How are you tracking attendance at recurring free events? We have a recurring free Yoga class on Friday - and now we are adding additional Family Yoga classes on specific dates. We don't want to have to "sell" people into these events, deal with batches, or involve the box office in any way.
Is there a way in Tess - perhaps through Elevated Events - that we could set up a Yoga "series" with individual class dates/times - and then after each class, enter people into those events?
And still be able to run an extraction to pull against that data entry that would pinpoint who had been multiple times or perhaps participated in both our regular Yoga and Family Yoga sessions?
Thanks.
Chris
Hi, Christine:
If you’re not collecting money, then Activities are the way to go. That’s how we track lots of things—donor receptions, board meetings, master class invitations, and the like.
Set up an activity called Yoga and then add it to people’s records for specific dates. You can add the activity on an individual record, and you can bulk add them using a list. You can track invitation/accept/attend/no show – type information, add notes, and run reports (the Patron Activity Report—and we’ve also got a couple of custom reports to make the format a bit more user friendly to use as a guest checklist, with lines between each record, and dropping the membership information).
We have a few generic activities, and add more specific information under “Performance.” If it’s a master class, we’ll put the name of the artist who’s leading it under “Performance.” A cocktail party will get the name of the venue or the purpose.
Lucie
______________________________Lucie SpielerIT Development and Training Manager
Florida Grand Opera