1. Conference Management
  2. Features
  3. Venue and organization setup
Feature · Venue and organization setup

Venue and organization setup

Connect each event to its operating organization, staff owner and eligible venue.

OverviewVenue register
Conference Management · Venue and organization setup

Venue register

Venues

New
CodeNameOrganizationContact nameAddressEligibility note
CDE-332Venue 401ORG-8938Contact 180A-8EN-841
CDE-398Venue 734ORG-5854Contact 293Z-1EN-570
CDE-456Venue 439ORG-2501Contact 516J-16EN-595
CDE-810Venue 352ORG-2256Contact 598B-14EN-981
CDE-456Venue 557ORG-1955Contact 934T-10EN-741
6 of 6 records
CDE-332Venues · VNS-59225
NameVenue 401
OrganizationORG-8938
Contact nameContact 180
AddressA-8
Eligibility noteEN-841
Example screen with sample data

What you can do

Establish who runs each event

An event belongs to an organization, has a named owner and points to a venue. These links give registration and admissions staff the context for their work. A venue can be physical or virtual; its name, code, contact, address and eligibility note help the Event Owner make a deliberate selection. Staff membership connects a platform user with an organization and a role title, so a reviewer can identify who prepared or decided a record.

For a conference run by one organization at a partner venue, start with the operating organization and its time zone. Confirm the venue’s contact and eligibility note before assigning it to the event. Use the person’s organization membership to keep preparation and review responsibilities legible. The organization record also carries a currency setting, while payment evidence itself records amounts in US dollars. Agree how those values will be interpreted before comparing a provider capture with an admission line.

How the work is organized

  • Operating entity. An organization supplies the owner context, time zone and currency for its events and people.
  • Staff membership. A person links a platform user to an organization, with an active flag and role title.
  • Venue selection. A venue has its own active flag, operating organization, contact and eligibility note.

What to agree during setup

Decide who maintains organization and venue records, how venue eligibility is checked and when an inactive venue should stop being selected for new work. Agree the local time zone used to interpret the event’s start and end. A date shown on the calendar should mean the same operating interval to the organizer, venue contact and admissions team.

Name the Event Owner and Event Reviewer for the pilot event. They should be different people when the event is submitted for approval. Admin maintains user and staff membership records, but the domain reviewer makes the event decision. Record the venue code used by the team and check that the event points to the intended venue rather than an organization with a similar name.

Check the handoff on an actual case

Set up a conference operated by an active organization, then enter an active venue with a clear contact and eligibility note. Assign an active person as Event Owner. On the event, verify the organization, owner and venue references before the reviewer approves it. Open the Event calendar and make sure the event appears on the expected dates. If the venue changes after review, the owner checks the replacement venue and sends the changed event scope back to Event Reviewer.

Rehearse a second case with an inactive venue. The team should see why that venue is unsuitable for a new event while retaining its historical connection to an older event. Keep the older event’s venue reference intact so later admission and payment evidence can still be explained.

What your team sees

  • Venue register — Check active venue contacts and eligibility notes before selection.
  • Event calendar — See where and when each approved or open event is planned.

Follow the work through

Use event approval to review the selected venue and owner. See the data model for the references carried into registration and evidence.

What it keeps track of

Data model
Organizations
Operating organizations that own events, venues and team members.
People
Staff membership linking a platform user to an organization and role.
Users
Users
Venues
Physical or virtual venues and resource providers used by events.
Events
Programs, events and sessions with capacity, lifecycle and revision.

Who uses it

Permissions
Admin
, Event Owner, Event Reviewer.
Admin
Maintains the reference records; the owner selects operating scope; the reviewer checks it against the submitted event.

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