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EventPro Software User Manual

Breadcrumb Trail: Attendee Management

Preliminary Attendee Setup

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•Before adding Attendees to your Events, you should ensure that some important preliminary setup has been completed in two areas: EventPro Setup and Edit Event.

•EventPro Setup: In the global EventPro Setup area, you can define attendee-related information under two areas: Attendees and Event Templates.

oEventPro Setup > Attendees:  There are several tabs under which you can enter information, but at the very least, you need to define Attendee Statuses and Attendee Types before adding any attendees to events.

▪Attendee Statuses

▪Attendee Types

▪Function Rates

▪Registration Group Rates

▪System Settings

oEventPro Setup > Events > Event Templates: Within Event Templates, you can define several attendee-related records and defaults, which can later be pulled into an event.

▪Add Setup Event Template Attendee Types

▪Add Setup Event Template Functions

▪Add Setup Event Template Attendee Registrations

▪Adjust Online Registration Settings

•Edit Event: In addition to the global setup completed under EventPro Setup, you can also define certain attendee-related information under Edit Event, which contains a specialized detail setup area within an Event.

oIn the Edit Event Window, you can define Functions, Attendee Types, Attendee Registrations, and Online Registration Settings for that specific event.

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