Features:
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Benefit: Tab organisation facilitates quick, easy navigation. Use tabs to quickly move from the booking grid to event management details, customer contacts, venues, and suppliers.
Benefit: Wizards will guide you through the important steps of a booking and makes the system user-friendly (especially for users with minimal computer experience or new employees). This saves time and ensures that all necessary information is captured.
Benefit: The internal reminder system creates 'actions' - automatic pop up windows that notify users of impending tasks and to-do's.
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Benefit: Allows for multiple users. Assign events or tasks, send messages, or set reminders for other users from inside the program.
Benefit: Get fast, detailed information with professionally designed, built in reports, or customise reports with the report explorer.
*Producing new reports requires previous experience with SQL scripts and report building.
Report List
Benefit: Create itineraries for attendees, speakers and sponsors, and produce reports that can be emailed directly to participants.
Benefit: Manage accounting, invoicing and budgeting from within EventPro Planner. Track your actual vs. budgeted expenditure through the entire event process.
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Benefit: All communications are recorded in a log. Message other users and set reminders for yourself. Merge client or attendee information into form letters, mailing labels, or directly into the body of an email.
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Benefit: Import data, such as external attendee files, via the mapping and import wizard directly into the system. Reports are easily exportable to a number of formats: RTF, XLS and PDF.
Benefit: An online registration module is available for publishing events and attendee data to a website.
**Customisation requires previous experience with HTML programming.
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Benefit: Record, update and search items such as attendee types, registrations, client communications, budgets and more.
Benefit: Control the tasks users are allowed to perform, and the information they can view. Allows users access to different areas according to their responsibilities, while giving other users view-only rights.
Benefit: Change dates, add or remove days, or assign events to a new planner by dragging and dropping events on the calendar.
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Benefit: Schedule event functions with the graphical drag and drop view. Break down each hour of an event into individual functions and setup requirements.
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Benefit: Add user-defined fields to virtually any record, adjust tab order on screens, or hide unused tabs.
Benefit: Record available room types and features. Search venues by feature to find appropriate locations for new event bookings.
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Benefit: Keep detailed supplier records to manage catering, labor and staffing, and setup items.
Benefit: Comment tabs provide space for entering detailed event information, which can be printed in any of the numerous report formats.
Benefit: Track all attendee details such as travel arrangements and room and item requirements.
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Benefit: Press the print button to automatically generate your attendee badges for any event.
Benefit: Easily manage seating arrangements and table selections. You can then print a report By Attendee or By Table.
Benefit: Control and assign which screens users can access as well as view and edit rights.
Benefit: This feature allows you to view all your events in a calendar in Year, Month or Week format. You can filter by Event Status or Event Manager.
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Benefit: Do you receive attendee lists in Microsoft Excel, CSV (comma separated values) or Microsoft Access? EventPro Planner allows you to “Import” all attendees, eliminating hours of typing.
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Feature in Focus: Budgeting Made Easy
A well-organised budget is a crucial part of organising a successful event, but creating an event budget can be an overwhelming ordeal.
Balancing income and expenses can be difficult at the best of times, but it is particularly frustrating if you don't have the right tools. Many event planners still toil through the process of keying income and expense amounts into outdated spreadsheets. In addition to the potential for error every time you type something in, problems can result from broken links, different layouts in different documents, or multiple users saving copies of spreadsheets under different names.
Why struggle with spreadsheets when you can streamline the budgeting process with EventPro Planner's Budget Module? The Budget Module tracks revenue and cost items as you work, increasing the speed of the collection process and eliminating errors.
To make data entry quick and easy, you can create Budget Templates for each type of event. With one click, you can copy a template into any event. Templates can easily be customised for a specific event by simply adding or removing categories or items.
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