Multi-Group Conference Management Led by Michael Fogarty Adirondack Solutions Users Group 2017 Multi-Group Conference Management Led by Michael Fogarty Tuesday 2:15PM – 3:15PM

Agenda Define a “Multi-Group Conference” Management for Multi-Group Conference Distinct Conferences Group Feature

Multi-Group Conferences Conference in which: Staff arrive early or have a late departure; Distinct billing entities; Team Camps; Clients that host clusters/cohorts of attendees Private/Public Partnerships;

Muti-Conference Approach Create Multiple Conferences with distinct and/or Overlapping Dates Conference Attendees: Conference Staff:

Add Attendees to a Conference Via the Term Rollover Process Tips: Must save Conference and room roll over BEFORE addressing the 3rd tab “Other Roll Over” value Required values: Dining Plans (Can use Default) Proration Tables (Can use default) Sequence does matter in order of creating conferences

CH Mobile – Change Conference

Managing “Groups” Groups = subset’s of a larger conference population

Group Set up NOTE: Groups are set System wide and then “Added” to a conference

Add Groups to a Conference Two Locations; Add to Conference under setup -- > Groups OR via Conference -- > Conference -- > Group Option one

Setting up a Group’s Rate Type Three Step Process 1) Setup -- > Billing -- > Rate Types 2) Conferences -- > Conference -- > Rate Type Tab 3) Conferences -- > Conference -- > Room Type Tab

Adding Attendee’s to a Group File Import Manual Update of Attendee’s Record Mass Edit via a Report

Groups – File Import File -- > Import from a File Text vs. .csv File Format Attendee based import Attendee # and Group Name (be precise) Can be done with initial import OR on it’s own.

Group – Mass Edit Method best used if you are collecting this information as a custom field and then adding for invoicing or assignment options

Groups – Manually Applied Attendee -- > General tab -- > Housing and Billing Information

Applying an Override Rate Groups allow you to apply a different rate for one attendee then another attendee assigned to the same room. Two-Step Process: Step one – Add Rate Type to Conference Step two – Add Rate Type to each room type

Override Rates Room Type Default Rate Room Type Override Rate

Group Billing Options

Group Billing Options - Invoicing

Group Billing Options

Contact Information Thank you for participating! Should you have any questions regarding this presentation, please use the contact information below: Michael Fogarty mfogarty@adirondacksolutions.com 800.372.3165 x 220