Initial Implementation Meeting (30/45 minutes)

This meeting will serve as an introduction in which we will review how to enter your current information into the system. In this meeting we will cover the following:

• How to fill out the Contacts Excel template (to enter your contacts database into the system)
• The New Client Implementation Form (to help us build your site)

Events Training (1.5-2 hours)

This meeting will take place after you have completed your Excel template and will cover the basic functionalities of the system. In this meeting we will cover the following:

• Contact database management (how to add to, edit, search, and manage your Contacts database) 
• Using our mail merge to send personalized emails through the system
• Adding a new event, publishing it to Radar, changing your layout preferences, other options
• Adding invitees, marking their RSVPs, printing seating labels/barcodes, sending to mailing and seating
• Creating invitations, choosing your template, formatting invitations, uploading images, utilizing the custom database fields, sending out your invitations, following-up with your invitees
• Creating seating charts and seating your invitees
• Generating pre and post-event reports, customizing your reports, utilizing the search fields
• How to upload an event-related document so it appears within the iPad app
• Linking your existing contacts to the Radar Press List

**Requirements

Please come prepared with:

• Your Contacts Excel template pre-approved by your Client Relations Account Manager