Use the Copy Event function if you have a regular Event. Sessions and Products automatically get copied too.
Create Dashboard charts to monitor places left on your Event Create user defined pages on the Attendee record to capture feedback information feedback Use the Create Campaign option to send joining details to delegates campaign Use the Export to Excel option to use with Mail Merge to create name badges.
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. 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. |
How do I create name badges for my Event? How can I monitor the number of places booked? |
Use the Export to Excel option in the Event then use Word Mail Merge
Create a Dashboard Chart and add it to an 'Events' homepage.
Yes, this can be done in the Admin Console, see your Gold-Vision Administrator
Alerting is available on Bookings and on Attendee records. Use it to notify your team of new bookings of certain types.