Training Plan

Communicating with Attendees
- Before the Event
  - I couldn't figure out how to send an email to event registrants. It was only showing me "attended," and the event hadn't taken place yet.
- Day of the Event
  - Final Details
  - Last Minute Updates/Cancellation
- After the Event
  - Follow Up
  - Survey
Calendars
- Categories
- Calendars
- Public Modules
- Widgets
- Default Calendar
Event Billing
- Choose a strategy
  - Pay on register
  - Invoice and Pay Later
- Invoice Line Item Description
Day of Event Processes
- Check In
- Collecting Payments
- Name tags/badges
- Swag bags
- Point of Sale
  - Available but no receipts unless linked to contact and even then it’s a lot of work
Session Setup and Configuration
- Why use sessions?
- How to set up
- What they look like on registration form
Running a Breakout Session
- Overview
- Take Attendance
Expo Setup and Configuration
- Why use expo?
- Enable Exhibitors for your Event
- Add Booth Numbers to a Registration Form
- Add a Venue Map/Image
- Ask Exhibitors Questions
- Communicate with exhibitors
Event Goals
- Set/Adjust Event Goals
- Event Custom Fields
Basic Event Setup
- Date, time, location
- Simple registration type
- Member validation
Advanced Event Setup
- Advanced registration types
  - Reserved seats
  - Teams/foursomes
- Registration confirmation message
Sponsors
- Sponsorship Benefits
- Sponsor Type Setup
- Displaying on Registration Form
  - Is Public
- Manually adding
- Communicating with sponsors
Continuing Education and Events
- Event-level
- Session-level
- Attendee Matching required
Attendee Experience
- Cancel Registration
  - Hub
  - Email
- Edit Registration
  - Email
- Check In
  - MemberPlus App
- Registration Confirmation Email
Reporting
- Event Activity Report
- Event Attendees Report
- Events Overview Report