Agenda (Attendee)

Access path and overview

• Access to the agenda is through the navigation path: (Event) > Manage > Registrations > (Registration) > Agenda.
• This page shows the agenda items that the attendee selected on the registration form or that a planner entered using the Certain registration tools.

Registration Header

• The standard Registration Header is shown, as it is on all other admin-side Registration pages.

Personal Agenda

• The Personal Agenda section displays information about each agenda item associated with the attendee's registration.
• The Personal Agenda list shows the date, start time, end time, code, quantity, fee (if any), and status.
• Select a record to view its details.
• To add an agenda item to the attendee's agenda, click Add New.
• The Add New button allows manual assignment of agenda items to registrations that have a Registration Status classified as Accepted, Pending, or Cancelled.
• The Agenda Item Information section is displayed, and an agenda item can be added from the drop-down list. The agenda items are sorted by date and display their start and end times, the available / waitlist / inventory numbers, a unique code, and the agenda item name.
• Note: If the Speaker and Session Management module is enabled for the event, attendees use Sessions instead of Agenda Items. In that case, see the Registrations > Sessions page. Agenda Items may still be used for other things, such as merchandise.

Video resources

• Video: Adding an Agenda Item for a Registration (1 min.)
• Video: Cancelling an Agenda Item for a Registration (1 min.)

Agenda Item Information

• Selecting an agenda item displays the Agenda Item Information section.
• The registrant’s status can be modified using the drop-down.
• If a registrant calls or emails to cancel one or more agenda items, the planner can change the status from Registered to Cancelled.
• When the registrant cancels an agenda item, any corresponding fees are removed from the registrant’s order.
• The planner can modify the status for waitlisted registrants from Waitlisted to Registered.
• Using the waitlist option on a form, a registrant can only reserve one slot (Quantity of 1) per agenda item. The planner can increase the Quantity in this screen if necessary.
• When viewing or editing details on an agenda item in the attendee's registration, the following data is visible:
• In the drop-down selection list, the agenda items are sorted by date, and display their start and end times, the current available / waitlist / inventory numbers, their unique code, and the agenda item name.
• Note: The value for waitlist is the total number of people on the waitlist for each agenda item across all forms in the event, even though the waitlist option may only be turned on for some of the forms.
• Quantity — Use this field to change the number of orders for this agenda item.
• Tip: To cancel the agenda item, enter a "0" and click Save.
• Credits — Equal to the quantity multiplied by the CEU value assigned to the agenda item, if any.
• Fee — Make a selection from the drop-down list (if there is a fee associated with the agenda item).
• Status — Select the status for the agenda item if it needs to be changed:
• Registered
• Waitlisted
• Cancelled
• Attended
• Guest (or registrants entered by a primary registrant)
• No-Show
• Favorited (Agenda items the attendee has marked as favorites in Certain Mobile)

• For manually added agenda items, the registration must use a Registered agenda status to account for fees and inventory. If the item has no remaining inventory, the planner can only assign the item in a Waitlisted agenda status. This avoids placing attendees on waitlists when inventory is actually available. The agenda status can later be changed to Cancelled, Attended, or No-Show, if necessary.
• For example, a registrant may call or email to cancel an Agenda Item; the administrator would edit the agenda item in their agenda and change the status from Registered to Cancelled. Similarly, if an agenda item is sold out, but later has one or more cancellations, the administrator would modify the status for attendees currently on the waitlist, changing them from Waitlisted to Registered.
• Note: If agenda item attendance needs to be tracked after the event closes, the Agenda Status can be modified from Registered to either Attended or No-Show, and the corresponding fees and quantity will remain. To modify multiple registrations in a single action, use the Mass Action Change Agenda Status in the Report Results window.

Agenda Item Guest List

• The Agenda Item Guest List section displays only when the Agenda Guest List feature is used and the view is for a primary registrant's Agenda.
• Guests of the primary registrant are listed in this section if the primary registrant has assigned previously reserved agenda items to their Guest.
• If the primary registrant has additional reserved agenda items and guests, the planner can click Add Another Guest to assign the agenda items to the guests.
• The guest record can be selected to view its details.
• When viewing the Guest's Agenda, the Quantity cannot be edited since it is assumed to be one.
• The only registration statuses available for Guests are Guest and Cancelled.

Was this article helpful?

• 0 out of 0 found this helpful

Have more questions?

• Submit a request

Related articles

• Event FAQ - Working with Agenda Items
• Email FAQ - Sending Email
• Scheduled (Agenda Items)
• Web Page 5 (Event Website) - Agenda

Comments

• 0 comments
• Please sign in to leave a comment.

[END OF CONTENT]