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Getting Started: Event Management

Getting Started: Event Management Event Management is another of the powerful and flexible tools at your disposal within the AMO system.  You can run very simple, straightforward events or incredibly detailed and complex event registrations handled masterfully through...

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How To: Add Attendee Status Types

How To: Add Attendee Status Types When your event comes and goes, you’ll want to see who actually attended the event. To help in this task, create Attendee Status Types. 1. Navigate to Event Management >> Attendee Status Types 2. Click the + Icon to create...

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How To: Add Activity Type

How To: Add Activity Types Please first read these articles before proceeding: - Getting Started: Event Management Activity Types are types of activities that would occur inside of an Event, you will need to set these before creating an Event. 1. Navigate...

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How To: Add Event Types

How To: Add Event Types 1. Navigate to Event Management >> Event Types 2. Click the green + Icon 3. Enter an Event Type name &...

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How To: Create Priority Codes

How To: Create Priority Codes Priority codes can be created in the Event Activity Area to allow Event Attendees a discount or complimentary registration cost. If you haven't created an Event yet, please read the following Support Articles - Getting...

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How To: View Past Events

How To: View Past Events AMO has two locations to view past events, either from the Dashboard or in the Event Module as well. If you haven't created an Event yet; please see the following support article: - Getting Started: Event Management Please see...

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How To: View Priority Code Usage

How To: Run Priority Code Report Priority code reports can now be found at the top report level and all event reporting levels, in addition to the individual code level (accessible via icon on the priority code datatable). Please see the below...

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How To: Trigger Conditional Event Options

How To: Trigger Conditional Event Options AMO has added the ability to trigger activity groups on-or-off depending on selections made during registration. This allows you to present different options during event registration depending on what is selected...

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How To: Manually Register Attendees

  How To: Manually Register Attendees 1. Navigate to Event Management >> Events 2. Click the Edit Icon next to your Event 3. Click the Register tab. you'll be brought to a screen to register attendees 4. Search for the existing Individual, click Filter 5....

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How To: Adjust Attendee Event Registration

How To: Adjust Attendee Registration Activity AMO allows you to adjust an Attendees registration activity, please see the below instructions for a Step by Step guide. If you haven't created an Event / Event Activities, Please first read these articles...

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How To: Report Education Credits

How To: Report Education Credits As an administrator, you can see an up-to-the-moment look at Education Credits by looking at the “Education Report”. To get started: 1. Navigate to Member Management >> Reports 2. Select the “Education Report” from the...

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How To: Add Logo to Certificate

How To: Add Logo to Certificate To get started: 1. Navigate to Website Management >> Website Styles and you'll see a file uploader for your "PDF Logo". After doing so, click back into Courses from the Event Management module and click "Generate...

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How To: Generate Course Certificates

How to Generate Course Certificates To Get Started: 1. Navigate to Event Management >> Events2. Click the "Edit" Icon next to your Event to view the courses. 3. Navigate to the Courses Tab 4. Click the "Edit" Icon next to the course to reveal the list of...

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How To: Refund Event / Adjust Registration

How To: Refund Event / Adjust Registration AMO has the ability to refund an event & make an adjustment / update to a registration activity. To Get Started: 1. Navigate to Event Management >> Events 2. Click on the "Edit" Icon next to the Event 3. From there, click on...

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How To: Setup Event Registration

How To: Setup Event Registration Please first read these articles before proceeding: - Getting Started: Event Management - How To: Create an Event To get started: 1. Navigate to Event Management >> Events 2. Click the "Edit" Icon next to the Event 3. Click...

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How To: Create an Event

How To: Create an Event Please first read these articles before proceeding: - Getting Started: Event Management - How To: Add Event Type To Get Started: To began creating your event, head to the Event Management >> Events. 1. Click the "Green Plus" Icon to create an...

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How To: Setup Registration Discounts & Penalties

Registration Options You can create discounts for early registration or even penalty pricing for late comers, using the Valid From and Valid To fields in the Activities area. For example, let's split the Registration into three parts—an Early Bird price for the first...

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How To: Setup Event Activities & Groups

How To: Set-Up Event Activities and Activity Groups Please first read these articles before proceeding: - Getting Started: Event Management - How To: Create an Event Event Activities and Activity Groups are the tools that really make Event Management powerful for...

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How To: Add Education Types

How To: Add Education Types You may offer Continuing Education Opportunities outside of AMO or you may allow your members to complete CE from an outside vendor or online education tool.  In any of these cases, you will want to have your members report their CE...

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