To create an event, follow these steps: Navigate to the menu click on Event and you will land on Event page, an existing event list will be seen (if any) Click on and you will be directed to creation page. Fill in the information and click on the save button to complete the event creation. […]
Event Module(Client Support)
Create Session
Session can be created under the created event from event list as well navigate from menu. To create sessions, follow these steps: Navigate to the menu, expand events and click on the session and you will land on sessions list Click on create session button , you will be directed to session create form. With […]
Create Invoice for Members only Events
Visit client Portal Navigate to reports from the menu, Client will land on the reports page. Select Invoice in Event section, you will land on the list of invoices (if any). Select event and click on create new invoice Complete the registration process which includes: term acceptance Seats selection Member Selection Payment A Thank you […]
Event Registration by Public User (URL)
Go to the Event List Screen & Copy the event registration link and Paste the link into a new tab . Complete the registration process which includes: Term & Conditions Acceptance. Check the box to accept the terms and conditions and Click the “Next” button. Select the Ticket/Seat Choose the desired ticket or seat and […]
Event Registration by Member
Click on the targeted event on home and register or Visit the event link for member only event Complete the registration process which includes: Term acceptance Seats selection Member Selection Payment A Thank you email goes to user as well as client with confirmation Member can see their event registration history by going to Report […]
Edit invoice for member only event
To edit invoice Navigate to reports from the menu to redirect on reports page. Select Invoice in Event section, to view the list of invoices. On the list of invoices click on the invoice number client will be redirected to
Cancel & Refund/Adjust the Event Invoice
Visit client Portal Navigate to reports from the menu, Client will land on the reports page. Select Invoice in Event section, you will land on the list of invoices (if any). Click on the invoice number to view the invoice. On the view click on the cancel & Refund button to cancel the invoice and […]
Cancel Event Invoice Item
Visit client Portal Navigate to reports from the menu, Client will land on the reports page. Select Invoice in Event section, you will land on the list of invoices (if any). Click on the invoice number to view the invoice. Scroll down on the view to Invoice Item section to change status of item, Each […]
