Creating a Meeting

This section details how to set up a meeting, although the same steps can be taken to set up a course and a proctored exam. These are parent-level meeting products and can standalone. The other meeting product types (break-out session, badge, exam product, and sponsorship/other fees) must be tied to a meeting and are detailed in the “Session Setup” and “Subproduct Setup” sections.

To set up a meeting:

1.    Define the general meeting product.

2.    Define rates and pricing.

3.    Define GL accounts.

4.    Define Revenue accounts.

5.    Define shipping charges (optional).

6.    Define cancellation fees (optional).

7.    Define components (optional).

8.    Define capacity.

9.    Define requirement inventory (optional).

10.  Define session requirements (optional).

11.  Define meeting room inventory (optional).

12.  Assign a room (optional).

13.  Define the product manager’s email address.

14.  Validate setup.

Note.pngIf you want to create an meeting product similar to the one you already created, you may consider the Copy Product functionality available.

This functionality allows you to select specific parts of a product setup you want to copy over to a new product, rather than entering in all the same information again.

Please refer to Copying a Meeting Product for more information.