WEBVTT

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Good morning, folks.

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Good morning, Justine.

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How is it going?

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Well, I feel like I've seen you really recently.

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Yeah. It's wild.

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I tend to keep my face in a lot of places.

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I'm gonna see if we have any more people show up, and we'll get started here in just a little bit.

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I have a very long list of things I'm gonna cover with you guys today,

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and we have a very large registration list. So,

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I just wanna make sure that I don't

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start too early before we have a bunch of people in.

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So hopefully you guys have your coffee, your tea,

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whatever it is you like to start your day off with

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and are ready to take notes.

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You don't have to take notes if you don't want to, but if you are a visual

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learner, you can. This will be recorded as it already

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is in process of recording,

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and this will also replace the existing

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events workshop that is there. So I don't remember who did it last year, but,

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it'll replace that one and be updated.

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So

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as I go, make sure you write down your questions,

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as they come because at the end, I will leave room for q and a.

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If there's anything I happen to miss or if there's a certain situation,

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that you would really love to

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kind of understand or make it work for your,

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case. I'm

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very, very, very into the events. They're one of my favorite

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features in Simplero,

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and so I'm super excited to kind of dive in with you guys and,

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show you why they're my favorite.

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So

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a few more people loading in.

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Yes, Nadine. I will be covering literally everything about events, event series,

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Simplero events. So I will kinda give you an idea of what I planned on going off of.

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I wrote all of my notes down in a notebook because if I have it on a Google Doc, I will get distracted and forget.

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So I wrote all my notes down, so I try not to forget anything.

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But we will be covering event types, so single, recurring, Zoom,

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Google,

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where you can put your events,

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how they can look, where you can,

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limit them,

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and,

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like, the different ways that they can function inside of Simplero,

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and everything that is connected with it. So,

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yes, this is live. So I'm going in in-depth with everything in regards to events.

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So that's just kind of a quick overview of

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the general idea of everything I'm gonna cover.

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Now that we have a good amount of folks, I will start sharing my screen

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and start showing you guys

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what

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events are in Simplero,

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how you can use them,

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and really just

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I I hope you guys love them. So with that,

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when we go to your main dashboard,

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everybody has a main dashboard,

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you will go up to the content tab and go down to events.

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Now this is where you're gonna create those events.

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Some of you might not have anything in here, some of you may have things in here.

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Events that are gonna list in this page right here in this table overview

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will be events that you are scheduling, like group events, which is the main thing we're gonna be covering today,

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Or if you have scheduling links, those events that are scheduled will also show up here as well.

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For today's focus, we're really gonna be mostly focusing in on those group events

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where you can have loads of people

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join,

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kind of like this.

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Like, the events that you guys register for these workshops, for our implementation workshops,

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these are what we use. We use our own, stuff. So

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when you go to create an event,

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it's pretty simple.

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You click your blue create a new event. You can have your title.

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This is gonna be what is forward facing to members. So,

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you know, we're gonna do

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if I can type,

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events

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workshop.

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And then you can also do an internal name, which could be what you have. So you could do, like, 2025

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version or,

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maybe this is gonna be just for November.

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Whatever it is that you want, that is gonna be useful for you.

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This can be helpful if you have the same name

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for a series events or specific events,

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but you are limiting it for certain people.

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So if you have let's say, you do a daily workshop with two different groups of people and forward facing, it's the same for your members,

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but on the back end, you would like to have a different name just for your own usage.

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Maybe it's like

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beginners or, you know, the experts.

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Really just it can vary.

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You can also do a subtitle if you'd like.

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You can also add facets. You can restrict it by certain products,

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and I will go over that a little further later.

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And then the main part is going to be that selecting your date and time.

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So the default is going to be whatever your account time zone is,

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but you can always change that time zone as well. So if you have lots of admins in your account

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or maybe you're traveling,

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and you want to make sure that it's in the the time zone that you're gonna be in at that time, you can always do that.

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And that's gonna be useful for you as you're creating it. But as people register,

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they're gonna be able to see that event in their own time zone.

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So you can select your date, your time,

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all of that.

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And then you can also decide,

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if you want to have any hosts. So

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if you want it to show on the events page that a certain person is going to be hosting it then you can obviously pick that in the admins.

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If it's only you that is going to do it, you can leave it blank. You can still put it.

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It would just end up putting, like, your little profile picture from your Simplero ID

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on that event.

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Then you can decide the repetition. Is it going to be a single occurrence?

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Is it going to repeat daily,

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weekly,

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monthly?

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And then when you go in to decide what kind of repetition you want,

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you also have to decide when is it going to end. So

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if we're gonna do a daily event and we want it to repeat every four days,

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I need to decide

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when is it going to end. Is it going to end after 50 occurrences?

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Is it going to end after 01/01/2027?

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You you have to pick at least something,

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and then you can also do by, like, an end date as well. So you can go in and we can change this up.

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Maybe we wanna go all the way to 2028,

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and we're gonna click

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save. There we

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go.

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And that way, you know, like, that's gonna impact how many occurrences are gonna be in that series.

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So for right now, we're gonna do just a single occurrence.

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Next is the location.

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So if you have a specific link that you want people to use, you can add that to the link location, whether that is, like, your personal Simplero ID or your personal, Zoom ID.

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All Zoom accounts have that personal meeting ID, and you can add that link in that location spot.

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Or

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one of my favorite improvements,

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with the events that we've implemented

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is you can create a Zoom event inside of Simplero directly.

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You don't have to import it any longer. If you want, you can build it right here inside of Simplero,

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and you can also do Google Meet. So is as long as your profile in your settings

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is connected to Google,

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and as long as you have that integration with Zoom, you can use Zoom or Google Meet on your location.

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When you select Google Meet, it is going to end up setting it up so that it has its own unique Google Meet link.

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And that way, it's already gonna be showing on your calendar.

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You don't have to worry about, like, making sure that it's there later. It's just gonna be there.

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You can also do in person.

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This is really great for those of you that do, like, in person in person speaking events or presentations,

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but maybe you wanna have that digital

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record of people who are registering ahead of time. And then you can also do TBD.

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One thing to kind of remember when you're setting the location for your event,

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if you set it for Zoom or Google Meet,

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whatever your location is, you're not going to be able to change that later. So

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if you set it for Zoom, it's going to stay as Zoom or if you set it for Google, it'll stay as Google.

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If you set it for online or in person or TBD,

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you're not gonna be able to go back in later and change it to Zoom or Google Meet.

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Those two locations are ones that you need to make sure are set at the beginning.

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Otherwise, you would have to create from scratch again.

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And that's just to make sure that everything's in sync and things don't go a little haywire or anything like that, but just something to kind of think about later.

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If you want to add, like, a link for your Zoom account, you definitely can.

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There's nothing against it.

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But it's just one of those things that when you're creating the event in Simplero directly,

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with Zoom and Google Meet, you have to decide if you're gonna use them right off the bat.

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You can add a cover photo.

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So this is very similar to, like, the products or courses where you can upload an image.

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You can use a stock photo.

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Let's do some fall lead.

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I

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think that looks nice and festive.

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And this is gonna show on that events page.

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It's also going to show on the calendar view of the events that we'll go over here in a little bit.

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And then your description. So tell your members what is going to be in your event.

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What are we talking about? What are we hosting?

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Give them an idea of maybe why they should register for your event.

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And then we have registration.

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So

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registration, we have either no registration,

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automatic approval, or manual approval.

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The big difference between these is with automatic approval, you get obviously the the calendar invite, collect payment, all of those things.

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But you don't have to come in and make sure that they're registered and that they're being approved.

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Whereas manual approval,

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that is one where you would go in and you can say yes or no if they are going to be,

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registered.

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I've seen folks use these in a variety of different ways,

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depending on how you want to do it, but automatic approval is one of my favorite ways, just because it streamlines it and makes it a little easier.

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You can also go in and,

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with your calendar invite,

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if you decide to send this, that's going to be that,

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Google email that you get that you can add into your calendar with the ICS

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file,

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but you can customize it as well. And with events, there's so many different event keys

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that allow you to

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just put those keys in and it pulls out the information from your events directly.

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So if I go in scroll too far.

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This is a super great event

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about events.

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Now that description, which is very, very exciting, I know, is going to now pull into that email body of that calendar,

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invite. So it's not needing you to go in and manually type that stuff in.

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You can just add these keys, which should show up here in the insert.

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So the little personalized option with the insert, you have the first name, last name, full name, email, Simplero ID, generate their password,

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but there's also that event title, description, location,

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time, and participant.

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Between all of those, the big thing to kind of think about is the event title is obviously what we listed up here.

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So whatever they are gonna be seeing.

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Event description, like I said, it's gonna be right here.

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And the event location is going to be based off of what you set it as.

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So if you have it set as, like, you know, google.com or whatever it is, it's gonna pull that in for you.

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And then also the event time.

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Event time should be showing in their time zone so that they're able to know, like, exactly when it's coming.

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And then the participant

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URL is going to be,

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their

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unique URL for their participant page. That way when they register

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and and they wanna go back to their registration to either cancel

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or maybe they want to go from that join page there, then you can click participant URL.

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And then,

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with the event location,

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there's also some newer updates in regards to Zoom, and I can dive into that a little further once we get into,

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the nitty gritty of Zoom events.

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I'm trying to see where I was at. Okay.

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You can also collect payment. So if you want to have a paid event,

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this is where you're going to select the collect payment, and you would select a product to collect

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the payment through.

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What this does is ends up creating an event page that they register on and then after that they go to an order form to finish paying.

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When you set up a collect payment option,

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there is a fifteen minute window.

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So if they do not pay within fifteen minutes,

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their registration is going to be considered

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canceled.

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It it failed to get paid in enough time, so they will not be able to like, they would have to go back in and try to re register and go back to that order form to finish.

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As an admin, you can always counter that.

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You can always approve them anyways if, say, they came back later and they paid

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two hours later or something and you came back in, you can always go back in and approve them.

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You can cut off your registration.

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This is gonna be how far before your event do you wanna stop people from registering.

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If it's something like an in person event, you probably wanna cut off registration

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before the event, a little bit of time ahead it so that you're not having to worry about people registering and you didn't see it.

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Right? If especially if you're not gonna be on your computer at all.

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But, you know, maybe you have a set number

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of, you know, folks that you wanna prepare for ahead of time.

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You can decide how far in advance that registration is going to be cut off.

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You can also limit the number of participants. So a lot like the product,

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participant limit where you can have a set number of folks that are registering for that event specifically.

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If you are

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like us and you're like, the more the merrier, let's have a party, then you don't need to worry about doing that limit number of participants.

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00:15:06.725 --> 00:15:09.865
We also added the signed contract before registering.

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This is one of those newer improvements that we've added where you can add a contract.

