Effective Event & Course Management

Events and courses are often key revenue streams for membership organisations and are great ways to provide value to members. Having a system which allows you to advertise and manage events on your own platform is very important; in a way that benefits your members and in turn gives you more control with powerful event management tools.

Whether they be online webinars, or large multi-day conference events, it’s important that you have a flexible platform that allows you to successfully market your event, provide a simple way for people to buy tickets and then enable you to run accurate post-event functions.

Types of Events & Training

As a membership organisation, you may have various different types of events and courses you run throughout the year. Below are just a few examples:

Hybrid event

Online events and courses (integrations with GoToWebinar / Zoom etc)

Single and multi-day physical events and courses


Hybrid events and courses that take place using an external system

The Process

The process could vary depending on the type of organisation you are and the format of your event or course but here is a classic example of the process.

  1. Admins add the Event on to the CRM so they can set up ticketing options, allocations, assign tasks to staff and set budgets.
  2. The Event is pushed to the CMS so marketing information can be added such as extra event info, images and video.
  3. The Event is published live on the website and is marketed through email marketing and social media channels etc.
  4. People book and pay for the event on the website.
  5. Delegates receive an email confirmation with their ticket and reminders on the run up to the event.
  6. On the day of the event, delegate attendance is automatically marked on CRM or scanned via a barcode on their ticket, depending on the type of event.
  7. Admins can create financial and attendance analysis reports via CRM, as well as sending out post-event information to attendees.
  8. CPD and other post-event documents such as presentation slides are made available via the Portal for attendees to download.

How can our system help some common membership pain points?

Get in touch

Please do get in touch or book a demo if you'd like to know more about how our events and training module can help you and your organisation take event management to the next level.