Knowledge Base

Contacts and Organisations

• Contacts and organisations overview (CRM)
• Create a contact or organisation
• Manage contacts
• Manage organisations
• Contact and organisation settings
• Find, report and export contacts and organisations

See all 12 articles

Events

• Events and templates overview
• Event settings
• Create events and event templates
• Manage events
• Manage event templates
• Find and report on events and event templates

See all 26 articles

Orders

• Orders overview
• Order settings and setup
• Create orders
• Manage orders
• Manage refunds and credit notes
• Tax-related invoice and website settings

See all 9 articles

Registrations

• Registrations overview
• Registrations: Settings
• Create, edit, and manage registrations
• Manage event registration details
• Registrations: Find and report
• Registration FAQs and troubleshooting

See all 19 articles

Reports

• Report: Registration requests report
• Report: Registrations & waiting list items
• Reports overview
• Create and manage reports
• Schedule your reports (send automatically)
• Create Custom Reports/Save Report Settings

See all 37 articles

Presenters

• Presenters overview
• Create a presenter
• Manage existing presenters
• Presenter website profile and privacy settings
• Find and report on presenters
• Provisional (tentative) presenters

Venues and rooms

• Venues and rooms overview
• Create venues and rooms
• Manage venues and rooms
• Find and report on venues
• Manage catering and room setup options for your events

Calendar and schedulers

• Calendar and schedulers overview
• Calendar and schedulers settings
• Using the calendar
• Using the venues and rooms scheduler
• Using the presenters scheduler

Elearning

• Elearning in Arlo
• Elearning (online self-paced learning)
• Create an elearning module
• Sell a recorded webinar
• Manage elearning registrations
• Find and report on elearning and registrations

Discounts

• Discounts overview
• Order discount settings
• Registration discount settings
• Create a discount
• Manage discounts
• Find and report on discounts

See all 14 articles

Vouchers

• Vouchers overview
• Voucher settings and setup
• Create a voucher
• Manage vouchers
• Find and report on vouchers
• Redeem a voucher

Certificates

• Certificates overview
• Create, format, and upload certificate templates
• Manage certificates and certificate templates
• Email certificates to registrants 
• Download and print certificates for registrants

Tasks

• Tasks overview
• Task settings
• Create a task
• Manage tasks
• Find and report on tasks

Leads

• Leads overview
• Lead settings and setup (notifications, forms, and categories)
• Create a lead in the management platform
• Manage leads
• Find and report on leads
• Lead form: Register interest in an existing event

See all 10 articles

Campaigns

• Campaigns overview
• Create a campaign
• Manage campaigns
• Find and report on campaigns
• Troubleshooting and FAQs for campaigns
• Add prospects to a campaign

See all 8 articles

Arlo for Mobile

• Arlo for Mobile overview
• Login to Arlo for Mobile
• Manage Arlo for Mobile users
• View event/session/options details in Arlo for Mobile
• View a registrants' history and add registrants to an event in Arlo for Mobile
• Record attendance, add comments, and grades in Arlo for Mobile

See all 9 articles

Presenter requests

• Presenter requests overview
• Presenter requests settings and setup
• Create and send presenter requests
• Manage existing presenter requests
• Find and view presenter requests

Certification, Licensing, and Membership

• Certifications overview
• Certification template settings
• Create and edit certifications
• Manage certifications
• Find and report on certifications
• Send printable certificates to approved certifications

See all 7 articles

Accounting

• Accounting system integration options
• Export orders, including Order Line Details (CSV)
• Mark order as exported to your accounting system
• Manage journal account codes (GL)
• Match records in your accounting system when exporting orders from Arlo

Communication

• Communication overview
• Enable, disable, and edit automated emails from Arlo
• Send manual emails from Arlo
• Communication settings
• Communication FAQs
• List of automated communication/emails in Arlo

Registration Rules

• Registration rules overview
• Create and apply registration rules
• Manage registration rules
• Examples of common registration rules

Application Process

• Applications process overview
• Create applications workflows
• Applications settings
• Manage individual applications
• Manage Team Applications
• Find and report on applications

See all 10 articles