TargetX Events and Appointment Scheduler

Explain the difference between Org Events and Contact Schedule Items
Create a new event
- Institution-Specific/Event-specific nuances (payments, waiting lists, etc)
Describe how to manage registrations for an event
- Registration, Check-in, Cancellation, Updating guest count/custom questions

Approximately 2 hours

Registrant Experience
- Public Events Site
- Registration, Confirmation
- Cancellation
- App Dashboard/Portal Review (if using)
Events in the CRM
- Terminology
- Data Architecture
Event Lifecycle
- Event Planning and Creation (incl. exercises)
- Registering Contacts for Events
- Checking in your Registrants

Registrant Experience
- How students register
- Registration, Confirmation
- Cancellation
Staff Experience
- Setting your Profile
- Specifying Availability
  - Optional: Calendar Integration
- Managing Appointments (incl. exercises)
  - Registration
  - Cancellation
  - Notifications

Create a list of events:
- Happening this week, last week, and next week
- All events of a specific type, category or with a specific keyword
Event Preferences Jeopardy
Event Creation Exercise
- Provide specs, users create events based on specs
Role Playing:
- Pretend to be a student and register or check-in using a QR code
- Student calls and asks you to register them for the event
- On event day someone shows up with double their stated guests. What do you do?
- On event day there is a walk-in. How do you handle them?

Create your profile and set your availability and minimum lead time
Role Playing:
- Pretend to be a student and create an appointment with yourself in the next 5 minutes
Start and include notes for the meeting

Contains reference material from Pathways in addition to supplemental resources designed to assist in creating and delivering your events training.