BEST PRACTICE: Copy Event Settings to Another Event

When you manage multiple events, it can be tedious to configure the same information in each event. To make it easier to set up events and to ensure consistent information, you can now copy selected attributes from an existing event into any other event.

Attributes that can be copied between events include:

Contact E-mail Location Receipt Contact Info Receipt Confirmation Message Cancellation Policy Receipt Notification

Log On Prompt Collect Group Information Payment Type Deposit Payments Into Notifications Payment Schedules

Copying existing settings and information into another event
(click the image for a larger view)

To copy settings and information from one event to another, follow these steps:

1. In Event Management, open the event that contains the information you want to copy.
2. Click Copy Attributes. The Copy Attributes page will be displayed. The Attributes panel at the left lists the information that you can copy to another event.
3. In the Attributes panel, select the items you want to copy to another event or events.
4. In the panel at the right, select the event(s) that you want to copy the selected attributes to.
5. Click Copy. The selected items will be copied to the event(s) you chose.

WEBINAR: Doubleknot Sales Station Sneak Peek

Our clients rely on our integrated online solutions that combine event and program registration, reservations and bookings, membership management, ticketing and admissions under a single powerful interface. Soon, we’ll deliver the same reliable, adaptable services to an on-site point-of-sale (POS) and mobile point-of-sale (mPOS) solution. At last, you can sell exactly the same tickets, memberships, registrations, reservations and merchandise online and at any physical location.

Join us on October 6, 2015 at 2 PM Eastern/11 AM Pacific for a Sales Station webinar that will introduce Sales Station’s features and demonstrate ways that it can enhance your existing Doubleknot solution.

Sneak Peek: Doubleknot Sales Station POS/Mobile POS
Date: Tuesday, October 6, 2015
Time: 2 PM Eastern / 11 AM Pacific
Register: https://attendee.gotowebinar.com/register/1028313121753352961

Developing Outdoor Education Programs

Doubleknot’s communications manager Elissa Miller has published another article at Camp Business magazine. This month, it’s about how to plan and deliver outdoor education programs to serve the needs of schools and youth in your region. Outdoor education programs do more than educate young people about the environment—they’re proven to deliver lasting academic and personal benefits to participating students.

Although the article is published in a magazine about camp management, the information is also relevant for science centers, nature centers, botanical gardens and other organizations with an environmental mission who can engage youth through outdoor education programs.

What Do Customers See When They Log On?

What Do Customers See When They Log On?

As a Doubleknot administrator, you know what Doubleknot looks like when you log on—you see the Feature List and Administer panels with all the tools you need. But do you know what your constituents see when they log on?

When your customers, members, visitors and other constituents log on, they see a page with several tabs that provide access to all of their registrations, reservations, memberships and more in Doubleknot. Depending on how your organization uses Doubleknot, the following tabs may be displayed after a constituent logs on.

Summary: Immediately after logging in, the summary tab is displayed. This tab contains information about all upcoming events and reservations. If a payment is due for a registration or reservation, it’s listed in the Upcoming Payments section.

The Summary tab

Subscriptions: This tab lets constituents manage their subscriptions to your Doubleknot mailing lists. They can add or remove their account from any mailing list that they’re eligible for.

The Subscriptions tab

Registrations. This tab displays all of the customer’s past and current event and program registrations. Customers can view details, edit a registration (if the event is configured to allow updates) and make payments.

The Registrations tab

Reservations. This tab displays all of the customer’s past and current facility reservations. Customers can view details, edit a reservation (if the facility is configured to allow updates) and make payments.

The Reservations tab

Purchases. This tab displays all orders that this constituent has made in Doubleknot. Detailed information about individual orders can be displayed.

The Purchases tab

Memberships. If your organization uses the Membership Management module, this tab displays the constituent’s current and past memberships (if any) and allows them to view the details of any membership.

The Memberships tab

Profile. This tab lets the constituent update their profile information and contains a link to change their logon ID and/or password.

When a customer clicks the Profile tab, the Update Profile page is displayed

Group. If the constituent has registered one or more groups for group-signup programs or events, tools to manage the group are displayed in this tab. The constituent can add, update or remove people from the group and send email to all group members.

The Group tab

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IMPORTANT: The Upcoming EMV Liability Shift Does Not Apply to Online Purchases

EMV is a global payment system that uses a microprocessor chip installed on credit and debit cards to make it almost impossible to use counterfeit credit cards in card-present transactions, which are also known as in-store purchases.

Starting October 1, 2015, there will be a “liability shift” in the United States for card-present transactions only. If the financial institution providing the merchant account supports EMV but the merchant does not use a reader that supports EMV transactions, the merchant may be liable for fraudulent card-present transactions and transactions using counterfeit cards.

This liability shift does not apply to online purchases made through Doubleknot (or any other online purchase), to any other kind of card-not-present transaction, or to transactions made with a lost or stolen credit card. The liability and chargeback rules for these transactions remain the same.