Key Features

Summit Event Manager - Pro Key Features

Internet
Demographics
Delegates
Trade
Flexible Reporting
Financials
Define Your Own...
Organisation and Planning
Accommodation and Travel
Presenters
Marketing and Analysis
Tabling and Seating

Internet

Expressions of Interest, Registrations (plus travel and hotel bookings), Name and Address Updates and details of Presentations and AV requirements can all be received directly from the web
Secure e-commerce for registration payments
All correspondence can be printed, e-mailed or faxed according to each person's preferences (automatic faxing requires WinFax Pro 9.0 or higher)
All reports can be output to HTML for publishing on the web
Personalised broadcast e-mail

Demographics

Import names and addresses from other events with past participation details
At-a-glance participation display
Private or business address indicator
Name badge produced indicator
Attended event indicator
Satchel given indicator
Fast search facilities by name or organisation
Australian Postcode look up
Choose from four levels of duplicate checking
Choose salutation format
Copy name/address details from previous records
Hot key case switching
Definable interest profiles
Track advertising sources
Past participation history

Reports

Demographic details
Address label, C4, C6 or DL envelope

Delegates

Register for event, functions, workshops, sessions and extras on single screen
Unlimited registration fees/types
Unlimited functions, workshops and extras
Can specify function maximum numbers
Export name badge data for external production or print directly
Track past, potential and confirmed delegates
Computerised or paper registration desk worklist
Automatic place calculation for competitive events

Reports

Name badges
Tickets
Confirmation letters
Form letters
Attendance record for professional development hours/points
Confirmed delegates who did not attend
Confirmed delegates who did not receive satchel
Event results for competitive events
Function attendance
Full participation details

Trade

Track exhibitors, sponsors and advertisers
Booth/floor space allocation
Advertising/sponsorship details
Track past, potential and confirmed trade participants
Define applicable Exhibitor Rules (must send in logo, must specify booth type, fascia name, stand manager, power & lighting requirements, etc)

Reports

Exhibitor details
Sponsorship details
Advertising details
Confirmation letters
Form letters
Exhibitor follow-up report

Flexible Reporting

Select from The Reporter any combination of past, potential or confirmed participation, interest profiles, organisation, state, country, registration type, function, then:
List in one of many standard formats or define your own report format
Print address labels in presort indicator order
Print address labels in family name order
Export to a comma delimited file
Export to a fixed length format file
Produce name badges
Produce A4 wrappers
Produce mail merge letters
Export to other programs

Financials

Process cash, cheques and credit cards
Covers multiple payments per person and multiple people per payment
Single payment may cover delegate, trade, accommodation and travel activities
Determine to whom unidentified payments belong
Full financial history of payments, receipts and refunds
Record budget and actual information

Reports

Financial audit trail by person
Cash and cheque bank deposit slips and credit card summaries
Receipts and invoices
Profit & Loss Statements
Discounts
Overpayments
Outstanding payments
Credit card commission breakdown
Receipts processed
Payments processed
Income and activity reconciliation report

Define Your Own...

Design name badge heading, content, font and print size
Design tickets
Choose address label and name badge stationery
Turn off correspondence headers and footers
Turn on salutation on receipts and invoices
Define your default country
Define five special fields

Reports

Name badges
Tickets

Organisation and Planning

Event organisation tasks and responsibilities by person, start date and end date
Preloaded with 100 common tasks
Ability to add, change and delete tasks
Automatic task reassignment
Import structure from other events

Reports

Organisation tasks
Running sheet
Schedule of activities
Schedule of activities by location
List of organisers
Draft expression of interest form
Draft registration form
Draft programme front page
Interest to date
Equipment requirements by catering event
Equipment requirements by catering location
Catering requirements by function

Accommodation and Travel

Multiple hotels and room types
Multiple hotel bookings per person
Record guest notes, special requirements and billing methods
Tracks block bookings and determines hotel room nights
Records deposits
Bulk accommodation updater
Multiple flight and transfer bookings per person
Record special requirements, frequent flyer and passport details
Track booking status
Bulk travel updater

Reports

Accommodation Reporter for ad hoc reports
New, Altered and Total accommodation requirements by hotel
Check ins and check outs
Room nights by hotel by room type
Participants without hotel bookings
Unallocated share requests
Booking cancellations
Travel Reporter for ad hoc reports
New, Altered and Total travel requirements by carrier, person, date or PNR
Arrivals and Departures
Passport and Visa reports

Presenters

Unlimited presentations per person
Unlimited audio visual equipment requirements per presentation
Programmer screen to fine-tune programme
Track abstract status (received, in review, selected or rejected)
Record details of location, session, order in session, presentation type
Define applicable presenter rules (must submit paper, must send biography, must give technical requirements, must register, etc)
Track past, potential and confirmed presenters

Reports

Presenter follow-up based on applicable rules
Draft programme (printed or exported for word processing/desktop publishing)
Sessions list
Presenters and presentation details
Reporter output for past, potential and confirmed presenters
Confirmation letters and form letters
Session chair reports
Equipment requirements by session location
Equipment requirements by presentation
Equipment requirements by session

Marketing and Analysis

Ability to delete/replace old profiles
Store additional notes information against each person

Reports

Trade involvement summary
Progressive participation graphs or reports for delegates, presenters, advertisers, exhibitors, sponsors and other
Confirmed delegates by profile graph or report
Confirmed delegates by advertising source graph or report
Confirmed delegates by state/country graph or report
Participation by add-on graph or report
Marketing breakdown (including repeat attendance analysis)
Statistical breakdown of database profiles

Tabling and Seating

Assign people to tables and/or chairs for banquets
Quickly check how much space you have left at tables
Move people and tables around easily
Auto tabling - once you've filled the VIP tables, let Summit automatically fill the rest of the tables automatically
Table numbers can be added to function tickets

Reports

People by table and/or seat number
People by seat number
Alphabetical listing showing table/seat allocation
Special dietary requirements by table/seat
Table capacity and status