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The Events interface from the Dashboard allows you to Create, View, Manage and report on Events.

Contents



Creating Events

To add a new event, select the Add button   from the top left of the Events screen. The add dialogue box will open.




Complete the Event Information

  1. Type in the Name of the event. **
  2. Select the Event Type from the pull down. **
    1. If you don't see the Event Type you need a new event type will have to be added first using the Settings > Events > Types Function.
  3. Select the Event Location from the pull down.
    1. If you don't see the Event Location you need a new event location will have to be added first using the Settings > Events > Location Function.
  4. Type in an Event Description.
  5. Indicate if it is a Lodge Wide event. NOTE: Use this for events that will count on your JTE numbers only.
  6. If a Chapter event only select the Chapter name from the pull down.
  7. Select the Event Start and indicate the start date/time. ** (see dialog example below)
  8. Select the Event End and indicate the end date/time. **
  9. Scroll Down to select any Options or Ceremonies that may be at your event. (see example below)
  10. If you are going to add more events select the check box Add Another, or select the Save button.

** REQUIRED fields will be Event Name, Event Type, Event Start date/time and Event End date/time.






When complete you will be back to the Events Grid.



Adding Fees

You will want to now add the fees for the event. This is not mandatory, but it will help you keep track of the collected fees. Select the event then the  button. On the next screen select the button.


As a minimum you will need to type in a Fee and Name. If your Fee has a start date and end date you can input dates. This will allow you to either have late fees or even onsite fees different than the pre-event fees. After your are complete with your inputing, select the Icon to save your changes or the Icon to reject your changes.


When done select the closed button and you will be back to the event grid.



Edit Event Information






Managing Event Attendance

Add Attendee

From the Event Grid select the event you want to manage and select the button.




The your event attendance grid will be displayed. Select the button to add an attendee.


Type in a members name and select the member you want.



After you indication the member your screen will populate a number of fields and indicate items that need attention in red. When you get to the point of check-in you can take care of these updates and using the button you can collect the dues.



Scroll down the window to take any pre-event payments. Select the Type pull down to indicate the fee you are recording and the Paid Amount will fill in and the check box will fill in. Indicate the Payment Date, the Payment Method and if needed a Receipt Number. If the person will pay at the door select the check box to indicated that payment has not been taken and will be collected at the Check In.

In most cases you are done and will select the Save button, but if you are going to add more attendee's you can select the Add Another button before you select Save.


When complete you will be back to the event attendance grid with your need attendee in the list.







Check-in Attendee

From the Event Grid select the event you want to manage and select the button.





Edit Member Information from Event Manager

From the Event Grid select the event you want to manage and select the button.





Check-out Attendee




Event Wizards






Clans






Built-In and Custom Views









Event Reporting






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