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#1 Labor-Saving DACdb Feature
Welcome to Registration & Reconcile #1 Labor-Saving DACdb Feature
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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.” Large Banners 3
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Handout DACdb Online Registration Concept Overview Organizing Events and Meetings “Public” Calendar Website Facebook Limited Info (no registration) Event Meeting Project Activity Who? What? Where? When? How Much? DACdb Calendar Members Always Know Where to 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 Event Link Regrets Link PMail Information Registrations, Regrets, Payments Large Banners Event Check-in Badges Rooms Payment Target Audience Club Committee Group Who Came? Who No-Showed? Reconcile with Future Events 4
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Step By Step
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Build the Event
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Add Blank Event Here
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Members Always Know Where to Look
Handout DACdb Online Registration Concept Overview Organizing Events and Meetings “Public” Calendar Website Facebook Limited Info (no registration) Event Meeting Project Activity Who? What? Where? When? How Much? Who? What? Where? When? How Much? DACdb Calendar Members Always Know Where to 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 Large Banners Target Audience Club Committee Group 13
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Pmail Invitation
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Target Audience
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Presidents Presidents-Elect Secretaries Treasurers Exec. Secretaries AGs Membership Chairs Club Admin. Chairs Directors
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Members Always Know Where to Look Registrations, Regrets, Payments
Handout DACdb Online Registration Concept Overview Organizing Events and Meetings “Public” Calendar Website Facebook Limited Info (no registration) Event Meeting Project Activity Who? What? Where? When? How Much? Who? What? Where? When? How Much? DACdb Calendar Members Always Know Where to 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 Large Banners Target Audience Club Committee Group 20
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Event/Regrets Links
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Insert Registration link
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Area 3, 11 & 12 Treasurer/Membership/Grants & RI Foundation Training
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Includes User ID and Event ID
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Members Always Know Where to Look Registrations, Regrets, Payments
Handout DACdb Online Registration Concept Overview Organizing Events and Meetings “Public” Calendar Website Facebook Limited Info (no registration) Event Meeting Project Activity Who? What? Where? When? How Much? DACdb Calendar Members Always Know Where to 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 Event Link Regrets Link PMail Information Registrations, Regrets, Payments Large Banners Target Audience Club Committee Group 26
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Reconcile
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Calendar View Events- Reconcile
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Calendar View Events- Reconcile
Start from the Event, THEN the Target Audience
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Presidents Presidents-Elect Secretaries Treasurers Exec. Secretaries
GdG-P, PE, S, T, CES, AG,Mem,CA,CD,AG Presidents Presidents-Elect Secretaries Treasurers Exec. Secretaries AGs Membership Chairs Club Admin. Chairs Directors
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Handout DACdb Online Registration Concept Overview Organizing Events and Meetings “Public” Calendar Website Facebook Limited Info (no registration) Event Meeting Project Activity Who? What? Where? When? How Much? DACdb Calendar Members Always Know Where to 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 Event Link Regrets Link PMail Information Registrations, Regrets, Payments Large Banners Event Check-in Badges Rooms Payments Target Audience Club Committee Group Who Came? Who No-Showed? Reconcile with Future Events 40
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Cash
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Registrar monitors registrations and payments in backroom
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 Large Banners 44
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For most events, those unpaid on arrival < 5%
D-7750 Collections Protocol For most events, those unpaid on arrival < 5% Charge 3% cc clearing fee to event budget Large Banners 45
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Use Excel Export to create checkin/payment sheets
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 Large Banners 46
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#1 Labor-Saving DACdb Feature
Registration & Reconcile #1 Labor-Saving DACdb Feature
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