If you need to email a group of guests from your Event Guest List for an Event, you can do so directly from the Event Guest List…
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Compass-360
Help Docs, Job Aids & Frequently Asked Questions
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Managing Invoices & Receipts
Linking attendee records with a constituent record is important for Compass to accurately link and track invoices and receipts with constituent records. If a guest has registered…
Read moreBatch Matching Event Guests With Constituents
Once your event page is live and the registration is underway, guests who register online will have their information collected from your secure registration portal and added…
Read moreManage Event Guests
You can manage various aspects of your event guests, such as matching them to a constituent if needed, selecting the meal they will be eating, assigning their…
Read moreManage Guest List
Use the Guest List section to manage all aspects of your guests including, constituent linking, table assignment, receipting / invoicing, adding notes, purchases, and more. The Guest…
Read moreManage Sponsors
Once you have configured your event sponsorships you can add your event sponsorships from the Sponsorship section. Add a Sponsor After you have set up your Sponsorship…
Read moreManage Event
Once you have configured your event, you will primarily exist in the Manage tab in the event – with the exception of Communications (which can be accessed…
Read moreAuction Item Procurement
Use the Procurement section to setup the different categories to track your procured items. In the Procurement section, click the icon in the section you would like…
Read moreAuction Setup
On the Auction menu, you can configure the basic setup elements of your Auction. General Auction Settings Starting Bidder Number When assigning bidder number, this is the…
Read moreSpur-of-the-Moment
You can use the Spur-of-the-Moment section to configure the various sales and activities that you might host at your event (like raffle sales, alcohol sales, and any other…
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