Events & Training

Events and Training are often key revenue streams for membership organisations and are great ways to provide value to members.

Advertise Events On Your Own Website

Instead of selling your tickets on third-party websites (who most likely take a cut of your profits), why not put them on your website instead so that it becomes the one-stop shop for all your organisational needs.

• They can be managed in one place and pushed to the Website and Member Portal
• People can pay online quickly and easily by card
• All transactions can be documented in the CRM for financial analysis or can be uploaded to your Accounts system
• Delegates can be managed in the CRM
• Members can log in to the Portal and see events and training they are booked onto, where they can download receipts
• Easy to use event management tools where you can create to do lists and assign them to staff members
• Staff can see all of their activities in one place

You can use Activity Tasks in the ‘Timeline’ to manage events by allocating tasks to staff members:

Filter by a specific Event to give a complete Event 'To Do' list: