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- Conference Management
- Who it's for
- Association conferences
Association conferences
An association may run a recurring conference with a committee organizer, a venue contact and a separate registration desk. Conference Management gives the operating team an event record with owner, organization, dates, venue and capacity. Registration decisions and actual admission remain linked to the event so the committee can review what happened after the doors close.
How Conference Management is set up for you
Event preparation
Event Owner sets the calendar interval and selects a venue whose eligibility note has been checked.
Registration decision
Registration Coordinator submits each registration under the right event; Registration Reviewer records a decision against its revision.
Door operation
Admissions Lead reserves capacity, then records actual arrival separately from the reservation.
Financial evidence
Finance Reviewer checks provider captures and operation receipts before treating a registration or event as complete.
An association may run a recurring conference with a committee organizer, a venue contact and a separate registration desk. Conference Management gives the operating team an event record with owner, organization, dates, venue and capacity. Registration decisions and actual admission remain linked to the event so the committee can review what happened after the doors close.
Start with one conference, one active operating organization and one venue. Agree who represents the association as Event Owner and who can make the independent review decision. Set the event's capacity and confirm the venue contact. Prepare a registration with a small quantity, then follow it through submission and approval. Use a separate admission line to rehearse arrival at the door.
Keep the first provider connection narrow. Map its event identifier and provider reference into payment evidence and verify a capture against the provider before completion. After the event, compare admitted quantity with capture evidence and inspect any operation receipt needing review. The association can then decide whether its next cycle needs a changed capacity, venue or approval policy while retaining the first event's history.
Features to start with
Roles on the team
- Event Owner
- Prepares event details and owns changes to event scope.
- Event Reviewer
- Makes an independent decision on submitted event scope.
- Registration Coordinator
- Prepares and follows participant registrations for an event.
- Registration Reviewer
- Reviews submitted registration scope independently of preparation.
- Admissions Lead
- Reserves admission capacity and records actual entry.
- Finance Reviewer
- Checks provider evidence and reconciles operation results before close.
- Admin
- Maintains people, organization and access configuration.
Set up Conference Management your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.