Purchasing a Meeting Product for a Managed Group

Once the Buy for Group, Roster, Header, and Meeting Detail controls are configured, the process displays as shown below for a group manager purchasing a meeting product on the web for his/her group. In addition, the workflow for purchasing a meeting product is the same for all three workflows.

The Register Managed Group button only displays if the user has the permissions to be able to buy for a group and the meeting product was enabled for group purchase. For more information, refer to Setting up a Product for a Group Purchase and Setting up a Group Manager's Permissions. In addition, in order for the group manger to select a price from the List Prices drop-down on the Registration Information step on the web, in the back office, on the Rates and Pricing screen, from the Rate Code drop-down, "Group Rate" must be selected. See Back Office Settings for the Buy for Group Control for more information.

Group managers cannot select sessions, enter badge information, special needs, or questionnaire information during meeting registration. After registration, the individual who was registered for the meeting can login and update the information himself/herself.

For Chapter Management, if the size of the chapter that the chapter manager is managing has more than 100 members, it may be hard for the chapter manager to find chapter members within many of the Chapter Management pages. You may want to review the features and determine if the navigation is sufficient for the chapter sizes being managed.