- 4 months ago
- Updated
Access via
Access via: (Event) > Plan > Event Setup > Agenda
Jump to
- Scheduled
- Fees
- Merchandise
- Other
- Organize
- Import & Export
- Waitlisting
- "Pending" (link target: https://community.certain.com/pagehelp/event/agenda.htm?rhtocid=_3_6_2_11_0#pending)
Agenda Categories
Here you define items available to attendees.
These items fall into the categories defined below.
- Scheduled Items
- Fees
- Merchandise
- Other
Video Overview
Video Overview: Agenda Categories
Background info: How are agenda items selected or assigned?
Click the link in the Left Navigation Panel (or the name in the summary panel) to go to the page for that Agenda Category.
Scheduled Items
Scheduled Items are the time- and location-based parts of your event.
- Workshops
- Keynotes
- Breakout Sessions
- Meals
- Activities
- Anything that has a time duration and optionally a location
Scheduled Items may have their own fees. These fees are separate from the Fees category described next.
Scheduled Items are defined by the time duration and the optionally included location.
Fees and Discounts
Fees and Discounts are adjustments to the amounts attendees pay.
- Often referred to generically as just "fees"
- Discounts
- Taxes
- Surcharges
Fees and Discounts are monetary transactions unconnected to physical items. Fees and Discounts are also unconnected to the content program parts of your event.
Note: These fees are separate from the fees tied to Attendee types, Scheduled items, Merchandise, and Sessions.
The note references these pages:
- Attendee types
- Scheduled
- Merchandise
- ' Other ' agenda items and Sessions (in Speaker and Session Management ).
Merchandise
Merchandise are things physically available at your event.
Merchandise are things that could be considered takeaways.
Merchandise examples include:
- T-Shirts
- Publications
- Posters
- CDs
Merchandise may have their own fees. These fees are separate from the Fees category described above.
Other
Other are any agenda items that you wouldn't consider a scheduled item, a fee, or merchandise.
Other agenda items follow this rule set:
- Like Scheduled items, but the dates and times aren't required fields.
- Sponsorships, for example.
- May have their own fees.
These fees are separate from the Fees category described above.
Multi-page list
The list on each page may be a multi-page list.
Organize Agenda Categories
Organize Agenda Categories changes the agenda categories of items based on their custom types.
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 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 imports agenda items.
Import can use an Excel or .CSV file.
Import can include updating existing agenda items. This update uses Unique Code.
Import agenda items: Import agenda items
Export
Export exports agenda items.
Export produces a format suitable for editing and re-importing.
Export actions include:
- 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").
Export includes a list of fields. List of the fields exported: 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. This waiting list applies when an agenda item is no longer available. For example, when a workshop is full, or 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.”