The Attendee Overview page shows a summary of details for the selected attendee on a single screen. You can use this page to review or edit the attendee's information, print a single name badge for the attendee, or print a single page of information about the attendee. The number in parentheses after the attendee's name in the page heading is their Registration Code, a unique identifier for the registration. The page is divided into sections. A pencil icon to the right of a section heading edits those details.
Printing an Attendee Overview
To print the attendee overview, click the printer icon to the right of the page heading, which opens a print preview window.
Favorites
To mark an attendee as a favorite, click the clear star icon to the right of the page heading. The star will turn dark, and the attendee's name will be included in the list of favorite items reachable via the Favorites icon in the upper right corner of any page in Certain. To unfavorite an attendee previously marked as a favorite, click the dark star, which reverts to the clear star, and the record is removed from the Favorites list.
Registration Header
The standard Registration Header is shown, as it is on all other admin-side Registration pages.
One Click Actions
Print Name Badge
Print a single name badge for the attendee. The button is only displayed if a badge has been configured for the event. The badge layout is selected as described in Printing Badges and Labels (with Badges V2). You can click Generate PDF to open or save a PDF file of the attendee's badge, or click Print to print the attendee's badge directly to a printer. Whichever button is clicked, the Date Badge Printed on the attendee's record is set to today's date, and the Badge Printed checkbox is selected automatically. For events with the earlier Badges V1 module, refer to Printing Badges and Labels (with Badges V1) for differences.
Print Itinerary
Generate a PDF of the attendee's Complete Itinerary, as configured in Promote > Communications > Itinerary. This itinerary consists of up to three sections: travel arrangements (if the event uses Flight Packages in the Travel Module), agenda items (or sessions if Speaker and Session Management is enabled), and appointments (if the event includes Appointment Matching). The button is not displayed for an attendee who has nothing on their itinerary.
Edit Registration
Show the Attendee Profile page, where you can edit details.
Substitute Registration
Substitute a different person for the current registration. In the modal pop-up window, search for an existing profile that is to replace this registration. The person must already have a Profile record in the same account. All applicable event-specific registration data (agenda items, payments, registration questions, room reservations, flights, appointments, etc.) will remain with the registration and should be updated accordingly. Video: How to Substitute a Registration (1 min.).
Web Integration Link
Displays any external Website that was previously set up. If you do not see a preview, navigate to Plan > Configure > Integration > Web Integration Links. In the Web Integration Link section, ensure the following settings: Show as One-Click Action (Registration Overview) should be checked. Web Address must be a valid and working URL. Click Submit. Return to Registration > Overview and select a Web link to preview the Website.
Generate Personal Documents
This section appears only if the attendee has Personal Registration documents. For more information about creating Personal Registration Documents, see the Personal Registration Documents Help topic. To generate a Personal Registration Document for the attendee, select the desired document from the list and click Generate.
Print Confirmation
You may select a printable confirmation template to generate for the attendee. To configure event-level printable confirmation templates, go to Promote > Communications > Printable Confirmations. To configure account-level printable confirmation templates, go to Account Settings > Registration > Printable Confirmations. (Administrator users only.)
Profile
Shows profile information for the selected attendee. Click the Edit icon to show the Attendee Profile page, which includes contact information from the attendee's profile and basic registration information for this event, including attendee type and status. Answers to custom profile questions associated with this profile are shown here, and you can click the Edit button to edit them. Click the View Profile Record link to edit the profile at the account level.
Event Online Meeting or Webinar
If the event is set up as a Digital Event in Event Setup, its details are displayed. You can copy the attendee's personal link to the webinar.
Registration
This section shows registration information for the selected registrant. If the event is a Digital Event and the attendee did attend, this information includes whether that was Live and/or On Demand (these check-boxes are updated by Certain Signal interfacing with the webinar provider; see Digital Events Overview). Click the Edit icon to show the Attendee Profile page, which includes contact information about the attendee and basic registration information for this event, including attendee type and status. Answers to custom registration questions associated with this registration are shown here, and you can click the Edit button to edit them. If Signature is shown, you can download a JPG of the attendee's signature from Certain Check-In (configure that collection option in Engage > Check-In > Basic > "Collect Attendee Signature").
Registration Approval Status
This section shows registration approval information for the selected attendee, which you may edit here. It is shown only if the Qualification and Approvals module has been switched on for the event (Plan > Configure > Options). Each reviewer's recommendations are shown first: Recommendation Status (plus Details, if any), and Notes (if any). Final Approval Status follows the recommendations and shows the Approval Status and any Approval Status Details. You can edit these by selecting values in the drop-down lists and clicking Save in this section. Registrations are usually approved on the Registrations per Rule page, but you can approve them (or edit approvals) here as well. The Approval Statuses are configured in Manage > Qualification > Approvals. See The Qualification and Approval Process for a description of how this process works.
Agenda
This section shows agenda records for the selected attendee. Click the Edit icon to go to the Manage > Registrations > Agenda page.
Payment
This section shows charges and payments for this attendee. Click the Edit icon to go to the Manage > Registrations > Financials page.
Accommodation
This section shows accommodation records for this attendee. Click the Edit icon to go to the Manage > Registrations > Accommodation page.
Travel
This section shows traveler information and travel reservations for the event, plus any questions set up for the event in Plan > Event Setup > Travel and their answers for the specific registration. Click the Edit icon to go to the Manage > Registrations > Travel page, where you can edit this information and see and edit any flights assigned via flight packages.
Additional Registrations
This section shows additional registrations records if the event has been configured to accept Additional Registrations under one primary registrant. Click Add a new registration to display the Create a Registration page.
Registration Leader
This section is only displayed if this attendee is an additional registrant.
History
This section shows changes to the attendee's registration information. Click the Edit icon to go to the attendee's Registration History page. There you can choose to click Add New to add a new history record of type note, email, or call.
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