WEBVTT

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Good morning, folks.

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I'm just gonna let everybody in.

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We had the list of people signed up,

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so I'm pretty excited for this.

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Every time I go and hit admit all, like, two more people pop up in the waiting room.

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Anyways,

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well, I see a lot of familiar faces.

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I'm not sure how many of you are familiar with me, but my name is Justine.

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I'm a support specialist with Simplero.

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I run a lot of the implementation workshops, but you often see me in tickets as well. But,

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today's workshop is going to be diving

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into events,

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specifically more so the paid side of events.

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So I have quite the agenda prepared for us.

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If you guys have any questions, feel free to write them down.

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Throw them in the chat. I won't look at the chat probably

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during the call,

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but I will make sure to wrap back to those questions later.

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There's a good chance I might end up answering your question along the way,

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but

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I will make sure to try and cover as much as possible today.

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But

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I just have a few more people coming in.

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As we wait for the last few folks to start, does anybody have any questions before we get started?

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No?

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K.

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This is gonna be quite the party, it seems like.

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Alright. Well, I'm gonna pull up my

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little slideshow that I started. I'm not gonna do a slideshow the whole time, not like my inbox one.

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But I will at least get you started so I can kinda prepare you guys for what I'm going to cover today

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real quick.

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Alright. So

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screen share.

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Alright.

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So welcome everybody to my workshop running and selling live events.

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So the goal is is we're gonna go from having your setup,

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having it in your head, and actually having it ready to go and to sell.

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So the three things that I plan on covering today is going to be a single paid event.

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So that's an event that is kinda like a onetime thing, whether it's a workshop or a master class or, you know, anything that it could be.

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Maybe it's just a one off event, not something that you plan to do regularly.

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The next one would be recurring paid events.

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So this would be things that you plan on doing,

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in a very consistent schedule, but you want to be able to charge for each occurrence.

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That means that every single time somebody registers, they have to pay.

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And then the final option that I'm going to touch on is the membership,

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events, and that would be where you have some sort of,

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you know, membership product that is on our recurring subscription,

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and folks can register for your events after they've purchased it.

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So the setup for that one is a little bit different.

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So I'm going to first start with the single paid events,

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because that's gonna really lay the foundation

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for the rest of it.

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Now the things that I typically encourage you kind of check before you get started

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is that you have your automation set. I'll show you guys here in just a minute.

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But every single account has an event automate

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that you can,

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customize. It's gonna automatically be your default automation for all of your group events,

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and you can always change that for your different events.

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You can duplicate it or you can use a different one,

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but it's it at least allows you to have a default one

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that can easily be applied to each of your events for those reminders and things like that.

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And you can also use those keys to

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be able to not need to customize too much Using, like, the event description,

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event location, things like that allow

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one automation to be easily reused across multiple different events,

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whether it's a series or if it is a single occurrence.

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The next one is having your meeting platform ready to go. So my personal favorite is Zoom,

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because it does have that recording feature where you can import that recording.

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If you have a specific URL you use, if I know some folks have a certain Zoom link that they reuse consistently,

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if you have a in person address. And then as long as your profile is connected to either Google

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or Microsoft,

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single occurrence events also allow you to use either Google Meet or Teams.

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So that helps you to also have that unique URL.

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One thing that's kinda cool is I know for sure for Google, it automatically puts it on your calendar once you set up that Google Meet,

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event. So that's kind of a a cool little tip. And then,

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the next one is obviously knowing what you wanna create.

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So what is it that you want to do with events?

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I'm sure all of you guys have an idea of exactly what you're wanting to do.

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So making sure that you have an idea of what the name is, what your price you wanna have, the date.

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All of those little details are gonna be super important to kinda have as we get started.

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Now

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let me just pause my screen real quick,

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and let me switch screens.

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I'm now gonna go into

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where you're gonna go inside of the platform to actually set things up.

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Here is our demo account.

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So the first thing I'm gonna show you guys is going to be in your settings right

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here. Underneath this right hand side, there is a content section,

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and there's an events option.

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So inside of that, you have your default automations.

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It's gonna be you know, you can switch this off if you wanna have a different one.

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If you wanted to completely turn it off entirely, you Calvin.

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But this just allows you to have a really easy reminder

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attached to your events as you're creating them and not having to go back and make sure that it's reconnected or what have you.

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You can always view those automations.

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They have the new pop up features so you're not being switched to a completely different screen,

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but the emails are super, super simple. They just have, you know, the the name,

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the, event relative time, and then the event details. And as you can see, they have the event title.

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So you don't have to populate

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exactly what the information is about your event for every single one of those emails.

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Like I said, that's gonna be automatically connected.

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The next one would be underneath your settings

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and then underneath account and then down to integrations.

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This is gonna be where you have your Zoom,

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integration if you plan on using Zoom.

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You can have multiple different, Zoom accounts as you can see here.

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And for accounts that have been around for,

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like, the original Zoom integration,

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you will want to make sure that you've reauthorize that integration.

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Otherwise,

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those options for,

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importing the recording and things like that,

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won't necessarily work just as as smoothly.

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Now we're gonna go into

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content

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and then down to events.

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If your account is newer,

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it is very likely it's going to be underneath this more tab

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all the way down to the bottom,

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and then you'll probably just need to toggle it on right here,

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but

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then it would show up here in this content menu.

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Now as you can see, there's a whole bunch of different ones here on the events table, and you can kind of see here on the right side what type of events these ones are.

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So this would be a Zoom event.

