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NHORA Club Express CRM for Board of Directors ONLY

Create an Event Registration Website

NHORA Chapter Event Registration Setup Instructions


Follow the steps below to create and configure an event registration page for an NHORA Chapter through the ClubExpress CRM.


1.Access the Event Management Section


• Log in to www.nhora.org.

• Click the ⚙ Control Panel option.

• Go to the Website tab.

• Under Website Modules, select Events.

• Click ➕ Add, then select Events.


2. BASIC INFORMATION

• Enter the required event information.

• Click Next.


Note: Under Specify what additional information is needed for this event, uncheck the following options: Edit, Cancellation, & Release Agreements & After the event


3. FORMATTED DESCRIPTION

• Click Edit.

• Select the 🧰 Show Page Building Sidebar icon.

• Select 100% Width for the content section.

• Click Insert Image and upload the event flyer.

• Check This panel is complete.

• Click Save.


4.EVENT CONTACT

• Click Edit.

• Search for the last name of the Event Director and the NHORA Chapter President.

• Check the following options for the appropriate contacts:

- Admin Rights

- Primary Contact

• Only enable the display of the following contact information:

- Phone

- Mobile Phone

• Check This panel is complete.

• Click Save.


5.LOCATION

• Click Edit.

• Enter the venue name and complete event address.

• Check This panel is complete.

• Click Save.


6. REGISTRATION & FEES

Set up the Registration & Fees section using the following information:


A. Registration: Required

B. Register" Button Text: Register Now

C. Avoid Duplicate Registrations: Yes

D. Is the Capacity of This Event Limited?: Select Yes or No (depending on the event)

E. Fees / Payments: Select the appropriate option:

• A fee will be charged for all or part of this event – Select this option when payment is required.

• No fee will be charged for any part of this event – Select this option when the event is free to attend.

F. Financial Account:Master Event Registration

G. Track Attendance: Yes


After completing the section:

• Check This panel is complete.

• Click Save.



7. WHO CAN REGISTER

Click Edit and configure the registration settings as follows:


A. Registrant Type: Everyone

B. Display Name: Member or Non-Member

C. Fee: Enter the applicable ticket price.

D. Visibility: Everyone


Important Note: Selecting Everyone under Registrant Type allows attendees to register without logging in to www.nhora.org. This setup also allows NHORA members to access the applicable member ticket price without requiring them to log in.


After completing the section:

• Check This panel is complete.

• Click Save.



8. QUESTIONS

A. Click Edit.

B. Add the attendee information you would like to collect, such as:

• Email Address

• Phone Number

C. Add or remove questions based on the registration requirements of the event.

D. Check This panel is complete.

E. Press F5 on your keyboard to refresh the page.



9.EMAILS

Create a confirmation message thanking the attendee for registering for the event. The confirmation email should include any important information the attendee may need, such as:


• Event name

• Date and time

• Location

• Registration confirmation

• Additional event instructions, if applicable


Automated Email Reminders

Set up an automated reminder to be sent 1 or 2 days before the event.


10.FINAL REVIEW

Before publishing the event registration page, review all sections to confirm that:


• Event information is accurate.

• The event flyer is uploaded correctly.

• Event contacts are correct.

• Venue and address are accurate.

• Registration requirements are properly configured.

• Ticket prices are correct.

• Member and non-member registration options are correct.

• Registration questions are appropriate.

• Confirmation emails are set up.

• Automated reminders are enabled.


Once the event registration form is fully configured, the event will automatically appear on the NHORA website calendar.

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