11.21.25 Webinar: Tips & Tricks

In this webinar, we review tips and tricks for effective seminar and appointment management including registering contacts, importing seminar rosters and managing duplicates. Next, we review how to tie new business back to the originating seminar (or event) to track ROI, and review troubleshooting for syncing calendars and appointments.

🔗 Additional Resources

Calendar Management

Dashboard widgets

Connect Google Calendar & Gmail

Campaign Metrics

Swivel Campaigns

Importing from the Event Attendance Page

Note

📌 Note: Make sure your import file has only the following attendance options:

• Pending
• Attended
• Canceled *not Cancelled
• No Show
• Rescheduled
• Waitlisted

The import will fail if you attempt to import an attendance status not listed above.