Streamline Event Registration & Reconcile with DACdb

2. Welcome to Registration & Reconcile #1 Labor-Saving DACdb Feature

3. Organizing Events and Meetings “Next week we will have our annual fellowship outing. Please let Jack Thompson know if you’re coming and if you plan to bring a guest. Food choices will be chicken and fish. Please pay Jack.”

4. Handout DACdb Online RegistrationConcept Overview Organizing Events and Meetings • “Public” Calendar • Website • Facebook • Limited Info (no registration) Who? What? Where? When?How Much? • Event • Meeting • Project • Activity DACdb Calendar Members Always Know Whereto Look “Next week we will have our annual fellowship outing. Please let Jack Thompson know if you’re coming and if you plan to bring a guest. Food choices will be chicken and fish.” • Backroom • Tracking • Admin • Payments Multi-User, Real Time • Online Registration • Confirm • Regret • Payment • Reconcile • Club • Committee • Group Lather, Rinse, Repeat (3 Times) • PMail • Information • PMail • Information • Event Link • Regrets Link Registrations, Regrets, Payments • Event • Check-in • Badges • Rooms • Payment • Target Audience • Club • Committee • Group Who Came?Who No-Showed?Reconcile with Future Events

5. Step By Step

6. Build the Event

8. Add Blank Event Here

13. Handout DACdb Online RegistrationConcept Overview Organizing Events and Meetings • “Public” Calendar • Website • Facebook • Limited Info (no registration) Who? What? Where? When?How Much? Who? What? Where? When?How Much? • Event • Meeting • Project • Activity DACdb Calendar Members Always Know Whereto Look “Next week we will have our annual fellowship outing. Please let Jack Thompson know if you’re coming and if you plan to bring a guest. Food choices will be chicken and fish.” • PMail • Information • Target Audience • Club • Committee • Group

14. Pmail Invitation

15. Target Audience

16. Presidents Presidents-Elect Secretaries Treasurers Exec. Secretaries AGs Membership Chairs Club Admin. Chairs Directors

20. Handout DACdb Online RegistrationConcept Overview Organizing Events and Meetings • “Public” Calendar • Website • Facebook • Limited Info (no registration) Who? What? Where? When?How Much? Who? What? Where? When?How Much? • Event • Meeting • Project • Activity DACdb Calendar Members Always Know Whereto Look “Next week we will have our annual fellowship outing. Please let Jack Thompson know if you’re coming and if you plan to bring a guest. Food choices will be chicken and fish.” • Online Registration • Confirm • Regret • Payment • PMail • Information • PMail • Information • Event Link • Regrets Link Registrations, Regrets, Payments • Target Audience • Club • Committee • Group

21. Event/Regrets Links

22. Insert Registration link

23. Area 3, 11 & 12 Treasurer/Membership/Grants & RI Foundation Training

24. Includes User ID and Event ID

26. Handout DACdb Online RegistrationConcept Overview Organizing Events and Meetings • “Public” Calendar • Website • Facebook • Limited Info (no registration) Who? What? Where? When?How Much? • Event • Meeting • Project • Activity DACdb Calendar Members Always Know Whereto Look “Next week we will have our annual fellowship outing. Please let Jack Thompson know if you’re coming and if you plan to bring a guest. Food choices will be chicken and fish.” • Online Registration • Confirm • Regret • Payment • Reconcile • Club • Committee • Group • PMail • Information • PMail • Information • Event Link • Regrets Link Registrations, Regrets, Payments • Target Audience • Club • Committee • Group

27. Reconcile

28. Calendar View Events- Reconcile

29. Calendar View Events- Reconcile Start from the Event, THEN the Target Audience

35. Presidents Presidents-Elect Secretaries Treasurers Exec. Secretaries AGs Membership Chairs Club Admin. Chairs Directors GdG-P, PE, S, T, CES, AG,Mem,CA,CD,AG

40. Handout DACdb Online RegistrationConcept Overview Organizing Events and Meetings • “Public” Calendar • Website • Facebook • Limited Info (no registration) Who? What? Where? When?How Much? • Event • Meeting • Project • Activity DACdb Calendar Members Always Know Whereto Look “Next week we will have our annual fellowship outing. Please let Jack Thompson know if you’re coming and if you plan to bring a guest. Food choices will be chicken and fish.” • Backroom • Tracking • Admin • Payments Multi-User, Real Time • Online Registration • Confirm • Regret • Payment • Reconcile • Club • Committee • Group Lather, Rinse, Repeat (3 Times) • PMail • Information • PMail • Information • Event Link • Regrets Link Registrations, Regrets, Payments • Event • Check-in • Badges • Rooms • Payments • Target Audience • Club • Committee • Group Who Came?Who No-Showed?Reconcile with Future Events

43. Cash

44. D-7750 Collections Protocol • Registrar monitors registrations and payments in backroom • Checks mailed to Registrar, posted as paid in backroom and deposited to District B of A acct. • 2-3 weeks before event, contacts those unpaid and asks for plans

45. D-7750 Collections Protocol • For most events, those unpaid on arrival < 5% • Charge 3% cc clearing fee to event budget

46. Other Backroom Functions • Use Excel Export to make custom badges & entrée choice place cards in MS Word Mail Merge • Use Excel Export to create checkin/payment sheets • Lay aside badges of unpaid

47. Registration & Reconcile #1 Labor-Saving DACdb Feature