Difference between revisions of "Meeting Manager"

Latest revision as of 15:24, 19 December 2019

The Contensive Meeting Manager is an extension of the Contensive Invoice Manager. It is used to track online meeting registrations.

Getting started

Meeting Manager is an online registration system that allows admins to create "events/meetings" and then allows users to register for those meetings. The system tracks the registrations and payments (if there are any) and generates reports for admins to run their meeting. To use the system you must first set up your meeting and then add the meeting registration add-on to a page on your site. In order to process credit card payments you must also have a payment gateway set up on your site.

Features

Meeting Manager 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 Meeting Manager 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 MEETING MANAGER, and MEETING MANAGER from the Navigator on the left side of your screen. You may also go to ADMIN, then TOOLS, then MEETING MANAGER. 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 or click on the meeting # and then EDIT to edit a meeting already entered.

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. (*Please note for Webinars, the Admin will need to set the date to the following day to allow for registrations up to the Webinar start time, then come back and set the End Date back to the current date after the registration cut off time, to avoid members registering after the Webinar has ended.)

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. The early registration fee will apply to the days leading up to AND including this end date.

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

CONTENT FOR THANK YOU PAGE AND AUTO-RESPONDER EMAILS: For confirmed, unconfirmed and manual confirmations.

• Content for Unconfirmed Registrations - When a registrant signs up for a meeting and doesn't pay with a credit card (i.e. paymethod selected was Check, PO or some other deferred payment method) they are considered unconfirmed (we don't have their money). This is the email that goes to those attendees

• Content for Confirmed Registrations - When a registrant signs up for a meeting and pays with a credit card they are considered confirmed (we have their money). This is the email that goes to those attendees

• Content for Manual Confirmation - When an unconfirmed registrants money comes in then admins can go to the registration and check a box that states they are now confirmed (manual confirmation, we just got their money). This is the mail that tells them their money was recieved and they are now a confirmed registrant.

ADD ATTENDEES TO THIS GROUP: Select a group, if any, that you want attendees added to. If you need to make a new group, click Manage Groups for instructions. Once you add the new group, come back to the meeting page and the group will show up in the drop down menu.

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

REGISTRATION ITEM: The item to be listed on the invoice. (optional) Select an item to be associated with each registration. Each time a registrant signs up, all line items of the invoice will include this item. Use this feature to categorize income for reporting, or to determine the General Ledger posting method. For example, you can setup your meeting invoices to defer GL income until the meeting date.
NOTE: If you need to set up a new item for your meeting, follow the steps below:

• Login and click ADMIN, MANAGE ADD-ONS, ECOMMERCE, INVOICE MANAGER.
• Click the DATA tab at the top of the screen.
• Click on ITEMS.
• Click ADD to add a new item.
• Put the item name in the Name field.
• Go back to the Edit Meeting screen after you have saved your new item so that it will show up in the drop down.

REQUIRE TERMS AND CONDITIONS: (optional check box) If checked, the payment review page will include a terms and conditions text box and a checkbox that will be required to complete the registrations.

TERMS AND CONDITIONS: (optional) If Require Terms and Conditions is checked, enter your terms and conditions here. This text will appear on the review page and the user will be required to accept before continuing.

Click OK to save information.

Additional information to add includes:

• Attendee Types: You will name each one, include the price and any validation based on groups someone must be in to qualify for this type. There is also a place to specify a certain number of spots available for a specific account for this attendee type before the price is adjusted up or down. Click OK to save changes. You must have at least one Attendee Type configured.

• Guest Attendee Types: Name and price different guest types, if guest registration is available for the meeting.

• Session Information: Here you add session names, dates, times, whether or not to allow attendee and guest registration, a description, cost and any session options. Click OK to save.

• Additional Items for Sale: If you want the opportunity to sell items during meeting registration, select this and then select the item. Click OK to save.

