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Tutorial Menu

 

 

Tutorial Home

     
  Upward Help
     
  Account Settings
     

 

Create New Event

     

 

Edit an Event

     

 

Build a Form

     
 

Edit Registrations

     
  Wait Listing
     
 

Broadcast Message

     
  Online Payments
     
  Viewing Data
     
 

Exporting Data

     
  Sharing Data
     
  Sign Up Page

 

 

 

 

 

 

Welcome to the EasyREG tutorial.  This tutorial will take you step by step through the entire process of creating and maintaining your online registration events.  If your looking for a Quick Start Guide, click here.  For the purpose of this tutorial, please remember that...

 

  • Event is the thing that people are registering for.  It can be anything from a basketball league to a lady's weekend retreat.
  • Registration is the actual individual submission that is entered for each event.  There are many registrations per event.

This tutorial is broken down into several areas.  It is best to walk through the entire tutorial from beginning to end so that you do not miss any of the many features that this program has to offer you.  You can later come back and review specific areas if you need a refresher for a particular aspect of the program.  The tutorial areas are ...

 

  • Creating a New Event.  All registration's begin with the creation of a new registration event.
     
  • Editing an Event.  This tutorial gives you a complete explanation of all the various settings that you can customize for each registration event.  This tutorial also goes into the different email configurations that you can use and customize for each event.
     
  • Building a Registration Form.  This tutorial shows you how to build a complete registration form with our unique "Build a Form" tool and no programming experience.

 

  • Sign Up Page.  EasyREG provides for you a sign up page to list all of your events on.  It is required that all events actively accepting registrations are placed on the signup page so registrants can "find them" in any attempt to perform multiple event registrations.  To display your active events on the signup page click on No under the "Sign Up Page" column and your event will toggle to Yes and be displayed on your sign up page for all to use.  Toggle it back to No and your event is instantly removed.
     
  • View/Sort your Data.  Viewing your events data in a consolidated view has never been easier.  Now you can select the data you wish to view, see it displayed in a spreadsheet style format all on one page, and then sort it by column by clicking on the column title of choice.

 

  • Viewing Registrations.  This tutorial will go into the specific statuses, what they mean to you, and how you can use (or not use) them to fit your specific needs.
     
  • Broadcasting a Message.  This tutorial gives you a full description of the powerful broadcasting tool which is integrated into EasyREG.  This utility will allow you to send emails to particular registrants in a particular event or to send broad emails out to several events at one time.
     
  • Online Payments.  This tutorial will give you all the information on integrating Paypal with EasyREG to provide you the ability to start accepting online payments for your events.
     
  • Exporting Data.  This tutorial will go into how you can easily export your online registration data into an Excel spreadsheet for sorting, sharing, and organizing.
     
  • Sharing your Data.  This tutorial will provide you with an in depth look at the ability EasyREG gives non administrators to view and download data.  Viewing a listing of registrants signed up for an event by someone other than an administrator can be very useful.  EasyREG gives you the ability to allow a group organizer to see and download the registrant data without giving them the ability to edit or change the data in any way.
 

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