Manage Your Event as a Tenant
Click the Programs menu from the Manager Control Panel dashboard, as shown in Figure 1 above, and you will be redirected to the program list page, as shown in Figure 2 below.
Add Event
You can add only one event to your program. The Add Event drop menu button will not appear if an active event is available on your program. If you do not have an active event, then click on the + Add Program button available in the top right side of the program dashboard screen, as shown in Figure 2 above, and select the Event button from the dropdown menu, and the event add screen will open, as shown in Figure 3 below.
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): Select the date, start, and end time of the event
- + Add More Date: If you have a multi-day event, select the individual date & time here
- Slot Duration (Minutes) (Select Box - Mandatory): Select the duration of each meeting
- Identifying the location for the meeting? (Radio Button - Optional): it consists of 'Yes' and 'No'. If you select Yes, another section will open, as shown in Figure 14 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): Select the meeting type as 'Virtual' or 'In-person'
- Address (Text Box - Mandatory): Enter the event address. Enter the event address. In case of a virtual meeting, give the event link
- Description (Text Area - Optional): Provide an overview or key details about the event
As shown in Figure 4 above, click the Back icon at the top right of the screen to return to the program list page.
Individual Event Dashboard
Click on the View icon associated with any event type program on the action column, as shown in Figure 2 above, and the particular Event Dashboard page will open, as shown in Figure 5 below.
On the left side of the event dashboard screen, the Event details, number of Attendees, number of Meetings scheduled, number of News published, and number of Resources added will be visible in card format.
The event dashboard's middle section shows the latest news published and the addition of recent resources.
On the right side of the event dashboard screen, the Activity details will be visible.
Event Details
Click the down arrow on the Program Details card header on the event dashboard, as shown in Figure 5 above, and you can view event details like Date and Time, Type, Location, and Event Description, as shown in Figure 6 below.
Attendees
Click the Attendees card available on the event dashboard, as shown in Figure 5 above, and you will be redirected to the attendee list screen, where all the attendees will be shown in a tabular format, as shown in Figure 7 below.
Click on the specific Attendee Name from the bootstrap table, as shown in Figure 7 above, and the attendee (member) profile page will open, as shown in Figure 8 below.
Add Attendee
Click the Add Member button available on the top right side of the list page, as shown in Figure 7 above and you will be redirected to the Add Attendee page, as shown in Figure 9 below.
You can add the details below and click the Submit button to add a new attendee to the individual event, 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 (Select Box - Mandatory): Select the match category from the available drop-down menu for the Attendee
- Program (Select Box - Mandatory): Select the program from the available drop-down menu for the Attendee
- + Add More (Optional): If you want to add multiple attendees at once, click the + Add More link, and all the mandatory fileds like 'Name', 'Email', 'Mobile', 'Match Category', and 'Program' fields will appear
Once the attendee is added, an automated verification email will be sent to the attendee's email address, and upon approval by the attendee, he/she will be visible on the attendee list page, as shown in Figure 7 above.
Pending Verification
Click the Pending Verification button available on the top right side of the attendee list page, as shown in Figure 7 above, and you will be redirected to the pending verification page, as shown in Figure 10 below.
Select the Checkbox associated with each attendee, as shown in Figure 11 below, and the Resend Verification Email button appears on the top right side of the screen, as shown in Figure 21 below. To select all the attendees, select the checkbox available on the header row, and all the attendees will be selected.
Delete Attendee
Click on the Delete icon associated with each attendee on the attendee list page, as shown in Figure 7 above, and the pop-up screen will open, and upon confirmation, the attendee will be removed 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, click on the Download Member Profile button at the top right of the attendee list page, as shown in Figure 7 above, and a popup window will open with the profile details of all the members so that you 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
Click the Edit button available on the top right side of the profile page, as shown in Figure 8 above, and you will be redirected to the profile edit page, as shown in Figure 14 below.
You can edit the details below 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): Select if you want to display the organization name of the member in the public profile page or not (If selected Yes, then the organization name will come first, and the contact name will come below that)
- Tagline (Textbox - Mandatory): Tagline to describe you
- Offers (Multi-select - Mandatory): Select the category of service you offer from the options available
- Interest (Multi-select - Mandatory): Select the category of service you are looking for from the options available
- Social Media Handles
- Description (Textarea - Optional): Write about you or your organisation
Click on the Remove from the Program button available at the bottom of the screen, as shown in Figure 14 above, to remove the member from the program.
Click on the Remove from the Space button available 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, click the Back button available at the top right of the screen, as shown in Figure 14 above.