• Discount Codes: If you want to offer discount codes for a meeting, enter the code. Click Registration Free to eliminate the registration fee. Or, enter a discount amount that you want taken off of the registration fee. You will then enter how many times this code can be used. Click OK to save changes.

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 first line of the menu directly above the copy block and select MEETINGSMART2 REGISTRATION.

Click on the FEATURES tab. In the field "Requires Secure SSL Connection" check the box. 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 option from the menu. You will then click on MANAGE ADD-ONS, then MEETING MANAGER, and finally MEETING MANAGER from the Navigator on the left side of your screen, OR ADMIN, TOOLS, MEETING MANAGER. 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 EDIT REGISTRATION FORM on the Meeting Details screen.

How to CANCEL a User's Meeting Registration

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 MEETING MANAGER, and finally MEETING MANAGER from the Navigator on the left side of your screen, or ADMIN, TOOLS, MEETING MANAGER. This will show a list of all meetings currently planned on your website. Click on the number of total registrations for the meeting of interest. Next click on the Attendee # to open the record for the attendee who wants to cancel the meeting registration. On this screen you can click to CANCEL REGISTRATION. If the person has already paid for the meeting, you will need to refund the money via check or by reversing the charge on the credit card used.

How to EDIT Meet Manager Settings

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 MEETING MANAGER, and finally MEETING MANAGER from the Navigator on the left side of your screen, or ADMIN, TOOLS, MEETING MANAGER. Next click on the SETTINGS tab at the top of the screen. Here you can set:

• The Monetary Symbol: The symbol used to represent monetary values
• Allow International Date/Time Format: Check this to display the date and time in international format
• Meeting Archive Days: Enter the number of days you want a meeting to be displayed on the Meeting Manager screen after the end date of the meeting
• Caption for Free Items: The caption used for items that are free.
• Skip Login Page: If checked, the registration process will skip the login form. This only prevents attendee information from being pre-polulated.
• In the Cancel Registration tab, you can specify whether to allow send for cancellation emails, the from address, and subject and text for the cancellation email.
• In the PayPal tab you can enter the PayPal Login for your account, specify if you want to test PayPal and put in the currency for PayPal (such as USD).
• If there is a discount code, it is listed on the invoice with the amount saved. To also include the original amount, go to Meeting Manager Settings and check the box "Invoice Discount Extra Line".

Terms

Attendee 

The person who will be attending the meeting

Completed Registration 

A registration that has finished all the online steps, completing the pay method form. It may or may not be paid.

Confirmed Registration 

A registration that has been both completed and paid.

Guest 

Someone who will be accompanying an attendee, like a spouse.

Registration 

An online meeting signup, which may include multiple attendees

Session 

An event within a meeting that attendees and/or guests can sign up to attend

Session Selections 

Some sessions may require additional selections. For example, a session can be a meal and the session selections can be menu items.

Session Selection User Input 

Sessions selections can optionally require input from the user. For example, this might be for an 'other' selection where the registrant enters a text string.

Unconfirmed Attendee 

An attendee on an unconfirmed registration.

Unconfirmed Registration

A registration that has been completed but not paid.

Roles

Administrator 

A site administrator. Site administrators can add attendees to a registration that will be prepopulated based on their email address.

Authenticated Users 

A site user who has logged in. They can add multiple attendees, but only their own attendee record can be prepopulated based on email address.

Users 

A site user who has not logged in. They may sign up multiple attendees, but no prepopulation occurs.

Registrant 

The user who pays the registration and the first user entered into the form. The Registrant may or may not attend the event but they receive the receipt for the completed transaction.

Attendee 

A list of names with emails who will attend the event; all must have unique email. All the Attendees receive a copy of the itinerary via email.

• Only administrators and registrant contacts logged in and associated to an account can see other's peoples pre-populated information. Registrants can only see other people associated to the account they are associated to.
• Every attendee has a people record with a matching email address (for sending email and group affiliation).
• Authenticated Users get pre-population of their own information.

