The Attendee Automation Platform

Connect Any Registration Source. Automate Everything That Happens Next.

OPVII is the engine between your registrations and your attendance. They flow in from anywhere, become one clean record, and trigger a full workflow across every channel.

Get Started See The Flow

Registration Reminders Followup Automated

Any Source

Registrations In

Forward Once

5 Timed Sends

Email And Text On Each

T-7d To +24h

Two-Way

Email And Text Inbox

Replies Matched

One Click

Attendance Marked

Per Registrant
Everything Included

Every Feature, On Every Plan

Nothing here is an upsell. The only thing a bigger plan buys you is more of it.

Bring Them In

  • All Integrations

    Pull registrations in from any source.

  • Booking Page

    Share a link and let them pick from your real hours.

  • Custom Fields

    Track the details that matter to your events.

  • Connected Calendars

    Appointments land in your own calendar, client invited.

Keep Them Warm

  • Automated Reminders

    The full pre event to post event cadence.

  • Appointment Drip

    Booked, three days, the day before, two hours, thank you.

  • Contact Messaging

    Send one time announcements to your contacts anytime.

  • Custom Templates

    Edit the wording, tone and timing.

Run The Night

  • Attendance Tracking

    One click check in and live show rates.

  • Night-Before Tally

    Tomorrow's head count in your inbox, the evening before.

  • Post-Event Reporting

    One tap to report who actually showed up.

  • Feedback Forms

    Collect responses after every event.

Stay On Top Of It

  • Two-Way Inbox

    Text and email replies in one thread, answered in one place.

  • Monthly Reports

    Every event, registered against attended, on the first.

  • Opt-Out & Quiet Hours

    Compliance handled automatically.

  • Email Support

    Direct help from our support team.

One Platform

Three Reasons Advisors Keep It

What the platform is actually for, and what it does for the week you were going to spend on it.

Stay In Front Of Them

Every Registrant Hears From You, Start To Finish

Five timed sends run off a single registration, each going out on email and text, so nobody who raised their hand goes quiet between the form and the room.

  • The signup lands on its own

    Forward it and the contact record builds itself, name, email, phone and event already filled in.

  • The cadence is already written

    A proven sequence is waiting the moment your first registration arrives.

  • The conversation outlives the event

    A thank you and a feedback form go out together while the night is still fresh.

Get The Hours Back

Hours Back On Every Event

Your time bills at advisor rates. Chasing a spreadsheet does not. Set the event up once and the sending, chasing and counting stop being anybody’s job.

  • Build the event once

    Every future signup inherits the whole flow. The second event costs you nothing.

  • Nobody sends anything

    Branded email and SMS go out on their own schedule, with nobody watching a calendar.

  • The count is already done

    One click checks somebody in, and the numbers are there rather than assembled afterwards.

Your Data

How Your Client Data Is Handled

You are holding other people’s contact details. Here is the plain version of what happens to them.

  • Your records are yours alone

    Scoped to your workspace at the database layer, not by a filter somebody remembered to apply.

  • Credentials are encrypted at rest

    Mailbox and integration credentials are stored encrypted, never in plain text.

  • Opt-outs are honored automatically

    STOP and HELP handled for you, quiet hours enforced, every admin action logged.

Flow Progress

See Exactly Where Every Attendee Is

One attendee, moving stage by stage through the pipeline every registration runs.

MR

Maria R.

Registered for Social Security 101 · Sat, 9:00 AM

Live

Stage of 6

  1. 01 Done In Progress Queued
    Inbox

    Registration Email Received

    An attendee signs up

    MR Maria Is Here Now
  2. 02 Done In Progress Queued
    Automation

    Matched To “Social Security 101”

    Auto routed to the right sequence

    MR Maria Is Here Now
  3. 03 Done In Progress Queued
    Email Text

    Send Confirmation

    You're booked and it sends instantly

    MR Maria Is Here Now
  4. 04 Done In Progress Queued
    Email Text

    Four Timed Reminders

    Each one sends itself, ending with the 2 hour text that actually gets read

    7 Days 4 Days 24 Hours 2 Hours
    MR Maria Is Here Now
  5. 05 Done In Progress Queued
    Attendance

    Event Ends

    Marked present in one click

    MR Maria Is Here Now
  6. 06 Done In Progress Queued
    Email Text

    Thank You + Survey

    Sent together while it's still fresh

    MR Maria Is Here Now

Every attendee and every event runs this on its own schedule.

Two-Way Inbox

They Write Back. You Answer In One Place.

Replies used to land in a personal inbox and a personal cell, with no way to tell which seminar they were about. Now they arrive here, already matched to the attendee and the event.

Both Channels, One Thread

A text and an email from the same person sit in one conversation, each marked with the door it came through.

Reply Without Leaving

Answer from the same box and it goes out on whichever channel they used, under your business name.

Your Whole Office

Assign it to your admin, file it, mark it resolved. Everyone sees the same inbox.

Automatic Replies

Sorted Before You Read It

Every reply is read and filed the moment it lands. You decide which ones get answered automatically.

Cancellation

The Seat Is Freed

Frees the seat and sends them a receipt, so your head count is right without you touching it.

Running Late

They Get An Answer

Acknowledged automatically so nobody is left wondering whether you saw it.

A Question

It Lands On A Desk

Flagged for you, and assigned to whoever answers questions in your office.

Confirming

Nothing Is Sent Back

Marked confirmed on their registration, with no reply sent back at a thumbs up.