FAQ

How to Add, Edit & Remove Registration question?
Menu Path: Dashboard -> Conference Planner -> Registration -> “Primary Registration Type Question” header Add Registration Question: Find ...
Tue, 25 Jun, 2019 at 11:41 AM
Where should I add information regarding Hotel Accommodations, Cancellation Policies, etc.?
You will want to share pertinent conference-related information with new registrants such as hotel accommodations, registration cancellation policies, etc.....
Tue, 25 Jun, 2019 at 12:03 PM
How do I assign questions to an education type?
Menu Path: Dashboard > Conference Planner > Education Hours Once you create Education Hours questions on the main Education Hours tab, you must as...
Tue, 25 Jun, 2019 at 12:10 PM
How to setup GL Account on Registration Product?
Menu Path: Dashboard -> Conference Planner -> Registration -> Registration Type Expand the Registration tab and select the Registration Type (eac...
Tue, 25 Jun, 2019 at 12:28 PM
What file types are supported when uploading documents and creating links?
Menu Path: Dashboard -> Conference Planner-> Document Upload. The system allows uploads of the following file types:  .DOC .DOCX Text docs suc...
Thu, 27 Jun, 2019 at 8:07 AM
How does a registrant add options after they've completed registration?
Registrants can add additional registrations options after the initial conference registration.  Here's how:  1) Sign in on the conference website 2...
Mon, 12 Aug, 2019 at 8:19 AM
How do I add multiple email templates for different registration types?
Most conferences have multiple registration types, and therefore you might want to use different confirmation e-mails for different registration types.  To ...
Mon, 19 Aug, 2019 at 7:25 AM
How do I enable participant roles to be re-sequenced on 'Step 2 Presenter' screen?
Menu Path: Conference Planner > Submissions > [Submission Type] screen For a multi-participant submission, you may want to enable the overall submit...
Wed, 11 Sep, 2019 at 3:00 PM
How do I capture reviewer preferences?
In order to automate the assignment of reviewers, obtain the preferred review categories from each reviewer using the following steps: Maintain Conf...
Fri, 13 Sep, 2019 at 8:32 AM
Can we accept donations during a conference registration?
Sometimes associations want to accept donations during conference registration.  There are two ways we can go about it: 1) user-set donations, where users c...
Mon, 23 Sep, 2019 at 2:31 PM