How To

References

Meeting Manager Administration

Administration includes meetings creation and reporting. it is handled through the Meeting Manager addon from the website's backend.

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 MEETING MANAGER, and finally MEETING MANAGER from the Navigator on the left side of your screen.

Attendee Types

Attendee Type Information

Here you will name the attendee type, enter the charge for this type and also enter an early registration fee if applicable.

Validation

Here you will check the groups of people that are able to sign up for a specific attendee type. Only people in the selected groups will be able to register as this attendee type and get the pricing specified for this type of attendee.

Quantity Adjustments

Use quantity adjustments to create automatic discounts or extra charges based on how many attendees from a single account purchase using this attendee type. For example, you may want to add an extra charge if over 10 people from the same account signup for the meeting. To do this, create a quantity threshhold of 10, and an adjustment of 10.

Adjustment Threshhold 

Leave blank to display quantity adjustments. When provided, this is the maximun number of attendees allow before adding the adjustment.

Adjustment Charge 

(Optional) When an adjustment threshhold has been entered, this additional charge will be added to each attendee using this attendee type that exceeds the threshhold

Discount Codes

Discount Codes provide a way to distribute a discount for a particular meeting. To use discount codes, enable discount codes for the meeting, configure the codes, and distribute them as needed.

Discount codes apply to a single attendee registration, and not to the attendee's sessions or guest charges. If a registration includes multiple attendees, each attendee signup would have to enter a separate code, each code counting toward the code's quantity limit.

Discount codes dot not apply to Up-sell items sold with the meeting registration.

Discounts can be either FREE, or up to a specific discount amount. If the amount exceeds the attendee registration charge for the attendee, the additional discount is lost (the discount can never create a negative balance, or be applied to attendee sessions or guest fees.)

The number of times a code is used is tracked, and can be seen in the meeting edit screen.

You can limit the number of times a code can be used by setting the number available. When the number used equals zero, the code is no longer valid.

The discount code is listed on the invoice with the amount saved. To also include the original amount, go to Meeting Manager Settings and check the box "Invoice Discount Extra Line".

Registration Cases

There are several cases of meeting registrations based on the role of the visitor. For instance, uses can register themselves up or an administrator can create a registration for them.

Administrator Registering Others 

An administrator can create a meeting registration for one or more attendees. If the attendee's email address belongs to a current system person record, that person will be associated with the attendee. If the email address is not in the database, a new person will be added. The admin adds an email address for the registrant. If that user exists, their account will be used. If that user does not exists, a new account will be created and that account will be charged. The registrant is associated with the account that pays for the meeting.

Authenticated User 

When an authenticated user (non-admin) creates a registration, each attendee's email will be associated with current person records and if one does not exist, a new person record is created for each attendee. The authenticated user's ecommmerce account is used for the transaction. If one does not exist it is created automatically. The authenticated user, who is the registrant, may attend or not attend the meeting. The registrant is associated with the account that pays for the meeting.

Guest (non-authenticated) 

When an anonymous user creates a registration, a new ecommerce account will be automatically created for them. In this case, the email address they enter must be unique in the system or they will be asked to login first. Optionally, there is a setting in Meeting Manager that allows a duplicate email to create a duplicate user. The guest, who is the registrant, may attend or not attend the meeting. The registrant is associated with the account that pays for the meeting.

Session Information

If there are sessions during your event, you click on Add Sessions to enter information about each one.

