Intro to BNI Connect visitor features dec 2013

12/6/2013

BNI Connect ®Local Business – Global Network ®

Prospective Visitor Module

12/6/2013

BNI Connect ®Local Business – Global Network ®

Visitor Self Registration via Website

Registration is Available via the Chapter Website

Registration is Available via the Chapter Details Page

Clicking on the Visit Button or Link Will Open the Registration Page

After Registering, the Prospective Visitor Will Receive a Confirmation Email

The Chapter Leadership Team, Visitor Hosts And Director Consultant Will Also Receive a Notification

Managing Prospective Visitor

12/6/2013

BNI Connect ®Local Business – Global Network ®

Registering a Prospective Visitor for an Upcoming Meeting

Navigate to the Chapter Operations Menu

Registering a Prospective Visitor

Fill Out the Visitor Details

Confirmation Emails

After Registering, the Prospective Visitor Will Receive a Confirmation Email

The Chapter Leadership Team, Visitor Hosts And Director Consultant Will Also Receive a Notification

12/6/2013

BNI Connect ®Local Business – Global Network ®

Managing Prospective Visitors and Marking Attendance

Navigate to the Chapter Operations Menu

Enter Search Criteria and Click GO

Prospective Visitor Results

Edit The Prospective Visitor to Mark Attendance

12/6/2013

BNI Connect ®Local Business – Global Network ®

Chapter Reports - Visitor Not Attended Report

Navigate to the Chapter Reports

Choose Your Report Parameters

Review the Report Details

12/6/2013

BNI Connect ®Local Business – Global Network ®

Chapter Reports - Visitor Registration Report

Navigate to the Chapter Reports

Choose Your Report Parameters

Review the Report Details

12/6/2013

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