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00:15:15.080 --> 00:15:18.140
You can create a new one if you want, if you don't have one already,

242
00:15:18.680 --> 00:15:21.740
and you can just add the information. So evens

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00:15:22.200 --> 00:15:22.700
contract.

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00:15:24.760 --> 00:15:25.580
Create that.

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00:15:26.565 --> 00:15:32.105
So now we have this contract created. If you see this little arrow right here to the right of that

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00:15:32.405 --> 00:15:33.465
contract name,

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00:15:34.325 --> 00:15:37.685
if you click that, that's gonna pull in that contract that you just created.

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00:15:37.685 --> 00:15:41.225
So you can see what's included in it, if you have any signatures,

249
00:15:41.790 --> 00:15:46.610
but you can also use the settings to be able to add that content that you want to ask for.

250
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With that, you can also make it so that you're not asking them for every single time that they register.

251
00:15:52.350 --> 00:15:54.850
So if they've already signed your contract for events,

252
00:15:55.325 --> 00:15:57.985
then you can make it so they're not having to sign again.

253
00:15:58.445 --> 00:16:01.085
And then you can also send yourself a copy of that contract as well.

254
00:16:01.085 --> 00:16:05.185
So you're seeing who's all, like, signing it, who's all, you know, registering.

255
00:16:08.430 --> 00:16:08.930
Alright.

256
00:16:10.030 --> 00:16:11.970
I'm gonna go switch my location.

257
00:16:12.670 --> 00:16:13.730
Where did I go?

258
00:16:16.190 --> 00:16:17.650
Just switching this real quick.

259
00:16:21.885 --> 00:16:25.185
New thing that we added, and I'm sure some of you saw Calvin's,

260
00:16:25.645 --> 00:16:26.145
announcement.

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00:16:26.605 --> 00:16:29.985
But now you can add automations directly to events.

262
00:16:30.765 --> 00:16:34.065
This is a really, really great way to be able to have reminders.

263
00:16:34.845 --> 00:16:36.125
We already have the

264
00:16:37.569 --> 00:16:38.949
there should be the four

265
00:16:39.250 --> 00:16:39.750
reminder,

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00:16:40.290 --> 00:16:40.790
automations.

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00:16:41.329 --> 00:16:45.569
This is our demo account, so it gets cleared out, pretty frequently.

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00:16:45.569 --> 00:16:50.290
So looks like someone's already deleted ours, but you can always connect an automation here.

269
00:16:50.290 --> 00:16:51.910
You can add multiple automations,

270
00:16:52.385 --> 00:16:55.285
and then you can create a new one as well. So new

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00:16:56.785 --> 00:16:57.285
automation.

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00:17:00.065 --> 00:17:00.865
I'm going to

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00:17:05.359 --> 00:17:06.980
there. It's been hard deleted.

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00:17:08.559 --> 00:17:09.619
But with those,

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00:17:10.240 --> 00:17:12.899
automations that we have created for the events,

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let me go into our other support account

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00:17:18.525 --> 00:17:21.105
just so you guys kinda see exactly what it is

278
00:17:23.484 --> 00:17:24.065
for the

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00:17:24.525 --> 00:17:25.025
reminders.

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00:17:25.165 --> 00:17:31.985
So there is the ten minutes before, one hour before, one day before, and then there should be one more that is

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00:17:33.640 --> 00:17:34.380
one day,

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00:17:35.000 --> 00:17:36.540
one hour, and ten minutes.

283
00:17:37.240 --> 00:17:41.500
They all have a same general email that will be in your email library.

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00:17:41.880 --> 00:17:44.380
This is already preloaded into all accounts

285
00:17:44.760 --> 00:17:50.075
where it's going to have the set wait time before the event and then the email here.

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00:17:50.455 --> 00:17:51.435
We click edit.

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When you go in, it's gonna have your event title.

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It's it's gonna have your event time, and then also it's going to have the content is gonna have you know, it's coming up in relative time.

289
00:18:07.090 --> 00:18:17.575
So you can actually copy that part, the event relative time, and add that to your emails to make it a little more streamlined so you're not having to make sure that every single email says,

290
00:18:18.115 --> 00:18:22.295
hey. This event is coming up in one day or, hey. This event is coming up in fifteen minutes.

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00:18:22.675 --> 00:18:31.780
It's going to automatically plug that in based off of what your wait step was and when the event is going to happen, and then it also pulls in that event details.

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00:18:32.880 --> 00:18:38.340
When you're setting things up like this, so if we wanted to do say we wanted to have our event

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00:18:39.440 --> 00:18:39.940
location

294
00:18:41.280 --> 00:18:43.460
and I actually want to make this a button,

295
00:18:44.355 --> 00:18:46.135
What you're going to do is go here,

296
00:18:47.155 --> 00:18:49.895
type this key as the URL instead,

297
00:18:50.755 --> 00:18:53.095
and you could go join here

298
00:18:54.434 --> 00:18:55.815
and display as a button.

299
00:18:57.010 --> 00:19:00.230
That is probably one of my favorite little hacks is that

300
00:19:00.690 --> 00:19:03.110
if you have a key like that that is,

301
00:19:03.970 --> 00:19:04.870
like a URL

302
00:19:05.170 --> 00:19:06.390
once it's been created,

303
00:19:06.770 --> 00:19:15.805
you can add it as a link and make it into a button to make it a little prettier rather than having, like, a really, really long URL just in your email or in your calendar invites.

304
00:19:15.945 --> 00:19:18.125
You can just have a nice pretty button and,

305
00:19:18.585 --> 00:19:20.205
everybody likes buttons. Right?

306
00:19:22.180 --> 00:19:25.000
Once we create our event so we're gonna create that.

307
00:19:26.900 --> 00:19:28.240
Let's see. Simplero.

308
00:19:35.140 --> 00:19:35.640
Great.

309
00:19:39.835 --> 00:19:41.135
I always forget something.

310
00:19:44.875 --> 00:19:45.615
Good lord.

311
00:19:50.235 --> 00:19:51.535
We're just gonna go TBD.

312
00:19:53.000 --> 00:19:53.820
There we go.

313
00:19:54.519 --> 00:19:57.799
Now this is what that single event occurrence is going to look like now.

314
00:19:57.799 --> 00:20:01.820
It's got just that one event that you have. It tells you when it's gonna happen.

315
00:20:01.960 --> 00:20:06.620
You can see all of the information that you've already added, that it's already connected to a payment product.

316
00:20:06.915 --> 00:20:09.575
You have a contract, your automations, all of that.

317
00:20:10.035 --> 00:20:14.855
Once we want to go back in for, like, an a single event, you can go back in,

318
00:20:16.115 --> 00:20:18.375
and then you will see the option to add triggers.

319
00:20:19.009 --> 00:20:28.309
This could be helpful if you want to add, like, a specific trigger like a tag or you wanna trigger them to sign up to a list, but you don't wanna use your automation per per se,

320
00:20:28.769 --> 00:20:30.629
especially if you're reusing those automations.

321
00:20:31.169 --> 00:20:32.870
You can just add a trigger here

322
00:20:33.304 --> 00:20:36.525
that once they register or once they have canceled

323
00:20:36.985 --> 00:20:38.684
then something is going to happen.

324
00:20:38.905 --> 00:20:43.965
So it's it really just depends on what you're wanting to do in regards to your event.

325
00:20:45.880 --> 00:20:48.220
You can also do it on the table view.

326
00:20:48.840 --> 00:20:50.460
So here's our new event,

327
00:20:51.000 --> 00:20:52.140
and if I

328
00:20:52.919 --> 00:20:55.020
scroll over because I'm too far zoomed in,

329
00:20:55.880 --> 00:20:57.340
this is our brand new event.

330
00:20:57.645 --> 00:21:00.545
I can go here on that table view and add a trigger as well.

331
00:21:00.685 --> 00:21:03.025
You can see that on all of your events here

332
00:21:03.485 --> 00:21:07.825
that you can add a trigger on any of your events off of the table view.

333
00:21:09.245 --> 00:21:13.345
The next thing we're going to go into is the recurring events. So

334
00:21:13.690 --> 00:21:17.070
for recurring events, so this is a new repeating event,

335
00:21:18.810 --> 00:21:23.230
and I'm gonna make this one a zoom on also as we go over a couple more things.

336
00:21:23.610 --> 00:21:25.150
And I'm gonna go over Justine.

337
00:21:26.795 --> 00:21:28.955
You can redirect the URL if you want.

338
00:21:28.955 --> 00:21:32.575
That would be, like, so once the event is over, you want them to go to a certain page.

339
00:21:32.715 --> 00:21:36.735
Maybe you have a really nice landing page that you're like, thank you so much for your interest.

340
00:21:37.115 --> 00:21:38.655
Join next time's event.

341
00:21:40.370 --> 00:21:41.350
We'll do weekly,

342
00:21:41.890 --> 00:21:45.750
and let's do Tuesdays, and we're gonna end after 20 times.

343
00:21:47.010 --> 00:21:53.190
So now that I've selected Zoom as my location, I'm gonna be able to select which Zoom account do I want to use.

344
00:21:53.284 --> 00:21:58.825
So do I wanna use the one that is shared across our team? Do I wanna use my own? Or maybe

345
00:21:59.125 --> 00:22:03.065
I don't wanna use either of these and I have a different Zoom account I wanna use.

346
00:22:03.825 --> 00:22:07.144
Simplero recently in the last, I think, year ish,

347
00:22:07.940 --> 00:22:08.600
nine months,

348
00:22:09.300 --> 00:22:12.360
added it so you can actually have multiple Zoom accounts on your account.

349
00:22:12.740 --> 00:22:15.800
You don't have just one Zoom account that is allowed on.

350
00:22:15.860 --> 00:22:19.240
You can add ten, twelve, 100 if you really want to.

351
00:22:19.460 --> 00:22:23.080
You can just click manage your Zoom accounts which is going to take you to your integrations.

352
00:22:24.155 --> 00:22:26.815
In the integrations, this is where you have your active ones

353
00:22:27.275 --> 00:22:29.215
but you can always connect to Zoom here.

354
00:22:29.595 --> 00:22:33.054
When you connect to Zoom, when you click that Zoom integration button,

355
00:22:33.434 --> 00:22:37.455
it's going to take you to Zoom to either log in or

356
00:22:38.000 --> 00:22:40.260
if you're already logged in to that Zoom profile,

357
00:22:40.640 --> 00:22:43.971
it will show you, like, connect to, Simplero

358
00:22:44.480 --> 00:22:45.620
if you're not already.

359
00:22:45.920 --> 00:22:49.220
If I click it now, it's gonna tell me, like, I'm already connected.

360
00:22:50.640 --> 00:22:51.540
I guess not.

361
00:22:52.995 --> 00:22:53.895
It'll look like that,

362
00:22:56.115 --> 00:23:00.215
and it says it's now connected. So it's super super simple, super seamless.

