Adding a Seminar
To add Seminars to your page, please follow these steps:
1) Log into the Firm Portal (click here for instructions) and click on Modify Website.
2) At the top of the page, click on the Add Page button.
3) In the “Add A Page” screen, select Seminars from the list and click the “Add” button.
4) Click the Edit Seminars box:
and you will be able to change the way your seminars are displayed (in list form).
The first step is to click on the New Seminar option. This will allow you to add a new seminar to the list.
5) In this window, you will see many options, explained in detail below:
| Seminar Title: | This is the title of the seminar. For example, “Learn QuickBooks the Easy Way!” |
| Seminar Date & Time: | The date and time on which the seminar is to be held. |
| Location (City, State) | A brief description of where the seminar is to be held, generally “City, State”. |
| Cost: | The fee you wish to charge for admission to this seminar. |
| Your E-mail: | The e-mail address where people can contact you for more information about this seminar. |
| Paypal E-mail: | If you’ve set up the Pay My Fee Page with a PayPal account, you can create a link to that page by entering the email address associated with your PayPal account here. Once a registrant registers for the seminar, they will see a “Pay Now” button if you’ve entered that email address here. |
| Brief Description: | A brief description of the seminar. |
| Detailed Description: | A full, detailed description of the seminar. |
6) When finished entering the seminar details, click Save
7.) You’ll then see your seminar listed on the screen.
From here you can either add a new seminar by clicking the New Seminar button, edit the existing seminar by clicking on its title, or delete the seminar by clicking on the X box. You can close out of the seminar editing screen and your changes will be saved.
Click Publish and your seminars will be updated on your webpage.
What Your Client Sees
When your clients click on the Seminars page of your website they will see a list of seminars you have entered in the site manager:
When the client clicks on the title of the seminar they’d like to register for, they’ll be prompted to enter their contact information:
After the client clicks “sign up” they’ll see a “Thank You!” screen. If you don’t have the PayPal feature set up, the client will then be re-directed back to your seminars page. If you do have the PayPal feature set up, the client will see the Pay Now button.
The client can then click the button to be brought over to the payment page.
Please note that if a client does pay for the seminar, there is not a direct link between your payment page and the seminar page. The seminar administration section has a box that can be checked off when someone pays for a seminar, but this has to be checked off manually. It will not get checked off automatically if someone clicks the “Pay Now” button and pays.
Seminar Administration
Go back to Site Manager and bring up your Seminars page.
When you click the highlighted box, a window pops up that shows you a list of your seminars. From this window you can create new seminars or edit existing ones.
Click the link that displays the number of subscriber(s) to you seminar. This presents you with a list of people that have signed up to attend the seminar. You can see who has paid, how many people are attending and the contact information for each participant.
If the client has submitted payment– either by mail, at your office, or by using your Online Payment page, you can check off the “Paid?” box. This box does not get checked off manually if someone pays online, it has to be checked off by you once you receive notification that the payment was made.
Please note that you can not delete subscribers from this list. The only way they will be removed is if you delete the entire seminar, which is not recommended unless you want to get rid of the seminar completely.
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