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  3. Event Participation

Event Participation

A key capability of SourceLink℠ is its ability to manage the many aspects of seminars and events, as noted in the Events Section. The Participation Tab will allow you to track participation history for a particular client past and will provide you the ability to invite them to future events.

Note: Event attendance and registration is managed in the Events Section in the Navigation Panel.

To see a record of Events in which a client has participated, click on the Events Tab in the top nav bar within the Client Record.

Event Participation

You can sort the list by clicking on the arrows to the left of the headings.

You can invite this client to an event or register this client for an event by clicking Invite to Event or Register for Event in the upper right corner of the screen.

For more information see Creating an Event.

Updated on August 15, 2022

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