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This one is just a standard event, so it could have, you know, an in person location. It could have,

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you know, a

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Google Meet link or what have you, and then these ones are obviously recurring.

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So we're gonna go ahead and create a new event.

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Or actually here.

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Sorry. Backing up.

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What I wanted to show you guys first was actually

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utilizing the product wizard.

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So when you go into sales and then down to products,

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we have what's called the product wizard.

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This can be super, super helpful if you don't already have a product you wanna use or if this is your first time setting up a paid event,

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because we do have that event feature. So you can go here, click your event,

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and you're able to put your title, your subtitle, your description, card image, all of that, and it's already connecting your product and your event at the exact same time.

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So you're not having to build both pieces

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right off the bat.

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And this

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is a great, great way to start when you're first diving into those paid events. So,

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we're gonna do

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we're gonna just say implementation workshop.

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You can add your description.

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So let's meet

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and

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work together.

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Have our image.

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Go ahead and do that one because who doesn't love coffee.

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And then you have your price.

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So, typically, for an event like this, you want it to make sure that it is set to one time.

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You don't want them to get charged repeatedly,

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especially when we're setting this up because it charges for this occurrence.

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And then you're gonna set up your time. So when do we want this event to start?

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If you want it to repeat, so it has all of the same event options here in the product wizard.

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We're not gonna have it repeat. Like I said, we're doing a, single occurrence to start off.

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And then, like I said, you have your Zoom, Google Meet, and Teams that you can utilize if you'd like.

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I'm gonna go along with the Zoom so I can show you guys the other options,

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and then we're gonna click continue.

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So now the wizard's gonna do all of the thinking. So this product is already ready to go.

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It's already gonna be connected to the event.

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So we should be able to see

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right in the event here.

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And I'm gonna find my implementation.

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If I can spell.

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There we go. So now we have our event here.

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And then I'll go into my settings so you guys can see all of the settings that end up also automatically getting set up.

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Now all of these settings are gonna be possible when you first create it from the events tab directly.

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It's just that with utilizing that product wizard, it allows you to have both the product and the event already connected.

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Now I'm gonna go down and scroll to the parts that are important

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is that you wanna make sure for paid events that you are having registration

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on.

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Without registration on, you're not able to collect that payment.

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You're not able to have them pay in order to attend the occurrence,

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but you can see that it has the collect payment here. And then you also have your additional,

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event options,

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and that Zoom recording is here as well.

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You can add your custom fields if there's additional information for your event you need.

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But once you have this part set up,

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and all the extra customizations you intend to do,

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You should have your automation

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already here. Let's do our existing one.

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Wrong one.

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So you can do your existing one. So we can do our event reminders,

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but then you can also do online event reminders if you want to have one unique for this one.

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That is super helpful if you wanna add, like, more information than what you want for typical ones.

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And when you do the online event reminders,

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it has that initial email, but then it automatically adds those wait for the event start and just

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simple emails that you can go in and customize later.

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Once you have all of this set up, once, I mean, this is essentially, like, the main part of having the event be able to be paid.

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You're able to just share the link for the event.

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People will go here. They'll see your event registration page.

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They're gonna agree to marketing,

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click register,

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and now they're gonna have fifteen minutes to finish checking out and paying before their registration is actually going to be approved.

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Now if I don't go ahead and finish checking out,

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then underneath my

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participants tab here, it's gonna say waiting payment.

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So it's gonna tell me right here that this person has not paid.

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If within fifteen minutes they don't pay, it's going to say payment timed out.

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But once that payment has gone through, then they're gonna automatically,

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see the option for them to see, like, all of the event registration details.

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They're gonna be able to see the location. They're gonna get added to your automation.

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They're gonna get all of those reminders.

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Now if you have a series,

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that's where you'll go back in and you'll do create new event,

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and this could do, you know, weekly

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workshop

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series.

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You're gonna select what time you want it to be at.

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We're gonna go ahead, do weekly,

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and do Tuesday, and we're gonna end after

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10 occurrences.

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Again, you can have your different location options.

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As you can tell, Microsoft and Teams do not show up on this one because they don't they're not supported on the recurring series, but you can do Zoom, in person, and TBD.

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If you do something like online, in person, TBD,

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and later decide, like, oh, I wanna actually have it on Zoom or I actually wanna have it on Google or what have you, you're not able to necessarily change it inside of Simplero, but you can add that URL into the location itself.

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So we're just gonna go ahead again and do Zoom.

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And again, you're gonna add your your different details to it.

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Let's just do something, like, nice and floral.

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There we go. And, again, you're gonna wanna have that automatic approval

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and collect payment. So it's essentially the exact same setup.

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You can use the same product for multiple different events, multiple different series.

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It doesn't really matter. The the product is essentially

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the housing

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part of it that ends up allowing collecting payment,

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whenever they go in and register for a certain occurrence or for a certain event.

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As long as you select the collect payment,

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then after they register, they go in and they see that,

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checkout page.

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So I'm gonna just go ahead and create that event. And what did I forget?

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There we go.

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Alright. There we go. So now all of these events are already created.

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Now what I love about the event series when you collect payment on them is that

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they have to pay per occurrence.

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So if you wanna make sure this is super relevant if you have something like a a yoga class or,

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you know, a weekly meeting that you want people to pay per occurrence.

238
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Like, you don't want them to just pay once and attend whenever or pick and choose which ones they want to attend.

239
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If you want them to pay for each time that they attend, this is the best way to do it.

