Meetings Overview

Meetings revenue is often the largest source of non-dues revenue for an organization. The following is a list of types of meetings that can be managed within Personify 360:

·            Annual Conference (often used in conjunction with an Exhibition)

·            Component Conferences (chapters and sections, as well as special interest groups)

·            Courses that earn attendees continuing education credits

·            Webinars

·            Proctored Exams

·            Fundraising Dinners/Galas

 

The Meetings subsystem provides functionality to manage all facets of meetings, from meetings to session components. In addition to creating basic meeting products, associations can define products that accompany a meeting registration, define the online registration process, manage badges, and create questionnaires for attendants.

 

Setting up meetings involves setting up a facility, a meeting, and one or more events or break-out sessions associated to the meeting. A meeting can range from a single-day course to a large multi-day annual meeting with hundreds of break-out sessions. Before you can assign a facility, you need to create a customer record for the location or use an existing customer record.

 

See Also:

·            Before You Begin
This topic provides information about meeting personas and lists the pre-requisites for creating a meeting product.

·            Accessing the Meetings Launch Screen
This topic lists the ways you can access the meetings screens in the back office.

·            System Types and Codes
This topic defines all types and codes for meeting products.