363
00:23:00.435 --> 00:23:03.975
You don't have to worry about, like, am I clicking the right buttons? It's

364
00:23:04.515 --> 00:23:06.855
essentially, like, three buttons, I think, is what I clicked.

365
00:23:08.610 --> 00:23:10.230
So I'm gonna go back to my new event.

366
00:23:12.050 --> 00:23:13.750
So we're back to our event.

367
00:23:15.090 --> 00:23:16.630
For these events,

368
00:23:17.090 --> 00:23:20.630
if you decide you want to be able to restrict it as well,

369
00:23:20.935 --> 00:23:25.675
you can do it a couple different ways. You can do it by product, meaning that

370
00:23:26.135 --> 00:23:29.595
only folks that purchase a certain product are able to see

371
00:23:29.975 --> 00:23:33.195
the event details, see the, option to register,

372
00:23:33.730 --> 00:23:37.269
or you can also do it by label, which is going to be useful later,

373
00:23:37.649 --> 00:23:40.470
once we cover everywhere that you can actually put the,

374
00:23:42.529 --> 00:23:45.990
events at. So I'm just gonna add a label quick.

375
00:23:48.165 --> 00:23:50.025
We're gonna do this weekly again,

376
00:23:51.925 --> 00:23:52.425
Tuesday,

377
00:23:53.445 --> 00:23:55.225
and then we're gonna go back to Zoom.

378
00:23:56.805 --> 00:24:00.425
And I'm gonna use that office hours, which is the one that I'm in right now.

379
00:24:01.370 --> 00:24:03.390
Again, we're gonna customize that image,

380
00:24:04.570 --> 00:24:06.670
and then this is the registration part.

381
00:24:06.890 --> 00:24:12.830
Now if you have no registration, there will not be an option for them to, like, submit their information.

382
00:24:13.304 --> 00:24:17.164
You're not gonna really be able to know, like, who's interested ahead of time.

383
00:24:17.304 --> 00:24:22.825
It will just automatically show them whatever button it is that you created on your thing.

384
00:24:22.825 --> 00:24:25.644
It'll say, like, join now or add to calendar.

385
00:24:26.424 --> 00:24:27.144
I personally

386
00:24:27.970 --> 00:24:33.670
I love the registration options, so I definitely encourage them. With Zoom events specifically,

387
00:24:34.530 --> 00:24:37.809
if you allow for a registration inside of Simplero,

388
00:24:38.450 --> 00:24:40.870
it will automatically sync with Zoom.

389
00:24:41.250 --> 00:24:41.750
So

390
00:24:42.315 --> 00:24:46.894
if they register in Simplero they are automatically getting registered in Zoom.

391
00:24:47.434 --> 00:24:48.575
When they do that

392
00:24:49.274 --> 00:24:51.455
you actually don't have to worry about

393
00:24:51.914 --> 00:24:59.010
Zoom sending them a calendar invite as well because since they're registering in Semplaro we're already taking care of that, which is super great.

394
00:24:59.010 --> 00:25:03.110
It was something that, previously wasn't possible, and the team made it possible.

395
00:25:03.890 --> 00:25:07.430
So folks aren't gonna get bombarded once they register for your event.

396
00:25:07.490 --> 00:25:09.010
They can get your calendar invite.

397
00:25:09.010 --> 00:25:14.525
They can get your reminders and everything else, but you don't have to worry about them getting a secondary

398
00:25:15.305 --> 00:25:23.785
email or an additional email from Zoom telling them that they're registered and, you know, that they have that calendar invite because we're taking care of it for you.

399
00:25:23.785 --> 00:25:24.285
And,

400
00:25:25.225 --> 00:25:29.520
I know we all have plenty of emails in our inbox and one last one is always great.

401
00:25:32.000 --> 00:25:34.420
With Zoom you can also import the recordings

402
00:25:35.200 --> 00:25:38.020
as long as you are recording it on the cloud.

403
00:25:38.480 --> 00:25:48.135
So that's kind of how we work it is if you record it to the Zoom cloud you would have the option to import it and select a course module.

404
00:25:48.515 --> 00:25:50.215
So I'm gonna create a new course.

405
00:25:55.475 --> 00:25:57.095
Doesn't want to agree with me.

406
00:26:01.330 --> 00:26:02.230
Let's just refresh.

407
00:26:14.345 --> 00:26:15.725
Just reset it up.

408
00:26:17.385 --> 00:26:18.365
25.

409
00:26:20.024 --> 00:26:24.445
Trying to make sure I don't forget anything because I usually forget one of those required things.

410
00:26:26.090 --> 00:26:27.310
Let's make it look pretty.

411
00:26:30.570 --> 00:26:31.070
Alright.

412
00:26:31.530 --> 00:26:35.470
Back to importing it to a course recording. Let's see. New course.

413
00:26:37.465 --> 00:26:39.725
Will we work now? No. We do not.

414
00:26:40.265 --> 00:26:40.765
Alright.

415
00:26:41.305 --> 00:26:43.165
We will try on this account instead.

416
00:26:45.945 --> 00:26:47.405
So create new event.

417
00:26:48.185 --> 00:26:49.805
New repeating event.

418
00:26:53.280 --> 00:26:54.020
Do weekly.

419
00:26:54.480 --> 00:26:59.200
And I will preface, like, that's not something that typically happens. That demo account,

420
00:26:59.760 --> 00:27:03.380
because it gets cleared out so often, sometimes it acts a little funky.

421
00:27:03.840 --> 00:27:05.860
So we're just gonna go down to me.

422
00:27:10.895 --> 00:27:14.275
Automatic approval. And then now we're gonna import those course lessons.

423
00:27:14.975 --> 00:27:18.355
So we're gonna select our course. I'm gonna do MUGS and Mindset,

424
00:27:19.775 --> 00:27:23.155
and we're gonna do this module, the Brood Beliefs and Bold Thinking.

425
00:27:23.580 --> 00:27:28.559
You can select the module specifically, and then you just have to decide where in that

426
00:27:28.860 --> 00:27:30.320
module is it going to be.

427
00:27:30.380 --> 00:27:36.960
It's going to create a brand new lesson for that recording, and it'll either be at the top of the module or at the bottom.

428
00:27:37.335 --> 00:27:39.674
You can also leave it blank for the title

429
00:27:39.975 --> 00:27:44.715
where it's going to just pull in whatever the title name is for your event specifically,

430
00:27:45.095 --> 00:27:47.034
or you can have, like, a certain,

431
00:27:47.735 --> 00:27:50.155
title that you wanna have only for the lessons.

432
00:27:50.610 --> 00:27:54.710
You can also import all of the different versions of the

433
00:27:55.090 --> 00:27:55.590
recording,

434
00:27:55.970 --> 00:28:02.950
whether you are someone who prefers to have, like, the speaker with screen share, the gallery view, speaker only, or gallery only.

435
00:28:03.455 --> 00:28:06.115
You get to decide how much of that is going to get imported

436
00:28:06.655 --> 00:28:10.675
as well as if you wanna attach it as, like, additional attachments.

437
00:28:11.135 --> 00:28:12.495
So that would be, like,

438
00:28:12.895 --> 00:28:14.435
you know, the the extra

439
00:28:14.895 --> 00:28:16.755
files that are underneath the,

440
00:28:18.950 --> 00:28:20.890
the main content of the lesson,

441
00:28:21.270 --> 00:28:25.770
and people can view it in different ways. I know some folks like to see more faces and

442
00:28:26.070 --> 00:28:29.610
get an idea of feeling like they were actually there and they're present,

443
00:28:29.990 --> 00:28:32.970
and other folks would like they wanna narrow in on what's important.

444
00:28:33.595 --> 00:28:36.095
You can also import the chat messages.

445
00:28:36.395 --> 00:28:39.595
So I know I see there's a few messages in the chat.

446
00:28:39.595 --> 00:28:42.495
I haven't been able to read them yet, but I promise I will get to them.

447
00:28:43.355 --> 00:28:50.260
You can import all of those chat messages as well so that it's going to it's gonna apply to the text of that lesson.

448
00:28:51.520 --> 00:28:56.320
And then this is that automation that we have. Our team's already customized it.

449
00:28:56.320 --> 00:28:59.380
So it's already got where they're sending it an email,

450
00:28:59.760 --> 00:29:03.380
subscribing to a list, and then, sending another email.

451
00:29:04.775 --> 00:29:06.555
So I'm going to click create event.

452
00:29:09.335 --> 00:29:13.355
Now as you can see recurring events, they look a little different.

453
00:29:13.495 --> 00:29:17.434
They're not the same as what our single event series looked like here.

454
00:29:18.820 --> 00:29:20.820
So as you can see here, it's pretty simple. Right?

455
00:29:20.820 --> 00:29:23.560
We see our participants page, summary, automation,

456
00:29:24.340 --> 00:29:29.620
and then on a repeating event, we have a big table view of all of the events that are coming up.

457
00:29:30.020 --> 00:29:38.835
There's also an option that once you have events that have passed, they will be listed here on the bottom in another table that it says, like, past events.

458
00:29:39.135 --> 00:29:43.875
That's super helpful if you wanna be able to go in and see, like, you know, who registered previously

459
00:29:44.175 --> 00:29:44.675
or,

460
00:29:45.055 --> 00:29:48.355
how many people have registered in the past, things like that.

461
00:29:49.940 --> 00:29:51.240
With the Zoom integration,

462
00:29:52.660 --> 00:29:58.040
it does automatically have it so that folks have to register for each event in the series.

463
00:29:58.500 --> 00:30:01.080
In Simplero Plara, we don't have an option to directly

464
00:30:01.780 --> 00:30:04.125
support the register for all,

465
00:30:04.605 --> 00:30:08.785
but if you are importing it from Zoom or if you want to update it in Zoom,

466
00:30:09.165 --> 00:30:10.865
you can definitely do that as well.

467
00:30:11.245 --> 00:30:16.625
And then you can also have the triggers. So you can either do triggers on each occurrence

468
00:30:17.325 --> 00:30:17.825
or

469
00:30:18.780 --> 00:30:22.560
if you don't want to have it on each occurrence and you actually want it for the whole series

470
00:30:23.180 --> 00:30:24.800
you can go back into your settings

471
00:30:26.380 --> 00:30:30.000
and when you click add a trigger in the settings of the event series

472
00:30:30.460 --> 00:30:35.545
it's going to apply to all events in that series. So if I do registration is created,

473
00:30:36.245 --> 00:30:37.545
I'm going to add a tag,

474
00:30:38.485 --> 00:30:39.705
and I'm going to do

475
00:30:41.045 --> 00:30:42.265
the Justine tag,

476
00:30:44.485 --> 00:30:45.545
and click save.

477
00:30:46.070 --> 00:30:51.930
Once you've added a trigger to the series you then get to see this little blue trigger icon right here.

478
00:30:51.990 --> 00:30:55.210
This is going to tell you that you have a trigger applied to the series

479
00:30:55.590 --> 00:30:59.290
and then if you click it you're able to see what that trigger is.

