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Using Appointment Scheduler as a Staff and Room scheduler for breakouts

  • 1.  Using Appointment Scheduler as a Staff and Room scheduler for breakouts

    Posted 21 days ago
    We are going to use the appointment scheduler this year, mostly for our relationship managers to book time and space with their customers at our event.
    I am looking for any advice on using the appointment scheduler as a staff and room scheduler for our breakout sessions. The way I envision this is that the meeting name will be the name of the session, the room will be location (and time slot availability and capacities will be viewable), and the presenters and room monitors can be assigned to the meeting and it will push into their agenda and also block off their time.
    Has anyone used the appointment scheduler in this way to plan 80 or so sessions (many offered 2-3 times throughout the week)? Any other ideas for utilizing CVENT in this way?
    I would also like to house the description as a field in these meetings so that I can create reports that will generate PDFs by day, to help our customers when they're registering for courses. Any ideas are welcome!
    #Miscellaneous

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    Chris Lucera
    Senior Marketing Program Manager
    Ultimate Software
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  • 2.  RE: Using Appointment Scheduler as a Staff and Room scheduler for breakouts

    Posted 16 days ago
    Edited by Lori Wildman 16 days ago


  • 3.  RE: Using Appointment Scheduler as a Staff and Room scheduler for breakouts

    Posted 16 days ago
    Have you considered using CrowdCompass? It sounds like CrowdCompass would be an ideal tool for you!

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    Lori Wildman
    Senior Marketing Manager
    DuCharme McMilllen & Associates
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  • 4.  RE: Using Appointment Scheduler as a Staff and Room scheduler for breakouts

    Posted 16 days ago
    Hi Lori- thank you for the suggestion. Have you used CC for scheduling (in addition to presenters, room allocation and session days/times)?  I would be interested to hear how you did it if so.

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    Chris Lucera
    Senior Marketing Program Manager
    The Ultimate Software Group, Inc. ("Customer"), a Delaware Corporation
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  • 5.  RE: Using Appointment Scheduler as a Staff and Room scheduler for breakouts

    Posted 16 days ago
    Hi Chris,
    I have not personally used it for scheduling (and we don't use it at my current company, but I used it at my last company), but there is an actual appointment scheduler as part of the app for this specific purpose. The app is not cheap, but I can honestly tell you that after using several mobile apps, we came back to CrowdCompass because it was far and away better than others we had used (like Double Dutch and Spot Me). We wanted very granular information, and I am very tech savvy and wanted to be able to control the creation and functionality of the mobile app but wanted other staff who are not tech savvy to find the admin back end easy to use (and not be able to break anything!). CrowdCompass really delivers! We had multiple days/tracks, had to track continuing education credits (session attendance), vendor booths/show floor, sponsors, speakers, maps, etc.

    Cvent Appointments might very well meet your needs... but if you have an event anyway that is fairly substantial, a mobile app is a really nice tool for both attendees and staff.

    Here's some info on how to do Appointments within Cvent Events:
    https://support.cvent.com/apex/CommunityArticle?id=000032856&Lang=en_US&searchTerm=crowd%20compass%20appointments

    Here's some info on how to do Appointments in CrowdCompass:
    https://support.cvent.com/apex/CommunityArticle?id=000006137&Lang=en_US&searchTerm=meetings

    Here's some info on integrating the two:
    https://support.cvent.com/apex/CommunityArticle?id=000042666&Lang=en_US&searchTerm=crowd%20compass%20appointments

    Hope that helps!


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    Lori Wildman
    Senior Marketing Manager
    DuCharme McMilllen & Associates
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  • 6.  RE: Using Appointment Scheduler as a Staff and Room scheduler for breakouts

    Posted 15 days ago
    Thank you again Lori, I will look into this info. We do use CrowdCompass for our mobile app but haven't integrated the appointment scheduler with it yet since this is the first year we're using appointment scheduler.

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    Chris Lucera
    Senior Marketing Program Manager
    The Ultimate Software Group, Inc. ("Customer"), a Delaware Corporation
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  • 7.  RE: Using Appointment Scheduler as a Staff and Room scheduler for breakouts

    Posted 15 days ago
    I would suggest looking into Crowd Compass as you are able to find features very compatible  to help to help you with comparable issues

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    Chelsea Benge
    Events Software Specialist
    Leading Real Estate Companies of the World
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