NOTE: Due to regular updates/improvements to the system, this video currently shows an outdated version of the user interface and references some terminology which has since been changed.  We will be updating this video soon, but have kept it here as it still provides some great guidance to point you in the right direction.  For written articles with updated instructions and screenshots, please refer to the helpful links provided below the video on this page.CODE: VDNDUP

 

🚨 IMPORTANT: 

  • Any reference to the "Finalization Link/Form" in this video is now referred to in the system as the "Client Confirmation Form".  
  • The Event Status labels and colors have received a rework since this video was recorded, and will appear slightly differently in the platform than what you see here.


Helpful Links: