Knowledge Base
Contacts and Organisations
- Contacts and organisations overview
- Contacts and organisations settings & setup
- Create a contact or organisation
- Manage contacts
- Manage organisations
- Find, report and export contacts and organisations
Presenters
Venues
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
Elearning
Registrations
- Manage event registration details
- Registration FAQs and troubleshooting
- Manage Waiting Lists
- Registrations: Find and report
- Custom fields on registrations
- Registration policies (self-cancellation, self-transfers, and event terms and conditions)
Orders
- Orders overview
- Order settings and setup
- Create orders
- Manage orders
- Manage refunds and credit notes
- Find, report and export orders
Discounts
- Discounts overview
- Create a discount
- Manage discounts
- Find and report on discounts
- Order discount settings
- Registration discount settings
Reports
- Reports overview
- Create and manage reports
- Schedule your reports (send automatically)
- Create Custom Reports/Save Report Settings
- Export system data for advanced reporting and system integration
- Report: Account Manager Activity
Certificates
Tasks
Leads
- Leads overview
- Create a lead in the management platform
- Manage leads
- Lead settings and setup (notifications, forms, and categories)
- Find and report on leads
- Lead form: Register interest in an existing event
Campaigns
- Campaigns overview
- Create a campaign
- Manage campaigns
- Find and report on campaigns
- Troubleshooting and FAQs for campaigns
- Manage Newsletter Subscriptions
Vouchers
Arlo for Mobile
- Manage Arlo for Mobile users
- Login to Arlo for Mobile
- View event/session 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
- Contact registrants in Arlo for Mobile
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
Accounting
Application Process
- Manage Application Processes
- Accept Individual Applications for Events
- Accept Team Applications for Events
- Manage Individual Applications
- Manage Team Applications
- Create Bulk Orders for Applications