Your members, employees, vendors, customers and community can review your event calendar, signup and pay – all online. Schedule educational programs and other types of events’, enter details and import event brochures, registration forms, maps, etc from any computer into event records on the organization’s website in order to furnish visitors with an event calendar, program information and signup ability. Event details, contact information, registration limits, seating inventory, pricing and payment options can all be input, updated, tracked and reported. Visitors can register and pay online using credit cards or other payment options. Attendance lists and badges can be printed locally from any printer connected browser. Event notice email broadcasts may be scheduled in advance and sent automatically when appropriate. If desirable, a view current registrants link can be available to visitors.

 

Events feature benefits include:

 

• Easy enough for anyone to setup and run an unlimited number of conferences, seminars, trade shows, committee meetings, sporting events and educational events.

 

• Can automatically create and update event mini-browser on home page.

 

• Events descriptions and promotions are easily added to the system from a browser anywhere.

 

• Permits administration activation of “View Current Registrants” link so visitors can see who else signed up for event.

 

• Email broadcast or letter-merge event announcements.

 

• Visitors can view your entire event calendar, sign up and pay online.

 

• Automated “Sold-Out” can be set using event limits option.

 

• Control who can and cannot register for events.

 

• Multiple pricing and special services fees capability. For example, distinct member, non-member and guest fees. Also extras such as meals, parking, etc. can be included.

 

• Mapquest link provides automated map and directions.

 

• Create detailed schedules for events including multiple days, breaks, etc.

 

• Registrant’s can use automated option to have PortalProdigy check and list schedule conflicts with an event they are considering.   

 

• Feature for Instructors to check their class schedules for conflicts. 

 

• Events can be cloned for fast setup.

 

• Events can be linked to inherit changes. This is great for events that are offered on different dates and times.  A change to the Parent is automatically propagated to the other Events.

 

• Prints badges

 

• Produce event registration detail and summary reports.

 

• Maintains detailed accounts receivables including complete billing and receipt history for the Event.

 

• Provides event related accounting reports or export to QuickBooks!

 

Some of the components, fields and settings of the Events feature, discussed in detail in this chapter, are:

 

Search for Events Page

Event ID Field

Title Field

Event Date Range Field

Created Date Range Field 

Modified Date Range Field

Topics Field

Items Per Page Field

The Event Management page input sections:

Event Detail

Event Location Details –

Make Checks Payable To Details

Who to Contact for More Information Details

Accepted Payment Methods Details

Other Options

Registration Types and Fees

Record Details

Event Details

• Event Name Field
• Date & Time Field
• Description Field
• Registration Note
• Sponsor Name

Event Location Details

• Location
• Address 1
• Address 2
• City, State, Zip

Make Checks Payable To Details

• Name Field
• Address 1 Field
• Address 2 Field
• City, State, Zip Field
• Pay Online Radio Button
• Pay By Mail Radio Button
• Pay At Event Radio Button
• Pay On Account Radio Button

Contact For More Information Details

Name

Phone & Extension

Email

Other Options Details

Days Prior to Event Date to Cancel or Change Field

Event Limit Field

Require Entry of Registrant Names Field

Send Response Notification Email To Field

Reporting Class Field

Registration Types & Fees Detail

Include Checkbox

Description Field

Cost Field –

Price Field

Item Update Icon Link

Record Details

• Created By Field
• Modified By Field
• Active Field
• Expires Date Field
• Chapter ID Field
• Topic Field
• Level Field
• Private Fields

Links

• View Event Orders Link
• View Event Registrants

Event Items Management Page

Feature Field 

Features Record ID 

Type 

Item Name

Price

Cost

Default Item Radio Button –

Count as Registrant? Radio Button 

Restriction Rules Radio Buttons

Anyone Can Register

·         For Members Only

·         Must be Member to Register Others

·         For Non-Members Only

User Limit

Item Limit