Capacity Planning

Overview

Capacity planning is an extension of the Agenda feature.

Under Features & Menu > Agenda, check the box labeled Allow Session Registration.

If you are using Certain Platform for session capacity management you will need to select "Platform Managed".

If session capacity is going to be managed solely in Touchpoint, select "Touchpoint Managed".

Enabling Capacity Planning in Sessions

Capacity planning is enabled at the session level from the Agenda Edit Session screen.

Navigate to Agenda > Edit Session.

From the edit view of the session, toggle the Registration Required and Capacity Constrained checkboxes to turn on capacity planning for that session.

If capacity is being managed directly in the Touchpoint dashboard you will set the capacity for the session in the "Capacity" entry field.

If capacity is being managed by Certain Platform you can ignore the field.

Monitoring Capacity

Navigate to Reports > My Schedule Report.

The My Schedule Report lets you monitor available seats in each location.

To see which attendees have scheduled a particular session, select the Scheduled value to bring up a list of attendees who have added that session to their My Schedule.

Session Statuses

Possible session statuses include:

Related Links

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