Meetings
Click the Meeting card available on the individual event dashboard, as shown in Figure 5 above, and you will be redirected to the meeting list screen, where all the meetings will be displayed, as shown in Figure 15 below.
Download Meeting
Click on the Download Meeting button at the top right of the meeting list page, as shown in Figure 16 below, and the drop-down menu will appear:
- Export to Excel: Download all the meetings to an Excel sheet.
- Export to PDF: 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: Download all the meetings to a PDF sheet. Each member's meeting will be downloaded in a separate sheet.
Click on the desired option, as shown in Figure 16 above, and the meeting detail will download to your local folder. For 'Excel', the file will be downloaded directly, but in case of 'PDF', the system pop-up screen will appear, and upon confirmation, the file will be downloaded to your local folder, as shown in Figure 17 below.
Set-up Meeting
Click on the Set-up Meeting button available on the top right side of the screen, as shown in Figure 15 above, and you will be redirected to the setup meeting screen, as shown in Figure 18 below.
To schedule a new meeting, enter the details below and click the Set-up Meeting button, as shown in Figure 18 above.
- Meeting Request by (Dropdown menu - Mandatory): Select the Member
- Meeting Request to (Dropdown menu - Mandatory): Select the Member
- Choose Date (Date box - Mandatory): Choose the Meeting date
- Select from the available slots below (Select box - Mandatory): Select the available time slot
- Location (Select box - Mandatory): Select the category from the available options. The categories can be added from the match category in the settings section
- Program (Dropdown menu - Optional): Select the program from the available options
Send Reminder
Click on the Send Reminder button available on the top right side of the screen, as shown in Figure 15 above, and you will be redirected to the send reminder screen, as shown in Figure 19 below.
You can select the desired meeting date from the dropdown menu and click the Send Reminder button, and the system will send a reminder email to all the participants of that date, as shown in Figure 19 above.
News
Click the News card available on the program dashboard, as shown in Figure 5 above, and you will be redirected to the news list screen, where all the news related to the program will be shown in a tabular format, as shown in Figure 20 below.
Add News
Click on the Add News button available at the top of the news list page, and you will be redirected to the Add News page, as shown in Figure 21 below.
You can enter the details below and click the Submit button to create new news, as shown in Figure 21 above.
- Title (Textbox - Mandatory): Enter the Title of the News
- Summary (Textbox - Mandatory): Enter the summary of the News
- Description (Textarea - Mandatory): Enter the description of the News
- Upload (File Upload - Optional): Upload the attachment
View News
Click on the news View icon associated with each news row in the news list page, as shown in Figure 20 above, and the news detail page will open, as shown in Figure 22 below.
Edit News
Click on the Edit button available on the top right side of the news edit screen, as shown in Figure 22 above, and you will be redirected to the edit news page, as shown in Figure 23 below.
You can update the details below and click the Submit button to modify the news, as shown in Figure 23 above.
- Title (Textbox - Mandatory): Enter the Title of the News
- Summary (Textbox - Mandatory): Enter the summary of the News
- Description (Textarea - Mandatory): Enter the description of the News
- Upload (File Upload - Optional): Upload the attachment
To archive news, click the Archive this News button available at the bottom of the edit page, as shown in Figure 23 above.
Resources
Click the Resources card available on the program dashboard, as shown in Figure 5 above, and you will be redirected to the resource list screen, where all the resource files related to the program will be shown in a card format, as shown in Figure 24 below. Click on the list tab to view the resource files in a tabular format, as shown in Figure 24 below.
Click on the list tab to view the resource files in a tabular format, as shown in Figure 25 below.
Click on the Sort Arrow available on the header row of the resource table to sort the resource files, as shown in Figure 25 above.
Add Resource
Click on the Add Resource button available at the top of the resource list page, and you will be redirected to the Add Resource page, as shown in Figure 26 below.
You can enter the details below and click the Submit button to upload a new resource, as shown in Figure 26 above.
- Resource Type (Dropdown List - Mandatory): 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): Enter the description of the resource
- Upload (File Upload - Optional): Upload the attachment
View Resource
Click on the individual resource Card or Title, as shown in Figure 24 or Figure 25 above, and the view screen will open on the right side of the resource list page, as shown in Figure 27 below.
Click on the External Link icon available on the right side of the file name to view the resource file in a new window, as shown in Figure 27 above.
Click on the Copy Link icon available on the file URL to copy the file name, as shown in Figure 27 above.
You 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.
To archive a resource, click the Archive button available on the right side of the resource list page, as shown in Figure 27 above.
