Manage Your Event as a Tenant

When we click the Programs menu from the Manager Control Panel dashboard, as shown in Figure 1 above, the system redirects us to the program list page, as shown in Figure 2 below.

Add Event

We can add only one active event to the program. The Add Event menu will not appear if an event type program is active. If not, we can click the + Add Program button on the top right side of the program dashboard screen, as shown in Figure 2 above, and select the Event menu from the drop-down menu, and the Event Add screen will open, as shown in Figure 3 below.

We can enter the details below and click the Submit button to create a new event, as shown in Figure 3 above. The details that can be added are:

• Title (Textbox - Mandatory): Title of the Event
• Program Date & Time (Date and Time Picker - Mandatory): We can select the date, start, and end time of the event
• + Add More Date: If we have a multi-day event, we can add the individual date and time here
• Slot Duration (Minutes) (Drop-down Box - Mandatory): We can select the duration of each meeting
• Identifying the location for the meeting? (Radio Button - Optional): It consists of 'Yes' and 'No'. If we select Yes, another section opens, as shown in Figure 4 below, where you can define the location name in the Define term for location (Textbox - Mandatory) and which type of member can add their meeting location by selecting the Location tied to a Member (Check Box - Mandatory)
• Mode (Select Box - Mandatory): We can select the meeting type as 'Virtual' or 'In-person'
• Address (Text Box - Mandatory): We can enter the event address. In case of a virtual meeting, we can give the event link
• Description (Text Area - Optional): We can provide an overview or key details about the event

As shown in Figure 4 above, we can click the Back icon at the top right of the screen to return to the program list page.

Individual Event Dashboard

We can click the View icon associated with any event type program in the Action column, as shown in Figure 2 above, and the particular Event Dashboard page opens, as shown in Figure 5 below.

We can see the Event details, number of Attendees, number of Meetings scheduled, number of News published, and number of Resources added in card format on the left side of the event dashboard screen.

The event dashboard's middle section displays the latest News published and the recent Resources added.

The right section displays the Activity related to the event.

Event Details

We can click the Down Arrow on the Program Details card header on the event dashboard, as shown in Figure 5 above, view the event details like Date and Time, Type, Location, and Event Description, as shown in Figure 6 below.

Attendees

When we click the Attendees card on the event dashboard, as shown in Figure 5 above, the system redirects us to the attendee list page, where all the attendees are displayed in a tabular format, as shown in Figure 7 below.

When we click a specific Attendee Name from the table, as shown in Figure 7 above, the attendee (member) profile page opens, as shown in Figure 8 below.

Add Attendee

We can click the Add Member button on the top right side of the list page, as shown in Figure 7 above, and the system redirects us to the Add Attendee pag, as shown in Figure 9 below.

We can enter the details below and click the Submit button to add a new attendee, as shown in Figure 9 above. The details that can be added are:

• Name (Textbox - Readonly Field): Name of the Attendee
• Email (Textbox - Readonly Field): Email ID of the Attendee
• Mobile (Textbox - Mandatory): Mobile number of the Attendee
• Match Category (Drop-down Box - Mandatory): We can select the match category from the available drop-down menu for the Attendee
• Program (Drop-down Box - Mandatory): We can select the program from the available drop-down menu for the Attendee
• + Add More (Optional): If we want to add multiple attendees at once, we can click the + Add More link, and all the mandatory fields like 'Name', 'Email', 'Mobile', 'Match Category', and 'Program' fields appear

Once we add the attendee, an automated verification email is sent to the attendee's email address. After the attendee approves the request, their name appears on the attendee list page, as shown in Figure 7 above.

Pending Verification

We can click the Pending Verification button on the top right side of the attendee list page, as shown in Figure 7 above, and the system redirects us to the pending verification page, as shown in Figure 10 below.

We can select the Checkbox associated with each attendee, as shown in Figure 11 below. The Resend Verification Email button appears on the top right side of the screen, as shown in Figure 21 below. To select all attendees, we can select the checkbox on the header row, and we select all attendees.

