Agenda
Access
Access via: (Event) > Plan > Event Setup > Agenda.
Jump to
Jump to the following sections:
- Scheduled Items
- Fees
- Merchandise
- Other
- Organize
- Import & Export
- Waitlisting
- "Pending"
Video Overview
Video Overview: Agenda Categories.
Background
Background info: How are agenda items selected or assigned?
Multi-page note
The list on each page may be a multi-page list.
Agenda categories
Scheduled Items
The Scheduled Items category includes the time- and location-based parts of your event.
Examples include Workshops, Keynotes, Breakout Sessions, Meals, and Activities.
A Scheduled Item is something with a time duration and optionally a location.
Some Scheduled Items may have their own fees, which are separate from the Fees category described below.
Fees and Discounts
The Fees and Discounts category includes adjustments to the amounts attendees pay.
The Fees and Discounts category is often referred to generically as just "fees."
Discounts, Taxes, Surcharges, etc. are included in this category.
The category covers monetary transactions unconnected to physical items or the content program parts of your event.
Note: The fees described here are separate from the fees tied to Attendee types, Scheduled items, Merchandise, Other agenda items, and Sessions.
Merchandise
Merchandise items are things physically available at the event, which could be considered takeaways.
Examples include T-Shirts, Publications, Posters, CDs, etc.
Merchandise items may have their own fees (which are separate from the Fees category described above).
Other
Other agenda items are items you would not consider a scheduled item, a fee, or merchandise.
Like Scheduled items, but the dates and times aren't required fields.
Examples include Sponsorships.
Other items may have their own fees (which are separate from the Fees category described above).
Organize Agenda Categories
Organize Agenda Categories changes the agenda categories of items based on their custom types.
Example: You want to change some "Scheduled" items to "Merchandise".
The page shows what custom types are in each agenda category.
For example, type "VIP" is in the Scheduled category.
Select a different category for one or more of those types.
For example, select Merchandise instead of Scheduled for type "VIP".
Important: Any Scheduled items that have the Type "VIP" are now Merchandise items.
Information removed: Information not relevant in the new category is discarded from the item(s) moved.
For example, Date/Time information about a Scheduled item moved to Merchandise would be discarded because it cannot be recorded on a Merchandise item.
Information added: In the item(s) moved, any information required in the new category which could not be added in the original, is set to system-defined defaults.
For example, the Start Date of a Scheduled item moved from Merchandise would be set to the Event Start Date.
Recommended: Check/edit such values on the affected items.
Import
Import agenda items from an Excel or .CSV file.
Import can include updating existing agenda items, based on Unique Code.
Export
Export agenda items in a format suitable for editing and re-importing.
Select the Category Type to export: All, Scheduled, Fees & Discounts, Merchandise, or Other.
Select the File Type for the export: CSV ("Agenda Report.csv"), or Excel ("Agenda Report.xlsx").
List of the fields exported.
Waitlisting
Scheduled, Merchandise and Other agenda items with capacity/inventory limits can be set to include waitlisting on registration form Agenda sections.
Registrations with a "Pending" Status count against inventory/capacity.
In order to properly account for inventory/capacity levels, and reduce the chances of overbooking agenda items, registrations with a “Pending” status count against the Inventory.
The “Pending” statuses include:
Four of the system-defined Registration Statuses: Invited, Requested Invitation, Invitation Sent, and Waitlist Hold.
Any custom Registration Statuses set with a Classification of “Pending.”
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Related articles
- Sessions (in Speaker and Session Management)
- Agenda (Attendee)
- Questions
- Fee (Agenda Item): Details
- Fees & Discounts (Agenda Items)
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