Knowledge Base
Contacts and Organisations
- Contacts and organisations overview (CRM)
- Create a contact or organisation
- Manage contacts
- Manage organisations
- Contact and organisation settings
- Find and export contacts and organisations
Events
- Events and templates overview
- Event settings
- Create events and event templates
- Manage events
- Manage event templates
- Find events and event templates
Orders
- Orders overview
- Order settings and setup
- Create orders
- Manage orders
- Manage refunds and credit notes
- Tax-related invoice and website settings
Registrations
- Registrations overview
- Registrations: Settings
- Create, edit, and manage registrations
- Manage event registration details
- Registrations: Find and report
- Website registration methods
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
Presenters
Venues and rooms
Calendar and schedulers
- Calendar and schedulers overview
- Calendar and schedulers settings
- Using the calendar
- Using the venues and rooms scheduler
- Manage a venue's operating hours and external appointments
- Using the presenters scheduler
Elearning
Discounts
- Discounts overview
- Order discount settings
- Registration discount settings
- Create a discount
- Manage discounts
- Find and report on discounts
Vouchers
Certificates
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
- Automatically close leads as "won" when contacts register for the associated event
Campaigns
- Campaigns overview
- Create a campaign
- Manage campaigns
- Find and report on campaigns
- Troubleshooting and FAQs for campaigns
- Add prospects to a campaign
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
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
Communication
Registration Rules
Application Process
- Applications process overview
- Create applications workflows
- Applications settings
- Manage individual applications
- Manage Team Applications
- Find and report on applications