The Event Manager allows you to create and manage face-to-face training sessions, seminars, and instructor-led learning. See a snapshot of attendance and waitlists at any time with powerful reporting capabilities. Fill out all applicable fields, including cost, venue and presenter, and then assign the event to your user groups.
You will need to firstly create venues, presenters and event categories before you can add an Event.
Presenters
This is where all event presenters are listed. When you create a new event, you can add an existing presenter by selecting the drop-down menu.
- Click the Presenters tab
- Click ‘Add Presenter’
4. Click ‘Save’ to save changes
Venues
This is where all venues are listed. A new event can be added to an existing venue, or a new event location can be created. To add a new venue:
- Click the Venues tab
- Click ‘Add venue’
3. Add relevant information
4. Click ‘Save’ to save changes
Categories
Categories help to sort and manage events into meaningful groups.
- Click the ‘Categories’ tab in top right menu
- Click Add category’
3. Add an event category title and event category description
4. Click ‘Save’ to save changes
Waiting List
This is where you can view a list of all the learners who have applied to register for the waiting list for this event,
as the maximum number of attendees has been reached. However, if you go back to the ‘Sessions’ tab and
change the maximum number of attendees, you are now able to register the learner to this session by selecting
the ‘Add Attendee’ button when inside the Waiting List tab.
1. Click the ‘Events’ tab and click ‘Upcoming/active events’ from the drop down
2. Click on the event title
3. Click on the Waiting list link
4. Click ‘Add attendee’ to add them to the event
5. Click ‘Save’ to save changes
Event Payments
1. Click on the ‘Payments’ tab
2. Once a learner has purchased an event from their portal the payment information will be displayed
Event Settings
1. Click on the ‘Event settings’ tab
2. Toggle ON to enable auto-register from the waitlist. This will come into effect when an event's session max attendees are increased OR if an existing registration is cancelled, users in the waitlist will be auto-registered to the event
3. Click ‘Save’ to save changes