Agenda
Here you define items available to your attendees, which fall into the categories defined below: Scheduled Items, Fees, Merchandise, and Other.
Video Overview
Video Overview: Agenda Categories
Background info
(Background info: How are agenda items selected or assigned?)
Jump to
Jump to: Scheduled. Fees. Merchandise. Other. Organize. Import & Export. Waitlisting. Pending.
Agenda Categories
Click the link in the Left Navigation Panel (or the name in the summary panel) to go to the page for that Agenda Category, where you can add and edit those items.
Scheduled Items
Scheduled Items are the time- and location-based parts of your event.
Scheduled Items include:
- Workshops
- Keynotes
- Breakout Sessions
- Meals
- Activities
- etc.
Scheduled Items are anything that has a time duration and optionally a location.
Scheduled Items may have their own fees.
Scheduled Items fees are separate from the Fees category described next.
Fees and Discounts
Fees and Discounts are adjustments to the amounts attendees pay.
Fees and Discounts are often referred to generically as just “fees”.
Fees and Discounts include:
- Discounts
- Taxes
- Surcharges
- etc.
Fees and Discounts are monetary transactions unconnected to physical items or the content program parts of your event.
Note: These fees are separate from the fees tied to:
- Attendee types
- Scheduled items
- Merchandise
Note: These fees are separate from the “Other” agenda items and Sessions (in Speaker and Session Management).
Merchandise
Merchandise are things physically available at your event.
Merchandise could be considered takeaways.
Merchandise include:
- T-Shirts
- Publications
- Posters
- CDs
- etc.
Merchandise may have their own fees.
Merchandise fees are separate from the Fees and Discounts category described above.
Other
Other are any agenda items that you wouldn’t consider a scheduled item, a fee, or merchandise.
Other include items that are like Scheduled items, but the dates and times aren’t required fields.
Other include Sponsorships, for example.
Other may have their own fees.
Other fees are separate from the Fees and Discounts category described above.
Multi-page list
The list on each page may be a multi-page list.
Organize Agenda Categories
Organize Agenda Categories change the agenda categories of items based on their custom types.
Example: You want to change some “Scheduled” items to “Merchandise”.
1. The page shows what custom types are in each agenda category.
- For example, type “VIP” is in the Scheduled category.
2. Select a different category for one or more of those types.
- For example, select Merchandise instead of Scheduled for type “VIP”.
3. Important: Any Scheduled items that have the Type “VIP” are now Merchandise items.
4. 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 would be discarded because it cannot be recorded on a Merchandise item.
5. 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 imports agenda items (from an Excel or.CSV file).
Import can include updating existing agenda items, based on Unique Code.
Export
Export exports agenda items (in a format suitable for editing and re-importing).
Export includes:
- 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.
This enables registrants to add themselves to a waiting list when an agenda item is no longer available.
- For example, when a workshop is full.
- For example, when a merchandise item is sold out.
Note: 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.
“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”.