The Attendee Overview page shows a summary of details for the selected attendee on a single screen. The Attendee Overview page lets you review or edit the attendee’s information. The Attendee Overview page lets you print a single name badge for the attendee. The Attendee Overview page lets you 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. The Registration Code is a unique identifier for the registration.
The Attendee Overview page is divided into sections. You can click the pencil icon to the right of a section heading to edit those details.
Attendee Overview location in the workflow
Attendee Overview is located under: (Event) > Manage > Registrations > (Registration) > Overview. The Attendee Overview page displays when you click a registration in the list displayed by clicking a registration total on a summary on the Event Desktop page. The Attendee Overview page displays when you click a registration returned by a on the Registrations > Find page.
Printing an Attendee Overview
To print the attendee overview, click the printer icon to the right of the page heading. Clicking the printer icon 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 turns dark. The attendee’s name is included in the list of favorite items which you reach by clicking 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. The dark star reverts to the clear star. The record is removed from the Favorites list.
Registration Header
The standard Registration Header is shown. The standard Registration Header is shown on all other admin-side Registration pages.
One Click Actions
Print Name Badge
Print Name Badge prints a single name badge for the attendee. The button is only displayed if a badge has been configured for the event.
After selecting Print Name Badge, select a badge layout. The badge layout is configured on Manage > Badges and Barcodes > Badges. After selecting the badge layout, click either Generate PDF or Print.
Generate PDF opens or saves a PDF file of the attendee’s badge. Print prints the attendee’s badge directly to a printer.
After clicking either Generate PDF or Print, the Date Badge Printed is set to today’s date. After clicking either Generate PDF or Print, the Badge Printed check box is selected automatically.
Refer to Printing Badges and Labels (with Badges V1 ).htm) to see the differences for events that have the earlier, less flexible B adges V 1 module enabled.
Print Itinerary
Print Itinerary generates a PDF of the attendee’s Complete Itinerary. The Complete Itinerary is configured in Promote > Communication > Itinerary.
The Complete Itinerary consists of up to three sections.
- their travel arrangements (if the event includes the use of Flight Packages in the Travel Module),
- their agenda items (or their sessions if Speaker and Session Management is enabled),
- their appointments (if the event includes Appointment Matching).
The Print Itinerary button is not displayed for an attendee with nothing on their itinerary.
Edit Registration
Edit Registration shows the Attendee Profile page. Edit Registration lets you edit details on the Attendee Profile page.
Substitute Registration
Substitute Registration substitutes a different person for the current registration.
Substitute Registration opens a modal pop-up window. Substitute Registration requires you to search for an existing profile that is to replace this registration.
> Note: The person must therefore already have a Profile record in the same account.
All applicable event-specific registration data remains with the registration after substitution. Event-specific registration data includes agenda items, payments, registration questions, room reservations, flights, and appointments. You should update event-specific registration data accordingly.
> Video: How to Substitute a Registration (1 min.)
Web Integration Link
Web Integration Link displays any external Website that was previously set up.
If you do not see a preview, follow these steps.
1. Navigate to: Plan > Configure > Integration > Web Integration Links.
2. Check and/or edit these settings in the Web Integration Link section:
- Show as One-Click Action (Registration Overview) – This option should be selected (checked).
- Web Address – Make sure this is a valid and working URL.
3. Click Submit.
4. Return to Registration > Overview and select a Web link to preview the Website.
Generate Personal Documents
Generate Personal Documents is shown 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:
1. Select the desired document from the list. 2. Click the Generate button.
Print Confirmation
Print Confirmation lets you 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 can configure account-level printable confirmation templates.
Profile
Profile shows profile information for the selected attendee.
Click the Edit icon to show the Attendee Profile page. The Attendee Profile page includes contact information from the attendee’s profile. The Attendee Profile page includes basic registration information for this event. The Attendee Profile page includes attendee type and status.
Answers to custom profile questions associated with this profile are also shown here. You can click the edit button to edit custom profile questions.
Click the View Profile Record link to edit the profile at the account level.
Event Online Meeting or Webinar
Event Online Meeting or Webinar displays event details if the event is set up as a Digital Event in Event Setup. You can copy the attendee’s personal link to the webinar.
Registration
Registration shows registration information for the selected registrant.
If the event is a Digital Event and the attendee did attend, the registration information includes whether that attendance was Live and/or On Demand. The Live and On Demand check-boxes are updated by Certain Signal interfacing with your webinar provider. See Digital Events Overview.
Click the Edit icon to show the Attendee Profile page. The Attendee Profile page includes contact information about the attendee. The Attendee Profile page includes basic registration information for this event. The Attendee Profile page includes attendee type and status.
Answers to custom registration questions associated with this registration are also shown here. You can click the edit button to edit custom registration questions.
If Signature is shown, you can download a jpg of the attendee’s signature from Certain Check-In. You configure that collection option in Engage > Check-In > Basic > 'Collect Attendee Signature'.
Registration Approval Status
Registration Approval Status shows registration approval information for the selected attendee. Registration Approval Status includes approval information that you may edit here.
Registration Approval Status is only shown if the Qualification and Approvals module has been switched on for the event. The Qualification and Approvals module is switched on in Plan > Configure > Options.
Each reviewer's recommendations are shown first. The recommendation section shows Recommendation Status. The recommendation section shows Details if any. The recommendation section shows Notes if any.
Final Approval Status appears after recommendations. Final Approval Status includes Approval Status. Final Approval Status includes Approval Status Details. You can edit Approval Status and Approval Status Details by selecting values in the drop-down lists. You save edits by clicking Save in this section.
Registrations are usually approved on the Registrations per Rule page. You can also approve registrations (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
Agenda shows agenda records for the selected attendee.
Click the Edit icon to go to the Manage > Registrations > Agenda page.
Payment
Payment shows charges and payments for this attendee.
Click the Edit icon to go to the Manage > Registrations > Financials page.
Accommodation
Accommodation shows accommodation records for this attendee.
Click the Edit icon to go to the Manage > Registrations > Accommodation page..
Travel
Travel shows traveler information and travel reservations for the event. Travel also shows any questions set up for the event in Plan > Event Setup > Travel. Travel shows answers for the specific registration.
Click the Edit icon to go to the Manage > Registrations > Travel page. On the Travel page, you can edit traveler information and travel reservations. On the Travel page, you can see and edit any flights assigned via flight packages.
Additional Registrations
Additional Registrations shows additional registrations records if this 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
Registration Leader is only displayed if this attendee is an additional registrant.
History
History shows changes to the attendee's registration information.
Click the Edit icon to go to the attendee's Registration History page. On the Registration History page, you can choose to click Add New to add a new history record of type note, email, or call.