com/c4f3324bb3cf4a65b50a6e7aa5b34756|how to synch with Google Calendar]]</span> [[Image:Events-Synch_your_events_with_Google_Calendar-image30.png|moviecamera]]</div>
 
   <div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; margin-bottom: 12pt; margin-left: 18pt;"><span id="wwpID0E0V40HA">Watch this video showing </span><span style="color: #3366CC; font-size: 12pt; text-decoration: underline;">[[https://micronet.viewscreencasts.com/c4f3324bb3cf4a65b50a6e7aa5b34756|how to synch with Google Calendar]]</span> [[Image:Events-Synch_your_events_with_Google_Calendar-image30.png|moviecamera]]</div>
 
   <div style="color: #5F497A; font-family: Cambria; font-size: 11pt; font-weight: bold; margin-bottom: 0pt; margin-left: 18pt;"><span id="wwpID0E0U40HA">To sync your events with Google Calendar</span></div>
 
   <div style="color: #5F497A; font-family: Cambria; font-size: 11pt; font-weight: bold; margin-bottom: 0pt; margin-left: 18pt;"><span id="wwpID0E0U40HA">To sync your events with Google Calendar</span></div>
Line 2,789: Line 2,007:
 
   </div>
 
   </div>
  
====Synch your events with Apple iCalendar====
+
==Synch your events with Apple iCalendar==
 
<div style="color: #5F497A; font-family: arial; font-size: 11pt; font-weight: bold; margin-bottom: 0pt; margin-left: 18pt;"><span id="wwpID0E0530HA">To sync your events with Apple iCalendar</span></div>
 
<div style="color: #5F497A; font-family: arial; font-size: 11pt; font-weight: bold; margin-bottom: 0pt; margin-left: 18pt;"><span id="wwpID0E0530HA">To sync your events with Apple iCalendar</span></div>
 
<div style="margin-left: 18pt;margin-bottom: 0pt;">
 
<div style="margin-left: 18pt;margin-bottom: 0pt;">
Line 2,915: Line 2,133:
 
[[Category:Events]]
 
[[Category:Events]]
  
====Synch your events with your iPad or iPhone====
+
==Synch your events with your iPad or iPhone==
 
   <div style="color: #5F497A; font-family: Cambria; font-size: 11pt; font-weight: bold; margin-bottom: 0pt; margin-left: 18pt;"><span id="wwpID0E0F30HA"> </span></div>
 
   <div style="color: #5F497A; font-family: Cambria; font-size: 11pt; font-weight: bold; margin-bottom: 0pt; margin-left: 18pt;"><span id="wwpID0E0F30HA"> </span></div>
 
   <div style="color: #5F497A; font-family: Cambria; font-size: 11pt; font-weight: bold; margin-bottom: 0pt; margin-left: 18pt;"><span id="wwpID0E0E30HA">To sync your events with your iPad or iPhone calendar</span></div>
 
   <div style="color: #5F497A; font-family: Cambria; font-size: 11pt; font-weight: bold; margin-bottom: 0pt; margin-left: 18pt;"><span id="wwpID0E0E30HA">To sync your events with your iPad or iPhone calendar</span></div>
Line 3,059: Line 2,277:
 
   <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 0pt; margin-left: 36pt; text-indent: -18pt;"><span id="wwpID0E0I20HA"> </span></div>
 
   <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 0pt; margin-left: 36pt; text-indent: -18pt;"><span id="wwpID0E0I20HA"> </span></div>
  
==FAQ==
+
=FAQs=
 
*[[Setting up Custom Event Registration Instructions and Confirmation Messages|Can I customize registration instructions and/or confirmation messages for my events?]]
 
*[[Setting up Custom Event Registration Instructions and Confirmation Messages|Can I customize registration instructions and/or confirmation messages for my events?]]
 
*[[Setting up Fee Items for Event Registration that has a Quantity Limit|How do I create an event fee item that has limited quantities available?]]
 
