MeetingSmart - Revision history

Admin: Replaced content with "See Meeting_Manager"

2015-10-12T14:19:14Z

Replaced content with "See Meeting_Manager"

Admin: /* Reports */

2015-07-20T14:40:12Z

‎Reports

Admin: /* How to Generate Meeting Reports */

2015-07-20T14:39:49Z

‎How to Generate Meeting Reports

Admin at 16:26, 9 April 2015

2015-04-09T16:26:43Z

Admin: Created page with "MeetingSmart is an add-on that enables online event and meeting registration. The following major features are included: *Online payment processing through the leading online..."

2015-04-09T14:57:23Z

Created page with "MeetingSmart is an add-on that enables online event and meeting registration. The following major features are included: *Online payment processing through the leading online..."

New page

MeetingSmart is an add-on that enables online event and meeting registration. The following major features are included:

*Online payment processing through the leading online transaction processors
*Offline payment processing with itinerary emails
*Fully customizable registration captions
*Customizable attendee fields
*Easy to use meeting configuration panel
*Simple to add registration process on any webpage
*Multiple simultaneous meetings
*Meeting sessions with individual pricing
*Early signup discounts for meetings and sessions
*Discount code mechanism
*Attendee Reporting

==How to Install the MeetingSmart Add-On==
Click here for information on [[Installing Add-Ons]]. 

==How to Add Meetings==
When you are logged on as an Administrator, you will select the ADMIN option from the menu. You will then click on MANAGE ADD-ONS, then MEETINGSMART, and finally MEETINGSMART ADMINISTRATION from the Navigator on the left side of your screen. This will provide a list of menu options on the right side of your screen. To add a new meeting, click on ADD A NEW MEETING. 

Then you will see a record where you will set the following meeting specifications: 

MEETING: Enter the meeting name 

START DATE: Enter the meeting start date 

END DATE: Enter the meeting end date 

LOCATION: Enter the city and state where the meeting will be held 

FACILITY: Enter the facility name where meetings will be held 

FACILITY LINK: Enter the website for the facility 

HOTEL: Enter the preferred hotel name where attendees may stay 

HOTEL LINK: Enter the website for the hotel 

DESCRIPTION: Enter a brief summary of the meeting or event purpose 

EARLY REGISTRATION DATE: If you offer a discount for early registrations, enter the end date here 

CHECKBOXES for: Allowing discount codes, allowing users to register guest, and to skip login requirement 

ADD ATTENDEES TO THIS GROUP: Select a group, if any, that you want attendees added to 

FROM ADDRESS FOR EMAILS: Email that you want any emails generated for this meeting to include in the FROM line 

NOTIFICATION GROUP: Group of people that will be notified when anyone registers for the meeting 

SESSION SORT METHOD: Specify how sessions will be sorted for the meeting 

PAY METHODS: Specify accepted payment methods (To use PayPal, you must have a PayPal account and transfer your account information to MeetingSmart settings; to add additional pay methods, click PAY METHODS and then ADD at the top of the screen.) 

==Add Meeting Registration to a Page==
When you are logged on as an Administrator, go to the webpage where you want the meeting registration to be located. Login and click on EDIT. Click the paper/pencil icon to edit the page. Put your cursor in the copy block and click on Add-ons in the menu and MEETINGSMART REGISTRATION. Click OK to save the add-on to the page. 

After you create the meeting registration page, you need to specify which meeting the page applies to. When you are logged on as an Administrator, and are on the registration page, login and click on ADVANCED EDIT. Click the wrench in the menu and click the arrow scroll to select the meeting. Click UPDATE to apply the change. 

==How to EDIT Meetings==
When you are logged on as an Administrator, you will select the ADMIN HOME option from the menu. You will then click on MANAGE ADD-ONS, then MEETINGSMART, and finally MEETINGSMART ADMINISTRATION from the Navigator on the left side of your screen. This will show a list of all meetings currently planned on your website. Click on the meeting # to open the meeting record. On this screen you can click to edit meeting settings, and add/edit attendee types, sessions or discount codes. 

If you want to change what fields are displayed or required during meeting registration, you can click on CONFIGURE REGISTRATION PAGE at the top of your screen. 

Click on SETTINGS to change settings for the MeetingSmart registration process and click on the REGISTRATION STEPS TAB if you want to edit what text registrants will see at each step as they complete their registration. 

==How to Generate Meeting Reports==
When you are logged on as an Administrator, you will select the ADMIN option from the menu. You will then click on MANAGE ADD-ONS, then MEETINGSMART, and finally MEETINGSMART ADMINISTRATION from the Navigator on the left side of your screen. This will show a list of all meetings currently planned on your website. At the top of the screen, click on the REPORT link at the top of the screen. From here you will select the meeting from the drop down menu. You can also select a particular session or session option, but if you want a report with information about the meeting in general, do not select a particular session or option. Finally, select the type of report you want from the REPORT LIST drop down and click CREATE REPORT. You will see a display of the report your requested, with options at the bottom to print or export report data.