Name 

The name of your session

Event Date 

The session date

From Time 

The session start time

To Time 

The session end time

Allow Registration Attendee 

Check this to allow attendees to register for this session

Allow Registration Guests 

Check this to allow guest to register for this session

Description 

A brief overview of the session topic

Sort Order 

The number of the session in a list when multiple session options are available

Fee Information 

If there are any charges for the session list them under default fee, default early fee, members only fee or members only early fee

Additional Items for Sale

If there are items you want to offer for sale to meeting registrants click on Add Items; you will select the item from a drop down list and click OK to save changes. If the item is something you do not currently have for sale, you must add it to the list of items on the website for it to appear in the drop down. To add a new item, login and click ADMIN, TOOLS, INVOICE MANAGER, DATA, ITEMS. Click ADD. Enter the item name in the Name field and click on the Pricing tab to enter the price. Click OK to save changes.

Online Registration Form

Click Add Registration Form to select what information you will ask users to enter when registering for a meeting. You can specify which fields are required in order to complete registration. Click OK to save changes.

Meeting Instructions

Click Edit Meeting Instructions to change what users see as they go through the steps of the meeting registration process. Make changes to the copy of any step and click OK to save changes.

Meeting Manager Registration

Registration is a process of steps taken by a registrant to sign up for a meeting. It culminates in an account charge for the meeting.

Select Meeting (Optional)

This screen will display only if a meeting was not selected by the administrator for this registration page, or it there is only one valid meeting.

Log in (Optional)

On this screen you can login or choose to continue registration without login. However, in order to get member pricing, you need to login and be a member of any groups specified for discounted pricing. Also, if the email address used for the first attendee matches an existing user, you must login to continue for security reasons. If you do not wish to login, you can register using a different email address that is not associated with a user account on the website.

Add Attendees

You will first add the email address of all attendees you wish to register. Click ADD ADDITIONAL ATTENDEE to add more attendees. If you have an account, you will be prompted to select anyone already in your account, or add a new person. That new person will be added to the organization of the registrant's account. When you are done, click CONTINUE.

Edit Attendees

Here you enter required information for the each attendee, one at a time. When the first is done, clicking continue takes you to the second. Enter the information for all remaining attendees and click CONTINUE.

Add Guests

If your meeting is set up to allow guests, you will enter guest details on this screen, and click CONTINUE to go to the next step.

Select Sessions

On this screen you will select any session options that have been set up. Click CONTINUE to go to the next step.

Add Up-Sell Items

If you have any items for sale, you can select them on this screen and enter the quantity for each item. Click CONTINUE to go to the next step.

Purchase

You can review your registration and click the PREVIOUS STEP button as needed to make any changes. When you are ready to pay, enter payment information and click COMPLETE. You will be directed to a THANK YOU page with a copy of your invoice.

Email Notifications

Throughout the meeting registration process there are several notifications sent.

To set the from-address for all notifications, edit the meeting and set "From-Address for Emails"

Registration Notification

When a new registration takes place, the Registration notification email is sent to everyone in the Notification Group.

The email cannot be edited, but you can select any group as your notification group by editing the meeting and selecting a group in "Notification Group"

Attendee Itinerary

Cancel Registration Notification

To edit or enable this notification, Go to Meeting Manager Settings.

Confirmed Registration Auto-Responder

To edit, Edit the meeting and click "Content for Confirmed Registrations"

Unconfirmed Registrations Auto-Responder

To edit, Edit the meeting and click "Content for Unconfirmed Registrations"

Manual Confirmation Customer Notification

To edit, Edit the meeting and click "Content for Manual Confirmations"

Meeting Reports

Access reporting from the Reporting tab of Meeting Manager Administration.

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. 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.

Attendee Report

Lists all meeting attendees with address; click on attendee number for details about a specific registrant.

• Login and go to ADMIN, MANAGE ADD-ons, Meeting Manager, Meeting Manager. Click REPORTS from the menu.
• Select Attendee Report from the Report List field.
• Select the meeting you want in the Meeting field.
• You may also select a specific Session, Attendee Type, Date Confirmed or choose to see Unconfirmed or Cancelled Attendees.
• Click Refresh to see the data you have selected.
• If you want to download the report click on Click Here link.
• This will give you a CSV file that you can import to Excel.