240
00:16:05.530 --> 00:16:15.115
Now on the other hand, I'm sure some of you have, you know, a membership community or a membership product, and you want folks to be able to register for events,

241
00:16:15.895 --> 00:16:19.835
and not have to pay. Right? But you don't want them to just attend

242
00:16:20.215 --> 00:16:22.715
even if they haven't paid. Right?

243
00:16:23.095 --> 00:16:24.740
On On that side of things,

244
00:16:25.920 --> 00:16:28.260
when you go in and create a new event,

245
00:16:28.640 --> 00:16:30.500
and we're gonna do a membership

246
00:16:31.040 --> 00:16:31.540
event,

247
00:16:32.720 --> 00:16:37.985
and we're gonna just update and set all of that up Calvin.

248
00:16:37.985 --> 00:16:39.925
And again, end after fifteen.

249
00:16:40.785 --> 00:16:44.165
On the opposite side of it, instead of collecting payment,

250
00:16:44.945 --> 00:16:47.445
we do still want to make sure that we are

251
00:16:48.305 --> 00:16:48.805
having

252
00:16:49.240 --> 00:16:52.540
automatic approval for registration, especially if you wanna have those reminders,

253
00:16:53.160 --> 00:16:55.580
but you want to restrict it to a product.

254
00:16:55.960 --> 00:17:02.780
So instead of having it collect payment via a product, instead it's going to end up restricting it by that product.

255
00:17:02.835 --> 00:17:05.255
So you would just select which product that is,

256
00:17:06.675 --> 00:17:08.375
and we're gonna create that event.

257
00:17:09.875 --> 00:17:10.375
Now

258
00:17:10.675 --> 00:17:15.075
nobody who visits it this event and wants to be able to see it.

259
00:17:15.075 --> 00:17:19.550
So I don't have access to it because I don't have an active purchase of that

260
00:17:20.010 --> 00:17:20.170
product.

261
00:17:20.490 --> 00:17:27.710
Therefore, if, you know, somebody wants to attend your event, they have to make sure that they're going ahead and purchasing the product first.

262
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So they would have to go into your product here.

263
00:17:31.065 --> 00:17:35.965
You would end up giving them that order form, and then they would see the option to register.

264
00:17:36.904 --> 00:17:42.684
One thing I love about that is that you can also set it up in the automation or in the trigger.

265
00:17:43.225 --> 00:17:45.325
We can just do a custom one real quick,

266
00:17:45.670 --> 00:17:48.970
and you can actually trigger to register them for your event.

267
00:17:49.430 --> 00:17:52.090
So you can register for the next upcoming occurrence.

268
00:17:52.870 --> 00:17:55.130
We're gonna do our membership event.

269
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Now whenever they are purchasing this product, they're getting automatically registered to that event, which they're automatically gonna be able to see all of the events that are coming out.

270
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They're gonna see the location information because they have access to it.

271
00:18:07.935 --> 00:18:13.155
But you can also add a trigger that once they are deactivated, so once they cancel,

272
00:18:13.710 --> 00:18:15.809
you can also cancel that registration

273
00:18:17.390 --> 00:18:22.530
so that they're not, you know, getting access to an event that they no longer should have access to.

274
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This way you don't have to do a ton of

275
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back end work,

276
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but this is also where when you go into your automation,

277
00:18:31.845 --> 00:18:35.225
you can also do your, you know, online event reminders.

278
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And then at the end, we Calvin do

279
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other

280
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event.

281
00:18:43.170 --> 00:18:45.910
And I usually like to do about an hour after

282
00:18:49.010 --> 00:18:51.270
nope. If I click the right thing, create step.

283
00:18:51.970 --> 00:18:54.550
Select other, and then you're going to

284
00:18:55.095 --> 00:18:59.595
register them for the next upcoming occurrence, and then you would select that event.

285
00:19:00.375 --> 00:19:05.355
And I'm pretty positive I created the wrong selected the wrong one than the one I created, but that's okay.

286
00:19:06.294 --> 00:19:14.309
But now whenever somebody registers for your event and they're already in your automation series, they're just going to get registered for the next occurrence.

287
00:19:14.610 --> 00:19:16.950
They're not gonna need to have to go in and,

288
00:19:17.410 --> 00:19:20.390
you know, register for every single one to still get reminders.

289
00:19:20.850 --> 00:19:23.590
This automation will just restart from the beginning

290
00:19:24.095 --> 00:19:27.955
and resend all of those reminders for them for the next occurrence.

291
00:19:28.335 --> 00:19:31.875
Of course, you can change that. You can customize all of these things,

292
00:19:32.175 --> 00:19:36.450
but it at least allows you that once somebody has access to this product,

293
00:19:36.830 --> 00:19:40.530
once they purchase your membership and you want them to be able to register,

294
00:19:40.910 --> 00:19:43.950
then they can. They can see the events that are coming up.

295
00:19:43.950 --> 00:19:46.130
They can, you know, see the event information.

296
00:19:46.830 --> 00:19:54.705
And then once they've canceled or if they're no longer active in your membership product, then they're going to no longer be able to see the option to register

297
00:19:55.565 --> 00:19:58.065
or even continue in your automation series.

298
00:20:00.540 --> 00:20:01.520
That is

299
00:20:02.460 --> 00:20:05.840
a very I guess, that went way quicker than I was expecting.

