Conference how-to guides

Short guides that walk you step by step through everyday tasks in the organizer panel. Each one shows where in the SF-CONFERENCE system to find a given feature and how to use it, on screenshots of a real panel rather than as a dry list of options.

The guides are written for people who are organizing a conference, a congress, a training course or a convention and are sitting down to the panel for the first time. No technical knowledge is assumed: where something needs a module turned on or a setting made in another part of the system, it says so plainly. Order matters too. Every guide runs from the first click to the moment the attendee sees the result on their own side.

Where to start

At a new event the natural order is this: first build the registration form, because it decides what you ask attendees and how much taking part costs. If the event is residential, add the accommodation catalogue before you open sign-ups. The accommodation field in the form has nothing to show until the hotels exist. At the end come payments and invoices and the event website, which is what an attendee sees first.

Once registration is under way, the next guides help. Adding an attendee by hand covers the sign-ups that arrived by email or over the phone, invitations and discount codes bring in guests and partners, and an attendee survey collects feedback after the event or opens sign-ups for workshops.

Academic conferences usually start earlier still, with the content: collecting papers along with the review, or an external form for talk proposals, which works before registration has even opened.

All the guides

What else you may be after

The guides cover single tasks in the panel. If what you are after is a description of what the system can do at all, have a look at the features or at the separate descriptions of the registration form, attendee management, accommodation or papers and reviews. Planning an event from scratch? The how to organize an event step by step guide runs through the whole process, from the budget to the evaluation.