Events & Event Registrations

Articles

Cancelling an Event Registration in Protech and Issuing a Refund
Cancelling a Registration and Issuing a Refund Creation Date: Jul 23, 2025 Created By: Bridget Fairbanks 1. Click on Contacts 2. In the search field, type the last name, first name of the person and click enter Note: in the searc...
How to create an Add to Calendar Link for an Event
Creating an Add to Calendar Link for an Event Creation Date: Nov 16, 2023 Created By: Bridget Fairbanks 1. Create an Outlook Calendar Appointment with the details of the event.  2. When complete, click on "File" then "Save As" and in...
Creating Promo Codes
Creating Promo Codes & Attaching to Event Registration Creation Date: Aug 25, 2022 Created By: Bridget Fairbanks 1. Log into Protech 2. Scroll down and click on Promotions 3. Click on New 4. Type in the name/short description o...
Checking registration numbers
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How to Add a Question to the Event Registration Updated
Adding a question(s) to the registration process Creation Date: Aug 24, 2022 Created By: Bridget Fairbanks 1. Log into Protech 2. Click on My Work 3. Click on "Meetings" 4. Click on Meeting Setup 5. In the search bar, start typi...
Cancelled Event - Bulk Cancellations & Refunds
Bulk Meeting Registration Cancellation Creation Date: Feb 07, 2025 Created By: Bridget Fairbanks 1. Click on MW… 2. Click on Meetings 3. Click on Bulk Registration Cancellation 4. Click on Bulk Meeting Registration Cancellation ...
Activating an Inactive Event Meeting
Activating an Inactive Event Meeting Creation Date: Feb 11, 2025 Created By: Bridget Fairbanks   1. Click on Advanced Find Create advanced search queries. Press enter to open in new window. 2. Select Meeting Setup from Look for: 3...
Event Rescheduled - How to Update the Event and Create a NEW Calendar Link
Event Rescheduled - How to Update the Event and Get a New Calendar Link Creation Date: Jul 31, 2025 Created By: Bridget Fairbanks View most recent version  1. Click on Meeting Settings 2. In the Search bar, type the name of the event...
Events - How to find the HBA Event Code or Meeting ID
Events - How to find the Meeting ID or HBA Event Code Creation Date: Aug 11, 2025 Created By:  Bridget Fairbanks View most recent version  1. Click on My Work 2. Click on Meetings 3. Click on Meeting Settings 4. In the searc...