Agenda Display Options (Registration Form)

Introduction

You configure options that affect three special types of Agenda section.

Personal Agenda is a section that determines how the attendee's personal agenda, with their selected agenda items, looks on the Agenda, Verify/Edit, and Confirmation sections.
Agenda Search is a section that enables attendees to filter a list of agenda items so attendees can more easily find what attendees are looking for.
Agenda Guest List is a section that enables primary registrants to assign reserved agenda items to their guests.

These reserved agenda items can include Scheduled items, Fees and Discounts, Merchandise, and Other items.

Note about Personal Agenda & Agenda Search: If used, Agenda Search and Personal Agenda are always used together along with an Agenda section to display the search results.

Best Practice: Include all three sections on the same page in this order:

1. Agenda Search is a section that allows the registrant to search for agenda items.

2. Agenda section is a section that displays the results of the search and allows the registrant to add items to their Personal Agenda.

3. Personal Agenda is a section that displays agenda items that have been added and allows items to be removed.

Thinking of the setup as the "Agenda Sandwich" may help you remember it.

Personal Agenda

Note: The configuration of the Personal Agenda section on the event's primary form determines how the Personal Agenda section is displayed when included in an email template or a display rule.

Note: Cancelled agenda items are not displayed in the Personal Agenda section.

Personal Agenda Headers

As for most form pages, enter the text to appear at the top of the section.

All header text may include HTML tags. You can click the </> icon in the lower right corner of the text box to edit the text in an HTML editor.

Header Text is displayed in the header bar (in a contrasting color).
Default: "Personal Agenda".

Personal Agenda Display Formats

Select the formats for these items when displayed on a Personal Agenda:

Date Format is the format to use for the dates of agenda items.
Time Format is the format to use for the times of agenda items.
Show End Time displays end times of agenda items when selected.
The Start Time is always shown.
Currency Format is the numeric format for agenda items with fees.
Currency Symbol is the symbol to be shown before fees for Agenda items.
Examples: $, £, or €.

Personal Agenda Settings

Select settings for the Personal Agenda section:

Agenda Type(s) are the standard and custom Types of Scheduled Agenda Items to use in the Personal Agenda.

You can choose to display up to six fields for each agenda item. The default fields are: 1: Name 2: Time 3: [blank] 4, 5, 6: [none].

The available fields are:

Date is the start date of the agenda item.
Description is the agenda item's description.
Location is the location of the agenda item, if defined.
Name is the name of the agenda item.
Label is the label shown online for the agenda item.
Price is the fee associated with the agenda item.
Quantity is the quantity selected.
Time is the start time of the agenda item.
You can optionally display the end date.
Agenda Status is the status of the agenda item.
Agenda Notes are the "Planner Notes" about the agenda item, if any.
Add to Calendar adds an "Add to Calendar" link when included in the Personal Agenda section on the Verify and Confirmation form sections.
The registrant clicks that link to launch an .ics file.
The .ics file adds the agenda item that the registrant registered for to the registrant's calendar.
Note: Each agenda item has its own "Add to Calendar" link.
See Add to Calendar below for how to configure the appointment settings.
Group By Date? groups agenda items by Date when selected.
You can select the font class used to display grouped items.
Order By orders agenda items using up to four fields.
Each field includes a sort order choice: Ascending (A-Z) or Descending (Z-A).
Allow registrant to select Agenda Items with overlapping times. allows a registrant to select agenda items with overlapping times when selected.
This setting applies when a form has multiple Agenda Sections on one page in the Form.
Select this check box for all Agenda Sections on that page if you want a registrant to select agenda items with overlapping times from any section on that page.

Personal Agenda Add to Calendar

Complete these details if Add to Calendar is selected above.

> Note: Your administrator sets the 'Add to Calendar' display options at the account level on Account Settings> Management > Add to Calendar. > These determine which calendars are included and the label(s) displayed with their logos: Apple Calendar, Google Calendar, etc.

Link Text is the text of the link that the attendee can click to add the agenda item to the attendee's calendar.
Use or edit the default of "Add to calendar".
Calendar Icon lets you upload a custom icon from your computer by clicking Browse if you do not want to use the default Outlook icon.
Append adds a selected dynamic data field to the Appointment Subject, Appointment Location, or Appointment Body field.
The configuration appends the selected field to the selected appointment field by clicking the Subject, Location, or Body button.
Appointment Subject is a required field.
Default value is the <{Name}> dynamic data field, which is the Agenda Item Name from Event Setup > Agenda.
You can replace the default value or add to it by selecting another field.
See Append immediately above.
You can also type any additional or replacement text.
Appointment Location is an optional field.
Default value is the <{Location}> dynamic data field, which is the Agenda Item Location (if any) from Event Setup > Agenda.
You can replace the default value or add to it by selecting another field.
See Select a Data Field immediately above.
You can also type any additional or replacement text.
Appointment Body is a field with a default value of the Agenda <{Description}> dynamic data field, which is the Agenda Item Description from Event Setup > Agenda.
Add data field(s) to the calendar entry by selecting another field.
See Select a Data Field immediately above.
You can replace the default value or add to it by selecting another field.
See Select a Data Field immediately above.
You can also type any additional or replacement text.
You can click <> (in the lower right corner) to open the HTML Editor.
Use the HTML Editor to format the text of the Appointment Body.
> Caution: Do not use colors, images, css or smilies.
They will not be displayed.
(This limitation is imposed by the .ICS file format.)
Click Update Web Content to copy the HTML into the Appointment Body.
Reminder is a calendar reminder configuration.
Set a reminder by selecting the number of minutes, hours, days, or weeks in advance of the start time when the reminder should occur.
Default value = None.
The start date and time of the appointment are the session Start Time.
The Date/Time offset uses the event time zone defined under Event Setup>Details.
A second offset uses the time zone of the registrant's computer.
(See examples of time zone effects at: https://community.certain.com/pagehelp/form/confirm-time-zones_personal_agenda.htm.)