Delete Attendee

We can click on the Delete icon associated with each attendee on the attendee list page, as shown in Figure 7 above. The pop-up screen opens, and upon confirmation, we can remove the attendee from the individual event attendee list page, as shown in Figure 12 below.

Download Member Profile

To download all the attendee member’s profiles in a PDF format, we can click the Download Member Profile button at the top right of the attendee list page, as shown in Figure 7 above, and a pop-up window opens with the profile details of all the members so that we can print them using a printer command or save the file in PDF format for later use, as shown in Figure 13 below.

Edit Attendee Profile

We can click the Edit button on the top right side of the profile page, as shown in Figure 8 above, and the system redirects us to the profile edit page, as shown in Figure 14 below.

We can edit the details and click the Submit button to update the member profile, as shown in Figure 14 above. The details that can be updated are:

• Name (Textbox - Readonly Field): Name of the Member
• Email (Textbox - Readonly Field): Email ID of the Member
• Mobile (Textbox - Mandatory): Mobile number of the Member
• Designation (Textbox - Optional): Designation of the Member
• Organization (Textbox - Mandatory): Name of the Organisation of the Member
• Display Organization (Radio Button - Mandatory): We can select if we want to display the organization name of the member in the public profile page or not (If selected Yes, then the organization name comes first, and the contact name comes below that)
• Tagline (Textbox - Mandatory): Tagline to describe the organization
• Offers (Multi-select - Mandatory): We can select the category of service we offer from the options available
• Interest (Multi-select - Mandatory): We can select the category of service we are looking for from the options available
• Social Media Handles
  • Instagram
  • Twitter
  • Facebook
  • Linkedin
• Description (Textarea - Optional): We can write about us or our organisation

We can click the Remove from the Program button at the bottom of the screen, as shown in Figure 14 above, to remove the member from the program.

We can click the Remove from the Space button at the bottom of the screen, as shown in Figure 14 above, to remove the member from the space.

To go back to the member list page, we can click the Back button at the top right of the screen, as shown in Figure 14 above.

Meetings

We can click the Meeting card on the individual event dashboard, as shown in Figure 5 above, and the system redirects us to the meeting list screen, where all the meetings are displayed, as shown in Figure 15 below.

Download Meeting

We can click the Download Meeting button at the top right of the meeting list page, as shown in Figure 16 below, and the drop-down menu appears:

• Export to Excel: We can download all the meetings to an Excel sheet
• Export to PDF: We can download all the meetings to a PDF sheet
• Export Memberwise Meeting to Excel: Download all the meetings in separate tabs to an Excel sheet
• Export Memberwise Meeting to PDF: We can download all the meetings to a PDF sheet. Each member's meeting is downloaded in a separate sheet

We can click the desired option, as shown in Figure 16 above, to download the meeting details to the local folder. For 'Excel', we can download the file directly. In the case of 'PDF', the system pop-up screen appears, and upon confirmation, the file downloads to the local folder, as shown in Figure 17 below.

Set-up Meeting

We can click the Set-up Meeting button on the top right side of the screen, as shown in Figure 15 above. The system redirects us to the setup meeting screen, as shown in Figure 18 below.

We can enter the details below and click the Set-up Meeting button, as shown in Figure 18 above. The details that can be added are:

• Meeting Request by (Dropdown menu - Mandatory): We can select the Member
• Meeting Request to (Dropdown menu - Mandatory): We can select the Member
• Choose Date (Date box - Mandatory): We can choose the Meeting date
• Choose from the available slots below (Drop-down box - Mandatory): We can select the available time slot
• Location (Drop-down box - Mandatory): We can select the category from the available options. We can add categories from the match category in the settings section
• Program (Dropdown menu - Optional): We can select the program from the available options

Send Reminder

We can click the Send Reminder button on the top right side of the screen, as shown in Figure 15 above. The system redirects us to the send reminder screen, as shown in Figure 19 below.

