Adding an Event
1. Click the ‘Events’ tab and click ‘Upcoming/active events’ from the drop down
2. Click ‘Add event’
3. Complete fields in the General Information section. If the ‘Show On Frontend’ tick box is selected, the event will be displayed on the login screen.
4. Select if the user will receive an attendance certificate after attending the event
5. Click ‘Choose file’ to upload a thumbnail image
6. Select the applicable fee option for the event
7. If the event has a fee, you can set a different price per group. To do this, click add group price, enter a price and assign to a group. This can be done multiple times
8. Click ‘Save’ to save changes
Event Session
1. Click on the ‘Sessions’ link
2. Select a venue from the drop-down
3. Select a presenter from the drop-down
4. Add the date and time of the event
5. Set the maximum number of attendees
6. Set the status. Active: Event is live on the platform and users can register and attend.
Disabled: Event cannot be seen on the platform.
7. Toggle ON to allow registration between the start and finish dates
8. If you have multiple sessions of the same event, click ‘Add Session’ and fill out the details. This can be done multiple times.
9. Click ‘Save’ to save changes
Event Action Buttons
1. This allows the Event Details to be edited. Also, there is an option to ‘Tag this event to a skill’, which awards attendees these skills after they attend the event
2. Download Registration details
3. View Payment Data
4. Mark Attendance can only be done once the event date has passed
5. Duplicate Event
6. Delete Event
Event Description
1. Click the ‘Events’ tab and click ‘Upcoming/active events’ from the drop-down
2. Click on the event title
3. To add a description, click on the ‘Description’ link
4. Add a summary
5. Add a description
6. Click ‘Save’ to save changes
Assign the Event to Groups
1. Click the Events tab and click ‘Upcoming/active events’ from the drop-down
2. Click on the event title
3. Click on the ‘assign to groups’ link
4. Select the relevant groups
5. Click ‘Save’
CPD Category
CPD Settings need to be enabled for the CPD Category link to appear. To activate this, navigate to the Settings module, and select ‘CPD’ from the Platform dropdown.
1. Click the ‘Events’ tab and click ‘Upcoming/active events’ from the drop down
2. Click on the event title
3. Click the ‘CPD Category’ link
4. Enter CPD hours
5. Select ‘CPD Category’
6. Click ‘Save’ to save changes
Custom Fields
Custom fields allow you to ask the users questions regarding the event. If the user answers the questions
incorrectly, they will be automatically blocked from registering for the event.
1. Click the ‘Events’ tab and click ‘Upcoming/active events’ from the drop-down
2. Click on the event title
3. Click on the ‘Custom Fields’ link
4. Type your question
5. Select a question type
6. Select if the question is mandatory
7. Click ‘Add Field’ to add another question
8. Click ‘Save’ to save changes