ESSENTIALS FOR GETTING STARTED

For the smoothest start-up you'll need to have these things handy:

• The proper name of your organisation.  If you are a limited liability company, partnership or registered charity and plan to charge for your events or courses it is extra important to get this detail right.  The name you enter here will show on your invoices.
• If you are GST registered have your GST number at the ready.  Once you have entered it into Events Pronto it will print on all  invoices Events Pronto generates on your behalf.  If you are not GST registered you'll have the option to skip this step and all your invoices will be produced without GST.  If your organisation is GST registered, please enter your GST number even if you don't expect to run paid events.  That way, if you start to run paid events later all will be OK.
• Some ideas about what you'd like your 'organisation link' to be.  This is the address that will take people direct to your own events landing.  If your organisation is ABC Charity you might want your link to be something like www.eventspronto.co.nz/ABC.   Remember that if someone else has got the ABC option already, you'll need some back-up plans.
• If you are going to accept payment by internet banking, have your bank account name and number handy.  This will show on any invoices you create for events that offer internet banking as a payment option.
• If you aim to accept credit card payments and already have a merchant account for credit card processing, have the details of that handy too.  If you don't have a merchant account and want to accept credit cards, call us for free help.

OPTIONAL ARTWORK - IMAGES

Adding images is optional.  If you don't understand these instructions you can skip uploading images, ask a graphic designer (or your nearest teenager) for help or use our on-boarding service.  All images need to be in PNG, JPG or GIF and <500 kilobytes:

Your logo sized at a maximum width of 340 pixels and max height of 130 pixels.

• And, optionally your logo sized any width with a maximum height of 135 pixels.
• A social media image that will go with posts when people share your events from the event listing page.  Ideally it will have your your logo or an image that would be relevant to any event you run. Ideal size 972 X 548 pixels or larger.
• An events home page banner that will run at the top of your event home page.  Ideally this will have imagery that fits with your website. This needs to be exactly 918 pixels wide and 209 pixels high.
• A default event banner that will run at the top of any events that you put up in a hurry and don’t have time to make an individual banner heading for.  Ideally this will have imagery that fits with your website.  This needs to be exactly 800px X 153 pixels high.
• An individual event banner for each type of event you run – so that people can see at a glance they are in the right event.  You can create a new banner for each event or use the same banner for a number of related or repeated events.  This needs to be exactly 800px X 153 pixels high.

If you are getting help from a graphic artist or teenager you might like to give them 

If you ask for on-boarding we'll check exactly which parts of the set-up process you need help with and price the service accordingly.  Things people often like help with are:

• Converting some logo's and photos to correctly sized images.
• Getting a merchant account for processing credit card payments.
• Uploading your contact list so that you don't have to type them all.

It is free for you to ask about on-boarding services, so call us on 07 575 6903 for pricing if you think this might help you get started.

No.  You decide which payment options to offer.  

• Some organisations only offer free events and don't take payments.  
• Some accept credit card payment so they don't spend time chasing money.
• Some allow internet banking, so they don't incurr credit card fees.
• Some take cash or cheque payment.

It is OK to accept payment by all, some or none of these methods.

For small organisations Events Pronto is often a great leap forward in managing contacts. Each time someone books for one of your events their name and email is automatically added to your organisation's contact list.  

You can also classify your contacts into 'groups' so you can email invitations to courses and events to people in a particular group.  You might add people to groups related to their relationship to you like members, customers, locals or sponsors so you can give these people special 'early registration offers' or discount vouchers.  You might add people to groups related to their special interests so you can be sure to invite them to the thtings they are most interested in.

Running lots of events and sending lots of email invitations through Events Pronto helps you to keep contact details up to date.  Your contacts can change their contact details or unsubscribe from your mailing list, your contact list is immediately updated.

If you've heard that you should have a CRM but don't know what a CRM is, there's a good chance Events Pronto will be enough.  What it doesn't do that most CRM's do, is allow you to record notes about all your phone calls and emails with individuals or add them to the 'sales pipeline'.   

If you have a CRM already and it's packed with contacts you may want to either use the on-boarding service to have the contacts transferred into Events Pronto or talk to us about options for integrating your CRM for your course or events booking site.  

YOU CAN INVITE AN UNLIMITED NUMBER OF PEOPLE AS ADMINISTRATORS

You can add an unlimited number of course or event administrators for your Events Pronto account. There is no extra charge for you to have extra administrators.  Remember that everyone who is an organiser sees information is private and commercially sensitive, so don't invite organisers willy nilly.

HERE'S HOW TO ADD AN ADMINISTRATOR

Before you can invite someone to be an administrator you will need them to go to your events page and sign-up to the site.  Once they have done that you can invite them to be an administrator just by finding them in your contacts list and clicking on their name. Once you do this, you'll see a little 'Invite as Organiser' link come up toward the right of the screen.  Hit that link, and the person will be invited as an organiser.

MANY PEOPLE ASK WHY SOMEONE HAS TO SIGN-UP BEFORE BEING INVITED TO ADMINISTER.

You may be wondering why someone has to sign-up to the site before you can make them organisers.  That's because every organiser handles private information about your contacts and has the potential to create events which commit your organisation legally and commercially.  It is important for the protection of your organisation that they sign to the terms and conditions before gaining administrator access.