Download
Click on the Download button available at the top of the Individual Event Dashboard screen, as shown in Figure 5 above, and you will find three options for downloading, as shown in Figure 28 below.
- Member Meeting Slots
- Member Profile
- Meetings
Download Member Meeting Slots Details
Click on the Download Member Meeting Slot button, as shown in Figure 28 above, and a pop-up window will open with the details of all the meeting slots so that you 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
Click on the Download Member Profile button, as shown in Figure 28 above, and a pop-up window will open with the details of all the meeting slots so that you 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
Click on the Download Member Meetings button, as shown in Figure 28 above, and a pop-up window will open with the details of all the meeting slots so that you can print them using a printer command or save the file in PDF format for later use, as shown in Figure 31 below.
Slots
Click the Slots button available on the individual event dashboard, as shown in Figure 15 above, and you will be redirected to the slot list page where all the meeting slots will be shown data-wise in a card format, as shown in Figure 32 below.
Click on the available slot green colour button to deactivate the particular slot, as shown in Figure 33 below, and a pop-up screen will appear on the top of your screen. Click on the OK button to deactivate the slot.
Similarly, click on the inactive slot's grey colour button to activate it.
To activate/deactivate multiple slots for a particular day, click on the Select All checkbox and click the Activate or Deactivate button available on the top right side of the screen and a popup screen will appear on the top of your screen and by clicking on the OK button you can activate or deactivate all the slots of that day, as shown in Figure 34 below.
Agenda
Click the Agenda button available on the individual event dashboard, as shown in Figure 5 above, and you will be redirected to the agenda list page where all the agendas for the event will be displayed, as shown in Figure 35 below.
Click the + icon associated with the member of each agenda item, as shown in Figure 35 above, and the list of other members will be shown. By clicking the Title of each member, you will be redirected to the member's profile page.
Click the + icon associated with each agenda item, as shown in Figure 35 above, and a detailed agenda will appear, as shown in Figure 36 below.
Add Agenda
Click on the Add Agenda button available at the top of the agenda list page, and you will be redirected to the Add Agenda page, as shown in Figure 37 below.
You can enter the details below and click the Submit button to create an agenda, as shown in Figure 37 above.
- Title (Textbox - Mandatory): Enter the Title
- Date (Date box - Mandatory): Enter the agenda date
- Time (Time box - Mandatory): Enter the agenda time
- Users (Multi-select - Optional): Select the users from the options available
- Description (Textarea - Mandatory): Enter the description
Edit Agenda
Click on the Title of each agenda on the agenda list page, and you will be redirected to the edit agenda page, as shown in Figure 38 below.
You can update the details below and click the Submit button to modify the agenda, as shown in Figure 38 above.
- Title (Textbox - Mandatory): Enter the Title
- Date (Date box - Mandatory): Enter the agenda date
- Time (Time box - Mandatory): Enter the agenda time
- Users (Multi-select - Optional): Select the users from the options available
- Description (Textarea - Mandatory): Enter the description
Click on the Archive this Agenda button available at the bottom of the edit page, as shown in Figure 38 above, to archive the agenda.
Export Agenda
Click on the Download button available on the top right side of the agenda list screen, as shown in Figure 35 above, and the dropdown option Export to Excel and Export to PDF will appear. You can select the option to download the agenda and your entire agenda will be exported to your local systems, as shown in Figure 39 below.
Location
Click the Location button available under the Settings drop-down menu on the individual event dashboard, and you will be redirected to the location list page, where all the locations for the individual event will be displayed, as shown in Figure 40 below.
You can click on the Location column of the Bootstrap table, and you will see an input field where you can add the location details, then click on the Tick Mark to set the location details, as shown in Figure 41 below.
Edit Program
Click on the Edit button available at the top of the individual event dashboard screen, as shown in Figure 5 above, and you will be redirected to the event edit page, as shown in Figure 42 below.
You can edit the details below and click the Submit button to update the program, as shown in Figure 42 above.
- Title (Textbox - Mandatory): Enter the program title
- Program Date & Time (Date and Time box - Mandatory): Enter the program date and time
- Slot Duration (Drop Menu - Mandatory): Select the slot duration from the drop-down list
- Meeting Mode (Select box - Mandatory): Select from the option ‘Virtual’ or ‘In Person’
- Address (Textbox - Mandatory): Enter the meeting location
- Description (Textarea - Optional): Enter the meeting description
Click on the Close button available at the bottom of the screen, as shown in Figure 42 above, to remove the program from your space.
Click on the Archive this Program button available at the bottom of the screen, as shown in Figure 42 above, to archive the program from your space.
