Registration Part 2 of Accounting

And Registration Meetups

Facilitator: INSERT NAME

Objectives

You will leave here today with a better understanding of:• Your Role as the Registration and

Accounting Chair• How Accounting and Registration relates

to your event’s Convio website• Where to go for help and resources

Role of Registration and Accounting Chairs

• Collect and Process Money – Team Meetings, Bank Nights, and Onsite

• Manage Event Registration– Onsite Check In, and T-Shirt

Ordering/Distribution• Recruit and Train Subcommittee• Track Fundraising– Report Successes

Convio Walk Through

Convio Walk Through

Convio Walk Through

Convio Walk Through

Convio Walk Through

Convio Walk Through

Convio Walk Through

Convio Walk Through

Convio Walk Through

Convio Walk Through

Convio Walk Through

Convio Walk Through

Convio Walk Through

Convio Walk Through

Convio Walk Through

Convio Walk Through

Convio Walk Through

Convio Walk Through

Convio Walk Through

• Let’s take a look at the live sites and walk through some common actions of the accounting/registration chair:– Change soft credit of a donation– Register a new participant– Add a gift to a team– Confirm a gift

Reports

Convio Walk Through

Convio Walk Through

Convio Walk Through

Convio Walk Through

Convio Walk Through

Convio Walk Through

Convio Help

• www.gwonlinehelp.org• Top of the Event Management Center Drop

Down Menu• Relayforlife.org/greatwest to access your

Accounting/Registration Chair Resources

Questions?

Thank You!