*[[Setting up Fee Items for Event Registration that has a Quantity Limit|How do I create an event fee item that has limited quantities available?]]
Line 3,075: Line 2,293:
 
*[[Events-Send_invitations|Send Email Invitations for an Event]]
 
*[[Events-Send_invitations|Send Email Invitations for an Event]]
 
*[[Customize Event Name Tags]]
 
*[[Customize Event Name Tags]]
 +
 +
==Create Event Fees with CQI (Legacy)==
 +
'''Note: '''CQI is a legacy product.
 +
 +
<div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; margin-bottom: 12pt; margin-left: 18pt;"><span id="wwpID0E0X10HA">The procedure that you use to create the event fee depends on whether you have the event fee already created in QuickBooks.</span></div>
 +
  <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 18pt;"><span id="wwpID0E0W10HA">For questions related to QuickBooks integration see the QuickBooks section of online help or call GrowthZone support at 1-800-825-9171.</span></div>
 +
  <div style="color: #808080; font-family: Cambria; font-size: 14pt; margin-bottom: 0pt; margin-left: 36pt; margin-top: 10pt;"><span id="wwpID0E0V10HA">To create an event fee (does not yet exist in QuickBooks)</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;">7. </span></div></td>
 +
        <td><div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; text-align: justify;"><span id="wwpID0E0U10HA">Click </span><span style="font-weight: bold;">QuickBooks</span> in the left-hand navigation bar.</div></td>
 +
      </tr>
 +
    </table>
 +
  </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;">8. </span></div></td>
 +
        <td><div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; text-align: justify;"><span id="wwpID0E0T10HA">Click the </span><span style="font-weight: bold;">Event Fees </span>tab.</div></td>
 +
      </tr>
 +
    </table>
 +
  </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="wwpID0E0S10HA">Click </span><span style="font-weight: bold;">Add Fee Items</span>.</div></td>
 +
      </tr>
 +
    </table>
 +
  </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;">10. </span></div></td>
 +
        <td><div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; text-align: justify;"><span id="wwpID0E0R10HA">Click </span><span style="font-weight: bold;">Define a New Fee Item</span>.</div></td>
 +
      </tr>
 +
    </table>
 +
  </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;">11. </span></div></td>
 +
        <td><div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; text-align: justify;"><span id="wwpID0E0Q10HA">Complete the </span><span style="font-weight: bold;">Fee Item Information</span> screen.</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="wwpID0E0P10HA">[[Image:Events-Create_Event_Fees_(QuickBooks_Integration)-image57.png|Add 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="wwpID0E0O10HA">Figure 3-1</span></span> Adding a new fee item</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;">12. </span></div></td>
 +
        <td><div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; text-align: justify;"><span id="wwpID0E0N10HA">Click </span><span style="font-weight: bold;">Update ChamberMaster</span>.</div></td>
 +
      </tr>
 +
    </table>
 +
  </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;">13. </span></div></td>
 +
        <td><div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; text-align: justify;"><span id="wwpID0E0M10HA">If the fee does not exist in QuickBooks yet, click </span><span style="font-weight: bold;">Add Fee Item to QuickBooks Now</span>.</div></td>
 +
      </tr>
 +
    </table>
 +
  </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="color: #000000; font-family: Garamond; font-size: 11.5pt;">14. </span></div></td>
 +
        <td><div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; text-align: justify;"><span style="color: #000000; font-family: Garamond; font-size: 11.5pt;"><span id="wwpID0E0L10HA">Click </span></span><span style="color: #000000; font-family: Garamond; font-size: 11.5pt; font-weight: bold;">Close Window</span><span style="color: #000000; font-family: Garamond; font-size: 11.5pt;">. </span></div></td>
 +
      </tr>
 +
    </table>
 +
  </div>
 +
  <div style="color: #808080; font-family: Cambria; font-size: 14pt; margin-bottom: 0pt; margin-left: 36pt; margin-top: 10pt;"><span id="wwpID0E0K10HA">To create an event fee (already exists in QuickBooks)</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;">1. </span></div></td>
 +
        <td><div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; text-align: justify;"><span id="wwpID0E0J10HA">Click </span><span style="font-weight: bold;">QuickBooks</span> in the left-hand navigation bar.</div></td>
 +
      </tr>
 +
    </table>
 +
  </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;">2. </span></div></td>
 +
        <td><div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; text-align: justify;"><span id="wwpID0E0I10HA">Click the </span><span style="font-weight: bold;">Event Fees </span>tab.</div></td>
 +
      </tr>
 +
    </table>
 +
  </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;">3. </span></div></td>
 +
        <td><div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; text-align: justify;"><span id="wwpID0E0H10HA">Click </span><span style="font-weight: bold;">Add Fee Items</span>.</div></td>
 +
      </tr>
 +
    </table>
 +
  </div>
 +
  <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 54pt;"><span id="wwpID0E0G10HA">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;">
 +
    <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;">4. </span></div></td>
 +