300
00:20:07.740 --> 00:20:08.240
But

301
00:20:08.700 --> 00:20:09.200
that's,

302
00:20:09.580 --> 00:20:14.000
you know, a big part of, like, getting those things set up is is having your information

303
00:20:14.665 --> 00:20:19.565
set up. Right? Knowing exactly what you want to do, how you want your event to be formatted,

304
00:20:20.025 --> 00:20:25.485
and then, you know, what does it look like? Is it going to be like they can register for anything?

305
00:20:25.545 --> 00:20:27.645
Do they register for only a few?

306
00:20:28.025 --> 00:20:31.780
And then you can always place these things on, like, a landing page.

307
00:20:32.000 --> 00:20:39.940
So if we wanted to build out, like, a sales page of some sort and you wanted something maybe a little more elegant to share than just the event registration page,

308
00:20:40.400 --> 00:20:43.220
you can always go in and we'll just create a new one.

309
00:20:45.495 --> 00:20:47.355
And we're just gonna do a quick

310
00:20:47.815 --> 00:20:49.355
page. There we go.

311
00:20:50.774 --> 00:20:56.075
And I'm just gonna add an element, and then you can do things like your event registration form.

312
00:20:56.534 --> 00:21:01.390
You can go in and select that event that you have if it's, you know, a Simplero,

313
00:21:01.390 --> 00:21:03.170
we'll do our implementation one.

314
00:21:08.190 --> 00:21:09.170
Zoom is ready.

315
00:21:10.350 --> 00:21:11.250
Here we go.

316
00:21:11.630 --> 00:21:15.855
So now you have your event registration form that you can have on the landing page itself,

317
00:21:16.315 --> 00:21:20.255
and then it's gonna take from your style guide. You're able to add information right there.

318
00:21:20.715 --> 00:21:29.250
And then they're still gonna get redirected to, like, your order form when it's a paid event, but at least you have a little more customizations and things like that here.

319
00:21:30.450 --> 00:21:32.870
You can also, you know, add your event listings.

320
00:21:33.490 --> 00:21:33.990
There's

321
00:21:34.290 --> 00:21:37.510
lots of different approaches that you can do. Now with

322
00:21:37.810 --> 00:21:38.630
paid events,

323
00:21:40.050 --> 00:21:45.415
with setting it up with collecting payment via the prod or the event itself through that product,

324
00:21:45.795 --> 00:21:47.655
it does end up being that registration

325
00:21:48.195 --> 00:21:49.255
and then payment.

326
00:21:49.795 --> 00:21:52.535
Now if you prefer that they pay first

327
00:21:52.835 --> 00:21:54.055
and then get registered,

328
00:21:54.595 --> 00:21:57.495
there are options of going into the product

329
00:21:58.670 --> 00:22:00.850
very similar to what we just did for,

330
00:22:01.630 --> 00:22:03.330
I think it was this product here

331
00:22:03.870 --> 00:22:06.929
where we registered them for that next upcoming occurrence.

332
00:22:07.150 --> 00:22:12.315
And you could list your product to register them either for the event or for that next occurrence.

333
00:22:13.175 --> 00:22:20.795
Just kinda depends on, again, like, what your flow is and how you want it to be presented to other folks.

334
00:22:22.615 --> 00:22:25.355
I think I see a few comments in the chat.

335
00:22:31.429 --> 00:22:32.570
Pay what you can

336
00:22:33.509 --> 00:22:34.330
for workshops.

337
00:22:34.950 --> 00:22:42.735
So are you meaning more so kind of like, you know, you have to pay to attend, but you can decide how much you want it to be?

338
00:22:44.475 --> 00:22:46.174
So it's kinda either,

339
00:22:47.434 --> 00:22:50.015
sometimes it's you can do a deposit,

340
00:22:52.080 --> 00:22:53.460
and then if they

341
00:22:53.760 --> 00:22:57.140
want to, they could pay more, but it's it's kind of

342
00:22:57.680 --> 00:22:59.140
you're you're not necessarily

343
00:22:59.520 --> 00:23:03.380
charging. It it could even be free or something like that.

344
00:23:03.995 --> 00:23:04.815
Yeah. We don't

345
00:23:05.355 --> 00:23:06.255
necessarily have

346
00:23:07.035 --> 00:23:07.615
a perfect

347
00:23:07.995 --> 00:23:11.455
pay what you can type of flow, but you can set up payments,

348
00:23:12.715 --> 00:23:15.275
inside of your products. So if you go here to the product

349
00:23:16.075 --> 00:23:18.010
I'm just gonna use this one real fast

350
00:23:18.470 --> 00:23:19.450
and do pricing.

351
00:23:20.470 --> 00:23:25.850
You can add you know, we'll just do a single payment, but it can be zero and then you can allow donations.

352
00:23:25.990 --> 00:23:31.690
So allowing that donations allows for that, like, flexibility of picking how much they're gonna pay.

353
00:23:35.885 --> 00:23:36.385
K.

354
00:23:38.684 --> 00:23:43.985
Let's see. And then specific dates. Now okay. So that is a really great point.

355
00:23:44.445 --> 00:23:46.784
Now when we go into the events themselves,

356
00:23:47.650 --> 00:23:50.550
I actually just spoke with, somebody else about this as well,

357
00:23:51.490 --> 00:23:54.070
especially when it comes to, like, maybe a membership event.

358
00:23:54.450 --> 00:24:00.390
Maybe you have, like, certain events that you're not going to have or maybe you need to adjust the time.

359
00:24:01.010 --> 00:24:04.775
You can just go over here and you can either delete the occurrence.

360
00:24:05.715 --> 00:24:10.855
For Zoom specific events, you do have to go into Zoom to edit the,

361
00:24:12.034 --> 00:24:15.414
edit the event itself, but you can change these dates.