The following column headers are in the download report:

• Meeting - The name of the meeting
• Registration ID - The ID # for the registration record in the Meeting Registrations table
• Attendee ID - The ID for the attendee record in the Meeting Attendees table
• Attendee First Name - First name field attendee
• Attendee Last Name - Last Name field attendee
• Badge Name - The name the attendee has specified for the meeting badge
• Attendee Name Prefix - The prefix entered on the registration form
• Title - The attendee's title
• Company - The attendee's company name
• Phone - The attendee’s phone number
• Email - The attendee’s email address
• Fax - The attendee’s fax number
• Address - The attendee’s street address
• Address 2 - The second line of the street address
• Address 3 - The third line of the street address
• City - The attendee’s city
• State - The attendee’s state
• Zip - The attendee’s zip code
• Full Address - The attendee’s address lines, city, state and zip
• Session List - The name of the sessions that the attendee signed up for
• Special Needs - Specifies whether or not attendee has special needs
• Special Needs Description - Identifies what the special need is
• Guest Count - Total number of guests for the attendee
• Guest List - Name of guests for the attendee (include 1 per line; Guest Name: Guest Type)
• Attendee Type - Attendee type chosen during registration
• Invoice - Invoice number for the attendee's registration
• Discount Code - The discount used to register for the meeting (put discount code for attendees that got the discount not for all attendees on the registration)
• Attendee Meeting Charge - The attendee charge for the meeting
• Attendee Sessions Charge - The attendee charge for any meeting sessions
• Attendee Total Charge - The total of all charges for the attendee, including the meeting charge and session charges
• Guest Meeting Charge - The total meeting charge for all guests for the attendee
• Guest Sessions Charge - The total session charge for all guests for the attendee
• Guest Total Charge - The total of all charges for the guests, including the meeting charge and session charges
• Registration Date - The date the registration was started.
• Registration Confirmation Date - The date the registration was fulfilled.

Attendee Count Report

Lists all meeting attendees, the account charged, company name and number of guests.

Session Report

• Select the Meeting from the drop down.
• Select a specific Session, if desired.

Lists meeting attendees with registration number, attendee number, attendee/guest specification, name, email address, session name, and session selection and details (if applicable).

Meeting Manager FAQ

Things to Test

• Set up Meeting in Admin (test all fields available)

1. Meeting Information
2. Attendee Types
3. Guest Types
4. Session Information
5. Additional Items for Sale
6. Discount Codes
7. Set up Online Registration Form
8. Set up Meeting Instructions

• Install Meeting Manager on a page (meeting registration)
• Register for a meeting as:

1. Authenticated User
2. Non-logged in user
3. Admin

• Cancel meeting registration
• Test Meeting Manager Settings
• Test email notifications

1. Registration Notification
2. Attendee Itinerary
3. Cancel Registration
4. Confirmed Registration Auto-Responder
5. Unconfirmed Registration Auto-Responder

• Check Meeting Reports

1. Attendee Count
2. Attendee Report
3. Attendee Roster by Attendee Type
4. Cancelled Attendees
5. Session Report
6. Spouse/Guest Roster
7. Unconfirmed Attendees
8. User Input by Session Selection

Test Cases

This is a list of all suggested tests.

people-record 

a record in the people table

user 

the person physically at the keyboard

user-people-record 

the people record used by the user (the person physically at the keyboard)

admin-user 

the person at the keyboard, logged in as an administrator

authenticated-user 

the person at the keyboard, logged as a non-admin user.

guest-user 

the person at the keyboard, not logged in.

registration 

a record created in the meetingRegistration table

registrant 

the people-record whose account is used to pay for the registration.

attendee 

a record created in the meetingAttendee table

will-attend 

the option on the add-attendee form signaling that the registrant will also attend

additional-attendee 

an attendee added on the add-attendee form

registrant-email 

the email address entered by the user for the registrant

attendee-email 

the email address entered by the user for the attendee

registration-add-attendee-form 

the registration process form where the registrant enters themself and adds additional attendees

registration-edit-attendee-form 

the registration process form where the registrant adds detail fields for each attendee

Functional Tests

These tests must be executed manually.

