1. Home
  2. Knowledge Base
  3. Events
  4. General
  5. Managing your Event (post-Setup)

Managing your Event (post-Setup)

Currinda provides a comprehensive and fully integrated platform for managing your Event post-Setup.

TIP: Setup is the crucial 1st step in Currinda. Instructions for creating / setting up your Event can be found here.

 Registration Link

Once your Event is setup, your Registration Link (see highlighted below) should be used in your Event’s promotions.  Display the registration link on your Event’s Website and distribute it freely with emails to your target audiences.



Payment Gateway

A payment gateway needs to be set-up and we recommend eWay or SecurePay as fast and efficient options.  We also support PayPal.

Delegate Payments

As delegates register, their credit cards are authorised but the funds will not transfer until the delegate is checked.

Use the unchecked report to determine which delegates need to be checked as they come in. This 2 stage process ensures that fraudulent delegates do not make it through the process.

Delegates marked as ‘Incomplete’ have commenced a registration, but ceased/exited the registration process before its completion. Currinda saves Incomplete registrations and allows the user/delegate to return and finish their registration at a later time.

Note: An Administrator can ‘Takeover‘ an Incomplete registration to check its status and/or complete the registration process on the user’s behalf via the tabs sequence Delegates > Unchecked (select unchecked delegate from the list) > Takeover.

TIP: You might wish avoid ‘chasing payment’ from registered delegates by limiting payment options to Credit Card (and/or Direct Deposit). You can achieve this by simple checkbox selection of your preferred payment options via the tabs sequence Setup > Advanced > Financial.



TIP: It has been noticed that if delegates are not allowed to skip making a payment during their initial registration process they will be more likely to drop out (usually by closing their browser window) at the payments page, rather than make a payment.

Delegates paying via cheque or direct debit are also checked, and when the money arrives in the bank account, it is receipted through the Finance section (Finance tab). This is a manual process for your team. The invoice features a reference number, which can be included with the payment record to allow simple tracking of registrations to payments.

Reports and Committees

Effectively managing your event will require access to accurate and readily available reports. A range of reports are accessed through the Reports tab on your LHS vertical tabs menu. The most commonly used report is the main ‘Delegates‘ report, as it can query the greatest range of fields. There are also a number of batch actions that can be applied to any of the delegates, such as send email and generate nametags.

Often, a large amount of reporting for committee members is required, such as generating dinner lists or financial status. This can be streamlined by giving the committee specific access to view these reports via the Committee tab on the LHS vertical tabs menu.

Was this article helpful?

Related Articles