From the Blue Application Bar:

If you select events the Dashboard will open and show a list of Your Events:

 

 

The events can have a status of Draft, Active or Archive. You can view this page in different ways:

 

• Number of items per page 10, 20, 50, or 100.
• Sort by Date, Status or Name

 

To create a new event you will select  from the top of the page.

 

 

The Event Overview screen will open:

You will enter the following information on the Event Overview screen:

 

• Event Name
• Event Form (these are forms that were created under Web Forms)
• Event Category (created under Categories)
• Event Start Date
• Event End Date
• Disable or Enable Registration (click on the box to Disable. Or leave the box unchecked to Enable)

 

When you select an item from Event Form the following items will open which can be filled in on the events overview page.

 

 

Here you can enter:

• CEU Credits (Continuing Education Credits)
• PDH Credits ( Professional Development Hours)
• Select participant receives grades.
• Assign Engagement points

 

Once you have filled out all the information you will select 

 

The tabs at the top of Event Overview will now open for you to enter information as shown below.

 

 

To add a registration fees you will select the Registration Fees Tab. The screen below will open.

 

Here you will enter a Name for the new registration fee group and select Add.  If you have activated a bilingual version of Association DNA, the English and French toggle buttons will enable you to enter information in both languages.

The bottom portion of the screen will now open to enter more information as shown below.

 

 

You will enter the following information:

 

• Available to (Select one of these - All, Members Only, Admins Only, Guests)
• You can add a Description

Next you will add your fee under Fee Options. You will select and the next section of the screen will open.

 

 

You will enter the following information:

 

• Item – you will select one from the drop down list (These items are created under Accounting Items refer to page 39)
• Enter Start Date
• Enter End Date
• Promo code (the items in Add Existing come from Accounting - Coupons and Discounts you can select an existing or click on Create Promo code to create a new one)
• Enter a Display Name (This is optional if left blank item name is used
• Enter Description

 

You can add Sessions to your event, when you select the Sessions tab the following screen will open:

 

You will add a new session group name and select Add. The session information section will now open for you to add your information.  

You will enter:

 

• Date
• You can set this session as required
• Start Time
• End Time
• Sessions in this group are open to (you can select who will can enter this session based on Registration Fees

 

You can add session options to your sessions. When you click on + Add Session Option you will open the following on your screen.

 

Here you can add an additional name to the session as well a session code. Under Manage Details you can add additional information by selecting session details. A Manage Session Option Details screen will open and you can add Title, Description, Speaker Name and Speaker Bio.

 

If you have more than one speaker you can add additional Session Options.

 

Once all your information is entered you can click Save Changes.

 

Select Web Info from the top of the screen, you will see the following screen:

 

You will enter the following information:

• Web Publication Status (select from the drop down options of Draft, Active, or Archive)
• Event Title
• Short Description (This is a short description of the event)
• For Further information (you can add a phone number to contact for further info)
• You can have a Feature Image show on the Website

 

You will then move onto the lower half of this page and enter in the Event Details

You will enter:

 

• Event Details as you want it to show on the Web
• Event Receipt (this is what will be received in response to online registration)

 

Once this information is entered you will click on Save Changes.

 

When you click on View Attendees you will see the following screen:

 

On this screen you can:

• Add Registration
• Download CSV File
• View Attendees (this can be sorted by First Name, Last Name, Company, Registration date, Payment Status by clicking on the title in blue above each section)

 

If you need to add a Registration you will click on. The following screen will open.

 

On this screen you will enter:

• Contact Name (as you start to type you will notice a list of names will come up and you can select from this list if their name appears)
• Click on box – Click here if you wish to create a new contact for the attendee.
• Invoice number (must enter existing invoice if there is one when you add a registration here. If there is no existing invoice leave blank and one will be created)
• Registration type (you can select it from the drop down list)
• First Name and Last Name
• Company

 

Once all information is entered you will select Add Registration at the bottom of the page. You will be brought back to the Manage Attendees screen and you will see the member that was added.

 

If you select Download CSV you will create a CSV, this file which will show at the bottom of the screen. You can save this file or view it immediately by clicking on the file. The file can be viewed as an Excel file.

 

If you click on the payment status for an individual you will be brought to the invoice screen for that individual. If the payment has not been made and you are looking to make a payment you can do this from the invoice screen. I

Once the payment is made the Payment Status will change to Paid in the View Attendees screen

By selecting Process beside an individual’s name a separate screen will open where you can make changes to the individual’s information as well as view the Invoice.

 

Note:  For instruction on how to make a payment please follow instruction under the Accounting section Make Payment.

 

By Selecting View Financials you will see a screen with a summary of the totals for your event. It will be the Reconciliation and Breakdown screen:

You can enter the following:

• Start Date and End date (then click Apply Dates)
• View all
• Export to CSV
• Export to PDF

 

This screen will give you a breakdown by:

• Item
• Payment amount for each
• Quantity
• Subtotal
• Tax total
• Total including Tax

 

When you click on the Registration Report you will open the following screen:

 

 

 

This report can run to show the number of people who have registered for the event.

The options will be based on the number of options you have created for Registration, if none are selected it will show all.

If you select by Group registration by Company instead of Invoice the document will show the number of registration by company. In the example shown above it would show 2 and under invoice it would show the first invoice number created by that company.

You will select the option you want under Registration Fee if any and then either select Generate to show onscreen or export to CSV to go to a printable report.

 

From the main page under events if you select the tab CATEGORIES at the top of the page the Event Categories screen will open.

 

 

On this screen you will add Categories:

 

• Enter Name (English would be in the first name box. French is in the second name box.
• Select Add

 

When Add is selected you will see:

 

 

Now you can edit your Categories and click Save or Delete (these categories are used on the Event Overview screen)

 

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