362
00:24:15.860 --> 00:24:20.680
Now if I go back and I'll show you on a non Zoom one as well.

363
00:24:22.100 --> 00:24:24.600
I just selected a Zoom one. There we go.

364
00:24:26.980 --> 00:24:27.720
Right here,

365
00:24:28.020 --> 00:24:31.075
you can do the edit event occurrence details,

366
00:24:31.535 --> 00:24:34.335
and you're able to change the date and time as well.

367
00:24:34.335 --> 00:24:37.235
So you can change it to be, you know, a different

368
00:24:38.655 --> 00:24:42.115
day. So if we wanna do maybe we want this one to be July 30

369
00:24:42.690 --> 00:24:47.909
or June 30, then you can set that up, and it's not going to necessarily impact the rest of them.

370
00:24:47.970 --> 00:24:53.830
The rest of them are gonna maintain the time and date that they have, and that's the same even with Zoom.

371
00:24:53.970 --> 00:24:57.975
When you update one of those event occurrences, it doesn't impact the rest

372
00:24:58.535 --> 00:24:58.775
of them.

373
00:24:59.095 --> 00:25:07.995
And you don't have to worry about like, even if you set it up to be, like, you know, once every six weeks or what have you, you can still go back in and change

374
00:25:08.375 --> 00:25:12.395
those dates and times after you've created it. But having it in a series

375
00:25:13.180 --> 00:25:15.840
makes it super, super easy for you to be able

376
00:25:16.380 --> 00:25:18.080
to have it set up in, like,

377
00:25:19.420 --> 00:25:23.200
a, like, a membership and to automatically get them registered for the next occurrence,

378
00:25:24.060 --> 00:25:25.200
or, you know, having

379
00:25:25.580 --> 00:25:27.120
one event series. And,

380
00:25:27.965 --> 00:25:34.465
one thing I I really love about the events with Zoom is that you also have, like, attendance.

381
00:25:35.005 --> 00:25:38.865
So once you're able to see that people have registered or not,

382
00:25:39.245 --> 00:25:44.500
you're able to see, like, if these people actually join, if they're showing up to your event, if they're,

383
00:25:45.120 --> 00:25:46.740
attending, how long they're attending,

384
00:25:47.360 --> 00:25:49.220
if they didn't attend at all,

385
00:25:49.680 --> 00:25:50.820
and things like that.

386
00:25:52.640 --> 00:25:53.460
Let's see.

387
00:25:54.655 --> 00:25:58.035
Hopefully, that helped answer your question, Desiree and Laura.

388
00:26:00.975 --> 00:26:01.475
Yeah.

389
00:26:01.934 --> 00:26:02.434
Okay.

390
00:26:03.295 --> 00:26:05.235
I know that was probably really

391
00:26:05.615 --> 00:26:06.115
quick.

392
00:26:07.620 --> 00:26:08.340
I'm sorry.

393
00:26:08.340 --> 00:26:18.180
I try to I try not to, talk too fast, and I'm sure those of you who are very familiar with me, it's easy for me to get wrapped up into events and end up going into a ramble.

394
00:26:18.180 --> 00:26:18.680
But,

395
00:26:20.015 --> 00:26:23.795
I do love how capable they are, and they

396
00:26:24.255 --> 00:26:28.815
definitely seem overwhelming and intimidating when you're first getting started.

397
00:26:28.815 --> 00:26:30.435
But once you get into them,

398
00:26:30.895 --> 00:26:32.355
they're honestly just

399
00:26:32.809 --> 00:26:33.309
amazing.

400
00:26:33.530 --> 00:26:39.230
And they can simplify life, especially if you're doing these online meetings, if you're meeting with your customers.

401
00:26:39.290 --> 00:26:46.065
Like, if you're holding workshops, I know there's a lot of people who do webinars, and for the longest time, they've used list.

402
00:26:46.945 --> 00:26:50.164
But the events and the ability to have those automations

403
00:26:50.544 --> 00:26:51.365
and the

404
00:26:51.825 --> 00:26:53.605
event specific wait steps,

405
00:26:54.304 --> 00:26:59.044
it makes life so much easier, especially reminding people of things that are coming up.

406
00:27:01.160 --> 00:27:02.380
Any other

407
00:27:02.760 --> 00:27:03.260
questions?

408
00:27:06.200 --> 00:27:07.660
I have a quick question.

409
00:27:08.200 --> 00:27:09.100
Yes, ma'am.

410
00:27:10.280 --> 00:27:12.780
What is the benefit of using events,

411
00:27:13.424 --> 00:27:19.445
versus the courses, especially if things are being recurring over, like, a set amount of weeks?

412
00:27:19.825 --> 00:27:21.365
So would you recommend

413
00:27:22.784 --> 00:27:31.159
so just can you tell me, like, a little bit about what events can do that courses can't do and what courses can do that events can't do?

414
00:27:32.820 --> 00:27:36.360
They kind of work well together. Like, especially when it comes to Zoom,

415
00:27:36.980 --> 00:27:39.700
you can actually import those recordings directly into a course.

416
00:27:39.700 --> 00:27:44.135
So if you want people to watch the replay, like we do with our implementation workshops,

417
00:27:44.674 --> 00:27:49.095
or if somebody is like, you know, we we talked about this or I missed that Calvin. Right?

