Meeting Manager
The Contensive Meeting Manager is an extension of the Contensive Invoice Manager. It is used to track online meeting registrations.
Getting started
MeetingSmart 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.
To create a meeting Go to the admin area and select the MeetingSmart Administration link from the admin Navigator. This will display a list of all meetings. In the bottom left of the screenis a link to "Add a new Meeting". Clicking on this link will open the "Add a New Meeting" screen. Meetings are required to have a Name, Start Date, End Date. Optional features include:
Early Registration Date - This allows you to set a discounted price for registrations that take place before the date.
Allow Meeting Discount Codes - Discount codes work like coupons, they provide a discount off of the registration price of the meeting. You can create a code and set the number of times it is allowed to be used
Allow Guest Registrations - This determines whether or not Guests are allowed to register for the meeting, pricing for guests will be determined later
Skip Login Registration Step - This removes the first step of the registration process which asks the user to log in. do not check this box if you want to validate attendee types
Add Attendee to this group - If you want to add attendees to a group for communication(group emailing) purposes create a group and select it in the drop down. This will add all attendees to the group
From Address for Emails - Emails generated by the system related to this meeting wil use what you enter here as the "from address" in emails
Notification Group - If yo wish to have certain people in your organization notified when a registration takes place add them to a group and select that group here
Session Sort Method - Sessions are additional events within the meeting you may want to ask people to sign up for, the order those sessions appear in the registration process is determined here
Pay Methods - All available pay methods on the site are listed here you can choose which ones are allowed to be used for this meeting.
After the meeting is saved there are 3 email messages that need to be created:
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.
