1. 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

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

3. 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;

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

5. 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

6. CH Mobile – Change Conference

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

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

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

10. 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

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

12. 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.

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

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

15. 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

16. Override Rates
Room Type Default Rate
Room Type Override Rate

17. Group Billing Options

18. Group Billing Options - Invoicing

19. Group Billing Options

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