@@ Line 1: / Line 1: @@
-MeetingSmart is an add-on that enables online event and meeting registration. The following major features are included:
+See [[Meeting_Manager]]
-−
-*Online payment processing through the leading online transaction processors
-*Offline payment processing with itinerary emails
-*Fully customizable registration captions
-*Customizable attendee fields
-*Easy to use meeting configuration panel
-*Simple to add registration process on any webpage
-*Multiple simultaneous meetings
-*Meeting sessions with individual pricing
-*Early signup discounts for meetings and sessions
-*Discount code mechanism
-*Attendee Reporting
-−
-==How to Install the MeetingSmart Add-On==
-Click here for information on [[Installing Add-Ons]]. <br />
-−
-==How to Add Meetings==
-When you are logged on as an Administrator, you will select the ADMIN option from the menu. You will then click on MANAGE ADD-ONS, then MEETINGSMART, and finally MEETINGSMART ADMINISTRATION from the Navigator on the left side of your screen. This will provide a list of menu options on the right side of your screen. To add a new meeting, click on ADD A NEW MEETING. <br />
-−
-Then you will see a record where you will set the following meeting specifications: <br />
-−
-MEETING: Enter the meeting name <br />
-−
-START DATE: Enter the meeting start date <br />
-−
-END DATE: Enter the meeting end date <br />
-−
-LOCATION: Enter the city and state where the meeting will be held <br />
-−
-FACILITY: Enter the facility name where meetings will be held <br />
-−
-FACILITY LINK: Enter the website for the facility <br />
-−
-HOTEL: Enter the preferred hotel name where attendees may stay <br />
-−
-HOTEL LINK: Enter the website for the hotel <br />
-−
-DESCRIPTION: Enter a brief summary of the meeting or event purpose <br />
-−
-EARLY REGISTRATION DATE: If you offer a discount for early registrations, enter the end date here <br />
-−
-CHECKBOXES for: Allowing discount codes, allowing users to register guest, and to skip login requirement <br />
-−
-ADD ATTENDEES TO THIS GROUP: Select a group, if any, that you want attendees added to <br />
-−
-FROM ADDRESS FOR EMAILS: Email that you want any emails generated for this meeting to include in the FROM line <br />
-−
-NOTIFICATION GROUP: Group of people that will be notified when anyone registers for the meeting <br />
-−
-SESSION SORT METHOD: Specify how sessions will be sorted for the meeting <br />
-−
-PAY METHODS: Specify accepted payment methods (To use PayPal, you must have a PayPal account and transfer your account information to MeetingSmart settings; to add additional pay methods, click PAY METHODS and then ADD at the top of the screen.) <br />
-−
-==Add Meeting Registration to a Page==
-When you are logged on as an Administrator, go to the webpage where you want the meeting registration to be located. Login and click on EDIT. Click the paper/pencil icon to edit the page. Put your cursor in the copy block and click on Add-ons in the menu and MEETINGSMART REGISTRATION. Click OK to save the add-on to the page. <br />
-−
-After you create the meeting registration page, you need to specify which meeting the page applies to. When you are logged on as an Administrator, and are on the registration page, login and click on ADVANCED EDIT. Click the wrench in the menu and click the arrow scroll to select the meeting. Click UPDATE to apply the change. <br />
-−
-==How to EDIT Meetings==
-When you are logged on as an Administrator, you will select the ADMIN HOME option from the menu. You will then click on MANAGE ADD-ONS, then MEETINGSMART, and finally MEETINGSMART ADMINISTRATION from the Navigator on the left side of your screen. This will show a list of all meetings currently planned on your website. Click on the meeting # to open the meeting record. On this screen you can click to edit meeting settings, and add/edit attendee types, sessions or discount codes. <br />
-−
-If you want to change what fields are displayed or required during meeting registration, you can click on CONFIGURE REGISTRATION PAGE at the top of your screen. <br />
-−
-Click on SETTINGS to change settings for the MeetingSmart registration process and click on the REGISTRATION STEPS TAB if you want to edit what text registrants will see at each step as they complete their registration. <br />
-−
-==How to Generate Meeting Reports==
-When you are logged on as an Administrator, you will select the ADMIN option from the menu. You will then click on MANAGE ADD-ONS, then MEETINGSMART, and finally MEETINGSMART ADMINISTRATION from the Navigator on the left side of your screen. This will show a list of all meetings currently planned on your website. At the top of the screen, click on the REPORT link at the top of the screen. From here you will select the meeting from the drop down menu. You can also select a particular session or session option, but if you want a report with information about the meeting in general, do not select a particular session or option. Finally, select the type of report you want from the REPORT LIST drop down and click CREATE REPORT. You will see a display of the report your requested, with options at the bottom to print or export report data.<br />
-−
-==Meeting Reports==
-'''Participant Roster:''' Lists all meeting attendees with address; click on attendee number for details about a specific registrant. <br />
-−
-'''Participant Spouse/Guest Roster:''' Lists all meeting attendees with spouse/guest name; click on attendee name for details about a specific registrant. <br />
-−
-'''Participant Roster by Attendee Type:''' Lists all meeting attendees by type of attendee (such as member vs non-member); click on attendee numbere for details about a specific registrant. <br />
-−
-'''Participant Roster by Session:''' If your meeting includes session options, lists all meeting attendees with session selection; click on attendee number for details about a specific registrant. <br />
-−
-'''Participant Count:''' Lists all meeting attendees and provides total meeting count; click on attendee name for details about a specific registrant. <br />
-−
-'''Participant and Guest Count:''' Lists all meeting attendees and provides a guest count for each and a total meeting count. <br />
-−
-'''Participant Count by Company:''' Lists all meeting attendees and provides a count for each company and a total meeting count. <br />
-−
-'''Participant Count:''' Lists all meeting attendees and provides total meeting count; click on attendee name for details about a specific registrant. <br />
-−
-'''Participant Roster by Last Name:''' Lists all meeting attendees in alpha sort order by last name and provides total meeting count; click on attendee name for details about a specific registrant. <br />
-−
-'''Participants Unconfirmed:''' Lists all meeting attendees who are not confirmed and provides their charges, payments and balance. <br />
-−
-'''Participant Cancellation:''' Lists all meeting attendees who have cancelled and provides total amount paid and amount refunded. <br />
-−
-'''Meeting Charges and Payments:''' Lists all meeting attendees and their registration date, charges, payments, amount refunded and balance, as well as a total for each dollar amount; click on attendee name for details about a specific registrant. <br />
-−
-'''Meeting Charges and Credits by Attendee Type:''' Lists all meeting attendees and their registration date, charges, payments, amount refunded and balance, as well as a total for each dollar amount by attendee type (such as member and non-member); click on attendee name for details about a specific registrant. <br />
-−
-'''Meeting Online Transactions:''' Lists all meeting attendees and their registration date, confirmation date, charges, payments, amount refunded and balance, as well as a total for each dollar amount (also lists pay method); click on attendee name for details about a specific registrant. <br />
-−
-−
-−
-[[MeetingSmart FAQ]]

