If you have a comment on this topic, contact Aptify Documentation. If you want to return to the Aptify Community Site, please click here.

Registering for a Meeting in e-Business

After clicking on the Meetings button to display the list of available meetings, select the meeting you want to attend and complete the following steps:

  1. Click the name of the Meeting you want to register for.
    • The Meeting Information Page is displayed.
       
  2. Select any sessions you want to attend and click Register Individual.
    • To view Session Details before you make a selection, click the Session Name.
    • If the meeting is configured to prevent conflicts and a user selects two or more sessions that overlap, the user is notified immediately of the contact after clicking RegisterIndividual. The user cannot proceed to the next step until the conflict has been resolved.

      Meeting Registration - Session Selection

  3. Review the Meeting Registration Details.

    If applicable, update the attendee's Badge information or Attendee Preferences.

    Meeting Registration Details|

  4. Select Add Attendee to add the attendee details to the Session selection grid.
  5. Add other individuals to the meeting as needed by filling out the details in the Add Attendee area and clicking the Add Attendee button.
    • The additional people you add will be matched against existing Persons records based on the email address you provide.
      • If the email address does not already exist for a Persons record in the database, a new record will be created.
      • If the First Name, Last Name, and Email match an existing record, that record is used for the registration.
      • If the Last Name and Email match an existing record but not the first name, the page displays a pop-up dialog asking the user to confirm that the person matches the record found in the database.
      • If the provided email address is tied to multiple people in the database, the Web User is prompted to contact the organization for assistance or to try another email address.

        Meeting Registration Checkout

  6. Verify the attendee information for the people listed in the grid. For each person, you can modify his/her sessions from the View/Edit Sessions link, and you can modify the Badge and Preference information from the Edit link. When finished, click Proceed to Checkout to complete the Meeting Registration Order.
  7. Review the Meeting Registration Order information, including the Shipping Details, Order Summary, and Shopping Cart contents.
  8. If you have made any modifications to the Order, click Update, otherwise click Next Step to continue the Meeting Registration order.

     Meeting Registration Order - Step 1

  9. Review the Billing Details and provide the required Payment Information.
  10. Select Complete Order to complete the Meeting Registration and order process.

    Meeting Registration Order - Step 2

  11. Verify the finalized Meeting Registration on the Order Confirmation screen.
    • This screen includes an automated email feature that can be used to notify an attendee of their registration (This feature is helpful if you are registering users other than yourself).

      Sample Order Confirmation

  12. Once an order has been completed a user can view all of his/her upcoming Meetings through the My Meetings page, as described earlier. This page contains all of the updated information for the new meeting registration.

    Updated My Meetings Page

Copyright © 2014-2017 Aptify - Confidential and Proprietary