418
00:27:49.154 --> 00:27:51.575
It's great to be able to import the recording,

419
00:27:51.875 --> 00:27:53.414
and you can actually list

420
00:27:53.715 --> 00:27:57.335
the event inside of a course. Like, you can have the calendar

421
00:27:57.840 --> 00:28:00.080
of the events that are upcoming and,

422
00:28:00.400 --> 00:28:05.380
put it inside of the course so that while they're in your course, while they're consuming that content,

423
00:28:05.760 --> 00:28:09.120
they can see what events are connected to it, into the membership site.

424
00:28:09.120 --> 00:28:11.299
And I can show that real quick, but

425
00:28:12.055 --> 00:28:14.955
events are more so date specific,

426
00:28:16.455 --> 00:28:21.675
and they allow for the reminders. They allow for you to be like, hey.

427
00:28:21.895 --> 00:28:27.179
We're meeting on Thursday at this time. Right? All of you got a reminder for this workshop. Right?

428
00:28:27.179 --> 00:28:29.759
And all of that was done through an automation

429
00:28:30.139 --> 00:28:31.039
with those events

430
00:28:31.500 --> 00:28:35.500
specific wait steps. And it's great to remind people of, like, hey. We have this thing coming up.

431
00:28:35.500 --> 00:28:36.559
Don't forget. Right?

432
00:28:37.144 --> 00:28:37.705
Life is busy.

433
00:28:37.705 --> 00:28:42.684
It's easy to forget things that are coming up even if you're on a course, even if you're on a forum.

434
00:28:43.865 --> 00:28:46.764
But being able to remind folks and to also,

435
00:28:47.144 --> 00:28:48.684
like, in a membership community,

436
00:28:49.065 --> 00:28:59.240
having that extra step of registering them for the next occurrence so they can see your calendar, they can see what's coming up, but they don't have to register to automatically get those reminders.

437
00:28:59.380 --> 00:29:01.640
You're already doing it on the back end for them.

438
00:29:02.020 --> 00:29:02.520
So

439
00:29:02.980 --> 00:29:11.175
that's more so what it what the events side of it does, whereas, like, the core side is more so for them to easily consume that content

440
00:29:11.715 --> 00:29:13.335
on a site, on an app,

441
00:29:14.435 --> 00:29:16.375
in the forum. Right? And

442
00:29:16.835 --> 00:29:19.255
they they work really, really well together.

443
00:29:22.210 --> 00:29:27.270
Let me show you real fast exactly what I mean when I say that they can be attached to

444
00:29:28.290 --> 00:29:28.950
the course.

445
00:29:29.330 --> 00:29:34.309
So if I go back into my membership event, I'm just gonna go into settings,

446
00:29:34.905 --> 00:29:39.725
and I'm going to list it on this membership site. I don't want it on my main site

447
00:29:41.145 --> 00:29:42.365
and click save.

448
00:29:44.105 --> 00:29:46.365
Now that I'm on this membership site,

449
00:29:49.290 --> 00:29:50.190
gonna move over.

450
00:29:53.610 --> 00:29:58.030
So now here on that calendar, I'm just gonna go in and edit the site,

451
00:29:58.730 --> 00:30:00.430
and my Internet is slow,

452
00:30:03.205 --> 00:30:04.905
And we're gonna configure site.

453
00:30:05.765 --> 00:30:10.265
Go into our course. So you can select any of the courses that you want it to be in.

454
00:30:10.405 --> 00:30:13.145
You would just go over to your settings over here,

455
00:30:14.040 --> 00:30:23.260
scroll down, and you can connect it to a group as well, but you or connect the course to a group, but we would just add that membership event to that course.

456
00:30:23.880 --> 00:30:27.174
Click Calvin,

457
00:30:27.174 --> 00:30:27.914
and then

458
00:30:28.455 --> 00:30:30.075
we're gonna view our course.

459
00:30:33.654 --> 00:30:36.375
And now it has those upcoming events right here.

460
00:30:36.375 --> 00:30:39.289
As they're inside of the course, while they have all of this content,

461
00:30:39.590 --> 00:30:41.370
they can already see what's coming up.

462
00:30:41.429 --> 00:30:48.010
And then they can also have those recordings if it's on Zoom or if you want to have the recordings manually added.

463
00:30:48.470 --> 00:30:50.730
You can add it right into the course as well.

464
00:30:57.595 --> 00:30:58.895
Hopefully, that was helpful.

465
00:30:59.435 --> 00:31:00.655
That is so cool.

466
00:31:01.195 --> 00:31:06.655
I had no idea we could do that. So, if you put it if you add it under your course

467
00:31:07.910 --> 00:31:10.730
or under the list, are there instructions for the people

468
00:31:11.110 --> 00:31:13.450
that are maybe not used to Zoom Calvin, like

469
00:31:13.910 --> 00:31:15.370
instructions about Zoom?

470
00:31:16.309 --> 00:31:17.190
You could add,

471
00:31:17.670 --> 00:31:20.975
instructions, I would say, if you wanted to, like,

472
00:31:21.355 --> 00:31:23.535
inside of the course description or,

473
00:31:24.075 --> 00:31:24.715
what have you.

474
00:31:24.715 --> 00:31:28.815
I don't think that it necessarily, like, says, like, oh, you need to attend this or whatever.

475
00:31:29.995 --> 00:31:30.735
Let me

476
00:31:31.115 --> 00:31:32.335
share my screen again.

477
00:31:33.200 --> 00:31:36.900
Like, they would see, like, these upcoming events. Right? And they would just click it.

