The configuration of the Personal Agenda on the Event's Primary Form determines how the Attendee's Personal Agenda, with their selected Agenda Items, looks on the Agenda, Verify/Edit, and Confirmation sections. Please note that any cancelled Agenda Items are not displayed in the Personal Agenda section.

Navigate to Plan > Forms > Select your Form > Agenda, and click Agenda Display Options on the bottom left of the screen.

Personal Agenda Headers

As with most Form pages, enter the text to appear at the top of the section. All may include HTML tags; or you can click the </> icon in the lower right corner of the text box, to edit the text in an HTML editor.

• Text Above Header: Displayed above the header bar, at the top of the section.
  No default (so nothing is displayed unless you add text).

• Header Text: Displayed in the header bar (in a contrasting color).
  

• Text Below Header: Displayed directly below the header.

Personal Agenda Display Formats

Select the formats for these items when displayed on a Personal Agenda:

• Date Format: Select the format to use for the dates of Agenda Items.

• Time Format: Select the format to use for the times of Agenda Items.

• Show End Time: If selected, the end times of Agenda Items will be shown. (The Start Time is always shown.)

• Currency Format: Select the numeric format for Agenda Items with fees.

• Currency Symbol: The symbol to be shown before fees for Agenda Items.

Personal Agenda Settings

• Agenda Type(s): Select the standard and custom Types of Scheduled Agenda Items to use in the Personal Agenda.

• Fields to Display (select up to 6 fields):

  • Date: Start date
    

  • Description: Agenda Item description

  • Location: Location of the Agenda Item, if defined

  • Name: Name of the Agenda Item

  • Label: The label shown online for the Agenda Item

  • Price: Fee associated with Agenda Item

  • Quantity: Quantity selected

  • Time: Start time of the Agenda Item; you can optionally display the end date

  • Agenda Status: Status of the Agenda Item

  • Agenda Notes: The "Planner Notes" about the Agenda Item, if any

  • Add to Calendar: When included, the Personal Agenda section on the Verify and Confirmation Form Sections will display an "Add to Calendar" link. The registrant clicks the link to launch an .ics file. This adds the Agenda Item they registered for to their calendar.

    • Note: Each agenda item will have its own "Add to Calendar" link.

• Group By Date?: If selected, Agenda Items will be grouped by Date, and you can select the font class to be used to display them.

• Order By: Select up to four fields by which to order the Agenda Items. For each one, choose the sort order: Ascending (A-Z) or Descending (Z-A).

• Allow registrant to select Agenda Items with overlapping times. - If your Form has multiple Agenda Sections on one page in the Form, then select this check box for all of them if you want to allow a Registrant to select Agenda Items with overlapping times from any section on that page.

Personal Agenda - Add to Calendar

The start date and time of the appointment are the session Start Time, with the Date/Time in the event's time zone defined under Plan > Event Setup > Details, and then offset again based on the time zone of the registrant's computer. It is highly recommended that you test this feature before going live, to ensure that the proper date/time is added to attendees' calendars.

If you select Add to Calendar as one of the Fields to Display in the Personal Agenda Settings, you will need to fill in the following fields:

• Link Text: The text of the link that the Registrant can click in order to add the Agenda Item to their calendar (Default is "Add to calendar")

• Calendar icon: Click Browse to upload a custom icon from your computer, if you don't want to use the default Outlook icon.

• Append: If required, select a dynamic data field to add to the Appointment Subject, Appointment Location, or Appointment Body field, and append it to the field by clicking the Subject, Location or Body button.

• Appointment Subject: (Required) Default value = the <{Name}> dynamic data field; that is, the Agenda Item Name from Plan > Event Setup > Agenda. You can replace this, or add to it, by appending another dynamic data field. You can also enter any additional or replacement text.

• Appointment Location: (Optional) Default value = the <{Location}> dynamic data field; that is, the Agenda Item Location (if any) from Plan > Event Setup > Agenda. You can replace this, or add to it, by appending another dynamic data field. You can also enter any additional or replacement text.

• Appointment Body: Default value = the Agenda <{Description}> dynamic data field; that is, the Agenda Item Description from Plan > Event Setup > Agenda. You can replace this, or add to it, by appending another dynamic data field. You can also enter any additional or replacement text.

  • Optionally, you can click <> (in the lower right corner) to open the HTML Editor to format the text of the Appointment Body. Caution: Do not use colors, images, css, or emojis. They will not be displayed. (This limitation is imposed by the .ics file format.) Click Update Web Content to copy the HTML into the Appointment Body.

• Reminder: Set a reminder in the calendar to which the appointment is added, by selecting the number of minutes, hours, days or weeks in advance of the start time that the reminder should occur. (Default value = None)