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1) Event Setup & Navigating Through the System

The Work Area menu to the lower left is your starting point for all navigation and tasks. Use it to select the desired work area. Once you have selected a work area, the first screen belonging to the selected work area appears to the right. The screen menu at the top lists all the screens in the selected work area. The Toolbox menu to the upper left contains file maintenance options that enable you to Find records, add New records, Edit, Save, Delete, access online Help or Logout.

Use screens in the Event Work Area to:

  • define your event
  • turn-on user definable fields to track unusual information
  • define text that will appear on registration and hotel reservation confirmations
  • define name badge layout
  • VIP designations
  • work flow options effecting credit card processing, email generation, and numerous defaults
  • define the event organizer with contact info
  • define text that will appear on balance due notices, refund notices and other types of statements maintain project notes