478
00:31:36.960 --> 00:31:41.140
They can register. They would see the details. They can go to the upcoming events,

479
00:31:42.000 --> 00:31:45.220
which would take them, I think, to the site's event page

480
00:31:45.680 --> 00:31:47.540
specific to this course.

481
00:31:47.845 --> 00:31:50.825
So they can see all of the ones that are coming up as well.

482
00:31:52.965 --> 00:31:53.465
Yeah.

483
00:31:54.405 --> 00:31:58.425
And, like, if your membership community is using, like, the group forums,

484
00:31:58.805 --> 00:32:03.225
like I said, you can go into that setting and you can attach that underneath the

485
00:32:03.600 --> 00:32:04.340
site group

486
00:32:04.720 --> 00:32:07.780
so that they also see connection directly to the forum

487
00:32:08.240 --> 00:32:10.900
that is related to that specific course.

488
00:32:16.475 --> 00:32:16.975
Okay.

489
00:32:17.915 --> 00:32:20.015
Hopefully, that was helpful, Desiree.

490
00:32:21.115 --> 00:32:26.335
Yeah? Yeah. That's exciting. I had no idea I could do that. Pretty cool. Thank you.

491
00:32:26.395 --> 00:32:28.095
You're very welcome. And I know,

492
00:32:28.795 --> 00:32:29.535
that there's

493
00:32:30.110 --> 00:32:32.370
some big plans coming up with events.

494
00:32:33.710 --> 00:32:38.690
And as a little bit of a nugget, they are working on, like, the live streaming inside of the platform.

495
00:32:38.750 --> 00:32:39.250
So,

496
00:32:39.710 --> 00:32:50.515
I mean, it might be even simpler for you down the road of if you're running these live events, if you're wanting to do the recordings of being able to do it native inside of Simplero and not needing to

497
00:32:50.815 --> 00:32:54.115
pull up Zoom or Google Meet or Microsoft Team. But

498
00:32:54.735 --> 00:32:58.915
we all have our preferences. Right? I know some folks are hardcore teams,

499
00:32:59.215 --> 00:32:59.715
fanatics,

500
00:33:00.680 --> 00:33:05.340
and, other folks have other platforms they like as well for video streaming. But

501
00:33:06.040 --> 00:33:10.140
what other questions do you guys have in regards to events,

502
00:33:11.160 --> 00:33:12.780
being able to sell them

503
00:33:13.640 --> 00:33:14.620
or in general,

504
00:33:15.605 --> 00:33:17.705
or if there's anything that felt unclear.

505
00:33:18.485 --> 00:33:22.665
May I see what it looks like how a list of events

506
00:33:23.445 --> 00:33:25.785
would look like, like, on a sales page?

507
00:33:27.125 --> 00:33:28.505
Like a events listing?

508
00:33:29.070 --> 00:33:33.809
Yeah. What would that look like? And say, like, you're teaching yoga or, like, in my case,

509
00:33:34.269 --> 00:33:35.010
art classes

510
00:33:36.269 --> 00:33:37.809
and, like, oh, I'm teaching

511
00:33:39.950 --> 00:33:40.450
this

512
00:33:40.830 --> 00:33:42.850
and but, yeah, each person

513
00:33:43.230 --> 00:33:44.450
pays per week.

514
00:33:45.525 --> 00:33:49.065
Yeah. For sure. Let me just pull up a landing page.

515
00:33:49.445 --> 00:33:54.105
I'm gonna switch into one of our other support accounts just because it has a little bit more,

516
00:33:56.165 --> 00:33:59.465
more events to pick from than the demo one.

517
00:34:00.120 --> 00:34:02.540
But let me just share real quick.

518
00:34:04.440 --> 00:34:06.220
So I just pulled up a quick,

519
00:34:06.840 --> 00:34:07.820
one of the templates.

520
00:34:08.360 --> 00:34:13.980
My Internet is not happy today. That looks awful with that style guide.

521
00:34:17.364 --> 00:34:18.105
One second.

522
00:34:23.924 --> 00:34:25.545
Does not want to cooperate.

523
00:34:26.324 --> 00:34:27.625
One six k.

524
00:34:28.510 --> 00:34:28.750
Alright.

525
00:34:28.750 --> 00:34:36.850
So once you have, like, your your landing page, what have you, and you're gonna end up adding I think I showed earlier the event registration form,

526
00:34:38.030 --> 00:34:38.989
but you could add

527
00:34:39.390 --> 00:34:41.730
we'll just do here. We'll do add a section,

528
00:34:42.775 --> 00:34:44.155
enter a blank one,

529
00:34:45.094 --> 00:34:46.554
and then we'll just do

530
00:34:47.335 --> 00:34:47.835
headline,

531
00:34:50.935 --> 00:34:51.675
add element.

532
00:34:56.230 --> 00:34:58.730
Why didn't we not want to cooperate today?

533
00:35:02.150 --> 00:35:05.369
Add element. There we go. And then we'll do event listing

534
00:35:07.845 --> 00:35:09.385
and let it think.

535
00:35:11.365 --> 00:35:13.705
Alright. So now it has these are all events,

536
00:35:14.325 --> 00:35:21.705
right now that it is pulling in, but you can go in and you can decide, like, if you want to be able to select, like, specific ones

537
00:35:22.180 --> 00:35:28.040
or if you want to have it more filtered down. Like, if you use labels or or facets,

538
00:35:28.580 --> 00:35:31.240
you're able to be able to do that as well. And

539
00:35:31.620 --> 00:35:32.820
my Internet is not

540
00:35:34.340 --> 00:35:36.440
Zoom slows things down for me significantly.

