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Event Related:
- Facility Schedule (location dates/times for the event)
- Staff Schedule (dates and times staff has been assigned to the event)
- Materials List (items required for event with budget and actual amounts)
- Checklist (list of tasks that need to be completed for the event)
- Assignment of an event coordinator to an event
- Related Events (Parent/Child hierarchy)
- Ability select Event Instructor based on courses they have been listed as qualified to teach
- Ability to Allow or Block attendee enrollments and transfers for an event
- Region and Metro Area can be specified for an event (i.e. Western US and
- Southern California respectively)
- Separate Role Data Forms - Event Sales Representative vs. Event Manager
- Default fee and discount for event for two sales channels (i.e. retail and reseller)
- Attendee Counts (Pending, Confirmed, Transferred-In, Transferred-Out, Canceled, Attended, Did Not Attend)
- Event Time Zones
- Wait list (attendees waiting for an opening)
- Invitation lists
Attendee Enrollment Related:
- Reservation Folders (contain one or more "attendee tickets")
- Attendee Ticket (contains enrollments for one or more events)
- Event Enrollments (specific Event, fees, and discounts)
- Enrollment History (Original Enrollment and attendee event transfers)
- Review - Ability to tag a Reservation Folder or Ticket for review at a later date
- Billing (invoice transaction records created)
- Many new reports
Resource Calender:
- See staff, facilities, materials and equipment in a calendar view (by day, week month or in a timeline)
- Allows advanced filtering of resources by skill set, location, region and more
- Save resource search criteria as favorites and reuse for quick search of available resources
- Create detailed Event, Staff, Facility and Equipment plans allowing users to track and plan all aspects of these resources
- Events not required to use Resource Scheduling tools. Resource scheduling can be done independent of events
Travel Planning
- Track Facility travel info including maps/directions, area points of interest and travel details to and from facility.
- Facility travel information may include rates for area hotels or other points of interest.
- Staff travel info includes full itinerary tracking and budgeting.
Features Enhanced in Eventix Enrollment 7.2:
- Create Attendee Mail Merges at the event level
- Event Copy Wizard includes copy of Agenda, Checklist and Material items
- Schedule Multiple days for staff members at one time
- Enhanced event search based on event name, location and or date
- Much more...
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