480
00:30:59.750 --> 00:31:05.225
I don't know about you guys, but the idea of having a bulk option to trigger

481
00:31:06.005 --> 00:31:08.345
or, like, on an entire series,

482
00:31:08.645 --> 00:31:10.665
I was giddy when I heard about it. So

483
00:31:11.045 --> 00:31:12.025
I was really excited.

484
00:31:13.365 --> 00:31:13.865
With

485
00:31:14.170 --> 00:31:18.110
event series, you can also update things like the event occurrence.

486
00:31:18.810 --> 00:31:25.310
The only caveat with that is with Zoom events, if you want to edit it, you would have to go into Zoom specifically.

487
00:31:25.930 --> 00:31:27.150
Not in the right account.

488
00:31:31.044 --> 00:31:35.625
So as you can see here, when I go to this event and I click to edit occurrence details,

489
00:31:36.005 --> 00:31:39.544
it then takes me into Zoom, and I can edit things about this occurrence.

490
00:31:39.924 --> 00:31:44.025
So this could be helpful if maybe you need to push this one back or forward,

491
00:31:44.590 --> 00:31:46.370
and you just need to change that time.

492
00:31:47.389 --> 00:31:51.970
That way, it's only impacting that occurrence and is not impacting the entire series.

493
00:31:53.629 --> 00:31:54.529
If you have

494
00:31:54.909 --> 00:31:59.015
a series that is like a Simplero event. So

495
00:31:59.395 --> 00:32:01.415
in our table view, I'm gonna

496
00:32:01.875 --> 00:32:03.815
post some of these options quick.

497
00:32:09.395 --> 00:32:10.855
Don't want all of them.

498
00:32:14.440 --> 00:32:17.660
So in the table view, you're gonna see the type. So

499
00:32:18.120 --> 00:32:21.820
right here, it's gonna show you what kind of event it's going to be.

500
00:32:22.040 --> 00:32:28.460
If you see the little s, that is considered a standard event or a Simplero event. If you see a z,

501
00:32:28.804 --> 00:32:30.265
so if we go back here,

502
00:32:32.645 --> 00:32:35.785
you can see these little Z's and I'll zoom in a little bit.

503
00:32:37.365 --> 00:32:39.605
Little Z, that means that it's a Zoom event.

504
00:32:39.605 --> 00:32:45.283
This is super super helpful if you're trying to figure out whether or not it was set up in Zoom or if it was set up in Simplero,

505
00:32:46.590 --> 00:32:50.850
as a Simplero event. Anything with the Zoom location is gonna have as little z.

506
00:32:51.150 --> 00:32:52.210
Anything with,

507
00:32:52.670 --> 00:32:56.770
an online link or TBD or physical location or Google

508
00:32:57.095 --> 00:32:59.915
will show the s for, like, a simple event.

509
00:33:01.335 --> 00:33:02.075
Wrong way.

510
00:33:04.775 --> 00:33:05.995
When we go into

511
00:33:06.535 --> 00:33:09.115
a simple event like the standard one here,

512
00:33:10.110 --> 00:33:15.490
you're gonna have that same view. So like I showed on the Zoom one that we had just created,

513
00:33:15.870 --> 00:33:20.130
you also have that same table view here for the standard events too.

514
00:33:20.270 --> 00:33:25.914
The difference is is that you can edit the occurrence details for these standard events.

515
00:33:26.215 --> 00:33:28.955
So you can change the time. You can change the description.

516
00:33:29.815 --> 00:33:32.875
You can change the host. So if I want a host for this one

517
00:33:33.255 --> 00:33:38.720
to be for me, but I don't want it to be for all the other ones, I can apply it for just this one.

518
00:33:39.340 --> 00:33:43.600
If I want from December 1 forward, maybe I'm gonna have Ally do it instead.

519
00:33:44.780 --> 00:33:47.485
And I want all of these changes to actually apply

520
00:33:47.785 --> 00:33:50.745
going forward. And you know what? Maybe I don't wanna do on Mondays.

521
00:33:50.745 --> 00:33:52.605
Maybe I actually wanna do Wednesdays.

522
00:33:53.545 --> 00:33:54.765
I'm gonna save that.

523
00:33:55.545 --> 00:34:00.205
And like magic, you're gonna see I did not toggle that. Did I not toggle that?

524
00:34:01.110 --> 00:34:01.929
Shouldn't be

525
00:34:02.309 --> 00:34:02.809
like

526
00:34:06.309 --> 00:34:07.929
magic. Today is not my day.

527
00:34:12.469 --> 00:34:13.770
As I was saying so

528
00:34:14.214 --> 00:34:16.775
normally you would be able to apply the host to all of them.

529
00:34:17.014 --> 00:34:19.175
I'll have to check into why it's not agreeing.

530
00:34:19.175 --> 00:34:23.034
Again, it might be just this demo account is not very friendly right now.

531
00:34:24.534 --> 00:34:27.275
Let me go into our event that we were working on.

532
00:34:29.230 --> 00:34:35.970
So in this table view also, you can go into here, which is gonna show you the big table of all events that are coming forward.

533
00:34:36.110 --> 00:34:39.970
This is helpful if you have, like, a 100 of them or a large amount,

534
00:34:40.775 --> 00:34:42.475
And you can click the little

535
00:34:42.775 --> 00:34:44.635
box here, and you can do bulk,

536
00:34:44.935 --> 00:34:49.195
like, changes to it. So whether that is where we're going to set the host

537
00:34:49.895 --> 00:34:51.995
we'll make Elliot this one.

538
00:34:54.690 --> 00:34:59.430
And then now I have all of those in this series are gonna show that she is the host.

539
00:35:00.290 --> 00:35:02.310
I can change things. I can add labels.

540
00:35:02.850 --> 00:35:06.630
But with the Zoom events, you are not able to change, like, the

541
00:35:07.135 --> 00:35:12.995
occurrence name or the repetition and things like that. That has to be managed inside of Zoom.

542
00:35:13.455 --> 00:35:15.395
I would love to show you guys

543
00:35:15.695 --> 00:35:16.515
an actual

544
00:35:18.735 --> 00:35:20.435
one that is not Zoom.

545
00:35:23.200 --> 00:35:24.340
Here, like this one,

546
00:35:25.280 --> 00:35:28.100
which is only got two left. I'll try this one.

547
00:35:28.560 --> 00:35:29.060
Alright.

548
00:35:29.520 --> 00:35:32.500
So now if I go here and I do the edit occurrence details,

549
00:35:32.960 --> 00:35:37.485
as long as it wants to agree with me today, we'll do Ally Calvin.

550
00:35:37.505 --> 00:35:39.525
And we're gonna change these to Fridays.

551
00:35:41.345 --> 00:35:42.245
Apply to all.

552
00:35:44.385 --> 00:35:46.325
Still not working for me. That's great.

553
00:35:47.745 --> 00:35:48.245
Typically,

554
00:35:48.800 --> 00:35:52.420
when you do that, it should apply for all of them. I'm not sure what's going on today,

555
00:35:53.920 --> 00:35:54.420
but

556
00:35:54.720 --> 00:35:56.099
that would be what would happen.

557
00:35:56.640 --> 00:35:58.420
You're also able to look at the,

558
00:35:59.440 --> 00:36:00.400
calendar page.

559
00:36:00.400 --> 00:36:05.494
So this is what your members are gonna look like or gonna see when they go to register for your event.

560
00:36:05.795 --> 00:36:10.855
If they're not logged in, then they would have the option to do, like, their name and their email,

561
00:36:11.315 --> 00:36:12.295
and then register.

562
00:36:12.675 --> 00:36:18.215
And then when you have a series of events, you can also go here and show all of the different ones.

563
00:36:18.590 --> 00:36:24.050
So they can select other ones that they want to join if they want or they can leave it.

564
00:36:25.310 --> 00:36:27.810
It's really up to you if you want to,

565
00:36:29.870 --> 00:36:36.735
show just one on the single event or if you want, they can see the other events in the series as well.

566
00:36:38.075 --> 00:36:39.055
With the

567
00:36:40.075 --> 00:36:43.135
Zoom events, there was something I was going to tell you guys with the Zoom events.

568
00:36:46.710 --> 00:36:47.690
I can't remember.

569
00:36:50.950 --> 00:36:55.270
With the Zoom events. That's what I was gonna think. So when someone registers for a Zoom event.

570
00:36:55.270 --> 00:36:58.570
So if I go back to my other events that we just made.

571
00:37:03.165 --> 00:37:03.905
Gotta get

572
00:37:07.085 --> 00:37:07.905
Zoom. Here.

573
00:37:08.765 --> 00:37:11.585
So once you open up that Zoom page and somebody registers,

574
00:37:12.530 --> 00:37:15.670
one of the really, really cool things about the,

575
00:37:16.369 --> 00:37:18.070
improvements to the Zoom integration

576
00:37:19.730 --> 00:37:21.890
is Zoom previously would have,

577
00:37:22.369 --> 00:37:25.030
a unique URL for every single participant,

578
00:37:25.490 --> 00:37:26.790
which means that

579
00:37:27.855 --> 00:37:31.666
previously they would have to register in Zoom as well as in Simplero

580
00:37:32.175 --> 00:37:37.075
so that that registration would kind of sync and so that they would get that unique,

581
00:37:37.695 --> 00:37:39.075
URL for their participant.

582
00:37:39.775 --> 00:37:40.275
Now

583
00:37:40.815 --> 00:37:49.660
since things sync perfectly between the two and registration sync across the way, when somebody clicks register here so I'm registering to this event.

584
00:37:49.960 --> 00:37:51.260
I'm gonna get an email,

585
00:37:51.560 --> 00:37:56.140
and I'm gonna actually have a link in my email that's going to say join.

586
00:37:56.405 --> 00:37:59.785
So let me pause this real quick and pull up my email.

587
00:38:11.670 --> 00:38:12.170
Let's

588
00:38:13.213 --> 00:38:13.713
see.

589
00:38:14.756 --> 00:38:15.256
Let

590
00:38:16.299 --> 00:38:16.799
me

591
00:38:17.842 --> 00:38:18.342
find

592
00:38:19.385 --> 00:38:19.885
a

593
00:38:20.928 --> 00:38:21.428
quick

594
00:38:22.471 --> 00:38:22.971
example.

595
00:38:24.654 --> 00:38:27.075
Just gotta double check that I actually set the

596
00:38:28.414 --> 00:38:30.194
it helps if I set the calendar invite.

597
00:38:32.255 --> 00:38:33.954
So we'll do this one instead.

598
00:38:38.550 --> 00:38:40.090
Alright. So I'm gonna register

599
00:38:40.710 --> 00:38:41.030
now.

600
00:38:41.030 --> 00:38:45.930
And if I click add to Calvin, so I'm gonna do I'm gonna add it to my Google Calvin right off the bat.

