Frequently Asked Questions
How do I Create and Edit my Events?
Before setting up your 1st Event make sure you already setup your default settings under
A. The Events Drop Down Menu
B. The Event Settings under Admin Settings
Creating an Event
- Go to the Events Tab
- Click Add an Event
- In Info tab, add: (only those with red * are required)
- The mandatory and types of event elements are controlled by the type of event being setup, CLE, Self Study, Participatory
- Give the Event a Name ( this will show up on the Calendar once submitted )
- Event type (CLE/Non-CLE etc.)
- If CLE then select Participatory or Self Study
- Provider (if not in dropdown, go to settings and add it)
- Venue (If not in your drop down, go to settings and add it)
- Is it a Free Event?
- Is there Online Registration?
- RSVP Required? (This is for those that have no costs, so for these the Free above would be set to Yes)
- Audience: Public (means both Members and Public) or Members only
- Is it a Free legal Workshop? Leave blank doesn’t apply)
- Maximum Attendance? (does the room have a limit of people?
Set this if so and the system will tell anyone over that number that it is full and they should call you) - Add Table? (if applicable to the event)
- Add Sponsors (if applicable)
- Add Speakers (if not found in your dropdown, go to setting and add)
- Click Submit and Continue
- You are now in the Description Tab
- Flyer link (you can put a link to a flyer here is you want)
- Outside Registration Link (this is when a different organization is going to take the registration)
If this is a self study event you will also see an option for the self study URL.
- Event Intro (add your own text and images here
- Event Topics (you can add more text)
Both Intro & Topic will be displayed to the Public while viewing the event online - Click submit and continue
- You are now under Credits & CLE Format (skip if not applicable and go to next applicable tab)
CLE Format applies to Self Study - Add the Credits for this event
- Add CLE Qualifications (if Applicable)
- Save and next
- Add in Meals (if applicable), you can add multiple meals and you can charge extra per meal (price included Yes/NO)
- Hit submit if finished or Add more if more meals options need to be added.
- Add any common items included such as Coffee & Tea etc. if applicable or desired
- Next tab is for any Products you might be selling with this even. Skip if not applicable.
- Dates Tab
- Put in date of event and times (you can have multiple dates by clicking the + next the Time To)
- Display From and To. The Display From date dictates when it shows up on the public calendar.
Display To will make it come off the calendar (This is mandatory for the event to show on the calendar.) - Online registration close date. (After this date the system will tell them to call you)
- Early bird discount cutoff (After this date it will automatically start charging the regular price)
- Click submit & continue
- Cost Tab
- Allows for Members/Non-Members and full fee and early bird
- Advanced pricing allows for more detailed pricing. For instance if you want to give members who are also members of a section a special price enter it here. The system will know when they are registering online the correct/best pricing for that member.
- The event is now set up and shows on the Calendar for registration in the date you picked in Display From
- Expenses Tab
You can add your expenses here for reporting. If not found in the drop down add it in settings
e.g. Room Rental, Catering, Marketing etc.. - The event is now set up and shows on the Calendar for registration in the date you picked in Display From
- Badges Tab is for printing out name badges. ( The Badges Template should first be setup inside of the Admin Settings )
- To edit the information at anytime after set up, click the event and Hit Edit.
Issue Credits for Self Study Events
1. Begin by selecting the event.
2. Click to open the popup "Action Menu"
3. Go to Confirm Attnedance