We can select the desired meeting date from the dropdown menu and click the Send Reminder button. The system sends a reminder email to all the participants on that date, as shown in Figure 19 above.

News

We can click the News card on the program dashboard, as shown in Figure 5 above, and the system redirects us to the news list screen, where all news related to the program appears in a tabular format, as shown in Figure 20 below.

Add News

We can click the Add News button at the top of the news list page, and the Add News page appears, as shown in Figure 21 below.

We can enter the details below and click the Submit button to create a new news item, as shown in Figure 21 above. The details that can be added are:

• Title (Textbox - Mandatory): We can enter the Title of the News
• Summary (Textbox - Mandatory): We can enter the summary of the News
• Description (Textarea - Mandatory): We can enter the description of the News
• Upload (File Upload - Optional): We can upload the attachment

View News

We can click the View icon associated with each news row in the news list page, as shown in Figure 20 above, and the news detail page opens, as shown in Figure 22 below.

Edit News

We can click the Edit button on the top right side of the news edit screen, as shown in Figure 22 above, and the edit news page opens, as shown in Figure 23 below.

We can edit the details and click the Submit button to update the news, as shown in Figure 23 above.

• Title (Textbox - Mandatory): We can enter the Title of the News
• Summary (Textbox - Mandatory): We can enter the summary of the News
• Description (Textarea - Mandatory): We can enter the description of the News
• Upload (File Upload - Optional): We can upload the attachment

We can archive the news by clicking the Archive this News button at the bottom of the Edit screen, as shown in Figure 23 above.

Resources

We can click the Resources card on the program dashboard, as shown in Figure 5 above, and the system redirects us to the resource list screen, where all the resource files related to the program appear in a card format, as shown in Figure 24 below.

We can click the List tab to view the resource files in a tabular format, as shown in Figure 25 below.

We can click the Sort Arrow on the header row of the resource table to sort the resource files, as shown in Figure 25 above.

Add Resource

We can click the Add Resource button at the top of the resource list page, and the Add Resource page opens, as shown in Figure 26 below.

We can enter the details below and click the Submit button to create a new resource, as shown in Figure 26 above. The details that can be added are:

• Resource Type (Drop-down List - Mandatory): We can select the type of resource file
  • Photo (JPG, PNG format allowed)
  • Document (PDF format allowed)
  • Video (YouTube link allowed)
• Title (Textbox - Mandatory): Title of the resource file
• Description (Textarea - Mandatory): We can enter the description of the resource
• Upload (File Upload - Optional): We can upload the attachment

View Resource

We can click the individual resource Card or Title, as shown in Figure 24 or Figure 25 above, and the view screen opens on the right side of the resource list page, as shown in Figure 27 below.

We can click the External Link icon on the right side of the file name to view the resource file in a new window, as shown in Figure 27 above.

We can click the Copy Link icon on the file URL to copy the file name, as shown in Figure 27 above.

We can edit the Title / Alt Text, Description of the resource, and click the Submit button to update the resource, as shown in Figure 27 above.

We can archive the resource by clicking the Archive button on the right side of the resource list screen, as shown in Figure 27 above.

Download

We can click the Download button at the top of the Individual Event Dashboard screen, as shown in Figure 5 above, and three options appear for downloading, as shown in Figure 28 below.

• Member Meeting Slots
• Member Profile
• Meetings

Download Member Meeting Slots Details

We can click the Download Member Meeting Slot button, as shown in Figure 28 above. A pop-up window opens with the details of all the meeting slots. We can print them using a printer command or save the file in PDF format for later use, as shown in Figure 29 below.

Download Member Profile Details

We can click the Download Member Profile button, as shown in Figure 28 above. A pop-up window opens with the details of all the meeting slots. We can print them using a printer command or save the file in PDF format for later use, as shown in Figure 30 below.

Download Meeting Details

We can click the Download Member Meetings button, as shown in Figure 28 above. A pop-up window opens with the details of all the meeting slots. We can print them using a printer command or save the file in PDF format for later use, as shown in Figure 31 below.

