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Select a date or venue filter and click the Filter button to find a meeting quickly. The date filter displays past or future meetings. The other option, present meetings, displays meetings within a set range from today's date. This range can be changed in the Settings area. The search function finds a term within a meeting's title. Click Clear Search to go back to the regular view from the results page.
The basic view displays the meeting name (this may be different from the headline displayed on the front end), the venue, category, and publication status. The publication status determines whether a meeting, ticket, or product can be shown on the website. Meetings are always shown when published. Tickets or products may be published and available for purchase, but not shown on the main meeting page or in meeting e-mails. A meeting may also be incomplete. Only complete meetings can be published. The view also shows the meeting date, the total registrations, the total sales, and the total collected.
Navigation links appear at the bottom of the page for moving forward and back, or setting the number of rows (meetings) to show on each page.
The settings area is broken down into several areas and holds all of the information on meeting templates, stored venues, custom text, meeting categories, and preferences on registration handling.
Meeting Categories classify meetings. The meeting list module in the Content Manager has a setting to only show upcoming meetings of a certain category on a page. For example, meetings of the workshop category could be shown on a page about upcoming workshop topics.
Meeting templates provide a way to enter information that recurs across multiple new meetings. Adding a template is similar to the procedure for adding a meeting. A meeting based upon a template can be edited. Note that this relates to meeting information and does not control the display of information on the meeting page or elsewhere on the site. To modify that, go to Content Manager > Edit Templates.
Stored meeting venues save time when creating future meetings.
Edit the meeting badge templates to change what information is shown on meeting badges. For example, the chapter's logo may be swapped for the logo of the company sponsoring the meeting.
Payment Processing contains a few settings relating to credit card processing. Test mode is turned on as a safety measure for sites that are in the implementation phase.
Credit card processing is turned on or off here as well as the ability of a user to bypass the credit card form when registering for a meeting. If this is enabled, registrants see a button marked Bypass Payment with a message above it when registering. By default, the message reads, "Click here to bypass credit card processing and pay by check or cash at the door." Enter a new message here to replace the default. The tax rate is also set in this area.
Payment gateway changes must go through the support team. Go to the help area to get in touch with a request for a change here. The permitted credit cards and an option to require or not require the authorization code are set here.
Messages appear in various areas during the registration process. This area is used for replacing the default messages.
The registration form section modifies the labels on various parts of the form. This information plugs into specific places, so dramatically changing a label isn't recommended (changing the ZIP code to a license number, for example), but could be used to place specific instructions (asking for a cell phone number instead of a home phone). The Enabled and Required fields will show or hide a field, or force a registrant to enter information into a field, respectively.
Additional messages appear below. Each of these has a default message.
Enter a meeting name and select a template from the drop-down. The meeting name is visible only to admin users of the system. By default, this is also used for the meeting headline, but the headline can be edited. Templates pre-fill much of the meeting information and save time when most meetings take place at a particular venue or with particular ticket costs.
To make a new template, select Create New Template from This Meeting or go through the Settings area at the top right.
Choose the meeting category from the drop-down. Categories help organize the meetings, and meeting list modules show either all meetings, or upcoming meetings in a particular category (such as workshops).
Enter the starting and ending dates and times. The late and earlybird dates and times will be used later, when late and early fees and discounts are entered on meeting tickets. If the registration cutoff date and time are set, registration will automatically be disabled at the specified date and time.
Select a reusable venue from the drop-down, or create a new (reusable) venue.
Enter a headline for the meeting. The meeting's name will be filled in here by default, but can be edited to show a different name for the meeting on the front end and the back end (which may be useful if a meeting has a very long name, for instance).
The excerpt is a short blurb about the meeting that will be shown on the meeting listing page and any meeting modules.
The description should contain the full information about the meeting, such as an agenda or speaker bio.
Registration Details asks for some information about what is and isn't allowed for this meeting:
Adding a ticket
All products are non-registration items. Purchasing a product does not include a seat at a meeting.
The majority of the product options are identical to those used when setting up tickets (see above), but a few special options exist for inventory products.
When adding an inventory product to the list of items available for purchase during registration, a drop-down box appears for selecting which inventory product should be used. The product's description is changeable. A shipping and handling cost specific to the item is set here, if applicable. The check stock option checks the number of items on hand before allowing a registrant to purchase (so that an item cannot be backordered).
Click Select File to bring up the Image Manager and choose from icons on the system that have been used for previous events. It is also possible to upload new images through the Image Manager.
This area is for meeting flyers, meeting minutes, meeting surveys (of the printable variety; see [[Surveys] for information on setting up online surveys), speaker presentations, or any other files that should be available for download in association with this meeting.
Click Add a Document, then fill out the form with the document title and the name of a subdirectory that the document should be placed in. If the subdirectory does not already exist, the system will create it. (When uploading to an existing subdirectory, make sure to have the correct spelling, otherwise another similarly spelled directory will be created.) Browse buttons (which may be labeled Choose File, depending on the browser) are used to enter the file to be uploaded and an optional thumbnail file.
Restrict Viewing will limit the availability of the document to logged-in members of a particular type.
Once everything is set up, click Add to upload the file. Additional files can be uploaded following this same process.
This page is a single-screen listing of everything that has been set up on the previous screens. The Published section is the only new item. This section lists the publish status of all the essential parts of the meeting. These items can be left as-is, published individually, or all published at once using the Publish All button.
If everything appears correct on the review, click the Complete button in the bottom right corner to finish the meeting.
The buttons in this area provide links to meeting badges, meeting e-mails, meeting surveys, meeting registration, and meeting reports and associated files.
First, select an Avery template for the badges. A listing of meeting registrants, both members and guests, appears with checkboxes by the member and guest names. The buttons select all members, select all guests, select all registrants (whether members or guests), or clear an existing selection.
At the bottom, the system calculates how many pages of label paper are needed for the number of registrants selected. Any blank badges on the final sheet will be printed with the chapter's logo only for anyone registering at the door.
This is a shortcut to the Email Center area for creating meeting e-mails.
This is a shortcut to the Surveys area for creating meeting surveys.
Meeting Registration is discussed on a separate page.
This is a shortcut to the reports available under Charts and Reports.
This action has a drop-down menu with shortcuts to the meeting documents or photo gallery.
This area lists all the documents associated with the meeting. The button at the top adds new documents. Uploaded documents can be viewed with the button on the right, or edited (or replaced) by clicking on the document name at left.
This is a shortcut to the Meeting Photo Gallery.
Click on any meeting's name to make edits. The link points to the meeting review screen (All Done!, discussed in more detail above), for editing the publication status of the meeting and its tickets/products, or the times, documents, and other associated information.