Any event which requires a registration is considered a meeting within Personify. This registration can be done either back office or on the internet through the online meeting registration web application. Participants will learn how the meeting subsystem is setup and how to create and maintain facility records within the Personify database.
Meeting products can be a one-time learning event or foundation gala or could be a multi-track conference with multiple pricing 7levels and cancellation fees. Trainees will learn how to setup a simple and advanced meeting in Personify. Learn how to create and maintain meeting product setup, add multilevel rates and pricing, add GL and revenue accounts, maintain tracks, add capacities and cancellation fees, and configure meeting products to appear on the web. In addition to creating master conference products, we’ll also discuss how to import breakout sessions, create badge products, and single-day pricing for meeting registrations.
Meeting registrations can be entered via the web or back office of Personify. Participants will learn how to assist constituents register for events online and create update registrations back office. In addition, learners will work with processing meeting registration exceptions, refunds, cancellations, and adjustments. We’ll also take payment for back office registrations, add and update badge information and review notifications sent for registration confirmation.
Trainees will learn how to pull reports and outputs from Personify based upon meeting registration sales, attendance to sessions and meal functions, and run reports which print badges, tickets, and invoices. The reports used will include batch/TRS jobs, webi reports in Data Analyzer, and canned online reports from the meeting subsystems.