Meetings Overview

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

 

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Article ID: 4791
Created
Sun 4/5/15 4:51 PM