Your final MC Trade data conversion will populate the basics of your event setup, and it will be necessary for a user to configure additional required settings in order to “take the event live” on your events calendar and begin accepting online registrations.
Under Events > Select Events, search for the event that you would like to configure to show on your events calendar. Click on the event name to begin editing the Event Settings.
These are the minimum required settings that should be updated within each event:
- Confirm General Settings and Calendar Type flags populated accordingly.
- Check the box next to the “Organization” calendar type.
- Connect Event Items to Revenue Items; assign restrictions if needed.
- Set up an item for Registration.
- If there is a cost to the item, be sure to select the appropriate revenue item and also set the price.
- Check the “Is Public” box for the event item.
- Set the Sales Start/End Date.
- Select an Invoice Due Date.
- Confirm Registration Settings; review Disable Registration and Hide Event On Calendar flags.
- Review the accepted Payment Methods.
- Select Edit beside each payment method to be made available for online registration. Select the "Available to Public" box, then save.
- Check the boxes next to each registration field to be collected for the Registration Contact and/or Attendee. Also, check the boxes next to which fields are firmly required.
- Review the accepted Payment Methods.
- Confirm Confirmation Message and Assigned To in Event Notifications populated accordingly; option to Send.
- Confirmation Email(s) To All Attendees In Addition To Registration Contact.
Assign Benefits for usage, if appropriate.
Be sure to save the event after completing the steps above.