Events II Registration and Billing

Transcription

1 Events II Registration and Billing Brenda Lundeen MicroNet, Inc. ChamberMaster and MemberZone are services of MicroNet, Inc. micronetonline.com chambermaster.com memberzone.com

2 Our session includes... Assign and setup event fees Setup custom registration fields Register participants manually & online Create event invoices/receipts Manage the Guest List Print roster sheet, labels, name tags Event reporting See Events in Help/Info menu 1 hour

3 Remember... Please ask questions throughout! Send questions, comments, feedback on the GotoWebinar Questions area anytime Q&A time at the end If you are connected via voice line, you ll be able to ask question verbally Click Raise Hand; wait to be recognized; ask question; all participants will hear question May also converse privately through Q&A in Questions area

4 Setup Fees 9/25/2013 4

5 Create Fees Finance or Admin staff define available fees Integrated Billing: Setup->Fee Items List CQI Connection: QuickBooks->Fee Items tab

6 Assign Fees to Event Assign fees on Fees tab BEFORE adding guests and sponsors During registration, only one event registration fee may be selected per registrant. one or more additional fee items may be selected per registrant. Cannot have ONLY Additional Fees

7 Discounts Setup the discount trigger Age Early Registration Volume Make sure Allow multiple attendees on one registration is selected Membership type* Promo Code* *For Plus edition or greater 9/25/2013 7

8 Promo code Post your promo code on specific advertising so you can track the effectiveness of the ad or provide this promo code to a select group of attendees Create multiple codes for each event if desired Limits on usage are available at the event level and registration level For Plus edition or greater only 9/25/2013 8

9 Discount by member type Grant discounted, free, or included benefits to specific membership types Total discounts used per event may be specified and a separate limit per registration is also available For Plus edition or greater only 9/25/2013 9

10 Discount by member type example 9/25/

11 Multiple Discounts When a limit of 1 discount/registration is in place When 0 (unlimited) discounts/registration is in place 9/25/

12 Age and early bird discounts During registration Online Registrants see Staff see. On checkout screen and invoice/receipt Includes age or early discount 9/25/

13 Reporting on discounts Billing->Reports->Sales by Item Select your specific event fee View Detail 9/25/

14 Reporting on discounts Promo code and Membership type discounts show as a separate line item on the invoice and in the download Sort by item description to total discounts Age, volume, and early discounts reduce the original line item Sort by Price to count how many of these discounts 9/25/

15 Ready for registration? 9/25/

16 Custom Fields Guest List-> Guest List Summary-> Add/Edit Registration Custom Fields 9/25/

17 Billing Preferences On the Fees tab Select desired credit card transaction for your bookkeeping Determine where non-member transactions appear on a single member or create a new member for each

18 Registration options On the Fees tab Deadline for registration 12:00 a.m. of day specified Multiple attendees on 1 registration will be on 1 bill confirmation and notification

19 Enable online registration On the Fees tab Make sure registration fees are assigned and ready Then turn on online registration 9/25/

20 Registration 9/25/

21 Registration Staff can register for the member On Guest List tab in software Member Can click link in invitation (no login required) May register while logged into Member Info Center Must be marked as Members Only Calendar May register on public calendar Must be marked as Public Events Calendar On public website, members may register using address or login name; prospects and nonmembers may register using address too 9/25/

22 Billing 9/25/

23 Event Billing - Invoices Marked to be created Generated when selecting Create Invoices on the Account tab of the event. Integrated Billing: They can also be printed in the Billing module by selecting Batch Type: Event on Invoices tab CQI Integration: They will also show in Task List: QB Invoices

24 Event Billing Credit Card Failures Check In-Process Registrations on Guest List Check against credit card report Integrated Billing: Billing->Reports->Credit Card Listing CQI Integration: Reports->QuickBooks->Credit Card Transactions 9/25/

25 Event Billing Credit Card Successes If you selected to have a transaction created under Fees- >Registration & Billing Preferences Integrated Billing: Transaction is created immediately CQI Integration : included in the Task list and created with other event transactions Credit card report will show successes Integrated Billing: Billing->Reports->Credit Card Listing CQI Integration: Reports->QuickBooks->Credit Card Transactions 9/25/

26 Event Billing - Cash If Cash is selected during registration, no bookkeeping transaction is created at that time. When selecting Paid checkbox then receipts may be created

27 Guest List 9/25/

28 Associate registration with a member If a member registers as a non-member, you can associate their registration with their member record Improves recordkeeping and stats Also allows you to create a member out of a prospect Click the Registrant Name to associate. 9/25/

29 Events Selections when clicking to associate a record Existing contact info may be retained if desired 9/25/

30 Roster Sheet Prints in order displayed on screen Click on column titles to sort Change filter options if needed To switch sorting by last/first name select filter options

31 Guest List - sorting Download the Guest List and bring into MS Excel to sort by first/last name when multiple reps are registered under one company name

32 View Download to see custom data If custom fields are used, download to view global results Many useful fields are included in download Ability to sort on any desired field

33 Name tags with your Logo! Reports -> Event Nametags with Logos Upload your logo under Setup->Organization Information 9/25/

34 Reporting on Events 9/25/

35 Mark Actual Attendance After event is over, return to Guest List tab, click view/edit attendance list Check off who attended

36 Check their stats Members->Stats tab Event Activity listed by Attendee on Stats tab On the member profile report

37 Reports ->Event Activity Summary by event Sort by different columns to see highest level of participation

38 Reports -> Event Attendance Summary by member Click column title to sort Click member name to view specific events

39 Questions or Assistance? Click Request Support