601
00:38:47.750 --> 00:38:48.970
It's going to

602
00:38:49.910 --> 00:38:52.090
have a link. What did I do differently?

603
00:38:58.185 --> 00:38:59.805
The link for their participant,

604
00:39:00.505 --> 00:39:04.765
whenever they go to click it, it will show that they are able to

605
00:39:08.100 --> 00:39:10.280
go to their unique join link. So,

606
00:39:10.980 --> 00:39:13.620
it's not going to make them actually register for both.

607
00:39:13.620 --> 00:39:16.760
It'll actually sync the two and it will connect it.

608
00:39:17.060 --> 00:39:20.625
Zoom also allows to give us information when people join.

609
00:39:20.705 --> 00:39:25.925
So when we have a Zoom event like this, you can also add things such as

610
00:39:26.305 --> 00:39:29.345
if they join an event or if they leave an event.

611
00:39:29.345 --> 00:39:33.845
That way you can actually keep track of folks who are actually joining your events.

612
00:39:34.110 --> 00:39:36.530
You can add a tag, you can do things like that,

613
00:39:37.070 --> 00:39:39.970
or when the event ends you can add another trigger.

614
00:39:40.830 --> 00:39:41.810
In our automations,

615
00:39:42.270 --> 00:39:44.770
so if we go to our automation reminders here,

616
00:39:45.470 --> 00:39:51.055
you can add things like a wait step. So all of your wait steps you can do specific to that event

617
00:39:51.835 --> 00:39:55.535
and whatever event is gonna, like, get them into that automation.

618
00:39:56.474 --> 00:40:00.095
So you can either do event start, which is how these ones are all created,

619
00:40:00.930 --> 00:40:03.510
selecting event start, and then how much time before.

620
00:40:04.130 --> 00:40:09.109
And you can always do after if you want to. And then for the event end,

621
00:40:09.490 --> 00:40:12.069
you can also do, wait steps for that.

622
00:40:12.130 --> 00:40:15.410
This is super, super helpful if you wanna do things like sending them,

623
00:40:15.810 --> 00:40:17.635
a link to, like, a survey

624
00:40:18.095 --> 00:40:22.994
or something like that where you can send follow-up things after your event ends.

625
00:40:23.055 --> 00:40:24.915
So if I wanted to do one

626
00:40:27.455 --> 00:40:28.435
hour after

627
00:40:29.580 --> 00:40:30.960
and create my step.

628
00:40:31.340 --> 00:40:36.480
Now one hour after my event that they registered for, I can add a tag. I can send an email.

629
00:40:36.540 --> 00:40:38.160
I can do all of these things

630
00:40:38.620 --> 00:40:40.800
so that they are able to follow-up.

631
00:40:43.065 --> 00:40:45.005
I'm trying to make sure I'm not forgetting anything.

632
00:40:48.025 --> 00:40:50.845
When we have I think it was my single event.

633
00:40:52.825 --> 00:40:56.550
When we go back into our single event, for example, that one

634
00:40:58.950 --> 00:41:00.090
had the payment.

635
00:41:00.870 --> 00:41:06.970
So I'll walk you guys through kind of what the feel is when somebody goes to register for an event that is tied to payment.

636
00:41:07.350 --> 00:41:09.210
So this is where you added that product.

637
00:41:09.510 --> 00:41:12.585
They're gonna see this registration place. They're gonna click register.

638
00:41:13.285 --> 00:41:14.505
I'm signing my contract,

639
00:41:16.005 --> 00:41:17.785
and now onto that order form.

640
00:41:18.405 --> 00:41:21.465
This is going to tell me I have fifteen minutes to book.

641
00:41:21.605 --> 00:41:25.785
If I don't book, I'm not gonna be having that showing up as,

642
00:41:26.090 --> 00:41:28.030
you know, that I registered at all.

643
00:41:28.330 --> 00:41:29.150
It's gonna

644
00:41:29.690 --> 00:41:31.310
show me as a canceled participant,

645
00:41:32.250 --> 00:41:34.270
but then if I go to my participants,

646
00:41:35.610 --> 00:41:40.030
now I have that table view of all of those folks that either are registered or not.

647
00:41:40.295 --> 00:41:42.395
And if I go here to the waiting payment,

648
00:41:42.695 --> 00:41:46.315
this is where you're going to see this registration is pending payment.

649
00:41:46.535 --> 00:41:48.635
If I come back fifteen minutes later,

650
00:41:49.015 --> 00:41:51.595
I will be able to see that it's actually timed out.

651
00:41:51.815 --> 00:41:57.210
Now this is where I, kind of touched on this a little bit ago where you can go in to that waiting payment,

652
00:41:57.750 --> 00:41:59.690
and you can actually approve that registration.

653
00:42:00.150 --> 00:42:02.970
This is going to be it's very similar to if you have

654
00:42:03.350 --> 00:42:05.930
manual registration and you're going to pend it,

655
00:42:06.310 --> 00:42:06.970
so that

656
00:42:07.430 --> 00:42:10.010
folks aren't going to be approved until you agree,

657
00:42:10.685 --> 00:42:15.345
or until you have a trigger that is waiting to fire or something like that.

658
00:42:17.565 --> 00:42:24.865
Another thing is that since we don't have that option for recurring events to register for all of them,

659
00:42:25.859 --> 00:42:27.720
And if you have that payment

660
00:42:28.099 --> 00:42:29.799
attached to a recurring event,

661
00:42:30.980 --> 00:42:33.000
the payment is gonna be for each occurrence.

662
00:42:33.619 --> 00:42:34.119
Now

663
00:42:34.579 --> 00:42:36.200
say you want someone to

664
00:42:36.579 --> 00:42:40.359
pay once and they can attend whatever ones they wanna register for,

665
00:42:40.905 --> 00:42:43.725
that is where when we go into the settings of the event,

666
00:42:44.025 --> 00:42:46.445
you want to instead restrict it by the product.

667
00:42:46.745 --> 00:42:50.925
When you restrict it by product, again, that's where they're not gonna see the option

668
00:42:51.625 --> 00:42:52.365
to register

669
00:42:52.745 --> 00:42:55.165
unless they have that purchase of that product.

670
00:42:55.465 --> 00:43:01.070
So this is a really great way to kind of have people pay once, but then they can register as much as they want,

671
00:43:02.010 --> 00:43:04.270
if you don't want them to pay per occurrence.

672
00:43:06.010 --> 00:43:07.470
In the Zoom events,

673
00:43:07.785 --> 00:43:15.165
so I I touched on this a little bit ago, but with the Zoom events, you're able to manage things inside of Zoom directly.

674
00:43:15.785 --> 00:43:18.684
So if I wanted to edit my occurrence details

675
00:43:19.944 --> 00:43:26.650
and if I actually go back to my new repeating meeting and I edit this and I'm gonna edit the entire series,

676
00:43:28.150 --> 00:43:29.290
Zoom does support

677
00:43:29.670 --> 00:43:30.170
registering

678
00:43:30.630 --> 00:43:33.369
once and attending all or any

679
00:43:33.670 --> 00:43:36.810
or registering once and they can choose which ones they go.

680
00:43:37.205 --> 00:43:39.145
Right now we don't have that matching functionality.

681
00:43:39.445 --> 00:43:43.385
However, if you decide, like, you want them to register once and attend any,

682
00:43:43.925 --> 00:43:46.905
then that is going to register them for all occurrences

683
00:43:47.205 --> 00:43:47.785
in Simplero.

684
00:43:49.700 --> 00:43:57.960
I would be careful if you do select that because it does end up sending them a calendar invite and everything in regards to that the each of those occurrences,

685
00:43:58.500 --> 00:44:01.799
but that is kind of like a a little bit of a tip and trick that

686
00:44:02.105 --> 00:44:05.325
that is kind of one of those ways around it. I am hopeful that

687
00:44:05.704 --> 00:44:08.444
in the near future, we will have the functionality to support

688
00:44:08.825 --> 00:44:10.125
all three of those options.

689
00:44:12.345 --> 00:44:13.164
And then

690
00:44:14.105 --> 00:44:15.005
let's see.

691
00:44:15.940 --> 00:44:17.560
Where you can list it. So

692
00:44:18.260 --> 00:44:21.640
once we have our events created, we obviously want them to be visible.

693
00:44:21.780 --> 00:44:24.680
So you can share the link for an occurrence directly,

694
00:44:25.620 --> 00:44:31.240
and, you know, have them go to that link. We also have an a link for the occurrence series.

695
00:44:31.765 --> 00:44:34.425
So when you have an event series,

696
00:44:34.725 --> 00:44:37.145
if you copy this link icon here,

697
00:44:37.445 --> 00:44:39.385
which is the link for the entire series,

698
00:44:39.845 --> 00:44:42.825
so you just send it once and you never have to update it again.

699
00:44:43.125 --> 00:44:45.065
Whenever an event is passed,

700
00:44:45.420 --> 00:44:48.000
it will go to the next occurrence of that series.

701
00:44:48.619 --> 00:44:49.839
So if I,

702
00:44:50.220 --> 00:44:52.799
you know, have this link and I've shared it with folks,

703
00:44:53.579 --> 00:44:59.599
and they go to register a day after the first event, so this one's set for '20 the twenty fifth.

704
00:44:59.865 --> 00:45:02.365
Maybe they come in on the twenty sixth and they wanna register.

705
00:45:02.745 --> 00:45:05.405
It'll automatically update to December 2.

706
00:45:05.705 --> 00:45:11.485
This is super, super great if you are someone who sends the same link and you just wanna send it, like, recurring,

707
00:45:12.350 --> 00:45:19.410
or if it's a series that you are sending via, like, a list or an automation or anything like that.

708
00:45:19.470 --> 00:45:21.150
It just automatically updates for you.

709
00:45:21.150 --> 00:45:25.090
You don't have to go back in and change that URL if you've already shared it.

710
00:45:26.525 --> 00:45:28.385
You can also go into your settings,

711
00:45:29.805 --> 00:45:34.205
and this is where you can list it on different sites. So I'm gonna put it on my

712
00:45:36.445 --> 00:45:39.905
I think it was for the nope. I think it's espresso yourself.

713
00:45:40.285 --> 00:45:41.025
Do espresso.

714
00:45:42.820 --> 00:45:44.280
You can list it on the site.

715
00:45:44.660 --> 00:45:49.160
This is super helpful when you want to make sure that you have that events Calvin,

716
00:45:49.859 --> 00:45:53.080
but the team also uses it for, like, the landing pages as well.

717
00:45:53.220 --> 00:45:56.040
So I'm gonna list that on my site quick.

718
00:45:58.195 --> 00:45:59.734
Now when I go to my site

719
00:46:00.755 --> 00:46:02.615
and if I view it,

720
00:46:08.835 --> 00:46:12.214
I'm gonna have to add it to my navigation. Apparently, I did not add it.

