Betty Westbrook

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18 results found

1. Installments / Payment plans for events and memberships

   241 votes

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   178 comments  ·  Wishlist » Events  ·  Delete…  ·  Admin →
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   Betty Westbrook supported this idea  ·  Apr 10, 2018

2. List all event attendees individually on the Attendance Reports

   36 votes

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   6 comments  ·  Wishlist » Events  ·  Delete…  ·  Admin →
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   Betty Westbrook commented  ·  Sep 13, 2017  ·  Edit…  ·  Delete…

   We need a report for registrants that includes their contact information --
   email address & phone number at a minimum so we can provide it to teachers before the start of the class. Trying to format it in Excel is too difficult and it has to be done again and again for each class.

   Save Submitting...

3. custom reporting

   60 votes

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   4 comments  ·  Wishlist » Reporting  ·  Delete…  ·  Admin →
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   Betty Westbrook supported this idea  ·  Sep 13, 2017

4. Please add member id field when we export email logs.

   6 votes

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   0 comments  ·  Wishlist » Import / Export  ·  Delete…  ·  Admin →
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   Betty Westbrook shared this idea  ·  Apr 14, 2017

5. Transfer attendees between different events

   44 votes

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   23 comments  ·  Wishlist » Events  ·  Delete…  ·  Admin →
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   Betty Westbrook supported this idea  ·  Sep 2, 2016

6. Managing late event cancellation - payment forfeit

   42 votes

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   10 comments  ·  Wishlist » Events  ·  Delete…  ·  Admin →
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   Betty Westbrook supported this idea  ·  Sep 2, 2016

7. Sort admin event list

   39 votes

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   21 comments  ·  Wishlist » Events  ·  Delete…  ·  Admin →
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   Betty Westbrook supported this idea  ·  Sep 2, 2016

8. Event Manager without being Event Admin

   213 votes

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   85 comments  ·  Wishlist » Events  ·  Delete…  ·  Admin →
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   AdminKatya Tyukina (Senior Director of Product, Wild Apricot by Personify) responded

   Hello everyone,

   I've been working on this idea for a while, and most of you have described the same trap. You need a volunteer to run one or several events, and the only way to let them is to hand over your whole contact database and your finances. But there are different events and different needs. So I'd like to test the shape with you before we build it.

   
   

   The idea is to maintain the current role of Event Manager, which currently grants access to all events. However, you can also limit this access and assign the person to specific events by choosing from one of three levels of access:

   1. Check-in assistant - welcome people at the door, handle walk-ins. Sees their assigned events and who's registered. Checks people in, signs up whoever turns up, takes payment at the door. Cannot edit the event or its registrations.
   2. Registration manager - help with accepting and managing registrations, including waitlist, before/during/post event. Has access above, plus edit and cancel registrations, run the waitlist, export their own list, and email their own registrants.
   3. Event lead - complete event management, including tickets, emails and event details, for assigned events. Can duplicate an event they run.

   
   

   Imptortant note: At every level there is no access to full contact list and details (only registration information), member records, invoices or payments, no refunds, and no sight of any event they haven't been assigned to.

   
   

   I'd like your reaction to some of that:

   1. Do these three levels match how your events are actually staffed, or is something sitting in the wrong one? Maybe overkill even.
   2. Assignment is per event. If you run 100 or more events a year, does that work? We will copy the assignment with event.
   3. A person gets one level across all their events, you will assign the new role same way as you do now. Does that break anyone who wears two hats — a committee chair at one event, a door volunteer at another?
   4. Any other concerns?

   
   

   On the admin mobile app, you'll probably notice the quickest benefits. It already performs the essential functions of a check-in assistant — QR and manual check-in, managing registrations, guests, waitlists, and recording payments. Currently, door volunteers can't use it because it needs full event manager access. Once access can be limited, the app will be accessible to those requesting it for their assigned events.

   
   

   Please let me know your thoughts.

   
   

   Best,

   Katya Tyukina,

   Sr. Director of Product, Momentive software.

   Hello everyone,

   I've been working on this idea for a while, and most of you have described the same trap. You need a volunteer to run one or several events, and the only way to let them is to hand over your whole contact database and your finances. But there are different events and different needs. So I'd like to test the shape with you before we build it.

   
   

   The idea is to maintain the current role of Event Manager, which currently grants access to all events. However, you can also limit this access and assign the person to specific events by choosing from one of three levels of access:

   1. Check-in assistant - welcome people at the door, handle walk-ins. Sees their assigned events and who's registered. Checks people in, signs up whoever turns up, takes payment at the door. Cannot edit the event or its registrations.
   2. Registration manager -… more
   Betty Westbrook supported this idea  ·  Sep 2, 2016

9. Select event registrants to receive tailored emails

   33 votes

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   1 comment  ·  Wishlist » Events  ·  Delete…  ·  Admin →
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   Betty Westbrook supported this idea  ·  Sep 2, 2016

10. When Back clicked, make it so you can return exactly to the place you were

    89 votes

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    17 comments  ·  Wishlist » Usability  ·  Delete…  ·  Admin →
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    Evgeny Zaritovskiy responded

    I’m making this not just about events, but other lists too – this is a common usability problem.

    Betty Westbrook supported this idea  ·  Sep 2, 2016

11. Customize the Attendance Report

    71 votes

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    21 comments  ·  Wishlist » Events  ·  Delete…  ·  Admin →
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    Betty Westbrook supported this idea  ·  Sep 2, 2016

12. Customize event attendee list - both public and admins sides

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    79 votes

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    65 comments  ·  Wishlist » Events  ·  Delete…  ·  Admin →
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    Evgeny Zaritovskiy responded

    Merged several posts together, so that both public and admins lists can be customized. This is better for analysis and design to work on them together.

    Betty Westbrook supported this idea  ·  Sep 2, 2016

13. event payment reminders

    126 votes

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    16 comments  ·  Wishlist » Events  ·  Delete…  ·  Admin →
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    Betty Westbrook supported this idea  ·  Sep 2, 2016

14. Fast registration or Simplify buying registrations to multiple events or multiple registrations in one event

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    377 votes

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    177 comments  ·  Wishlist » Events  ·  Delete…  ·  Admin →
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    Evgeny Zaritovskiy responded

    I merged another very similar thread into this one, they should be solved together – the registration to multiple events should be simple and fast if possible. There are a number of suggestions in comments on how to achieve this.

    Betty Westbrook supported this idea  ·  Sep 2, 2016

15. Notification for bounced email

    35 votes

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    2 comments  ·  Wishlist » Emails  ·  Delete…  ·  Admin →
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    Betty Westbrook supported this idea  ·  Sep 2, 2016

16. Dramatically simplify membership renewal process for members

    67 votes

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    35 comments  ·  Wishlist » Members  ·  Delete…  ·  Admin →
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    Betty Westbrook supported this idea  ·  Jan 22, 2016

17. Printable and Downloadable Custom Reports e.g. Member Directory

    82 votes

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    34 comments  ·  Wishlist » Members  ·  Delete…  ·  Admin →
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    Betty Westbrook supported this idea  ·  Jan 22, 2016

18. Provide reporting on member logins

    249 votes

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    59 comments  ·  Wishlist » Members  ·  Delete…  ·  Admin →
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    Betty Westbrook supported this idea  ·  Jan 22, 2016