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Perficio helps you simplify the event-planning process, achieve financial goals, and reach your target market. Perficio's event-planning module provides:
- Accommodation for registered, drop-in, and special events;
- "Margin calculator" that helps achieve desired ROI;
- Event templates that reduce data entry;
- Revenue and expense tracking by accounting codes;
- Additional expense identification per client or event;
- Planned and actual financial results;
- Preparation of rosters and other tools for event delivery;
- Tracking participant contact hours for state reporting;
- Establish event "series" for special marketing;
- Exporting catalog content for desktop publishing;
- Target marketing contact lists;
- Master calendar for better scheduling;
- Monitoring of automatic wait lists;
- Identification of group family members for account management;
- Storage of roster and internal notes;
- Application of discounts and financial assistance;
- Prorated registrations and cancellations;
- Conversion of account balances to refunds;
- Group events for permitting and staffing;
- Alignment of aquatics program to Red Cross standards;
- Blocking capability for website;
- Calendar tool for creating class schedules;
- Customizable preferences for individual class meetings;
- Skip dates listed in catalog export;
- Section summary for viewing all pertinent data;
- Monitoring of seasonal staff availability;
- Multiple pay rates for instructors; and
- Tracking of staff certifications, training, and paperwork.
Registration
Making registration as easy and flexible as possible is a tremendous
asset in boosting event attendance. With Perficio, attendees can register
by phone, mail, fax, Internet, or in person. In addition, the system provides:
- Registration holds;
- Automated wait lists;
- E-mail confirmations;
- Immediate credit card payment processing;
- Transfer of canceled customer to alternate section; and
- Reservation verification with built-in conflict resolution.
Financial Analysis
Perficio is a truly revolutionary system that provides you the tools to
record actual expenses per class—staff history, facility costs, and
additional expenses. Built-in reports provide:
- Revenue and expense tracking by accounting codes;
- Planned and actual financial results; and
- Additional expenses per client or event.
Staff Management
Perficio collects and manages instructor data for:
- Scheduling correct available staff for facility management and events;
- Creating multiple pay rates for instructors; and
- Tracking staff certifications, training, and paperwork.
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For more information:
mmmaruska@sartellgroup.com
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