@@ Line 68: / Line 68: @@
 When you are logged on as an Administrator, you will select the ADMIN option from the menu. You will then click on MANAGE ADD-ONS, then MEETINGSMART, and finally MEETINGSMART ADMINISTRATION from the Navigator on the left side of your screen. This will show a list of all meetings currently planned on your website. At the top of the screen, click on the REPORT link at the top of the screen. From here you will select the meeting from the drop down menu. You can also select a particular session or session option, but if you want a report with information about the meeting in general, do not select a particular session or option. Finally, select the type of report you want from the REPORT LIST drop down and click CREATE REPORT. You will see a display of the report your requested, with options at the bottom to print or export report data.<br />
-==Reports==
+==Meeting Reports==
 '''Participant Roster:''' Lists all meeting attendees with address; click on attendee number for details about a specific registrant. <br />

@@ Line 67: / Line 67: @@
 ==How to Generate Meeting Reports==
 When you are logged on as an Administrator, you will select the ADMIN option from the menu. You will then click on MANAGE ADD-ONS, then MEETINGSMART, and finally MEETINGSMART ADMINISTRATION from the Navigator on the left side of your screen. This will show a list of all meetings currently planned on your website. At the top of the screen, click on the REPORT link at the top of the screen. From here you will select the meeting from the drop down menu. You can also select a particular session or session option, but if you want a report with information about the meeting in general, do not select a particular session or option. Finally, select the type of report you want from the REPORT LIST drop down and click CREATE REPORT. You will see a display of the report your requested, with options at the bottom to print or export report data.<br />
 [[MeetingSmart FAQ]]

← Older revision		Revision as of 16:26, 9 April 2015
Line 66:		Line 66:

	==How to Generate Meeting Reports==		==How to Generate Meeting Reports==
−	When you are logged on as an Administrator, you will select the ADMIN option from the menu. You will then click on MANAGE ADD-ONS, then MEETINGSMART, and finally MEETINGSMART ADMINISTRATION from the Navigator on the left side of your screen. This will show a list of all meetings currently planned on your website. At the top of the screen, click on the REPORT link at the top of the screen. From here you will select the meeting from the drop down menu. You can also select a particular session or session option, but if you want a report with information about the meeting in general, do not select a particular session or option. Finally, select the type of report you want from the REPORT LIST drop down and click CREATE REPORT. You will see a display of the report your requested, with options at the bottom to print or export report data.	+	When you are logged on as an Administrator, you will select the ADMIN option from the menu. You will then click on MANAGE ADD-ONS, then MEETINGSMART, and finally MEETINGSMART ADMINISTRATION from the Navigator on the left side of your screen. This will show a list of all meetings currently planned on your website. At the top of the screen, click on the REPORT link at the top of the screen. From here you will select the meeting from the drop down menu. You can also select a particular session or session option, but if you want a report with information about the meeting in general, do not select a particular session or option. Finally, select the type of report you want from the REPORT LIST drop down and click CREATE REPORT. You will see a display of the report your requested, with options at the bottom to print or export report data.<br />
		+
		+	[[MeetingSmart FAQ]]