7 steps of event course planning en

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MYCO 7 steps of course / event planning 1. Basic course info 2. Plan course 3. Invite par>cipants 4. Presence lists 5. Invoice / Proposal 6. Cards / Cer>ficates 7. Repea>ng courses Total course planning solu0on

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Page 1: 7 steps of event course planning en

MYCO  7  steps  of    course  /  event  planning  

1.  Basic  course  info  

2.  Plan  course  

3.  Invite  par>cipants  

4.  Presence  lists  

5.  Invoice  /  Proposal  

6.  Cards  /  Cer>ficates    

7.  Repea>ng  courses  

Total  course  planning  solu0on  

Page 2: 7 steps of event course planning en

Plan  a  course  with  ease  

1)  Follow  a  7  step  workflow  to  plan  your  courses  

2)  Share  your  course  calendar  to  a  customer  and/or  create  a  public  calendar  

3)  Receive  online  bookings  

4)  All  historical  data  saved  on  each  customer  

Page 3: 7 steps of event course planning en

MYCO  Suite  CRM+    

©  IJO  Technologies  

1.  Basic  course  info  

The  main  ingredients  for  a  course  

Descrip>on  Customers  /  Par>cipants  

Day  parts  Instructors  

Loca>ons  Course  types  

Page 4: 7 steps of event course planning en

MYCO  Suite  CRM+    

©  IJO  Technologies  

Planning  goes  via  the  central  calendar  

Page 5: 7 steps of event course planning en

MYCO  Suite  CRM+    

©  IJO  Technologies  

A;er  all  ingredients  are  added  you  can  start  to  plan!  2.  Plan  course  

Plan  the  course  +  Event  

Page 6: 7 steps of event course planning en

MYCO  Suite  CRM+    

©  IJO  Technologies  

The  companies  and  par?cipants  come  from  the  central  accounts  module.    

3.  Invite  par>cipants  

Deelnemers  toevoegen  

Page 7: 7 steps of event course planning en

MYCO  Suite  CRM+    

©  IJO  Technologies  

Invita?on  page  for  a  par?cipant  (a;er  clicking  the  envelope  on  page  6)  

1)  The  par>cipant  receives  an  email  alert  

2)  The  par>cipant  receives  the  details  of  the  upcoming  event/course  

Page 8: 7 steps of event course planning en

Export  pdf  Digital  list  

MYCO  Suite  CRM+    

©  IJO  Technologies  

All  planned  par?cipant  appear  on  the  presence  list.  (digital  and  pdf)  4.  Presence  lists  

Page 9: 7 steps of event course planning en

MYCO  Suite  CRM+    

©  IJO  Technologies  

With  one  click  of  the  mouse  you  can  create  an  invoice  or  proposal  5.  Invoice  /  Proposal  

Page 10: 7 steps of event course planning en

MYCO  Suite  CRM+    

©  IJO  Technologies  

Proposal  and  invoice  pdf’s  

Page 11: 7 steps of event course planning en

MYCO  Suite  CRM+    

©  IJO  Technologies  

Export  /  Print  cer?ficates  or  membership  cards.  6.  Cards  /  Cer>ficates    

Page 12: 7 steps of event course planning en

MYCO  Suite  CRM+    

©  IJO  Technologies  

Print  cards  and  cer?ficates  from  Word  (RTF)    

Design  and  customize  your  own  cards  and  cer>ficates!  

Page 13: 7 steps of event course planning en

MYCO  Suite  CRM+    

©  IJO  Technologies  

Repea?ng  courses  /  Events  7.  Repea>ng  courses  

1)  Recurring  events  create  an  overview  of  par>cipants  that  need  to  be  invited  for  the  upcoming  event  /  course.  

2)  Customers  can  also  login  to  plan  their  own  recurring  courses  /  events.  

Page 14: 7 steps of event course planning en

MYCO  Suite  CRM+    

©  IJO  Technologies  

Thanks  for  taking  a  look  at  the  event/course  planner  of  MYCO  Suite  

If  you  have  any  ques>ons  you  can  mail  us  on  [email protected]  

If  you  are  interested  in  an  online  demo  (We  will  share  our  screen  with  you)  you  can  email  us  on  [email protected]  

MYCO  Suite  is  op?mized  for:     MYCO  Suite  runs  fastest  on: