Registering Committee Members for a Meeting

The Committee Meeting Registration screen displays all available meetings and the associated rate structures and rate codes by which attendees can register. Whether successful or unsuccessful in completing member registration, the system provides confirmation of each registration attempted and the associated status. You can manually register members that were not successfully processed.

To register members for a meeting:

1. From the Personify360 main toolbar, select Customers and Committees > Committee Central.
The Committee Central search screen displays.

2. Create a new committee or search for and select an existing committee.

3. On the Committee Members tab, check the checkbox next to the members you want to invite to the meeting or select the checkbox in the column header to select all members to invite to the meeting.

4. From the Common Tasks or Group Actions task category, click Register Members for a Meeting.
The Committee Meeting Registration search screen displays.

5. Search for and select the meeting/event you want to register the committee member(s) for.
The Committee Meeting Registration screen displays, as shown below.

6. If necessary, to override existing pricing, select the Rate Structure, Rate Code, and Ship Via from the drop-downs.

If you do not select a Rate Structure or Rate Code, the system will create the meeting order(s) by assigning the best rate structure for which the committee member qualifies and will use the default rate code for that rate structure.

7. If necessary, from the Select Break Out Sessions and Events, check the checkbox next to the break out sessions that you also want to purchase for the committee member(s).

8. Click Process Orders.
Meeting orders are created for all the committee members selected from Committee Central. The status displays in the Order Creation Status section of the screen.