        <td><div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; text-align: justify;"><span id="wwpID0E0F10HA">From the list of QuickBooks items and services click the check box in front of the </span><span style="font-weight: bold;">QuickBooks Fee Item </span>that you desire to add to ChamberMaster / GrowthZone. </div></td>
 +
      </tr>
 +
    </table>
 +
  </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;">5. </span></div></td>
 +
        <td><div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; text-align: justify;"><span id="wwpID0E0E10HA">Click </span><span style="font-weight: bold;">Save &amp; Exit</span>.</div></td>
 +
      </tr>
 +
    </table>
 +
  </div>
 +
  <div style="color: #808080; font-family: Cambria; font-size: 14pt; margin-bottom: 0pt; margin-left: 36pt; margin-top: 10pt;"><span id="wwpID0E0D10HA">To match an existing ChamberMaster event fee with an existing QuickBooks item/service</span></div>
 +
  <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 36pt;"><span id="wwpID0E0C10HA">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 </span><span style="font-weight: bold;">Fee Item Nam</span>e.</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;">1. </span></div></td>
 +
        <td><div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; text-align: justify;"><span id="wwpID0E0B10HA">Click </span><span style="font-weight: bold;">QuickBooks</span> in the left-hand navigation bar.</div></td>
 +
      </tr>
 +
    </table>
 +
  </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;">2. </span></div></td>
 +
        <td><div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; text-align: justify;"><span id="wwpID0E0A10HA">Click the </span><span style="font-weight: bold;">Event Fees </span>tab.</div></td>
 +
      </tr>
 +
    </table>
 +
  </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;">3. </span></div></td>
 +
        <td><div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; text-align: justify;"><span id="wwpID0E06Z0HA">Click </span><span style="font-weight: bold;">Find a Match </span>in the row of the desired fee to be matched. </div></td>
 +
      </tr>
 +
    </table>
 +
  </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;">4. </span></div></td>
 +
        <td><div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; text-align: justify;"><span id="wwpID0E05Z0HA">From the list of QuickBooks items and services click to select the desired item and service that matches your fee and due. </span></div></td>
 +
      </tr>
 +
    </table>
 +
  </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;">5. </span></div></td>
 +
        <td><div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; text-align: justify;"><span id="wwpID0E04Z0HA">Click </span><span style="font-weight: bold;">Continue</span>. </div></td>
 +
      </tr>
 +
    </table>
 +
  </div>
 +
  <div style="color: #808080; font-family: Cambria; font-size: 14pt; margin-bottom: 0pt; margin-left: 36pt; margin-top: 10pt;"><span id="wwpID0E03Z0HA">To remove an event fee with QuickBooks integration</span></div>
 +
  <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 36pt;"><span id="wwpID0E02Z0HA">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;">
 +
    <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;">1. </span></div></td>
 +
        <td><div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; text-align: justify;"><span id="wwpID0E01Z0HA">Click </span><span style="font-weight: bold;">QuickBooks</span> in the left-hand navigation bar.</div></td>
 +
      </tr>
 +
    </table>
 +
  </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;">2. </span></div></td>
 +
        <td><div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; text-align: justify;"><span id="wwpID0E0ZZ0HA">Click the </span><span style="font-weight: bold;">Event Fees </span>tab.</div></td>
 +
      </tr>
 +
    </table>
 +
  </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;">3. </span></div></td>
 +
        <td><div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; text-align: justify;"><span id="wwpID0E0YZ0HA">Click to select the check box at the end of the desired item to be deleted. </span></div></td>
 +
      </tr>
 +
    </table>
 +
  </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;">4. </span></div></td>
 +
        <td><div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; text-align: justify;"><span id="wwpID0E0XZ0HA">Click </span><span style="font-weight: bold;">Remove Selected Fees</span>. </div></td>
 +
      </tr>
 +
    </table>
 +
  </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;">5. </span></div></td>
 +
        <td><div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; text-align: justify;"><span id="wwpID0E0WZ0HA">Click </span><span style="font-weight: bold;">OK</span>. </div></td>
 +
      </tr>
 +
    </table>
 +
  
 
==Help Documentation==
 
==Help Documentation==
 
Browse [[Events_Topics | Events Help]]
 
Browse [[Events_Topics | Events Help]]

Latest revision as of 11:11, 22 June 2020

Contents

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</span>


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.

Allow Public to Submit Events

  1. Click Setup in the left-hand menu.
  2. Click Event Options and Settings.
    Enable Public Submission.JPG
  3. Check the box for Allow public users to submit events for display (requires approval of each submitted event by chamber staff).
  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</div></td>

<td>
Registration Preferences
</td>
     </tr>
   </table>
 </div>
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).