Attendees

Attendees

To add an individual to the attendee list, select the + New button in the top right of the screen.

At a minimum, fill in the following fields in order to add a user to the attendee list. Once done, select Save & View.

Required fields

• Email Address
• First Name
• Last Name

Setting or changing an attendee password

To manually set or change an attendee’s password, select edit from the list of attendees. On the Attendee edit page, select the Manage Password button beneath the email field. Once the attendee’s password is set, select save at the bottom of the screen.

Checking whether an attendee viewed a message

To check whether an attendee has viewed a message, select the messages button on the attendee’s profile. The open envelope icon is displayed next to messages that have been viewed by the attendee.

Awarding or deleting continuing education credits (CE Credits)

You can manually award (or delete) an attendee’s continuing education credits directly from the CMS. First select the Credits button to view sessions the attendee has earned credits on. Then select Manage Credits to edit.

Select the ✓ check mark next to sessions in the "Add a Session" column to award credit for that session. Select the X button next to sessions in the "Awarded Sessions" column to delete an existing credit.

> Warning: Important: If you remove a credit, the check in or survey used to award that credit will be deleted.

Viewing and editing Check Ins

To view attendee Check Ins on an an Exhibitor or a Session, select the Check Ins button. To add or delete Check Ins, select the appropriate button depending on the type of checkin that must be edited.

Select the X under "Existing Exhibitor/Session Check Ins" to remove it. Select the ✓ check mark under "Add Exhibitor/Checkin" to add that item.

Viewing and editing badge game awards

To view an attendee’s badge game awards, select the Badges button. Select Manage Badges to add or remove badges from the attendee.

Select the X under "Awarded Badges" to remove it. Select the ✓ check mark under "Add a Badge" to add that award.

Viewing and editing My Schedule picks

To view an attendee’s My Schedule selections, click the Schedule button. Select Manage Attendee Picks to add or remove sessions from the attendee’s personal schedule.

Select the X under "Existing Sessions" to remove it. Select the ✓ check mark under "Add a Session" to add that session to the attendee’s schedule.