Help Center

Objective

To guide team members on how to register participants for ServiStar Consulting's events efficiently and accurately.

Key Steps

1. Log in: Access the website using login credentials.
2. Choose Events: Navigate to the events section to view available options.
3. Select Event: Choose the desired event from the list.
4. Review Details: Read through the program description to understand what the event offers.
5. Registration:
   1. Specify the number of attendees.
   2. You can register yourself or someone else.
   3. Select the appropriate series (e.g., fall series).
   4. Add the event to the cart.
6. Checkout:
   1. Proceed to the standard checkout process.
   2. Choose payment method (credit card or invoicing).
7. Confirmation:
   1. Upon completion, you’ll receive a confirmation email.
   2. If you registered someone else for the event, they will also receive a confirmation email.
   3. We will also receive a confirmation email.
8. Post-Registration:
   1. We will send registrants the necessary calendar invites and program information.
   2. Receive necessary documents and resources.
   3. Accept calendar invites for sessions.

Cautionary Notes

• Ensure accurate selection of the event and series.
• Double-check attendee count before proceeding to checkout.
• Verify payment details to prevent errors in invoicing.

Tips for Efficiency

• Familiarize yourself with the event options to assist participants effectively.
• Promptly respond to confirmation emails to facilitate the registration process.
• Reach out if you need help or clarification on anything during registration.

Link to Loom

https://www.loom.com/share/235141a438d94c8b92f5d234809aaeda

For additional help, please email support@servistarconsulting.com or book a 30-minute help call.