Conference and Retreat

Training Video

• Conference & Retreat Module Training

Admin User Permissions

• User Permissions (Events / Conference and Retreat)

Conference and Retreat Menu

• Events/Conference and Retreat Calendar
• Meal Report
• Group and Guest Advanced Reports

Group Profile Page

• Group Profile Page: Overview
• Group Profile: Basic Info Tab
• Group Profile: Group Members Tab
• Group Profile: Financial Tab
• Group Profile: Forms Tab
• Group Profile: Notes Tab

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Guest Profile Page

• Guest Profile: Basic Info Tab
• Guest Profile: Groups Tab
• Guest Profile: Forms Tab
• Guest Profile: E-mails Tab
• Guest Profile: Notes Tab
• Guest Profile: Files Tab

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Creating and selling packages

• Creating a Package
• Editing a package
• Viewing reserved packages on the Events Calendar

Events Dashboard

• Creating an Account for the Events Dashboard
• Accessing Packages from the Dashboard