1. Conference Management
  2. Get started
Get started

Get Conference Management running in four steps.

Prepare an event and rehearse review, registration and admission.

  1. Create your account

    Click Start now and create your ERP.AI account.

    Start now
  2. Download Proto

    Proto is the desktop app you use to set up Conference Management. It runs on macOS, Windows and Linux.

    Download Proto
  3. Make it yours

    Open Conference Management in Proto and adjust fields, steps, roles and approvals to match how your team works.

    Implementation plan
  4. Bring your data and team

    Import your records, then invite your team and assign their roles.

    See the roles

Create your account

Click Get started to create an ERP.AI account and open Conference Management. Invite the people who will own the pilot event, review decisions, coordinate registrations, admit attendees and check provider evidence. Set their access before entering real participant work.

Prepare the first operating cycle

Choose one active organization, one eligible venue and an event with known dates and capacity. Prepare the event, submit it to a different reviewer and record the approval against its current revision. Open registration, submit a representative record and have Registration Reviewer decide it. Reserve admission scope, record arrival and bring in verified provider capture evidence.

Review before release

Compare registration quantity, reserved admission, actual arrival and event capacity. Inspect the operation receipt for the attempted action and verify any external reference at its source. Rehearse a rejected registration and a cancellation with admitted history. Agree who handles each exception before the next event opens.

Set up Conference Management your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started