Running a Training Department on a Shoestring, Part 1

There are many challenges to managing a training program for over a thousand real estate agents located across a state. Automating as many processes as possible becomes required when you have limited personnel and funds. One process that we had to find a cost-effective solution for quickly was class/course registration. We needed cheap, effective way to give agents access to a calendar of upcoming classes and the ability registration online.

Our registration process depended on agents or managers sending e-mails to one person who would then add the person registering to a calendar invitation for the class. All monitoring of attendance was done manually with a sign in sheet and a spreadsheet where names and dates were recorded. This was time-consuming and did not give us an easy way to monitor registrations prior to a class. We used a Google calendar as a class calendar. This displayed the upcoming offerings on our intranet site, but it was not interactive and did not allow agents to register.

After some research, I landed on Eventbrite. Although it is primarily for event organizers who want to sell tickets or charge a fee for registration, I found that Eventbrite suited us well for what we needed. Eventbrite is free to use (a big plus) and gives us a calendar widget we can post to our intranet site. The calendar is interactive: Click on a date and you can see all classes scheduled for that date; click on “Register Now” and you are directed to the online registration page.

Eventbrite charges a fee if you sell tickets through the site and have Eventbrite collect the charges. We have used this feature for our annual convention where we charge a small fee to attend. The process was straight-forward and the fee was not exorbitant. It saved us the hassle of collecting checks or cash prior to and at the event.

In addition to having the interactive calendar for class registration, Eventbrite offers several tools that make life easier for the department. We check in participants on our mobile devices through the Eventbrite Organizer app (this is how we take attendance now!). If necessary, we can even register/sell tickets through the app.

I often send e-mail messages to participants before or even after a class through the platform. This eliminates the need to copy addresses into my e-mail message to send from my e-mail. I also have a record of what was sent when in an easily accessed location.

At any time, I can download reports of registrations and attendance. This makes keeping track of required attendance easier and more efficient. I often download information to a spreadsheet and forward it on to managers so that they can also see who is registered for or attended a class.

Eventbrite will also create a Facebook event for a class and include all the relevant information as well the link to register. I typically do not use this option, but I do take the URL for a class (each one has its own, customizable URL) and post it on Facebook when promoting a class or program. In addition to the Facebook interface, you have the ability to connect an Eventbrite account with any number of platforms including Survey Monkey and Mail Chimp via extensions.

There are many more features available in Eventbrite. On occasion I’ve used access codes to limit who can register for a class or program, the name badge function to create badges for classes, the wait list when demand for a class has been high, and the copy function to create “events” based on past offerings.

It’s rare to find a versitle tool that provides options such as these at a low cost. I’m happy to have stumbled upon Eventbrite for our class registration and reporting needs.

Leave a Reply

Your email address will not be published. Required fields are marked *