Testing Instructions on Staging Site for Different User Roles

Go to staging-meetingsmart.sitefpo.com

A. An ADMIN registering a person for a meeting who has an account:

1. Click on Meeting Registration link.
2. Login as ADMIN/ADMIN and click CONTINUE WITH LOGIN.
3. In the email field put the email tom@kma.net
4. Make sure YES is clicked to indicate Tom will attend the meeting.
5. Click ADD ADDITIONAL ATTENDEE.
6. Choose NonAdmin from drop down.
7. Click Add Additional Attendee.
8. Put in any email address for NEW USER
9. Click CONTINUE.
10. Update some information on Attendee Details screen for each attendee to be able to test that it has updated in the people record.
11. Click CONTINUE for each attendee until you get to payment screen.
12. Choose Payment Method (put in test credit card #; BILL MY ACCOUNT is new option) and click COMPLETE.

For the above ADMIN user signing up people with account:

1. Go to Invoice Manager>>Purchase History and make sure the correct account is charged (Coca Cola).
2. Go to Manage Users>>People and make sure any updates to people records are saved for all users.
3. Go to Meeting Manager and make sure attendees are listed as unconfirmed until they pay and are confirmed after payment.

B. An Admin registering a person for a meeting who does NOT have an account:

1. Click on Meeting Registration link.
2. Login as ADMIN/ADMIN and click CONTINUE WITH LOGIN.
3. In the email field put an email for a new user.
4. Make sure YES is clicked to indicate the new user will attend the meeting.
5. Click ADD ADDITIONAL ATTENDEE.
6. Add a different email for another new user.
7. Click CONTINUE.
8. Update information on Attendee Details screen for each attendee to be able to test that it has updated in the people record.
9. Click CONTINUE for each attendee until you get to payment screen.
10. Choose Payment Method (put in test credit card #; BILL MY ACCOUNT is new option) and click COMPLETE.

For the above ADMIN user signing up people with NO account:

1. Go to Invoice Manager>>Purchase History and make sure a new account is setup and charged for the registrant.
2. Go to Manage Users>>People and make sure any updates to people records are saved for all new users.
3. Go to Meeting Manager and make sure attendees are listed as unconfirmed until they pay and are confirmed after payment.

C. A non-admin logged in user with an account registering people for a meeting:

1. Click on Meeting Registration link.
2. Login as rich/rich and click CONTINUE WITH LOGIN.
3. In the email field verify that the email is rich@kma.net
4. Make sure YES is clicked to indicate Tom will attend the meeting.
5. Click ADD ADDITIONAL ATTENDEE.
6. Choose Harry from drop down.
7. Click Add Additional Attendee.
8. Put in any email address for NEW USER
9. Click CONTINUE.
10. Update information on Attendee Details screen for each attendee to be able to test that it has updated in the people record.
11. Click CONTINUE.
12. Choose Payment Method (put in test credit card #; BILL MY ACCOUNT is new option).
13. Click COMPLETE.

For the above NON-ADMIN logged in user with an account registering people for the meeting:

1. Go to Invoice Manager>>Purchase History and make sure the correct account is charged (Coca Cola).
2. Go to Manage Users>>People and make sure any updates to people records are saved only for the registrant and any new users.
3. Go to Meeting Manager and make sure attendees are listed as unconfirmed until they pay and are confirmed after payment.