721
00:46:12.770 --> 00:46:18.150
In your navigation on your site, you can go here to that, plus icon, and then you can add a calendar.

722
00:46:18.690 --> 00:46:26.790
So this is going to have that slug of events at the end of it so that whenever somebody goes to, like, your site backslash events

723
00:46:27.250 --> 00:46:27.990
like this,

724
00:46:29.345 --> 00:46:35.765
and my Internet is slowing down, like this, then they're able to see all events that are on your site.

725
00:46:36.704 --> 00:46:41.045
If you have it restricted by product, they wouldn't see the option to register like this.

726
00:46:41.425 --> 00:46:44.160
Instead, they would just see, like, you don't have access.

727
00:46:44.640 --> 00:46:45.680
And I can

728
00:46:46.880 --> 00:46:49.539
can I think which one would be a good one to do that with?

729
00:46:55.039 --> 00:46:56.819
We'll restrict it on this one,

730
00:46:57.435 --> 00:47:00.015
Click settings, and we're gonna restrict it to

731
00:47:00.955 --> 00:47:01.615
this one.

732
00:47:03.595 --> 00:47:08.575
Now if I wasn't an admin, then I should not be able to see, like, I don't have access to this.

733
00:47:08.635 --> 00:47:11.455
As an admin, you always have access to things, though. So,

734
00:47:12.130 --> 00:47:15.490
normally, this would say, you know, you don't have access if you're an end user.

735
00:47:15.490 --> 00:47:16.630
You don't have that product.

736
00:47:16.930 --> 00:47:20.610
And as an admin, you always have access to things. You get to see everything.

737
00:47:20.610 --> 00:47:23.430
You have all the power and control. Right? You're building everything out.

738
00:47:24.765 --> 00:47:29.265
And then your members are able to either have it in that list view or that calendar view.

739
00:47:30.125 --> 00:47:33.744
If they want to have the events added to their calendar,

740
00:47:34.365 --> 00:47:35.905
if you require registration,

741
00:47:36.590 --> 00:47:41.410
they do have to register for any event that they want to show up on their calendar.

742
00:47:41.790 --> 00:47:42.290
So

743
00:47:42.830 --> 00:47:45.330
if it's, you know, if I'm registering for this one

744
00:47:45.710 --> 00:47:51.975
and I want all events in this series to end up on my calendar, I would have to register for all of them.

745
00:47:52.215 --> 00:47:54.635
Now if it's an event that doesn't require registration,

746
00:47:55.175 --> 00:47:58.235
then they are able to go in and just add it to their Calvin,

747
00:47:58.855 --> 00:48:00.795
and they can add the entire thing.

748
00:48:01.335 --> 00:48:03.675
It just depends on whether or not you wanna have registration.

749
00:48:04.550 --> 00:48:06.730
With the Zoom integration as well,

750
00:48:07.030 --> 00:48:11.850
even if you don't do, like, registration, it should be pulling in your attendance information

751
00:48:12.230 --> 00:48:17.130
as long as folks are, like, logged in and we're able to get that information from Zoom.

752
00:48:17.365 --> 00:48:20.105
And it will show on the participant's view,

753
00:48:22.005 --> 00:48:22.505
here.

754
00:48:23.125 --> 00:48:26.345
If this was a Zoom event, it would say joined at or

755
00:48:26.725 --> 00:48:31.650
left at. That way you're able to kinda see, like, did they come late or did they not?

756
00:48:32.130 --> 00:48:34.869
And it I think it's super cool to be able to see that information.

757
00:48:36.770 --> 00:48:40.390
And then in our site, you're also able to go and add it to pages.

758
00:48:40.690 --> 00:48:42.950
So if I select this page

759
00:48:44.705 --> 00:48:48.805
and I'm going to add an events element like I have here.

760
00:48:49.345 --> 00:48:59.550
So right now it shows up to 10 events that are upcoming and it allows you a little bit of control in terms of adding additional things onto the page with your events being shown on it.

761
00:48:59.870 --> 00:49:02.370
Now you're not going to be able to use that event slug,

762
00:49:02.990 --> 00:49:05.010
but you are able to

763
00:49:05.390 --> 00:49:09.250
at least add the events here, have it on, like, your home page if you want,

764
00:49:09.550 --> 00:49:15.090
but you can also restrict it by label. So when we add those labels, so like here,

765
00:49:15.924 --> 00:49:17.625
if I restrict it by Justine, if

766
00:49:18.005 --> 00:49:22.904
I don't have any that are on that label, it's not gonna show up here.

767
00:49:23.444 --> 00:49:25.704
If I have let's see one that is

768
00:49:26.085 --> 00:49:26.585
labeled.

769
00:49:28.484 --> 00:49:29.944
We'll do an Olga one.

770
00:49:35.869 --> 00:49:43.090
Now I've restricted it by that label so it's only going to pull in, you know, those events that have that label and they're going to be able to see that.

771
00:49:43.390 --> 00:49:54.075
You also have with that two point zero page builder, if you're listing your events and you want to have everything on the same page but you want to have more of a customized view for folks,

772
00:49:54.455 --> 00:49:56.635
you can also go to the advanced tab

773
00:49:57.015 --> 00:50:00.390
and you can change it by product or by list or tag where you're

774
00:50:00.690 --> 00:50:02.869
only showing it conditionally to certain people.

775
00:50:03.330 --> 00:50:10.550
This is really great in terms of, you know, like I said, having that one page that you want everyone to go to, but having a different view for different people.

776
00:50:15.745 --> 00:50:17.445
Another addition that we had

777
00:50:17.745 --> 00:50:20.325
was when you have your product

778
00:50:20.865 --> 00:50:21.365
connected.

779
00:50:22.305 --> 00:50:24.725
So when we have a product here, for example,

780
00:50:25.900 --> 00:50:28.800
when we go into the configure tab,

781
00:50:29.740 --> 00:50:31.420
if you have an upselling

782
00:50:32.780 --> 00:50:35.680
it's a new addition, so I'm still getting used to it.

783
00:50:39.115 --> 00:50:40.414
Maybe that's not right. One

784
00:50:42.394 --> 00:50:42.894
second.

785
00:50:49.755 --> 00:50:50.654
If it'll load.

786
00:50:53.250 --> 00:50:54.870
Alright. We'll just go here.

787
00:50:56.130 --> 00:50:58.630
When I go to my product that's connected here

788
00:50:59.490 --> 00:51:00.950
my Wi Fi is not working.

789
00:51:06.450 --> 00:51:07.350
There we go.

790
00:51:10.265 --> 00:51:12.045
And then it should be here.

791
00:51:12.665 --> 00:51:17.245
We've updated things so that they should automatically show any events that are using that

792
00:51:17.625 --> 00:51:18.125
product

793
00:51:18.665 --> 00:51:19.645
for payment.

794
00:51:20.025 --> 00:51:21.885
So now you don't have to question,

795
00:51:22.345 --> 00:51:24.445
like, who all is using this product.

796
00:51:24.810 --> 00:51:27.230
It'll show you a list of everything that's being used

797
00:51:27.610 --> 00:51:33.070
for that product as the order form and the way to be able to purchase it.

798
00:51:34.730 --> 00:51:35.630
You can also

799
00:51:36.010 --> 00:51:36.990
use triggers

800
00:51:37.450 --> 00:51:39.230
to register people for

801
00:51:39.530 --> 00:51:42.075
your events. So if you wanted to use,

802
00:51:42.395 --> 00:51:44.895
a situation where you want people to pay first,

803
00:51:45.275 --> 00:51:47.215
you can always send them the order form.

804
00:51:47.675 --> 00:51:49.375
And then in the content tab,

805
00:51:50.235 --> 00:51:53.615
you can go down here and add a trigger that once they pay,

806
00:51:54.075 --> 00:51:56.175
then they get registered for your event.

807
00:51:56.530 --> 00:52:00.710
It is set right now where if you do, like, you know, purchase activated,

808
00:52:02.610 --> 00:52:04.310
and we're gonna do an event,

809
00:52:06.770 --> 00:52:10.275
you do have to select what event occurrence you want it to be.

810
00:52:10.515 --> 00:52:18.934
So if it is event series, you do wanna make sure that you're updating that as you go, if you wanna make sure that they're registering for the next one,

811
00:52:19.714 --> 00:52:23.575
in that series. I hope that maybe that'll change in the future.

812
00:52:24.869 --> 00:52:28.089
Another way is using those triggers but through a list.

813
00:52:28.230 --> 00:52:36.329
So if we want folks to, you know, submit our sign up form, maybe you have additional information that you wanna get from them, we can create our new list.

814
00:52:39.215 --> 00:52:44.995
You can have your list connected to your sign up form, and then you're able to go into that content tab,

815
00:52:45.295 --> 00:52:50.035
and you can go in and add a trigger to register them for that event as well.

816
00:52:54.299 --> 00:52:56.160
That's kind of a very

817
00:52:57.180 --> 00:52:58.559
wide view of events.

818
00:52:59.020 --> 00:53:00.960
I believe I've covered everything

819
00:53:01.660 --> 00:53:03.039
that I had planned.

820
00:53:05.295 --> 00:53:08.755
Is there I'm gonna leave the floor open now for questions.

821
00:53:12.095 --> 00:53:15.714
Okay. Let's see. I'm gonna see what questions you guys had.

822
00:53:17.150 --> 00:53:21.330
Is there a way to convert a single occurrence event into a series after creation? No.

823
00:53:21.630 --> 00:53:23.410
No. There is not. I am sorry.

824
00:53:24.110 --> 00:53:27.730
If the event is a single occurrence, it's kind of stuck in that setting.

825
00:53:27.870 --> 00:53:31.890
You wouldn't be able to later change it into a repeating series.

826
00:53:33.425 --> 00:53:37.505
Are all these options available to me even though I'm going to have the most basic yes.

827
00:53:37.505 --> 00:53:39.445
All of these options are available to everybody.

828
00:53:40.225 --> 00:53:45.985
And since we now have automations available in starter, you automatically get those reminder automations too.

829
00:53:45.985 --> 00:53:47.910
So you get all of this. Right? It's

830
00:53:48.390 --> 00:53:54.549
this is not limited at all. Like and I think that's one of my, like again, events are my favorite.

831
00:53:54.549 --> 00:53:55.609
I just love them,

832
00:53:56.230 --> 00:53:58.329
because there's so much you can do with them. And,

833
00:53:58.630 --> 00:54:02.010
like, there's so much information you can get, and you can have fun with it.

834
00:54:02.955 --> 00:54:06.495
Can you show us later what the participant URL looks like on the client side?

835
00:54:06.795 --> 00:54:08.735
Are you meaning in terms of,

836
00:54:10.075 --> 00:54:11.615
like, where they go to their participant

837
00:54:12.075 --> 00:54:12.575
page?

