Find your registrants online
Every registrant's profile now has one-click searches for LinkedIn, Facebook, X, Instagram and Google — prefilled with their name and town — so you can put a face and a story to a name before the event. We don't store or verify social profiles; these open a live search in a new tab.
July 30, 2026
Put your workshops on your own website
Your upcoming workshops can now appear directly on your firm's website — and the list keeps itself current. New workshops show up automatically, filled or past sessions drop off, and registrations still flow into your portal and CRM exactly as they do today. Open the new "Website Widget" tab for your personal code and step-by-step instructions for WordPress, Squarespace and Wix.
July 30, 2026
One-tap check-in at the door
Marking who actually attended used to mean working through your roster after the event. Now you can open a check-in page on your phone at the door and tap each guest as they arrive — or print a sign-in sheet with a QR code and hand it to whoever greets people. Open any event's View Registrants page and click <strong>Check-in at the door</strong> to get your link instantly. Accurate attendance is what powers your show-rate reporting and follow-up.
July 30, 2026
See your registrants' neighborhoods
When a registrant provides their street address, their home now appears on their profile in View Registrants — right alongside their Affluence Rating and household profile. It is one more way to know your room before you walk into it.
July 29, 2026
New add-on: Post-Event Nurture
Most attendees don't book the night of the workshop. Our new nurture program follows up for you — a 12-week, professionally written email sequence sent under your firm's name, with every open visible on the prospect's activity timeline. See the Post-Event Nurture tab to request pricing.
July 23, 2026
Prospect activity timelines
Every registrant now has a full activity stream — registration, confirmation and reminder emails, text messages, waitlist moves, and attendance — in one timeline on your View Registrants page. Email opens and text delivery receipts are rolling in too, so you can see who is engaging before the event.
July 23, 2026
Signups by channel, day by day
View Registrants now opens with a 14-day chart of your signups stacked by source — Facebook, Instagram, direct, and walk-ins — so you can see momentum and where your registrants come from at a glance. The dashboard stat tiles got a cleaner look while we were at it.
July 23, 2026
Pick your budget when requesting a workshop
The Request a Workshop form now includes a campaign budget selector, which speeds up review and gets your campaign built sooner. Our team still confirms every detail with you before anything runs.
July 23, 2026
Lookalike audiences: finding more of your best prospects
Your campaigns can now target new audiences modeled on the profiles of past registrants with the highest Affluence Ratings — reaching people who look like your strongest prospects, not just anyone nearby.
July 19, 2026
Adjust your event capacity
Use the Capacity button on any of your campaign cards to change seat counts — your landing page updates automatically.
July 16, 2026
Connect your CRM + Contact Support
Two new tabs: pipe every registrant into your CRM in real time, and reach our team directly from the portal.
July 16, 2026
Request a Workshop — now for everyone
Set up your next event right from the portal: pick your advisor, clone a past workshop or start fresh, and our team takes it from there.
July 16, 2026
Live signup momentum
Campaign cards now show how many signups came in over the last 24 hours.
July 16, 2026
Affluence Ratings on your registrant lists
Know Before You Go: registrants now come with household intel and a 0-99 Affluence Rating, sorted so your strongest prospects are on top.
July 14, 2026
