1. So You’re Interested in Conference Host Led by Nicole Kelly
Adirondack Solutions Users Group 2017
So You’re Interested in Conference Host Led by Nicole Kelly
Monday 4:00PM – 5:00PM

2. Agenda Overview of Conference Host Features of Software
Review of New Features

3. What does Conference Host Provide
Comprehensive Conference Management Solution
Synchronized Housing Information
Multiple Invoicing Options
Direct Client Engagement

4. Conference Management Options
On-site Management
Invoicing
Lead

5. Conference Management - Lead
Initial Inquiry (lead)
Capture Critical Information for Planning
Easily Convert Lead to Confirmed Conference

6. Conference Management - Lead

7. Conference Management - Lead

8. Conference Management - Conferences

9. Conference Management - Conferences
Client Contacts
Groups
Custom Fields
Taxable Flag
Log/Notes
Files & Attachments
Expenses

10. Conference Management - Assignments
Conference Holds
Viewable Assignment in THD
Client Engagement with Conference Management
Invoice on Guarantees of Housing
Time Based Assignments
Assign multiple clients to same building on same day
Effectively manage room turnover
Check-in attendees to assignment via Conference Host Mobile

11. Conference Management - Assignments

12. Conference Management - Assignments
Managed similar to THD
Assignments are made via:
Only one person can occupy a bed at one time
Manual process by a user of the program
Via a spreadsheet
Based upon check-in and check-out dates
Imported
Someone in THD cannot occupy the same bed as someone in TCH at the same time (and vice versa)
Uploaded
Managed by Client Contact

13. Assignment Options Conference Holds Viewable Assignment in THD
Client Engagement with Conference Management
Invoice on Guarantees of Housing
Time Based Assignments
Assign multiple clients to same building on same day
Effectively manage room turnover
Check-in attendees to assignment via Conference Host Mobile

14. Conference Management - Events
Manage Meeting Rooms, pre-function, and event spaces
Customize the different configurations to each room’s
Every room is ‘chargeable’

15. Conference Management - Events

16. Conference Management - Events

17. Conference Management - Reports
Attendee Level
Housing Roster
List of Attendees with Allergies
Early Arrivals
Checked-in as of check-in time
Room Level
Open Rooms
Rooms on Conference Holds
ADA Accessible across conferences
Rooms offline due to maintenance
Conference Level
Scheduled Events for Conference
# of Linen Packets Needed
Enhanced Single Rooms Needed

18. Conference Invoicing
Generate Multiple Invoices based on characteristics of conference
Identify at what “level” you invoice at:
Client
Group
Attendee
Generated locally or produced for client

19. Conference Invoicing

20. Review of New Features Conference dining options
Attendee ID requirements
Time-based assignments, holds, and conferences
Conference-based reporting
Administrator defined default conference(s)
Gender management

21. Contact Information
Thank you for participating!
Should you have any questions regarding this presentation, please use the contact information below:
Nicole Kelly
x 218