838
00:54:13.515 --> 00:54:16.575
So I you showed us in, I think,

839
00:54:17.289 --> 00:54:18.029
one of

840
00:54:18.329 --> 00:54:19.630
the email response,

841
00:54:20.970 --> 00:54:27.390
there's you have the option to use participant URL, and you said then the participant can click that

842
00:54:27.849 --> 00:54:28.829
particular link

843
00:54:29.805 --> 00:54:32.145
and change the event to change their registration.

844
00:54:32.765 --> 00:54:33.744
But I was wondering

845
00:54:34.365 --> 00:54:38.607
where do they see that? Do they see that in an email confirmation or in their Calvin?

846
00:54:41.165 --> 00:54:45.770
So it depends on, you know, what you end up having it set up as. When you go

847
00:54:46.150 --> 00:54:46.630
to the

848
00:54:47.110 --> 00:54:51.370
let me see if you it was at the beginning. So you were showing us when you create an event,

849
00:54:51.990 --> 00:54:53.290
and you can use

850
00:54:53.670 --> 00:54:56.010
participant URL as one of the

851
00:54:56.550 --> 00:54:57.050
precoded.

852
00:54:59.214 --> 00:54:59.714
Yeah.

853
00:55:00.655 --> 00:55:02.994
So when you go to your

854
00:55:03.454 --> 00:55:04.755
your page so

855
00:55:05.055 --> 00:55:10.035
when we go to, like, an events page, for example, and I think it was this one that I registered for,

856
00:55:11.640 --> 00:55:13.420
Their URL is gonna be this.

857
00:55:13.960 --> 00:55:16.380
So for each person that attends and

858
00:55:17.000 --> 00:55:20.680
they go to register it, they're gonna have, like, their own participant page like this.

859
00:55:20.680 --> 00:55:25.319
So if I want to be able to see my page like this, this is exactly what they're gonna see.

860
00:55:25.319 --> 00:55:27.099
It just takes them back to this page,

861
00:55:27.775 --> 00:55:31.955
and it just has it looks like this. Now the one that I was trying to show you

862
00:55:32.335 --> 00:55:33.395
was the Zoom.

863
00:55:33.695 --> 00:55:34.835
So the the

864
00:55:35.375 --> 00:55:36.275
event location.

865
00:55:36.655 --> 00:55:38.435
Whenever you do event location,

866
00:55:39.055 --> 00:55:46.370
and you have it as Zoom, that's where it's syncing that participant URL with Zoom, and it's gonna show like this.

867
00:55:46.990 --> 00:55:48.850
So this is going to show,

868
00:55:49.150 --> 00:55:53.410
you know, whatever your account name .simplayer.combackslasheventsbackslash,

869
00:55:54.385 --> 00:55:57.045
their URL. So this is gonna be my unique

870
00:55:57.985 --> 00:55:58.965
participant URL

871
00:55:59.585 --> 00:56:00.565
and then join.

872
00:56:01.025 --> 00:56:03.445
So if you want them to have that as a button,

873
00:56:03.825 --> 00:56:06.245
that's where you wanna use event location

874
00:56:06.545 --> 00:56:08.005
because that's going to customize

875
00:56:08.730 --> 00:56:09.710
based off of,

876
00:56:10.170 --> 00:56:15.230
you know, whoever it is that's viewing that email, and it's going to sync with their Zoom participant.

877
00:56:16.890 --> 00:56:18.110
Okay. Thank you.

878
00:56:18.490 --> 00:56:18.990
Yeah.

879
00:56:22.805 --> 00:56:26.965
Is there a way to create an API for similar integration for butter.us?

880
00:56:26.965 --> 00:56:28.425
I'm not aware of that.

881
00:56:30.245 --> 00:56:31.385
That is a good question.

882
00:56:32.085 --> 00:56:32.585
I

883
00:56:33.045 --> 00:56:37.599
personally am super hopeful that one day we will have our own video streaming inside of some Plural.

884
00:56:39.040 --> 00:56:43.220
I know that one saying, you know, wish in one hand, do something in the other, see what's fuller.

885
00:56:43.839 --> 00:56:48.339
But I'm very hopeful. And I know it's on our list of things to do. I just don't know when,

886
00:56:48.640 --> 00:56:54.585
that'll happen. So Could I could I open a ticket and and talk to a technician maybe? So if if it's,

887
00:56:55.145 --> 00:56:57.245
something that could be done like a one off.

888
00:56:57.945 --> 00:57:00.665
I will do one better, and I can talk to our,

889
00:57:01.145 --> 00:57:03.465
engineering team and see if they have a suggestion.

890
00:57:03.465 --> 00:57:07.210
I know some folks have used, like, Zapier and things like that,

891
00:57:07.910 --> 00:57:08.890
but I can see

892
00:57:09.510 --> 00:57:11.930
what our options are in terms of that because,

893
00:57:12.230 --> 00:57:14.809
I mean, our Zoom integration is very, very

894
00:57:15.109 --> 00:57:15.609
detailed.

895
00:57:16.069 --> 00:57:18.550
I just don't know what it would look like with butter.us.

896
00:57:18.550 --> 00:57:20.809
Yeah. Okay. Thank you. Yeah. You're welcome.

897
00:57:21.595 --> 00:57:21.835
Okay.

898
00:57:21.835 --> 00:57:26.635
After import recordings as course lessons, is it safe to delete the recording in Zoom's cloud storage?

899
00:57:26.635 --> 00:57:31.435
Yes. So once you have already imported it, it's in your account.

900
00:57:31.435 --> 00:57:34.800
It goes right into your media library, and it's already there.

901
00:57:35.520 --> 00:57:37.860
So I can show you a quick example,

902
00:57:39.360 --> 00:57:40.340
in our account

903
00:57:41.360 --> 00:57:41.860
where

904
00:57:42.320 --> 00:57:48.260
when we go to our media library, for those of you that join our implementation workshops, we use this Zoom integration ourselves.

905
00:57:48.725 --> 00:57:52.025
So now that we host those recordings in the community,

906
00:57:52.485 --> 00:57:55.385
we use all of this. And when you have it recorded

907
00:57:56.245 --> 00:57:58.825
and like this one here, this would have been last night's,

908
00:57:59.125 --> 00:58:03.930
it's already here. I can go in and I can delete it out of Zoom, and it's already located here.

909
00:58:04.809 --> 00:58:08.349
This was done fifteen hours ago, so this is five minutes after we ended.

910
00:58:08.809 --> 00:58:15.790
So this is I mean, it it has to process, and then it imports it right away, and it's here in your account as, like, an actual file.

911
00:58:16.194 --> 00:58:18.674
It saves you from having to download it into your,

912
00:58:19.075 --> 00:58:21.335
computer and then having to reupload it.

913
00:58:26.035 --> 00:58:29.520
Tell us about the start now and send broadcast buttons on the events page.

914
00:58:29.920 --> 00:58:31.220
So start now.

915
00:58:31.600 --> 00:58:35.540
Lisa, I promise I will get to you real quick. I'm just trying to get through the chat real fast.

916
00:58:37.920 --> 00:58:41.220
Let's see. I gotta find the right event again.

917
00:58:47.115 --> 00:58:56.175
So when it comes to the send broadcast, so send broadcast you can do on any event, and that's just going to send it to any participants on that event specifically.

918
00:58:56.550 --> 00:59:00.890
So if I go here it's just going to show me a new email that I can create.

919
00:59:01.510 --> 00:59:02.330
Click next

920
00:59:03.750 --> 00:59:08.650
and my recipients are already going to be for that event. So it's already selecting all of those,

921
00:59:09.110 --> 00:59:14.985
participants that would be in that event occurrence that you are selecting the option to send a broadcast to.

922
00:59:15.445 --> 00:59:18.265
Justine Justine, so we would use that, say,

923
00:59:18.885 --> 00:59:22.025
I'm gonna be fifteen minutes late to start the broadcast,

924
00:59:23.220 --> 00:59:23.720
send

925
00:59:24.180 --> 00:59:28.920
a a message saying, hey. We're starting fifteen minutes from now. Yeah. Absolutely.

926
00:59:29.540 --> 00:59:32.840
Yeah. Or, you know, I know we had to reschedule this.

927
00:59:32.980 --> 00:59:37.424
So that's one of those things that I still I use that option, and I sent an email and said, hey, guys.

928
00:59:37.424 --> 00:59:39.825
I'm so sorry. We need to reschedule our events workshop.

929
00:59:39.825 --> 00:59:44.805
So super great if you're already in your events and you're like, I need to do that real quick.

930
00:59:45.825 --> 00:59:50.110
And then the start now. Like I said, that is only for Zoom. So,

931
00:59:50.570 --> 00:59:53.290
with Zoom specifically, you have that start now.

932
00:59:53.290 --> 00:59:58.270
It's going to it's gonna pull in your Zoom, and you're gonna be able to start it, especially if you're recording.

933
00:59:58.570 --> 01:00:01.150
So it's already syncing with that specific event.

934
01:00:01.450 --> 01:00:06.535
Otherwise, as long as you're logged into your Zoom account that is the host of that event,

935
01:00:07.155 --> 01:00:11.335
then you're also able to do it here in the meetings option where you can click start.

936
01:00:11.555 --> 01:00:15.815
So it's really up to you. And, Justine, when you started this meeting,

937
01:00:16.359 --> 01:00:19.060
did you click the start now button in some Simplero?

938
01:00:20.040 --> 01:00:21.960
Actually, this meeting was set up,

939
01:00:23.160 --> 01:00:25.180
I would say about ten months ago originally.

940
01:00:25.720 --> 01:00:32.140
So we didn't have that yet. So for this one, no. For all of my implementation workshops, yes. Okay.

941
01:00:32.255 --> 01:00:34.275
Got it. Thank you. Yep. Yeah. Absolutely.

942
01:00:34.895 --> 01:00:35.135
K.

943
01:00:35.135 --> 01:00:43.715
If we select online location and add a Zoom link not integrated to Zoom, can you collect a list of names and emails of the actual attendant and send the list and email after the event?

944
01:00:43.935 --> 01:00:45.150
If you are,

945
01:00:45.630 --> 01:00:50.210
I forgot to highlight that too. If you already have a Zoom event created,

946
01:00:50.910 --> 01:00:53.329
there is also the option in events

947
01:00:54.510 --> 01:00:56.210
where you can import from Zoom.

948
01:00:56.270 --> 01:01:04.275
So you can import that event from Zoom as well if, like, you changed your mind and you already have it created as an event or or what have you.

949
01:01:04.275 --> 01:01:06.695
You can import that event as well.

950
01:01:07.155 --> 01:01:11.795
There's also an option to sync and import all events from your Zoom account.

951
01:01:11.795 --> 01:01:17.530
So anything that is already in there, you can just pull it all in, and it'll show up here on your account.

