Meeting Setup

The Meeting Module allows staff to manage all components of a meeting/event, including meeting details, attendee registration, meeting activities, exhibits and booths.

Create a Meeting

For more details on the Meetings entity including field descriptions, click here.

  1. Navigate to Events > Meetings.
  2. Click the +New button in the ribbon bar. A blank Meeting form will open. 
  3. Fill out the fields in the Meeting Form. Those marked with a red asterisk (*) are required. 

  4. Click the Save or Save & Close button.

Make A Meeting Invitation Only

  1. Set Invitation Only to Yes.
  2. Click Save.
  3. Click More Commands button more_commands.png and select View Query.
  4. Set the Query for what contacts are eligible to attend the meeting.
  5. Click Save and then click red_x.png to close the query window.

Add Registration Fees to a Meeting

Registration fees control who can register for a Meeting. For more details on the Meeting Registration Fee entity including field descriptions, click here.

Example Use: In order to attend this meeting, members have to pay a fee. Members can bring spouses, guests, and children for additional fees.

  1. Open the meeting you just created and use the Menu Header Tile to navigate to Registration Fees.
  2. Click the +Add New Meeting Registration Fee button in the ribbon. A blank Registration Fee form will open.
  3.  Fill out the fields in the Meeting Registration Fee Form. Those marked with a red asterisk (*) are required.
  4. Click Save or Save & Close.
  5. Repeat this for as many types of registration fees the meeting requires. 
Note: Only one registration fee per registration type per Meeting if the registration type is a Child, Guest, or Spouse

Meeting Registration Fee Query

You can create multiple Meeting Registration Fees for each meeting. Use a Query for each Registration Fee so the system knows which contacts should pay which price for the meeting.
  1. Click the More Commands button more_commands.png and select View Query in the Meeting Registration fee form.
  2. The Advanced Find window will launch for the query. From this window, you can add criteria starting from the contact record to limit the fee to certain contacts. Since this query is related to contacts, most associations typically have 1 application fee per registration type OR they setup multiple application fees that everyone can view and/or select. 
  3. Click Save and then click red_x.png to close the query window.
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