Module 9 of 12
Event Night and Post-Event Processing
iPad check-in, no-show cleanup, and the three follow-up paths.
Module 9 — Event Night on an iPad
Video placeholder · 6–8 minutes · embed a Loom or YouTube link here
What to show on screen
- Opening the event Smart List on a tablet
- Marking guests as Attended during check-in
- Bulk updating remaining contacts to No Show
- Marking an attendee as Advisor Booked
Advisor iPad workflow
0 of 7 completeSmart List setup (one per event)
- Contacts → + Add Filter → Seminar Event ID Equals EVT-001
- Name it [Firm Name] — [Event Date] — [Venue] — Check-In List
- Columns in this exact order: Contact Name, Phone, Email, Guest Count, RSVP Status, Attendance Status, Advisor Appointment Status
- Open it on an iPad and confirm Attendance Status can be changed within two taps
The thirty-minute rule
Thirty minutes after the event begins, filter the list for contacts still marked Not Marked and bulk update them to No Show.
Three follow-up paths
Attended Did Not Book
Follow-up questions answered, then a personal review invitation offered naturally and without pressure.
Advisor Booked
Appointment preparation support only. No additional pitch of any kind.
No Show
Future seminar options offered, with direct advisor booking as an alternative.