Iris Academy

Has your team undergone a change?  A new addition? Or just need a refresher?

Let Seattle Tech lighten your load and provide a weeklong comprehensive training program four times a year for your entire team. Iris Academy was designed to teach your team all the standard functionality that Iris has to offer where you would only need to fill in the gaps with university specific processes and integrations. 

For an annual fee, you will be saving thousands of dollars in personalized training while maintaining the level of service you are used to getting.

$ 0
Value of 20 Hours of Training
$ 0
Value of 80 Hours of Training

Iris Academy

$ 875 Annually
  • Training on Iris Conference
  • 20 Hours Offered Quarterly
  • Available to Entire Team
Register Now

Week at a Glance

Iris Coordinator – Sales and Contracting

  • Welcome and Introductions
  • Iris Academy Overview, Training Objectives and Expectations
  • Navigating Iris and Standard Terms
  • CRM Functionality (Organizations and Contacts)
  • Activities
  • Creating Events, Sales Dashboard and Best Practices for Inquiries
  • Quoting for Events
  • Contracting and Document Storage
  • Getting Ready to Plan and Planning Dashboard

Iris Coordinator – Planning Your Event

  • Meal Planning and Dining Manager Module
  • Meeting Planning and Meeting Facilities Module
  • Space Planning and Rooming Lists
  • Planning Fields and Event Summary Reports
  • Introduction to Iris Front Desk

Iris Operations with Iris Front Desk, Iris Housekeeping & Public Safety

  • Iris Housekeeping Module
  • Event Check-Ins and Preparation
  • Operations Dashboards and On-site Management
  • Public Safety Module
  • Event Check-Outs
  • Data Accuracy and Impact on Rate Templates
  • Getting Ready to Bill and Billing Dashboard

Iris Coordinator – Billing and Statistics

  • Billing and Financial Reporting in Iris Coordinator
  • Event Closure and Reconciliation
  • Additional Tools and Annual Audit Topics

    Iris Registration – Overview and Store Items

    • Introduction to Iris Registration
    • Navigating Iris Registration
    • Form Types and Authentication Methods
    • Form Store Items, Events and Rates

    Iris Registration – Form Building

    • Basic Form Design to include Pages, Sections and Registration Fields
    • Finance Setup to include Payment Types, Discounts, and Payment Plans
    • Registration Styles and Landing Page Configuration
    • System Pages, Form Policies and Notifications
    • Form Testing and Launch

    Iris Registration – Registrant Management and Reporting

    • Managing Active Registration Forms and Registrants
    • Posting Payments, Financial Reporting and Reconciliation
    • Registration Reporting
    • Iris Registration Client Module
    • Syncing with Iris Coordinator and Front Desk

    Offered quarterly, this comprehensive training program will provide flexibility to you and your team. You can have peace of mind knowing that Iris Academy is just around the corner.

    Ready to Graduate? Get Certified.

    Unlock your full potential with Iris Academy’s professional development certification. Gain in-depth knowledge, master standard features, and boost your event operation’s efficiency. Elevate your skills to expert level, impress employers, and become a leader on campus by leading Iris training with students or campus partners. Invest in yourself and open doors to endless opportunities. Certify your success today!

    Iris Registration Certification

    $ 300
    • Proof of Knowledge of Iris Registration and Client Module
    Coming Soon

    Iris Coordinator + Front Desk Certification

    $ 300
    • Proof of Knowledge of Iris Coordinator
    • Proof of Knowledge of Iris Front Desk and Modules
    Coming Soon

    Iris Conference Certification

    $600
    $ 499
    99
    • Proof of Knowledge of Iris Coordinator
    • Proof of Knowledge of Iris Front Desk and Modules
    • Proof of Knowledge of Iris Registration and Client Module
    Coming Soon