541
00:35:42.154 --> 00:35:42.654
Okay.

542
00:35:43.674 --> 00:35:46.234
So you're able to do, like, upcoming. You can do specific.

543
00:35:46.234 --> 00:35:50.730
You can limit how many events you want it to be. You can do by site.

544
00:35:50.730 --> 00:35:55.950
If you're on, like, your membership site, obviously, it's gonna end up pulling the ones that are listed on that site.

545
00:35:56.650 --> 00:36:08.085
You can limit it by that label so you could decide, like, oh, I only want the ones that have the Justine label or if you have, like, certain facets, like, which are really great if you have certain categories, like,

546
00:36:08.865 --> 00:36:12.164
you know, a membership community, yoga, something like that.

547
00:36:12.224 --> 00:36:15.365
So you're able to kind of pick and choose which ones you want.

548
00:36:17.025 --> 00:36:17.845
Let's see.

549
00:36:18.704 --> 00:36:20.164
Just gonna refresh this.

550
00:36:31.720 --> 00:36:33.020
Well, that's not nice.

551
00:36:37.025 --> 00:36:38.724
I've realized that summertime,

552
00:36:39.265 --> 00:36:42.005
is a lot harder on my Internet than I realized,

553
00:36:42.545 --> 00:36:43.045
but

554
00:36:43.665 --> 00:36:46.005
lessons have been learned this summer. That's for sure.

555
00:36:47.330 --> 00:36:47.650
But yeah.

556
00:36:47.650 --> 00:36:58.450
So once you have your your different events here, it'll end up having it in that entire list view Simplero to how you would on, like, your site landing page or your site events page.

557
00:36:58.450 --> 00:37:01.110
It just allows you to have more.

558
00:37:01.845 --> 00:37:04.025
And then once the events are here

559
00:37:04.565 --> 00:37:08.025
and we have all upcoming, so we're just gonna publish.

560
00:37:13.525 --> 00:37:14.345
Oh, lord.

561
00:37:18.650 --> 00:37:19.150
Anyways,

562
00:37:19.530 --> 00:37:21.069
as this is loading for me,

563
00:37:24.010 --> 00:37:29.710
then once you have your events listing, when you click it, it's gonna function exactly like how it does on a regular

564
00:37:30.170 --> 00:37:35.475
events, like the system generated events page of, like, it's gonna pop up and ask them to register.

565
00:37:36.015 --> 00:37:39.235
Or if they're not logged in or if they're not known, it's gonna add them,

566
00:37:39.855 --> 00:37:41.235
put their name and information

567
00:37:41.855 --> 00:37:42.595
on there.

568
00:37:44.710 --> 00:37:47.610
Let me stop sharing. Maybe that'll help it load.

569
00:37:52.070 --> 00:37:54.410
Thank you for sharing that. Thank you.

570
00:37:54.790 --> 00:37:58.635
You're very welcome. I'm sorry that it didn't function as smoothly. I was hoping,

571
00:37:59.255 --> 00:38:01.994
but that tends to happen whenever I have these calls.

572
00:38:04.214 --> 00:38:06.474
But yeah. Any other questions?

573
00:38:11.550 --> 00:38:12.050
No?

574
00:38:13.470 --> 00:38:17.810
K. Hopefully, I don't know. Has anybody started using events or,

575
00:38:18.990 --> 00:38:19.570
are they

576
00:38:19.870 --> 00:38:21.730
going to start using them now?

577
00:38:23.550 --> 00:38:24.050
Yeah.

578
00:38:25.105 --> 00:38:27.205
Yeah. Especially for the paid side. Right?

579
00:38:28.785 --> 00:38:30.245
Yeah. K. Perfect.

580
00:38:31.585 --> 00:38:36.065
Well, if you guys don't have any questions, I use events for my free webinars.

581
00:38:36.065 --> 00:38:37.425
Oh, that's awesome, Sarah. Yeah.

582
00:38:37.425 --> 00:38:42.750
They're super great for the webinars, and, like, you can, as you can learn today, like, you can also so

583
00:38:43.130 --> 00:38:43.849
if you want,

584
00:38:44.490 --> 00:38:46.410
especially if you're doing, like, big speaking events.

585
00:38:46.410 --> 00:38:52.725
I think I've seen some folks do them for, you know, big events where they have multiple different speakers and stuff like that.

586
00:38:52.965 --> 00:38:55.625
So those can be super helpful if you have a series,

587
00:38:56.645 --> 00:38:59.705
and you do that kind of membership flow as well. But,

588
00:39:00.725 --> 00:39:03.465
hopefully, that helped answer questions that you guys might have.

589
00:39:04.405 --> 00:39:07.865
If anything comes up, obviously, please please reach out.

590
00:39:08.300 --> 00:39:11.359
I went through this a lot quicker than I was anticipating,

591
00:39:11.740 --> 00:39:12.240
but,

592
00:39:12.859 --> 00:39:16.619
I think I was trying to overcomplicate it. But I will follow-up with you guys.

593
00:39:16.619 --> 00:39:18.560
I will send you the link for this recording.

594
00:39:19.500 --> 00:39:21.795
And as always, I'll have a little checklist,

595
00:39:22.175 --> 00:39:24.755
that I'll attach with my follow-up email.

596
00:39:25.295 --> 00:39:29.395
But if you guys have questions, anything come up, please please please let us know.

597
00:39:29.775 --> 00:39:32.595
K. Have a great day. Bye, guys.

