In this webinar, we review tips and tricks for effective seminar and appointment management including registering contacts, importing seminar rosters and managing duplicates. Next, we review how to tie new business back to the originating seminar (or event) to track ROI, and review troubleshooting for syncing calendars and appointments.
🔗 Additional Resources
📌 Note: Make sure your import file has only the following attendance options:
Pending
Attended
Canceled *not Cancelled
No Show
Rescheduled
Waitlisted
The import will fail if you attempt to import an attendance status not listed above.