Meetings (cobalt_meeting)

Meeting Setup

Name - The name of the Meeting. This is what attendees will see on their portal.
Begin Date - The date the meeting begins.
End Date - The date the meeting ends. Must be after the Begin Date.
Full Day - This field determines how the meeting will look on the calendar on the portal.
Organizer - The RAMCO user planning the meeting.
Order Source - This field is for specifying the Default Meeting Order source to allow Form and Submitting functionality.
Publish to Portal - A radio button that distinguishes if users can register for this meeting through the portal.

Location

Committee

Committee - If this Meeting is affiliated with a Committee, this is the field to specify it.

Registration Settings - These fields determine the options a member has when registering for the meeting on their portal.

Begin Date - The day registration begins.
End Date - The day registration ends; members will no longer be able to register after this date.
Eligible for One Click Registration - If the Product on the Meeting Registration Fee is a $0.00 Product, portal members can register for this event with only one click.
Allow Group Registration - If Yes, one user can register multiple people. If No, each person must register individually.
Invitation Only - Set this to Yes if you would like to use a query to specify who is available to register for this Meeting.
Allow Proxy Registrations - Set this to Yes if an end user can register others without creating their own Registration. If a person cannot register others, without first having a Registration, then set this to No.

Maximum Capacity

Max Registrations - The maximum number of people allowed to register for the Meeting.
Max Companions - The maximum number of registrations with Type Companion specified allowed to register for the Meeting. This is used to prevent more companions that desired registrations.

Edit/Cancel Registration

Edit Deadline - Deadline date for a portal member to be a able to edit their existing registration
Cancellation Refund Deadline - Deadline for canceling a registration to result in a credit card refund being automatically processed via the portal.
Default Cancellation Fee - A fee that is applied to the Contact when the Meeting Registration is canceled.
Non-Refundable Cancellation Fee - If a portion of the registration is not refundable, this field is to specify the portion of the registration that cannot be refunded.

Outside Provider

Outside Provider - Select yes if another provider is offering or running the meeting.
Link - This field is where the staff user can specify a website to the outside provider or a website to something that may be pertinent to the meeting. Clicking on the More Information button on the portal will open the website specified in this field.
Message - In the alert box on the portal, a message will appear saying Offered by Another Provider. After that sentence, a staff member can provide more details in the alert box, if desired.

Description

Waitlist & Settings

Allow Waitlist - A radio button that distinguishes if a Meeting will maintain a waitlist.
Auto Promotion Cutoff - Last Date that canceling registrations will automatically promote the next waitlisted registration to submitted.
Waitlisted Can Register For Activities - Toggle to allow/disallow waitlisted registrations from signing up for Meeting Activities
Waitlisted Activity Payment Required - If a registration is waitlisted and signs up for a Meeting Activity, this toggle specifies whether or not payment is needed for the Meeting Activity

This is what the alert box would look like on the portal, if the Outside Provider field were set to Yes and a link and message were provided:

1 out of 2 found this helpful