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- Conference Management
- Process
- Admission
Admission
Keep capacity reservation, provider capture and actual arrival distinct.
Step by step
-
Open registration Event Owner
The event is approved and open, with capacity set on its record.
- Establishes the open event and capacity
- Updates Events
-
Review registration Registration Reviewer
Registration Reviewer approves a submitted registration at its submitted revision under the correct event. The approval authorizes the next operating check, while payment and capacity remain separate effects.
- Records the registration decision
- Updates Registrations, Review decisions
ApprovalA person approves before the work moves on. -
Reserve admission Admissions Lead
Admissions Lead records an admission line under the event after checking available capacity and the current source revision.
- Holds capacity for the selected event
- Updates Admissions, Events, Operation receipts
-
Record arrival Admissions Lead
Admissions Lead records the admission time once when the attendee arrives, leaving the reservation time intact.
- Records actual entry once
- Updates Admissions
-
Reconcile result Finance Reviewer
Finance Reviewer compares the admission line, verified provider capture and operation receipt before treating the reservation as complete.
- Confirms the linked local and provider effects
- Updates Payment evidence, Operation receipts, Admissions
Who does what
Roles and permissions- Admissions Lead
- Records reservation and entry; Registration Reviewer decides registration scope; Finance Reviewer checks provider evidence and the operation result; Event Owner maintains the event capacity.
Set up Conference Management your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.