Highly recommended: test this feature before going live to ensure the proper date/time is added to attendees' calendars.

Agenda Search

Agenda Search Headers

As for most form pages, enter the text to appear at the top of the section.

All header text may include HTML tags. You can click the </> icon in the lower right corner of the text box to edit the text in an HTML editor. The HTML editor opens in a separate pop-up window.

Header Text
Header Text is displayed in the header bar (in a contrasting color).
Default: "Personal Agenda".
Text Above Header
Text Above Header is displayed above the header bar at the top of the section.
No default exists.
Nothing is displayed unless you add text.
Text Below Header
Text Below Header is displayed directly below the header.
No default exists.
Nothing is displayed unless you add text.

Agenda Search

Enable attendees to filter a list of agenda items so attendees can more easily find what attendees are looking for.

Attendees can search using multiple filters. The filters include Date, Track, Location, Group, and keyword.

Labels for Form Fields define the labels for the form fields shown in the Agenda Search section.
Change or delete the default values where required.
> Note: If a field blank is left blank, the field is not included in the Agenda Search section.
Label for Select-List Options accept or edit the default labels for the controls an attendee uses to filter and select agenda items.
Examples: "Add to my Agenda" and "Remove From my Agenda".
Rows Per Page controls the maximum number of agenda items displayed on the page.
Option to start with no results displayed opens the page with no results initially when selected.
No Records Found Message configures the message that a registrant sees when no agenda items match the registrant's criteria.

Agenda Guest List

An Agenda Guest List is available only if the sub-module is activated for the event in Plan > Configure > Options.

In the Guest section of a registration form, the Agenda Guest List enables a primary registrant to assign reserved agenda items to the registrant's guests.

Agenda Guest List Headers

As for most form pages, enter the text to appear at the top of the section.

All header text may include HTML tags. You can click the </> icon in the lower right corner of the text box to edit the text in an HTML editor. The HTML editor opens in a separate pop-up window.

Text Above Header is displayed above the header bar at the top of the section.
No default exists.
Nothing is displayed unless you add text.
Header Text is displayed in the header bar (in a contrasting color).
Default: "Assign Agenda Items to Guest".
Text Below Header is displayed directly below the header.
No default exists.
Nothing is displayed unless you add text.

Agenda Guest List Display Formats

Select the formats for these items when displayed on an Agenda Guest List:

Date Format is the format to use for the dates of agenda items.
Time Format is the format to use for the times of agenda items.
Display before # reserved is the text displayed before the number of items reserved.
Default: "Reserved:".
Display before # available is the text displayed before the number of items still available.
Default: "Reserved:".

Agenda Guest List Settings

Select settings for the Agenda Guest List:

Agenda Type(s) are the standard and custom Types of Scheduled Agenda Items to use in the Agenda Guest List.

You can choose to display up to three fields for each agenda item. The default fields are: 1: Name 2: Location 3: Date

The available fields are:

Date is the start date of the agenda item.
Description is the agenda item's description.
Location is the location of the agenda item, if defined.
Name is the name of the agenda item.
Label is the label shown online for the agenda item.
Price is the fee associated with the agenda item.
Quantity is the quantity selected.
Time is the start time of the agenda item.
You can optionally display the end date.
Agenda Status is the status of the agenda item.
Agenda Notes are the "Planner Notes" about the agenda item, if any.
Add to Calendar adds an "Add to Calendar" link when included in the Personal Agenda section on the Verify and Confirmation form sections.
The registrant clicks that link to launch an .ics file.
The .ics file adds the agenda item that the registrant registered for to the registrant's calendar.
Note: Each agenda item has its own "Add to Calendar" link.
See Add to Calendar below for how to configure the appointment settings.
Group By Date? groups agenda items by Date when selected.
You can select the font class used to display grouped items.
Order By orders agenda items using up to four fields.
Each field includes a sort order choice: Ascending (A-Z) or Descending (Z-A).
Assign Guest is the text displayed as a link on the registrant's Personal Agenda section.
The registrant clicks this link to open a wizard where the registrant can assign agenda items to other registrants.
Note: There is one agenda item per wizard step.
Here is an example generic use case:
An organization has several chapters.
Each chapter has an organizer.
The organizer:
Registers their own students (for example, ten people).
Registers themselves.
Purchases multiple tickets to various agenda items (for example five tickets to each of four items).
Allocates those tickets to their students (for example, two tickets to each student, each one being for a different agenda item).
Assign Confirmation Message is the message shown when the registrant assigns items to other registrants.
Default: " Successfully assigned the agenda items."