How to Create a New Conference or Event?

If you are a licensee of the X-CD system, you are able to create as many conferences as you need from your admin dashboard.

• You will be able to give your new conference a unique event name, event short name, its own unique color scheme/banner/template, start and end dates, event description, and website.
• You can then activate the modules you wish to use for the conference, and customize each of them to your liking. You are able to activate the Attendee,  Exhibitor and Submission modules.
• Once your new conference is created in your X-CD system, you may manage the conferences independently from each site
  

1. Click Dashboard
2. Click Create New Conference button on the right side under the Conferences tab
3. Populate the Fields for:
• Conference Name - The full name of the event/conference
• Short Name - an abbreviation/acronym for the event/conference
• Conference Type - click the first field and select an option from the dropdown list of enter a new event type in the 2nd field e.g. Annual Meeting / Webinar / Virtual Conference
• Event Start Date - The first day of the event in mm/dd/yyyy format
• Event End Date - The last day of the event in mm/dd/yyyy format
• Event Description - Provide details of the event.
• Conference Website - The URL for the independent website, if there is one for the Event
  
• Site Template - If there is an existing template from a former conference, select it here; otherwise, Create a new template
4. Activate the Modules to use for the Conference
   

• For each module, toggle the switch to enable the module
• Provide Contact Name
• Provide Contact Email
• For Attendee Module, provide an Invoice Prefix value
• For Contact Form, If there is an existing template from a former conference, select it here; otherwise, set to Default
• For Registration, If there is an existing template from a former conference, select it here; otherwise, set to Blank Form
  

5. Once the setup is complete, click the Next button to proceed. If no additional modules are required, continue clicking Next until you reach the Summary page. Verify the details, then click Create New Conference to complete the setup.

This will create the Conference and list all of the activated modules under it. Group logic will be transferred

Hide/Display logic on fields or field options will not be transferred and will need to be reapplied.

Example

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