Managing Your Events

Managing Your Events

**Event List View** The event list has 3 main columns. The first shows the date of the event. The second column shows the percentage of tickets sold if the event capacity is specified, otherwise it shows the actual number of tickets sold. If the event is cancelled, an "X" will be displayed. The third column displays the name and date of the event. **How Do I Check-In Registrants At An Event?** You can use the event dashboard to check in registrants. From the event list or calendar, click ...

Event Registration Notification Emails For Admins

Keep up with your events by receiving an email every time someone registers for an event. To setup notifications for all your events, go to Organization Settings > Integration > Email Notifications. Then add your email under “Event notification email”. To setup notifications for just one event, or to override the default registration email notifications above for a particular event, go to the event's "Advanced" tab. Enter the email address to notify under “Event registration notifica...

Creating Accounts For Event Attendees

Event attendees who have an existing account show up on your event dashboard with a “head” icon next to their names. For attendees without an existing account, you can easily create an account for them in your system. From the event dashboard, simply click on the “+” icon next to the name. Select the folder where you want the account to be created for this attendee, and click “Create”. Creating an account will let you track their history with your organization, including which events the pers...

Exporting To QuickBooks

How Do I Export Event Financials To QuickBooks? From your event dashboard, click on "Export QuickBooks". For QuickBooks Desktop, that will download a IIF file that you can import into QuickBooks. For QuickBooks Online, that will send the transactions to your QuickBooks Online account. IMPORTANT: For QuickBooks Desktop you should only import the transactions once, QuickBooks will create duplicate transactions if the same transaction is imported twice. Default Export Settings For QuickBooks II...