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- Conference Management
- Implementation
How a Conference Management rollout works
Set up one event cycle, rehearse decisions and expand after evidence agrees.
Set the operating scope
Create the organization, active people and venue for a pilot event. Agree the time zone, venue eligibility and capacity rule.
Prepare event review
Set the event owner and independent reviewer. Rehearse draft, review, approval and opening registration against a current revision.
Run registration and admission
Submit a registration, record the reviewer decision, reserve admission scope and record actual arrival once.
Connect payment evidence
Configure the provider source, verify a capture and reconcile it with the admission and operation receipt.
Close and correct
Rehearse completion, cancellation and a changed event revision. Keep admitted history and provider references in the record.
What the customer provides
Provide the operating organization, event owner, reviewer, venue contact, event dates, capacity policy and the people authorized to handle registrations and admission. Supply access to the authoritative payment provider and agree which provider event types indicate capture, refund and void. Choose a representative event and an exception case for rehearsal.
Changing it afterwards
Route a capacity, venue or status change through the current event revision. Review executed scope separately from an unexecuted draft. Preserve earlier reviewer decisions, admission times and provider evidence. Test access and reconciliation again when the provider connection or approval policy changes.
Set up Conference Management your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.