952
01:01:18.790 --> 01:01:20.890
When you do that import from Zoom, though,

953
01:01:21.350 --> 01:01:24.810
you do want to make sure that you are getting that meeting link.

954
01:01:25.510 --> 01:01:26.330
It would be

955
01:01:28.335 --> 01:01:30.355
trying to find the best way to do it.

956
01:01:30.735 --> 01:01:32.515
When you create them, it's a little easier

957
01:01:32.895 --> 01:01:34.435
to schedule a new one

958
01:01:35.855 --> 01:01:36.435
in Zoom.

959
01:01:37.295 --> 01:01:37.875
And news.

960
01:01:40.829 --> 01:01:41.329
Required.

961
01:01:42.269 --> 01:01:44.450
Another thing is you can't import

962
01:01:44.910 --> 01:01:47.009
when you use personal meeting ID.

963
01:01:47.309 --> 01:01:52.609
So if you are selecting personal meeting ID, which is gonna have, like, a simple link like this

964
01:01:53.069 --> 01:01:55.765
that, you know, folks join and they add,

965
01:01:56.385 --> 01:02:00.325
you're not gonna be able to import that in. We don't support that. You have to because

966
01:02:00.785 --> 01:02:04.965
that link can be used for multiple things and it's hard to pinpoint which event it is.

967
01:02:05.025 --> 01:02:07.045
So as long as you do generate automatically

968
01:02:07.745 --> 01:02:08.805
and click save,

969
01:02:09.560 --> 01:02:11.740
then you're able to copy this right here

970
01:02:12.600 --> 01:02:14.060
and then import it in

971
01:02:14.600 --> 01:02:15.740
underneath our events.

972
01:02:17.000 --> 01:02:18.380
So you can do that,

973
01:02:18.760 --> 01:02:21.500
and then once you have your Zoom event itself,

974
01:02:22.040 --> 01:02:22.280
say

975
01:02:23.305 --> 01:02:25.565
let's see where I have this one,

976
01:02:26.665 --> 01:02:28.285
in your registration here.

977
01:02:28.585 --> 01:02:31.165
So Zoom has all of those registrations as well.

978
01:02:31.545 --> 01:02:34.925
You can do view and you can have, you know, pull that stuff in,

979
01:02:35.705 --> 01:02:37.645
and I believe they allow you to

980
01:02:38.220 --> 01:02:41.920
download it from them, but you could always import it as well.

981
01:02:43.500 --> 01:02:49.920
I'm not sure in terms of, like, if it's a Zoom link and you want it to, like, perfectly sync.

982
01:02:51.055 --> 01:02:54.035
That gets a little tricky because it doesn't they don't quite communicate.

983
01:02:58.015 --> 01:03:02.910
Okay. Event access control. A paid member has registered and is sent the Zoom link.

984
01:03:02.990 --> 01:03:06.210
Let's say they share the Zoom link with a friend who isn't a paid member.

985
01:03:06.510 --> 01:03:09.250
What would happen when the nonmember tries to join the Zoom?

986
01:03:10.910 --> 01:03:16.049
I will need to check that because, right, with our Zoom integration, it actually syncs their participant URL.

987
01:03:16.510 --> 01:03:17.010
So

988
01:03:17.905 --> 01:03:19.045
let me test that.

989
01:03:20.705 --> 01:03:22.245
And, Justine, a little clarification

990
01:03:22.545 --> 01:03:25.685
on it. Let's let's say I have a

991
01:03:26.065 --> 01:03:27.845
a paid group coaching

992
01:03:28.705 --> 01:03:29.925
offer, right,

993
01:03:30.240 --> 01:03:31.220
where you get,

994
01:03:32.720 --> 01:03:34.260
two Zoom calls per week.

995
01:03:34.640 --> 01:03:35.140
Right?

996
01:03:35.600 --> 01:03:39.700
I only want the paid members showing up to the Zoom calls,

997
01:03:40.480 --> 01:03:42.100
and I want the

998
01:03:42.444 --> 01:03:45.984
experience of registering to be seamless for the member.

999
01:03:46.605 --> 01:03:49.265
Right. And I don't want any nonmembers

1000
01:03:49.805 --> 01:03:52.865
sneaking in. That's the problem I'm trying to solve for.

1001
01:03:53.805 --> 01:03:58.580
Yeah. I definitely get that. I will double check that. I do know that if as long as

1002
01:03:59.040 --> 01:04:01.700
your, like, Zoom event so if I go here to my Zoom event,

1003
01:04:02.400 --> 01:04:03.700
as long as you have,

1004
01:04:05.680 --> 01:04:08.260
we're gonna edit the entire series, a waiting room.

1005
01:04:08.880 --> 01:04:14.879
So if you have, like, a waiting room where, you know, people have to wait for you to start the meeting, that's kind of what we do.

1006
01:04:15.188 --> 01:04:18.277
You could do that and kind of, like, vet them.

1007
01:04:18.277 --> 01:04:27.370
I know that's a little extra work, but I will also check with our engineering team, and I will test it to see what happens with, like, a shared URL.

1008
01:04:28.390 --> 01:04:30.410
It's one of those things I have not tested.

1009
01:04:30.950 --> 01:04:31.450
But

1010
01:04:31.910 --> 01:04:36.570
I will follow-up with you if that's okay. Fantastic. Thank you, Justine. You're welcome.

1011
01:04:37.110 --> 01:04:40.810
Alright. I'm trying to make my way through the con question or the comments.

1012
01:04:41.195 --> 01:04:42.735
K. Second. Thanks, Justine.

1013
01:04:43.435 --> 01:04:45.935
Alright. Lisa, I saw you had your hand up.

1014
01:04:46.635 --> 01:04:48.815
Yeah. I don't know if you covered this. I lost,

1015
01:04:49.355 --> 01:04:50.655
it a couple of times.

1016
01:04:51.035 --> 01:04:52.575
I have a running series

1017
01:04:53.035 --> 01:04:53.775
of Zooms

1018
01:04:54.235 --> 01:04:55.055
every Thursday.

1019
01:04:55.560 --> 01:04:57.660
Next Thursday, I'm not gonna do one.

1020
01:04:58.040 --> 01:05:03.340
Is there a way I can turn off one without screwing up my series?

1021
01:05:04.200 --> 01:05:04.700
Yes.

1022
01:05:06.200 --> 01:05:08.380
So when you go into, like, an event,

1023
01:05:08.680 --> 01:05:12.835
I'm gonna do this one because we have a whole bunch of them. You can click the delete,

1024
01:05:13.694 --> 01:05:18.194
which is going to delete that event occurrence directly. You can also do here

1025
01:05:18.575 --> 01:05:23.395
and delete selected event. So, again, it's just gonna be this specific occurrence,

1026
01:05:23.850 --> 01:05:27.950
and that can be either a Zoom event or a regular standard event.

1027
01:05:28.410 --> 01:05:31.070
Either way, you can delete just a single occurrence.

1028
01:05:31.210 --> 01:05:36.190
And you can also get that also deleted in Zoom, or I have to do it in Zoom also?

1029
01:05:36.570 --> 01:05:37.790
It would do it in both.

1030
01:05:38.505 --> 01:05:39.005
Good.

1031
01:05:39.545 --> 01:05:45.404
Yeah. And that won't affect anything else. Right? Yep. It should not. If it does, then let us know.

1032
01:05:46.105 --> 01:05:48.125
I don't know if you know this one.

1033
01:05:48.984 --> 01:05:53.085
When I set up my Zooms, I put all the perimeters in the

1034
01:05:53.430 --> 01:05:53.930
first

1035
01:05:54.630 --> 01:05:55.849
one in the series.

1036
01:05:56.630 --> 01:06:03.030
But every time I go on to Zoom, I have to change, like, the camera and things like that.

1037
01:06:03.030 --> 01:06:07.690
Is there any way to save that, or that has to be done every single time?

1038
01:06:08.615 --> 01:06:12.635
That would be a setting inside of Zoom, but you should be able to have it,

1039
01:06:14.454 --> 01:06:17.915
as long as you're clicking edit event series. So

1040
01:06:18.535 --> 01:06:22.075
when you click edit and it'll say this occurrence or event series,

1041
01:06:22.900 --> 01:06:26.680
that's where you can go down and you can do either the video or,

1042
01:06:28.100 --> 01:06:31.080
you know, you can decide whether you want the video and stuff on.

1043
01:06:32.500 --> 01:06:37.400
And then also in your profile, I think you can also have a default of, like, what you would prefer.

1044
01:06:40.135 --> 01:06:44.555
Okay. There's a lot of different settings inside of the Zoom accounts as well,

1045
01:06:46.135 --> 01:06:49.095
of, like, what you can have for, like, defaults and things like that.

1046
01:06:49.095 --> 01:06:51.675
So I will find the exact setting.

1047
01:06:52.295 --> 01:06:53.990
And because, unfortunately,

1048
01:06:55.010 --> 01:06:56.070
I forget

1049
01:06:56.450 --> 01:06:57.430
in my nervousness

1050
01:06:58.450 --> 01:07:01.030
to set those, and then I have a very

1051
01:07:01.330 --> 01:07:02.630
blurry replay.

1052
01:07:03.570 --> 01:07:04.070
Oh.

1053
01:07:08.085 --> 01:07:09.145
That's never fun.

1054
01:07:10.085 --> 01:07:10.585
No.

1055
01:07:11.125 --> 01:07:13.865
So that's why I was hoping maybe I could

1056
01:07:14.165 --> 01:07:17.305
configure it and, you know, set it and leave it.

1057
01:07:17.605 --> 01:07:18.345
Thank you.

1058
01:07:20.180 --> 01:07:21.480
Okay. You're welcome.

1059
01:07:23.539 --> 01:07:26.279
What other questions do you have? I think I got everything in the chat.

1060
01:07:29.779 --> 01:07:31.000
Any other questions?

1061
01:07:32.885 --> 01:07:34.585
I know I covered a ton.

1062
01:07:35.365 --> 01:07:41.545
And, I mean, events, they are a very big thing, and I think they're underutilized personally. But,

1063
01:07:41.845 --> 01:07:45.780
there's so much you can do with them. If you have any questions,

1064
01:07:46.160 --> 01:07:48.020
please don't hesitate to reach out.

1065
01:07:48.480 --> 01:07:50.740
You can also join our implementation workshops.

1066
01:07:52.400 --> 01:07:57.380
I am gonna be your events expert if you wanna join one of mine. I say that jokingly.

1067
01:07:58.515 --> 01:08:02.375
I just have been very deep into them, and like I said, they're my favorite. But,

1068
01:08:02.994 --> 01:08:06.934
like I said, if you guys have any questions, please let us know. Otherwise, if that's it,

1069
01:08:07.315 --> 01:08:11.575
thank you so much for joining, and I will see you guys all next time.

1070
01:08:12.066 --> 01:08:14.576
Thanks, Justine. Yeah. I got it. Thank you.