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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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