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Comment: Updated Event Information Section

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Section

Edit Event Information

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From the Events screen select "Edit"

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Once selected you can edit the following information for the event:

  1.  Name of the Event **
  2.  Event Type **
    1. If you don't see the Event Type you need a new event type will have to be added first using the Settings > Events > Types Function.
  3. Event Location
    1. If you don't see the Event Location you need a new event location will have to be added first using the Settings > Events > Location Function.
  4. Event Description
  5. Chapter
    1. Either Lodge Wide or specific Chapter event
  6. Start & End Date / Time ** (See Dialog Example Above)
  7. Visibility to Public Member Calendar
  8. Indication type is any
    1. Ordeal
    2. Brotherhood
    3. Vigil
  9. Special Flags
    1. Callout Ceremony
    2. Lodge LLD
  10. Registration Link
    1. Candidates
    2. Members
    3. Brotherhood

** REQUIRED fields will be Event Name, Event Type, Event Start date/time and Event End date/time.


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Section

Managing Event Attendance

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Add Attendee

From the Event Grid select the event you want to manage and select the button.




The your event attendance grid will be displayed. Select the button to add an attendee.


Type in a members name and select the member you want.



After you indication the member your screen will populate a number of fields and indicate items that need attention in red. When you get to the point of check-in you can take care of these updates and using the button you can collect the dues.



Scroll down the window to take any pre-event payments. Select the Type pull down to indicate the fee you are recording and the Paid Amount will fill in and the check box will fill in. Indicate the Payment Date, the Payment Method and if needed a Receipt Number. If the person will pay at the door select the check box to indicated that payment has not been taken and will be collected at the Check In.

In most cases you are done and will select the Save button, but if you are going to add more attendee's you can select the Add Another button before you select Save.


When complete you will be back to the event attendance grid with your need attendee in the list.


Import Attendees

You can import attendees from a spreadsheet by following these directions.






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