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In Setup Panel, under SYSTEM SETUP (top right), you'll see Event.

This is where you can review and manage various settings and preferences for this particular event:

Remember, these settings were created when your event was first set up. Ideally, you create and define all of these as soon as possible and don't make changes later unless absolutely necessary.

Although you'd normally define these settings when you first create your event, you can come back later and edit most of them later EXCEPT Event Type, Contact Store, visible Modules, and Office assignments.

Settings you can manage include:

See information about Creating a new event (settings) for complete details on managing and editing the details in Event Preferences.

This is where you can define your overall Terms and Conditions for this specific event.

When setting up your interactive (registration) site, if you check the box for Event Terms and Conditions, on the Summary Page, your attendees will see the information you've added here. This is an HTML component so you can add any formatting etc you want to include.

Examples of Event Terms and Conditions include:

While these Event Policy Terms and Conditions are specifically for the overall event, you can also apply specific Payment and Cancellation policies - Terms and Conditions - inside the relevant module, for:

You can also override payment and cancellation policies for specific items as required. Read more about Payment and Cancellation Policies in this article.

This is where you can define a specific library of Exchange Rates for the current event you're working in.

This library is used if you want to offer registration to attendees paying in different currencies, all on the same site (letting EventsAir do the conversions automatically). Here, you can create a library of different currencies you plan to use, and assign the default currency symbol used for each currency. [These will be drawn from the default library of currencies in the Application Setup].

You can add the appropriate currencies from your library. You also add your preferred exchange rate for this currency for this event. The Calculated exchange value is displayed. These don't reference any outside currency exchange rates dynamically, so you'll need to either allow for this or alter them as needed.

Note: For any aspect of your event that collects fees, you can assign the appropriate exchange rates and even override them on a specific item basis.

In the Setup Panel under SYSTEM SETUP - Event, you'll see Data Consent and Data Processing Log.

Data Processing Policies are displayed during online registration, or in a Merge Doc, to tell your attendees about your data processing policies, and to request a Consent to providing data. You may also provide the option to Withdraw Consent, or Opt-Out of providing personal data to you during online registration..

You would have previously defined your global Data Processing Policies in Application Setup, Office Setup (i.e. the policies to cover all your events).

You should review and add/edit a Data Processing Policy to any new event you're creating. These policies can simply use the defaults that you defined in Application Setup, or you can edit individual policies as needed to fit the parameters of your specific event.

The policies and statements you can define are:

For more information, read the Data Processing Consent Policies article.

You would have earlier defined your global Data Processing Log default settings in Application Setup. The Data Processing Log creates default content for private reports/exports and for email communications to third party processors. Again, you can simply use the defaults that you defined in Application Setup, or you can edit as needed to fit the parameters of your specific event.

Items you can manage include:

Alerts are a powerful tool to stay ahead of issues and challenges before they escalate and become difficult to manage. However, you may not always be able to look at your alerts panel, and you may want to be alerted by email or text message (SMS).

For example, you may set a Critical Alert if hotel room inventory falls below 10 percent, or a High Alert if a sponsor registers to attend your event.

You can define alerts within each module, but here in preferences, you can choose to send these alerts to you, or a designated manager, by email or text message. (You'll need to have setup your text message gateway in Application Setup, and configured that service in the Text Message Gateway section under Event Preferences > External Connections ).

You can add multiple recipients to the email addresses field (under the Email tab) and numbers to the text recipient field (under the Text tab). Separate multiple addresses or numbers with commas.

Read more about event management alerts here.