Getting Started with Using Meeting and Housing Management

This topic provides information on the use of the Aptify Meeting and Housing Management applications. 

Meeting Management and Housing Management are two separate applications that can be used independently or in conjunction with each other.

Some articles in this section display content specific to the Smart Client application, as not all the functionality is currently available in the Aptify Web application.

 This topic contains the following sub-topics:

• Managing Meeting Products
  • Creating a Products Record for a Meeting
  • Using the New Meeting Wizard
  • Tracking Inventory for a Meeting Product
  • Using the Meeting Conflict Checker
  • Adding Sessions to a Meeting Product
  • Adding Speakers to a Meeting Product
  • Adding Sponsors to a Meeting Product
  • Adding Hotel Information to a Meeting Product
  • Specifying Meeting Resources
• Managing Meetings
  • Creating a Meeting Registration
  • Canceling a Meeting Registration
  • Transferring Meetings Between Attendees
  • Changing Status for a Meeting
  • Updating Registrants
  • Creating an Evaluations Record
• Managing Meeting Rooms
  • Configuring Meeting Room Management
  • Scheduling Meeting Rooms for an Event
  • Viewing Meeting Room Availability
  • About Meeting Room Management Terminology
• Using Housing Management
  • How to Use Housing Management
  • Creating a Products Record for Housing
  • Using the Housing Inventory Management Dashboard
• Managing Housing Reservations
  • Creating Housing Reservations
  • Modifying a Housing Reservation
  • Transferring Housing Information
• Reconstructing the Housing Reservation Guests Form
• Tracking Education Units
  • Creating an Education Categories Record
  • Configuring a Meeting Product to Track Education Units
  • Viewing and Editing Meeting Education Units
  • About the Education Units Form
  • About the Education Categories Form
• Understanding Meeting and Housing Management
  • About the Meeting Management Services
  • Understanding the Meetings User Role-based Profile
  • About the Meeting Management Forms
  • About the Housing Management Services
  • About the Housing Management Forms

Information on tracking education units for meetings when the Aptify environment does not include the Education Management add-on is available. See Tracking Education Units.