Event Manager comes prepared with the defaults templates for meetings and the components of meetings. Most Event Types, Registration Option Categories and Session Categories that will be needed are ready to be accessed by Community Admins and Super Admins when creating actual meetings. Super Admins should be prepared to tweak these or create new ones as needed. Further, a Super Admin must establish a default payment path prior to event registrations occurring. Super Admins and Community Admins can establish unique payment paths for individual Communities and create actual events.
Event Manager comes pre-loaded with the basic event templates needed by most organizations – these are called Event Types. Super Admins also have the options of editing and creating new Event Types as needed. The names of these templates and their parts are not seen by the end user/registrants. If an Event Type called “Simple Chapter Meeting” has all the functionality needed to establish a board meeting there is no reason not to apply it. The board members will never encounter the name of the Event Type or other aspects of the template.
Creating and Editing Event Types
The Event Types CCAdmin page contains a list of yes or no questions. These allow admins to create a template that provides the functionality needed while minimizing the potential for confusion by those who will create the event itself. These controls determine whether meetings based on that Event Type will allow such functionality as:
- Online Registration
- Online Payment
- Nonmember Registration
- Registration by users without an account (no account creation required)
- Early Bird and Late Pricing
- Multiple Registrations by the Same Person
Event Type Interface
The CCAdmin Event Type page simply provides basic instructions on use and, as shown here, lists the current Event Types already created. Edit and delete buttons and the “Add an Event Type” link are prominent.
Clicking on either the “edit” links or the “Add an Event Type” icon opens the interface to define the options and functionality allowed for the events that will be based on that Event Type. All inputs on the page are “yes” or “no” with the options and choices fully explained.
Registration Categories – Registration Option Categories and Session Categories
The interfaces for managing Registration Option Categories Pages and Session Categories are on the same page of the Admin site - the Event Option/Session Categories page is found under Events identical. The list of current options with edit/delete links and an “Add a Category” links are options. When clicking “Add a Category” or “edit” the interface allows for a new Registration Option to be named and specifies the basic functionality for actual registration types created for an event using that option..
Registration Option Categories
Just as templates are established for meetings there are templates for the different kinds of registration and the different items that registrants can purchase at registration. These are called “Registration Option Categories”. All the Registration Option Categories most organizations will need are available by default. These, too, can be edited and new Registration Option Categories created should they not meet the needs of an organization. The names of Registration Option Categories will be seen by the users (registrants) as headers, under which names and prices will be seen.
Among the default Registration Option Categories are the following:
The functionality for creating templates for sessions is almost identical to that for creating Registration Options. Multiple Session Categories have been created for use, and Super Admins can create more and edit the defaults as needed. The names of Session Categories will be seen by the users (registrants) as headers grouping the sessions. The various sessions will be listed under a header displaying the name of the Session Options.
Among the default Session Categories are the following:
Some registrants belong to special groups that get special benefits. Perhaps Board Members only pay $50 for registration whereas Members pay $100. The use of Registrant Classes allows the special prices for members of a group to appear automatically after login.
Registrant Classes are generally determined by AMS security groups – generally member types. The Registrant Classes page of the AMS allows for renaming of the AMS security groups into recognizable user-friendly names free of abbreviations and AMS-jargon – the AMS security group “BOD” can be reformatted to “Board of Directors” using the Registrant Classes page. While security groups can also be compiled on through the Manage Security Groups page of CCAdmin the best path to creating a new security group usually begins with the AMS.
Note that honor-based pricing functionality for events using Simple Registration depends on configuration of Registrant Classes. Please see the Simple Registration page for more information about achieving this configuration.
Presenter Roles allow for individuals to be associated with sessions. Titles, such as “Speaker”, “Keynote” and “Author” are created by a Global Admin on the Presenter Roles page. An admin can use an interface based on the directory to assign these titles to specific individuals for specific sessions when creating an event using the Add/Edit Events page.
Default and Community Payment Providers
The Default Payment Provider is the fall-back payment path for all events for an organization. Please see the Establishing Payment Provider page for information on payment vendors supported and configuration.