D. A non-logged in user registering people for a meeting:

1. Click on Meeting Registration link.
2. Click CONTINUE WITHOUT LOGIN.
3. In the email field enter an email for a new user.
4. Make sure YES is clicked to indicate the new user will attend the meeting.
5. Click ADD ADDITIONAL ATTENDEE.
6. Put in any email address for NEW USER
7. Click CONTINUE.
8. Fill in the information on Attendee Details screen for each attendee to be able to test that it has updated in the people record.
9. Click CONTINUE.
10. Choose Payment Method (put in test credit card #; BILL MY ACCOUNT is new option).
11. Click COMPLETE.

For the above non-logged in user signing up people for the meeting:

1. Go to Invoice Manager>>Purchase History and make sure a new account is setup and charged for the registrant.
2. Go to Manage Users>>People and make sure any updates to people records are saved for all new users.
3. Go to Meeting Manager and make sure attendees are listed as unconfirmed until they pay and are confirmed after payment.

1 - any-user, one current meeting, add-on set to display current meeting, landing page 

When user lands on the page intiatially, the page should display the current meeting.

10 - admin-user, registration-add-attendee-form 

User should be able to add any email address for the registrant, select if they are attending, add additional attendees. If not attending, the user must add at least one additional attendee. Additional attendee selection should be a list of all users in the same account as the registrant. If the email matches a user who is the primary or milling contact for an account, the admin user should get a message saying 'This registration will be charge to account AccountName'. If the email does not match a billing or primary contact, the admin user should get a message saying 'This registration will be charged to this individual.'

11 - admin-user, registration-edit-attendee-form 

Form should pre-populate the attendee from people table records for any attendee whose email matches the people record. The form should include a message that changes will be saved to the user's people record.

12 - admin-user, registration-edit-attendee-form 

Click Previous should populate the add-attendee-form to correctly represent the attendee/registrants. Changes can be made as before

20 - authenticated-user, registration-add-attendee-form 

User should be able to indicate if they are attending, and add additional attendees if needed. If they are not attending, at least one additional attendee is required. Additional attendee selection should be a list of all users in the same account as the registrant.

21 - authenticated-user, registration-edit-attendee-form 

22 - authenticated-user, registration-edit-attendee-form 

Click Previous should populate the add-attendee-form to correctly represent the attendee/registrants. Changes can be made as before

30 - guest-user, registration-add-attendee-form 

User must enter an email address for themselves as the registrant, indicate if they are attending or not, and add additional attendees if needed. If they are not attending, at least one additional attendee is required.

31 - guest-user, registration-edit-attendee-form 

32 - guest-user, registration-edit-attendee-form 

Click Previous should populate the add-attendee-form to correctly represent the attendee/registrants. Changes can be made as before

Unit Tests

These tests are saved with the project and can be run automatically.

1-1 - admin-user, registration-add-attendee-form, will-attend and no additional-attendee 

This creates a registration and one attendee populated from the people-record matching the registrant-email.

1-2 - admin-user, registration-add-attendee-form, will not attend and 1 additional-attendee 

This creates a registration and one attendee populated from the people-record matching the email address entered for the additional-attendee.

2-1 - authenticated-user, registration-add-attendee-form, will-attend and no additional-attendee 

This creates a registration for the authenticated-user, and one attendee populated from the authenticated-user.

2-2 - authenticated-user can not change the registrant-email prepopulated as the user-people-record email 

Verify you canot edit the email address.

3-1 - Guest user fills out with willAttend and no Additional Attendees 

This creates a registration and one attendee populated from the registrants email address entered.

3-2 - Guest user fills out with willAttend with a duplicate email and no Additional Attendees 

This creates a registration and one attendee populated from the registrants email address entered which is a duplicate of test 3s.

Revision History

January 15, 2016

• Added Attendee Registration Form auto creation - when a new meeting is added, a default Registration form is created for it.
• fix: confirmation emails were not being sent.

March 10, 2016

• Clarified wiki registration cases for each role: admin, user, guest
• fix: When a registration fails for a non-authenticated user, only one account and one invoice should be generated

April 5, 2016

• fix: some servers exit on meeting load and return blank page for admins.