Slots

We can click the Slots button on the individual event dashboard, as shown in Figure 15 above, and the system redirects us to the slot list page, where all the meeting slots appear date-wise in a card format, as shown in Figure 32 below.

To deactivate a particular slot, we can click on an available slot, which appears as a green button, as shown in Figure 33 below. A pop-up screen appears at the top of the screen. We can click the OK button to deactivate the slot.

Similarly, we can click the inactive slot, which appears as a grey button, to activate it.

To activate/deactivate multiple slots for a particular day, we can click the Choose All checkbox and click the Activate or Deactivate button on the top right side of the screen. A pop-up screen appears at the top of your screen, and when we click the OK button, we activate or deactivate all the slots for that day, as shown in Figure 34 below.

Agenda

We can click the Agenda button on the individual event dashboard, as shown in Figure 5 above, and the system redirects us to the agenda list page, where all the agendas for the event appear, as shown in Figure 35 below.

We can click the + icon associated with a member of each agenda item, as shown in Figure 35 above, and the list of other members appears. When we click the Title of each member, the member's profile page appears.

We can click the + icon associated with each agenda item, as shown in Figure 35 above, and a detailed agenda appears, as shown in Figure 36 below.

Add Agenda

We can click the Add Agenda button at the top of the agenda list page, and the Add Agenda page opens, as shown in Figure 37 below.

We can enter the details below and click the Submit button to create a new agenda, as shown in Figure 37 above. The details that can be added are:

• Title (Textbox - Mandatory): We can enter the Title
• Date (Date box - Mandatory): We can enter the agenda date
• Time (Time box - Mandatory): We can enter the agenda time
• Users (Multi-select - Optional): We can select the users from the options available
• Description (Textarea - Mandatory): We can enter the description

Edit Agenda

We can click the Title each agenda on the agenda list page, and the edit agenda page opens, as shown in Figure 38 below.

We can edit the details and click the Submit button to update the agenda, as shown in Figure 38 above.

• Title (Textbox - Mandatory): We can enter the Title
• Date (Date box - Mandatory): We can enter the agenda date
• Time (Time box - Mandatory): We can enter the agenda time
• Users (Multi-select - Optional): We can select the users from the options available
• Description (Textarea - Mandatory): We can enter the description

We can archive the agenda by clicking the Archive this Agenda button at the bottom of the Edit screen, as shown in Figure 38 above.

Export Agenda

We can click the Download button at the top right side of the agenda list screen, as shown in Figure 35 above, and the dropdown options, Export to Excel and Export to PDF, appear. We can select the option to download the agenda, and the entire agenda exports to the local system, as shown in Figure 39 below.

Location

We can click the Location button under the Settings drop-down menu on the event dashboard, and the location list page opens, displaying all the locations for the event, as shown in Figure 40 below.

We can click the Location text of the Bootstrap table, and an input field appears where we can add the location details. We can then click the Tick Mark to set the location details, as shown in Figure 41 below.

Edit Program

We can click the Edit button at the top of the individual event dashboard screen, as shown in Figure 5 above, and the event edit page opens, as shown in Figure 42 below.

We can edit the details and click the Submit button to update the program, as shown in Figure 42 above.

• Title (Textbox - Mandatory): We can enter the program title
• Program Date & Time (Date and Time box - Mandatory): We can enter the program date and time
• Slot Duration (Drop Menu - Mandatory): We can select the slot duration from the drop-down list
• Meeting Mode (Drop-down box - Mandatory): We can select from the options ‘Virtual’ or ‘In Person’
• Address (Textbox - Mandatory): We can enter the meeting location
• Description (Textarea - Optional): We can enter the meeting description

We can click the Close button at the bottom of the screen, as shown in Figure 42 above, to remove the program from the space.

We can click the Archive this Program button at the bottom of the screen, as shown in Figure 42 above, to archive the program from the space.