Enter billing email, payment method, host’s name and contact information, and venue details (name, address, city, county, state, and zip code).
Ensure the host email matches the one provided in the onboarding form.
Date & Time
Use the calendar tool to select the date, then manually enter the time in the required format (e.g., 10:00 AM).
Event Details
Specify the type of seminar (e.g., Medicare, retirement planning) and the event type (educational or sales/marketing).
Indicate if a free meal will be provided, and include details in the event notes (e.g., type of meal or cuisine).
Advertising Budget
Select your advertising budget, with $500 recommended as a starting point for new users.
Acknowledgments
Three-Week Notice: Acknowledge the three-week notice requirement. Requests within this period incur a $250 expedited fee.
Billing Note: Acknowledge that after paying the seminar processing fee, you’ll receive a separate invoice for the advertising budget.
Information Accuracy: Confirm that all information provided is accurate, as this will be used for seminar advertising. Errors in the provided information are your responsibility.
Support
For questions, open a ticket in the client portal.
