7 steps of event course planning en
TRANSCRIPT
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
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
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
MYCO Suite CRM+
© IJO Technologies
Planning goes via the central calendar
MYCO Suite CRM+
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A;er all ingredients are added you can start to plan! 2. Plan course
Plan the course + Event
MYCO Suite CRM+
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The companies and par?cipants come from the central accounts module.
3. Invite par>cipants
Deelnemers toevoegen
MYCO Suite CRM+
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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
Export pdf Digital list
MYCO Suite CRM+
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All planned par?cipant appear on the presence list. (digital and pdf) 4. Presence lists
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With one click of the mouse you can create an invoice or proposal 5. Invoice / Proposal
MYCO Suite CRM+
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Proposal and invoice pdf’s
MYCO Suite CRM+
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Export / Print cer?ficates or membership cards. 6. Cards / Cer>ficates
MYCO Suite CRM+
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Print cards and cer?ficates from Word (RTF)
Design and customize your own cards and cer>ficates!
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.
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]
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