Meetings

The Meetings portion identifies and track meetings, events within each meeting, registrants, their billing information and attendance, speakers and sponsors (for meetings and events), hotels, meeting and sleeping rooms, milestones for meetings and events and ribbons. Continuing Education or Continuing Medical Credits are tracked at the Meeting and Event level and the number of credits a registrant receives is assigned by their registration type.

Meetings can have different fees based on the registrant being a member, non-member, guest, spouse, faculty, exhibitor, politician, or virtually any category you wish. You can set each registrant type to include "packaged" events as well. A packaged event is one that, by registering, the registrant can attend the event without an additional fee.

Each meeting or seminar can be broken into multiple events/sessions and registrants can sign-up for the events they want to attend. Each event can have a fee (or different fees based on registrant type) and revenue account as well as CEUs/CMEs. The system can also generate waiting lists for each event, based on an attendance limits you set.

You can track milestones for meetings and/or events and assign them to staff members. Milestones allow you to track the progress of the meeting and/or event items that must be completed for the meeting by a specific time.

Hotel meeting rooms can be inventoried and attached to events. The system will not allow you to book the same room for multiple events during the same time period.

Ribbons can be tracked and automatically assigned based on committee participation, if the individual contributed to a fund, by their dues category or they are a sponsor.

IMPak will allow companies to register multiple individuals for a meeting and create only one invoice. Confirmations and invoices can be e-mailed.

There is an option to "Switch" one registrant to another without canceling and reentering.

You can set up and assign golf foursomes and identify their handicap.

Special needs can be identified for each registrant and, if there are registration designated additional data fields identified in the individual record, that information is carried over to the registration record.

The nickname in the individual record carries over into the badge name for a registrant.

IMPak will generate Badges & Tickets for registrants, speakers, and exhibitor personnel. Our standard badges/tickets are set up to print two across and three down on 3 by 4 inch badges. IMPak provides "editable badges" that allow your staff to set-up badges based on different badge sizes and information. You can print a logo on the editable badges.

You can set up a list of questions that each registrant will be asked when registering. These questions and answers are attached to each registrant for a specific meeting and can be used in queries.

A history of all additions and modifications made to the registration records is generated. This allows you to identify when and who added or deleted information regarding the registration.

You can set up a "call for papers" that allows members/non-members to submit abstracts. Abstracts/Submissions can be attached to meetings and users define categories and types for each. Each abstract can have multiple scorers or reviewers, a primary author, and multiple co-authors. Once an abstract has been accepted it can become an event within the meeting or can be an item on the event agenda.

Processing meeting registrations generates general ledger entries for the registration billing records, generates or updates the A/R invoices and detail (when applicable), creates a financial history record if money is due or was applied, and creates credit records for over-payments or cancellations. As each batch is processed, the system produces a general ledger distribution listing for your transactions.

Posting participation creates an activity record for each registrant and the organization represented if they attended or the record is not canceled. Activity history can also be tracked at the event/session level. CEUs/CMEs are created for attendees as well.

Some of the features included in our meetings module include:

• Meetings and events within each meeting
• Registrants, their billing information and attendance
• Hotel and room tracking/assignments
• Unlimited fees based on the registrant being a member, non-member, guest, spouse, faculty, etc.
• "Packaged" events for different registration types
• Events can have their own fee and revenue account numbers
• Manage waiting lists for each event
• Badges & Tickets for registrants, speakers, and exhibitor personnel
• Automatic general ledger entries
• Automatic Financial history records
• Automatic Activity history records
• Multiple speakers, moderators, facilitators, etc.
• Speaker evaluations tracked by speaker
• Automatic activity record for each speaker, moderator, facilitator, etc.
• Sponsors for each meeting and/or a specific event within a meeting
• Generate invoices for sponsorships and accept payments via the meetings module
• Automatic activity records for each sponsor and the amount of the sponsorship
• Abstract management: Each abstract can have multiple scorers, primary authors or multiple co-authors
• E-mail campaigns to send members information for meetings
• ISSI has integrated with third party bar coding systems to help better manage attendees
• And MORE.....

To find out how ISSI can help your organization, please send an email to issinfo@impakweb.com  or call 703-255-1130.