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EventsTips and FAQs

 

tips

faq

 

Tips

Use the Copy Event function if you have a regular Event. Sessions and Products automatically get copied too.

copy event

 

Create Dashboard charts to monitor places left on your Event

dashboard

Create user defined pages on the Attendee record to capture feedback information feedback

feedback

Use the Create Campaign option to send joining details to delegates campaign

campaign

Use the Export to Excel option to use with Mail Merge to create name badges.

export

if you're looking for specific attendees or bookings use the main lists for these items (from the Events sidebar) rather than going to the account and then finding the course/booking and then getting to the attendee.

You can create Events without sessions. Any bookings added to these events need to have their products added to them manually.

add

Using server-side template production you can create a booking confirmation document /email including a list of all the attendees currently booked, as well as a summary of the total price.

You can't remove the last attendee from a booking. If you have a booking that has no current attendees but you want to keep the booking in place, remove them from the session and change the last attendee to be anonymous.

annonymous

FAQs

How do I create name badges for my Event?

How can I monitor the number of places booked?

Can I give reference numbers to bookings?

Can I use Event alerting?

 


How do I create name badges for my Event

Use the Export to Excel option in the Event then use Word Mail Merge

export


How can I monitor the number of places booked on my Conference?

Create a Dashboard Chart and add it to an 'Events' homepage.

dashboard


Can bookings be automatically given a reference number?

Yes, this can be done in the Admin Console, see your Gold-Vision Administrator

reference


Can I use alerting with Events?

Alerting is available on Bookings and on Attendee records. Use it to notify your team of new bookings of certain types.