Skip to main content

Creating a New Event

  • Updated

Event Profile 

Compass > Events > Configure New Event > Add Event Profile

When you are ready to establish a new event, you will begin by creating the Event Profile.

ne.png

The Event Detail establishes the following:  

  • Event Name  
  • Select Merchant - Who will process the payments
  • Type  
  • Description  
  • Event Begin and End Date/Time
  • Registration Begin and End Date/Time  
  • Published (Decide whether the event is published to members in myOmegaFi)  
  • Private Notes  
  • Remittance Notes (Specific notes to be displayed on the payment step for a registrant)  

Steps

Click "Next" and enter the "Point of Contact" for the Event: 

  • Event Point of Contact Name 
  • Event Point of Contact Phone 
  • Event point of contact Email   

Click "Next" to enter the Event Location Information 

  • Event Location  
  • Event Address 
  • Event Website

Click "Next" to enter the Event Field Settings for registration 

  • Event Field Settings (Included in the registration process)  
  • Enable Arrival Date  
  • Enable Arrival Notes 
  • Enable Departure Date  
  • Enable Departure Notes  
  • Enable Delegate Type  
  • Enable Chapter Represented  
  • Enable District Represented  
  • Enable Office Represented  

Click "Next" to enter any miscellaneous event settings 

  • Allow Registrants to choose overlapping sessions - this will allow a participant to register for events that are during the same time.
  • Allow Guest Registration – Picking "yes" means an individual can register others, including other members of their chapter, undergraduates, alumni, as well as any other guests.
  • Allow Registration List Viewing – Picking "yes" means individuals will be able to view who else is currently registered for the event. 
    • If set to yes, individuals do have the option to Opt-In or Out of appearing in this list during their registration.  
  • Use Packages 
    • The use of packages is not required.  If packages are utilized, Participant Types must be associated with each package offered.
      • Only individuals associated with the types (based on the audience) defined for the package will be offered the package.
      • Note - If packages are not being used, be sure to choose NO during the event setup. 
    • In addition, all sessions must be organized into packages. Ala carte sessions will not be available outside of a package (the system does allow the creation of a package with only one session, and sessions can be placed in multiple packages).  
  • Lifetime Event Attendance Eligible – By checking this box, the event will be counted in a participant’s Lifetime Attendance Record. 

Click "Next" to enter Payment Processing Options   

  • OmegaFi Processed – Determines if registrants will have the option to pay through myOmegaFi.
    • If set to "No" - All other payment options default to No and cannot be changed.  
    • If set to "Yes" - You must define the payment options you wish to offer. 
      • Options include payment by credit card and e-check, the option to make a partial payment, and an option to either pay later or pay at registration.    

The final step includes the option to copy Event Settings.  As an alternative to establishing event settings individually, you may choose to copy the settings from an event already established in the system.  Settings that will be copied include:  

  • Participant Types  
  • Delegate Types  
  • Discount Codes
  • Custom Fields and settings  
  • Sessions  
  • Packages  
  • Groups  
  • Room Types  
  • Rooms 

Once an event is established you can edit any setting details as appropriate, however, the option to copy is no longer available.  If you wish to copy settings from another event, you must do so during the initial configuration process. 

After choosing to create an event, the Event Profile is complete.  Options can be edited after creation by choosing the Edit button in the upper right.  

Once an event profile is established, the configuration of event details can begin. 

   

 

 

  

  

 

  

 

Related articles