Event Tab
This topic covers the Setup tasks available on the Event Tab which includes the following child forms:
- event types
- fee categories
- session/track types
- event category
Once you expand the child forms under the Event Tab, you can see icons that allow you to perform the following actions on the page:
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goto record icon to view that record's profile page. | |
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edit icon to edit a record on the child form. | |
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linked headings to sort the records. |
Event Types
- Event Type
- The type of program, occasion, or event activity. The Event Type is used for tracking purposes.
Example: Examples of Event Types: seminar, workshop, lecture, silent auction, exhibit show.
To Add an Event Type:
- Go to Modules > Events > Overview > Events Setup > Event Tab
- On the event type child form, click the Add icon.
- In the Add - Events Type window, enter an event type code.
- Click Save. The new event type appears in the list under the event types child form.
Fee Categories
- Event Fee Category
- The type of event fee.
- Session Fee: presentation, special event, breakfast, workshop, tour
- Registration Fee: full registration (3 days), 1-day registration
- Member Fee: non-member rate, member rate, student member rate
- Discount Fee: sponsor discount, speaker discount
To Add an Event Fee Category:
- Go to Modules > Event > Overview > Events Setup > Event Tab
- On the fee categories child form, click the Add icon.
- In the Add - Event Fee Category window, enter a fee category code.
- Enter a fee category description (optional).
- Click Save. The new fee category appears in the list under the fee categories child form.
Session/Track Types
Session Types
- Session Type
- A function taking place at the event.
Example: Examples of Session Types: a presentation, discussion, dining event, exhibition, award presentation, or reception.
- Track Type
- Represent a specific area of interest or specialization within a given session or topic, or can be based on level of ability (beginner, intermediate, advanced). A track type may be used to categorize a series or group of sessions.
Example: Examples of Event Track Types: international issues, future trends, current technology.
To Add an Event Session or Track Type:
- Go to Modules > Event > Overview > Events Setup > Event Tab.
- On the event/session track type child form, click the Add icon.
- In the Add - Events Session-Track Type window, enter the session type or the track type.
- Click Save. The new session or track appears in the list under the session / track types child form.
Event Category
- Event Category
- Another way of further classifying an event usually in a more specific manner than an Event Type.
Example: Examples of Event Categories: site tour, panel discussion, wine and dine, awards dinner.
To Add an Event Category:
- Go to Modules > Event > Overview > Events Setup > Event Tab.
- On the event category child form, click the Add icon.
- In the Add - Event Type window, enter an event category.
- Click Save. The new event category appears in the list under the event category child form.