Even if you are still waiting for official approval or the purchase order from your procurement or purchasing department, we would like to give you the opportunity to start making initial preparations now. This will allow you to get started quickly as soon as the order has been placed.
We have put together the following concise checklist for you:
Clarify tax requirements
Tax rates and service types
Define service types
Prepare a digital letterhead template for invoices, booking confirmations, etc.
PDF templates
Define terms and conditions of participation, including cancellation policies
General
Terms and Conditions
Create or review your privacy notice
Data protection
Provide a legal notice (Impressum)
Legal notice
Decide who should receive back-office access to work with the software
User permissions
Create header graphics
Conference branding