Tasks
Day-to-day work in Events, one goal per article.
44 articles shown
- Assign, Delete, and Recalculate Priority Points
Award priority points to an organization by hand, remove points you awarded by mistake, and recalculate everyone's automatic points after you change a point type's rules.
- Create Booths
Add a single booth to an event's show floor, or generate up to 250 at once with consecutive numbers.
- Create, Edit, or Delete an Abstract in the Console
Submit or create an abstract for someone else, edit one directly without the submission wizard, and delete or resend its confirmation email.
- Manage a Coupon's Codes
Create, view, and edit the codes buyers enter to claim a coupon, from the coupon's own page in the Console.
- Add, Edit, and Delete Exhibitors
Find an event's exhibitors, add one by hand without going through a booth purchase, see everything about one exhibitor in one place, and know what deleting an exhibitor does and doesn't remove.
- Clone an Event
Start a new event by copying an existing one instead of building it from scratch, choose which optional parts to bring along, and know what still needs your attention afterward.
- Find, Change, and Delete Booths
Review an event's booths in booth-number order, change a booth's type, floor, fee, description, or status, delete a booth in any status, and follow a booth link to its exhibitor.
- Search and Review Abstracts in the Console
Find an event's abstracts by status or content, see counts at a glance, open one abstract's full page, and find a contact's abstracts and drafts from their record.
- Assign Booths to Exhibitors
Give an exhibitor one or more booths from its own record, take a booth away again, and see which booths an exhibitor currently holds.
- Change an Abstract's Status
Move one abstract, or many at once, to a new status, control whether the decision email goes out, and understand what staff can do that members cannot.
- Create or Edit an Event
Give a new event its name, dates, and hosting choice, decide which parts of Events it uses, and change any of that later — including what stops a save when something required is missing.
- Register an Exhibitor on an Organization's Behalf
Buy exhibit space for an organization from the Console when it can't or would rather not use the portal, and know what to do if the new exhibitor record isn't ready right away.
- Create Sessions from Abstracts
Turn one or many accepted abstracts into event sessions, bring the abstract's presenter and co-authors over as speakers, and see which sessions an abstract has already produced.
- Delete an Event
Remove an event you no longer need, understand which related records have to go first, and know that a delete can't be undone.
- Find, Open, and Navigate an Event in the Console
Search for an event, understand what its home page shows you, and follow its setup checklist so you don't miss a step.
- Open an Event's Portal Pages
See what an event's landing page shows a visitor, how to tell you're already registered, and how to get to the event's schedule, pricing, and documents from there.
- Publish and Feature an Event in the Portal
Make an event visible to members and visitors, promote it prominently for a chosen window, and control how long it stays on the past-events list once it ends.
- See an Event's Revenue Summary
Open an event's Reports area to see registration, exhibitor, and sponsorship revenue by product, switch between accrual and cash totals, and trace any figure back to its invoices and registrants.
- See Your Events Dashboard Figures
Understand how the counts on the events hub, an event's home page, and each section's overview page are calculated and kept fresh, and go from a figure straight to the records behind it.
- Ask Questions About Your Events Data
Open the Events Query Center for all events or for one event, and build questions over registrations, invoice lines, booths, add-ons, session speakers, exhibitor contacts, abstract reviews, and sponsorships.
- Register Someone or Change a Registration in the Console
Register a contact for an event on their behalf using the same form a member sees, write a registration record directly without an order, and approve or correct a registration by editing it.
- See Registration and Record Counts for an Event
Read the registration, abstract, session, function, speaker, exhibitor, and group counts Rhythm shows at the top of an event's sections, and go from any of them to a chart or a list of the records behind it.
- Design the Floor Plan
Open an event's virtual show floor, draw and arrange booths, shapes, and labels, and assign booths to an exhibitor without leaving the drawing.
- Manage Registration Groups in the Console
Create a registration group for an organization, add attendees to it, and check out its pending registrations in one order, all from the event's Groups overview.
- Cancel or Delete a Registration in the Console
Cancel a registration by canceling its order so the refund and the registration stay in step, or delete a registration record entirely once it has no live order.
- Find, Review, and Follow Up on Registrations
Search an event's registrations and registration groups, list every registration on an organization, a guest parent, or an order, and resend a registrant's confirmation email or label them with ribbons.
- Transfer a Registration to Another Contact
Move a registration, its sessions, tickets, and badge to another person, keep a record of the substitution, and understand why a transfer can be refused.
- Manage Reviews in the Console
Search an event's reviews, open one to see its score and comments, create or correct a review by hand, and delete reviews you no longer need.
- Open a Review Round and Assign Reviewers
Open a review round so its assignment rules take effect, or assign specific people or a whole committee to review chosen abstracts by hand.
- Control a Session's Places and Portal Visibility
Limit how many people can take a session, offer a waitlist when it fills up, and decide whether a session is hidden from the Portal, hidden from the schedule only, or closed to online registration.
- Create and Edit Sessions and Other Events
Add a session to an event's programme, set its time, type, tracks, and abstract link, and add non-session items such as a reception to the same schedule.
- Find Speakers and Speaker Profiles
Search one event's speakers, search the speakers bureau directory across every event, and turn either count into a working list.
- Find, Review, and Delete Sessions
Search an event's sessions, open one to see its registrants, speakers, fees, and documents, and understand why Rhythm can refuse to delete a session.
- Remove a Speaker from an Event
Delete a person's event speaker record, understand what happens to that record when the event itself is deleted, and see why the contact behind a speaker can't be deleted first.
- Review a Speaker's Details and Speaking History
See what a speaker presents at one event, see every event a contact has spoken at across your account, and create a speaker profile from their contact record when one doesn't exist yet.
- Manage a Session's Speakers and Documents
List a session's speakers with their roles, add a speaker before they are an event speaker, and keep the session's slides and handouts in a dedicated documents folder.
- Manage Session Registrations
Add a registrant to a session by hand, change a place's status or notes, mark someone attended, and cancel or delete a session place.
- Add and Edit an Event Speaker
Add a contact as a speaker at your event, and change the name, photo, biography, and other details your event shows for them.
- Create and Edit a Speaker Profile
Add a contact to your speakers directory and keep their agent, honorarium, dietary needs, and other bureau details up to date across every event.
- Delete a Speaker Profile
Remove a speaker profile from a contact's record, and understand why Rhythm sometimes refuses to delete one or removes it automatically.
- Record and Remove Event Sponsors
Record an organization as a sponsor of your event, review a sponsor beside its sponsorships, remove a sponsor, and see an organization's sponsor history across every event.
- Manage Function Tickets
Add a function ticket to a registrant by hand, edit its holder, fee, meal, or notes, and tell the difference between cancelling and deleting a ticket.
- Manage a Waitlist in the Console
See who's waiting for an event, session, or function, add or remove people by hand, find every waitlist one person is on, and give a lapsed entry another chance.
- Offer a Waitlist Place by Hand
Choose a waiting person and offer them a place yourself under a manual waitlist process, letting them register even though the event, session, or function is sold out.