The mobile app... what an exciting place. One thing we love about the mobile app is the personal itinerary functionality. It allows users to build a custom personal agenda on the fly. What's more, with the right event configuration, you can have the itinerary/agenda linked to your core registration experience.
To learn more about linking your core registration experience to your agenda/itinerary, click HERE.
MANUAL SLOTS VERSUS ITEM-CONNECTED SLOTS
As you know, the agenda can accommodate two types of slots (see HERE for more information):
- Manual Slots: these are built directly into the agenda
- Item-Connected Slots: agenda slots that are connected to an underlying registration item
Either type of slot functions with the Personal Itinerary function. Here is the core difference:
Manual Slots are "floating" entities - they are not tied to any data and not recorded. They may be freely added / removed, by the registrant, from their personal itinerary.
Item-Connected Slots are connected to a registration item. Registration items are recorded against registration records, which means they are included in the registration dataset. This means that when registrants add/remove item-connected slots from their personal itinerary, the changes are recorded against their registration record and thus will reflect on the dashboard and in reporting.
It's important to have this in mind when building your event. For example, if you need to keep track of itinerary changes and session reservations (i.e. for reporting purposes), you will want to first build our sessions as registration items; then, you can connect those items to the agenda by creating item-connected slots.
Read THIS article, which discusses Item-Connected-Slot strategy in depth.
The workings of the My Itinerary feature are quite simple. If you have an event with an agenda built, hop into the mobile [for that event] so you can follow along!
ACCESSING MY ITINERARY
To access the itinerary, visit the mobile app. There are various ways you can direct registrants to the mobile app, such as:
- Google search on a mobile device
- Mobile app button within confirmation email
- Direct link
Once in the app, users will need to login by clicking the avatar icon in the upper right corner. Registrants can use their standard login credentials or their confirmation number + last name. The confirmation number can be found within their confirmation email.
Once logged in, the registrant will see a MY ITINERARY button on the home screen. Tapping the itinerary will reveal their itinerary, which functions exactly like the agenda!
ADDING & REMOVING SLOTS
Tap a slot on the agenda, then tap ADD TO ITINERARY to add the session to your itinerary. Tap a slot that's already on your personal itinerary, then tap REMOVE FROM ITINERARY to remove from your itinerary. Zero rocket science experience required!
Remember, Item-Connected Slots are agenda slots that are connected to an underlying registration item. Registration items are selected during the initial registration process. The net effect? Registration items that are connected to the agenda and selected during initial registration will be saved to the user's personal itinerary.
Thus, when registration is complete, the user can simply login to the mobile app, access their itinerary and see the item-connected slots that they selected during registration (i.e. all of the registration items that they selected during registration that have a date/time assigned).
This aspect also goes for registration modifications and admin modifications.
1) Modification: if a registrant adds/removes an item via the registration modification form, and that item is connected to an agenda slot, that user's itinerary will be adjusted accordingly
2) Admin: if an admin adds/removes an item via the Event Dashboard, and that item is connected to an agenda slot, that user's itinerary will be adjusted accordingly
NOTE: item-connected slots that have prices (i.e. the underlying registration item has a price) CANNOT be freely added/removed from the itinerary. This is to protect YOU from registrants adding things that they have not paid for.
However, if a priced item-connected slot is properly added to the registration record (either via an admin on the dashboard or via the registration modification form), then that item will appear on that user's personal itinerary.
You are able to prevent individual sessions from being "add-able" to the personal itinerary.
Navigate into the Agenda tab of the Event Builder, then select the Agenda Setup tool on the left. There two different places to deactivate My Itinerary functionality for slots:
- Slot: click on a slot and you will see a checkbox "Disable 'Add to My Itinerary' For This Slot"
- Day: each day on your agenda will have a checkbox "Disable 'Add to My Itinerary' For This Day"