Edit Live Events

Previously, most fields and settings were locked down after a registration was collected, even if the event was unpublished, creating friction for event managers dealing with real-world changes. Now, event details that do not affect existing registrations can be edited while an event is published: Event Setup Section Edits Available for Published Events General Information … Read more

Event Permissions

Events permissions let organizations control what each user can do within the events module. Organization Administrators or User Managers can update event permissions through the Manage Users administrative page. Permission options can be combined to create the right level of access for each role More information on each permission is included below: Use Events Module … Read more

Variable Cost Language

A pricing message is displayed on the event registration page to help participants understand the costs associated with an event before registering. Previously, this message was based only on the base registration fee, which could be misleading for events with additional session or add-on costs. Now, the pricing message reflects the full cost structure of … Read more

Collaborators

The following article outlines how to use the Collaborators section that is found within most PEARS modules. More information is provided in each section below. To jump to a specific section, click a link from the following list: Overview Add a Collaborator Edit a Collaborator Delete a Collaborator View Collaborator Data Overview In the Collaborators … Read more

Cancel an Event

A new “Cancel” option is now included for events, allowing users to close registrations and email existing registrants.  More information on canceling is provided below, including: How to cancel Cancelation message options What happens when an event is canceled Please contact PEARS Support (support@pears.io, 785-789-3199) with any questions. CAUTION: Events cannot be un-cancelled Cancel an event 1. … Read more

Copy an Action Plan

From the PEARS homepage, hover over the Plan menu and click on Action Plans: The Action Plans list displays. Select the action plan to be copied: The action plan details display. Click the “More” button and select the applicable copy option. A new action plan record is created, and an alert message confirms the copy was successful. … Read more

Create an Action Plan

From the PEARS homepage, hover the cursor over the Plan menu and click on Action Plans: The Action Plans list displays. Click the green Add button: The General Information page displays. Enter a Title for the action plan and enter the general details to describe the plan’s target areas. Optionally, in the Comments field, add any general … Read more

Add Situation Assessment

From the PEARS homepage, hover over the Plan menu and select Action Plans: The Action Plans list displays. Select an action plan to edit:   The action plan details display. Click Situation Assessment. The Situation Assessment page displays. If a needs assessment was performed for this action plan, select “Yes” from the drop-down list. Otherwise, leave “No” … Read more

Form Builder Basics

After configuring the details for a registration type (attendee, sponsor/vendor, volunteer, other), the Form Builder appears. Add the elements by dragging and dropping them from the panel on the right side of the screen.As you build your form, we recommend renaming the field of the element(s), located under ‘properties’. This field name will display in … Read more

Add Event Registrants to CRM

Navigate to the Plan menu to the Community Events module.  Click the Add button to create a new event. The General Information section opens, where basic event details about the event are added. Further down the page, under the Additional Information section, choose whether you would like to add registrants who sign up for this event … Read more