Resources Overview

The Resources Center is your central location for all you event resources, including labels, worksheets, templates, and all event tools. These resources help with guest management, auction setup, donation tracking, event operations, and post-event follow-up.

💡 Good to Know: All Resources Center options can be accessed from Resources in the Dashboard Menu.

Access the Resources Center

1. Go to Resources from the Dashboard Menu.
2. Review the available resource categories.
3. Select a report, label, worksheet, or tool to begin.

Guest Resources

Guest Resources provides reports and tools related to guests, seating, registration, and labels.

Guest List: Export guest information in Excel, PDF, or Guests Not Attending formats.

Custom Questions Reports: View responses collected from registration and ticketing questions.

Table Seating Reports: Review table assignments by Occupancy, table or Guest.

Entrée Reports: View meal selections by entrée count or by individual guest.

Guest Labels: Print guest information labels for bid cards or bidder labels for guests to use to bid.

Upload Guests: Get the guest list template or if you already have info in the template use this to process the upload.

Item Sales Resources

Item Sales Resources includes reports and tools for managing Items for Sale and sales-related tracking.

Item Sales Recording Worksheets: Print worksheets to record item sales during your event.

Item Sales Table Displays: Create signage displays for your sales items.

Taxable Items: Review which Items for Sale are marked taxable and identify missing tax settings.

Donation Resources

Donation Resources provides tools for recording and managing Fund-a-Need and paddle raise donations.

Donation Recording Worksheets: Print worksheets for donation levels to assist with recording donations during live appeals.

Auction Resources

Auction Resources contains reports, labels, worksheets, and templates related to auction items and bidding.

Silent Auction Bid Sheets: Generate bid sheets for traditional paper bidding.

Auction Table Displays: Create item display sheets for auction tables.

Table Display Design: Customize the design and layout of table displays.

Live Recording Sheets: Generate worksheets, signature or list, for recording live auction winners.

Item Labels: Print labels for auction items and packages.

Item Certificates: Create and manage certificates for items that require redemption certificates.

Item Donation Receipts: Generate, email or print receipts for auction item donors.

Taxable Items Report: Review taxable and non-taxable auction items.

Upload Auction Items: Get the auction item template or if you already have info in the template use this to process the upload.

Item Procurement Form: Use these forms to keep track of donated items throughout the procurement process. These will auto populate with entered info.

Event Resources

Event Resources includes tools commonly used during event setup and event day operations.

Presentation Screen: Display donations in real time during the event.

Credit Card Authorization Form: Print forms for collecting guest credit card authorization at check in.

Item Pickup Receipts: Generate pickup receipts for guests claiming auction items.

QR Code Generator: Create QR codes linking to pages within your event.

Statement Design: Customize the appearance of guest statements.

After Event Resources

After Event Resources focuses on guest communication and post-event follow-up.

Mailing Labels: Print mailing labels for thank-you letters and other follow-up communication.

Print or Email Statements: Generate, print, or email guest statements after the event.

Combined Receipt: The Combined Receipt tool generates a Receipt showing both pre-event and post-event activity on a single document.

💡 Good to Know: Combined Statements are not tax compliant receipts.

Golf Resources

Golf Resources is only available when the Golf Tournament module is enabled.

Tee Sheet: Generate tee sheets for golf course staff.

Golfer Labels: Print labels for golfer cards and golfer registration materials.

Team Report: Review team assignments and unassigned golfers.

Golfer List: Generate golfer list and check-in worksheets including Golfer Information..

💡 Good to Know: Golf reports include both Excel Golfer Lists and PDF Golfer Check-In Worksheets.

Printable Quick Help Guide:

(see  below for printing instructions)

How to Print This Guide

1. Right-click on the image of the guide
2. Select Save Image As…
3. Save the file to your computer
4. Open the saved image
5. Click Print (or use Ctrl + P / Command + P)

💡 Good to Know

For best results, print using Full Page or Fit to Page settings to ensure proper sizing and clarity.