Meetings Products Overview

This section details how to set up a meeting, although the same steps can be taken to set up a course and a proctored exam. These are parent-level meeting products and can standalone. The other meeting product types (break-out session, badge, exam product, and sponsorship/other fees) must be tied to a meeting and are detailed in the “Session Setup” and “Subproduct Setup” sections.

To set up a meeting:

1.    Define the general meeting product.

2.    Define rates and pricing.

3.    Define GL accounts.

4.    Define Revenue accounts.

5.    Define shipping charges (optional).

6.    Define cancellation fees (optional).

7.    Define components (optional).

8.    Define order confirmation text (optional).

9.    Define credit card billing description (optional).

10.  Define capacity.

11.  Define requirement inventory (optional).

12.  Define session requirements (optional).

13.  Define meeting room inventory (optional).

14.  Assign a room (optional).

15.  Validate setup.

See also:

·            Defining the Daily Meeting Registration Workflow

·            Creating a Meeting/Session Product Questionnaire

·            Viewing a Meeting Session Summary

·            Viewing Registrants and Wait Lists for a Meeting

·            Updating the Attendance for a Meeting or Session

·            Meeting Product Relationships

·            Meeting Products on the Web

·            Creating a Repeating Meeting

·            Linking Conference Floor Mappings

·            Copying a Meeting/Session Product

·            Creating a Session Meeting Product