How Does it Work?
1. Create an Account
"Set up a seller account and enable it to collect money through our quick process."
2. Create Sign Ups
"Build a sign up with our step-by-step wizard to schedule seminars and collect money. Payments can be optional or required."
3. Collect Money
"Registrants can pay for services with a credit card or debit card. The money will be deposited into the organizer's bank account."
Hold Financial Planning Seminars
Coordinate financial planning seminars. Register participants and collect money for tickets with simple online sign ups.
Schedule Financial Planning Appointments
Schedule client appointments for financial planning consultations and advising sessions. Keep names private with security settings.
Organize Financial Planning Workshops
Schedule corporate meetings to educate about retirement planning, financial advising and wealth management.
Fees and the Fine Print
- Seminar participants do not need to create a SignUpGenius account to make a purchase.
- Fees equal 5% of the purchase plus $0.50 per transaction.
- The organizer decides whether fees are paid by the organizer or participant.
- Organizers can add images to sign up slots for product sales.
- Organizers can set up discounts based on the date or quantity purchased.
