Event Management

Public seminars and training events from the calendar, including regional and one-day training.

Overview

Event Management is the workspace for events that clients register for, such as the seminars on the training calendar. Picking the event name from the Courses catalogue fills in the planned date, venue, fee and CPD hours and shows the event code under the field. If a course has several planned dates you choose one.

For calendar seminars the registration flow is: a client books, the invitation letter and proforma invoice go to the client’s HR contact, about three days later the customer-service team ticks which delegates confirmed, a confirmation email goes out, only confirmed delegates are invoiced, and delegates who never confirmed can be sent to CRM as leads. Documents are sent to the organisation’s contact on its customer record, never to the delegates themselves.

One event can have several client organisations. Each gets its own nomination link, invoice and share of costs. Delegates can sign in on their own phones by QR code, walk-ins are approved or dismissed by staff, and a PAX registration sheet (a stamped PDF register) and an attendance Excel can be downloaded. If a five-day course is compressed into three, you can change the real first and last day with a reason; attendance outside the new range stops counting.

Event Management: Event Management in the CPD Training module. — Event Management in the CPD Training module.

When to use event management

A client registers for a seminar on the training calendar.
You run one event for several organisations.

Prerequisites

Step by step

In the CPD Training module open Engagements in the green navigation bar, then choose Event Management under Programmes.
Screenshot for this step has not been captured yet — run npm run docs:flow.

Lifecycle

RegistrationAwaiting confirmationInvoiceCoordinationTraining / eventCompletionReporting

These are the stages of the default “Calendar Seminar Flow”. Workflows are configuration, so your company’s stages may differ.

What you see on the screen

Columns: NUMBER, EVENT, CLIENT, EVENT TYPE, EVENT DATE, VENUE, ATTENDEES (CONFIRMED / REGISTERED), BUDGET → ACTUAL, CURRENT STEP, STATUS.
Actions on the screen: New Event.

Permissions

These permission keys control access (granted to roles in Administration → Roles & Permissions):

cpd.engagements.cancel
cpd.engagements.create
cpd.engagements.delete
cpd.engagements.read
cpd.engagements.stage
cpd.engagements.update
hospitality.event.manage
hospitality.event.read

In-House Training