Meetings > Settings > Categories and Templates includes tools to keep meetings organized and set up recurring or complex meetings more efficiently.
Meeting Categories
Categories are for organization purposes only. Most organizations won't need this level or organization if there are only a few meetings and events each month, but for organizations that hold various types of meetings, courses, events, and fundraisers, it can be helpful to categories each meeting. These categories can be used to define which types of meetings should be displayed in a Meeting List Module content section and allow for increase promotion of specific meeting categories.
Meeting Templates
Meeting templates are a time-saving feature that can be used for both repetitive and complex events. If a meeting is always held at the same times of day, same location, and with the same ticket structure, that can be saved as a template for future use. The same benefit exists for large events that have complicated ticket structures as the template will pre-fill all of that information into a new event. Templates can be edited if a permanent change is made to the event setup or any individual can be edited as needed regardless of whether a template was used for the initial setup.
Meeting Venues
Common venues can be saved and reused to ensure that accurate addresses are being provided for recurring meeting locations.
Badges Templates
Badge templates are linked to the Meeting Manager to make printing badges for meeting registrants very easy. Edit the image (your organization logo was added during system setup) or the fields displayed in the Badge Templates. While three templates are provided, these work with a much wider selection of badges as they include the 3 most common badge sizes.
