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conferencetracker:2:administrator:checklist [2019/12/03 13:12] – anthony | conferencetracker:2:administrator:checklist [2019/12/03 13:24] (current) – anthony | ||
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- **Schedule an online training session with Conference Tracker support.** | - **Schedule an online training session with Conference Tracker support.** | ||
- **Set up your Conference Tracker account.** | - **Set up your Conference Tracker account.** | ||
- | * Setting your time zone and other settings in the Conference Settings screen (Advanced Options -> Settings). | + | * Setting your time zone and other settings in the Conference Settings screen |
- | * Entering your conference name, dates, and other info in the Basic Info screen (Conference -> Basic Info). | + | * Entering your conference name, dates, and other info in the Basic Info screen |
- | * Importing your conference sessions (Advanced Options -> Import Data). | + | * Importing your conference sessions |
- | * Importing your attendees (Advanced Options -> Import Data). | + | * Importing your attendees |
* If you want to use Conference Tracker for online conference registration: | * If you want to use Conference Tracker for online conference registration: | ||
- | * If you want to accept online payment for conference registration: | + | * If you want to accept online payment for conference registration: |
- | * Designing your conference badges. | + | * Designing your conference badges. |
- | * Designing your attendance certificate. | + | * Designing your attendance certificate. |
- | * Setting up other features you want to use (e.g. Check-in Handouts, Notifications, | + | * Setting up other features you want to use **(e.g. Check-in Handouts, Notifications, |
- | - **Setting up the Apple devices (attendance data recording devices) or Android device.** | + | - **Setting up the Apple devices |
- | - Printing your conference badges with Conference Tracker. | + | - **Printing your conference badges with Conference Tracker.** |
- | - Planning system deployment including syncing the Apple device or Android device with the Conference Tracker server, recording attendance at each session, badge distribution, | + | - **Planning system deployment** **including** syncing the Apple device or Android device with the Conference Tracker server, recording attendance at each session, badge distribution, |
- | - Training persons who will be recording the attendance at the conference (device operators) with the Apple device or Android. | + | - **Training persons who will be recording the attendance at the conference (device operators) with the Apple device or Android.** We will show you how the app works so you can train others or you can schedule an Operator Training Session with your Conference Tracker representative. |
- | - Training people who will handle on-site registration (i.e. adding new attendees to the database and printing their badges). | + | - **Training people who will handle on-site registration (i.e. adding new attendees to the database and printing their badges).** We will show you how to do this so you can train others or you can schedule an Operator Training Session with your Conference Tracker representative.. |
- | - If you plan to use our lead retrieval app, you will also need to import or activate registration for your Exhibitors, as well as advertising the app. Your Conference Tracker representative will handle the process for getting your exhibitors set up as well as any further support. | + | - If you plan to use our **lead retrieval app,** you will also need to **import or activate registration for your Exhibitors,** as well as advertising the app. Your Conference Tracker representative will handle the process for getting your exhibitors set up as well as any further support. |
- | IMPORTANT: We strongly recommend that you work on the above ASAP. This will give you time to get used to the system and address any possible issues. | + | IMPORTANT: We strongly recommend that you **work on the above right away**. This will give you time to get used to the system and address any possible issues. |