The registration page contains contact information about the attendee and basic registration information, including Attendee Type and Status.
Contact Information
Usually, the attendee enters Contact Information on the registration form. The Plan > Forms > Registrant Details page determines exactly what information is collected from the attendee on the form: https://community.certain.com/pagehelp/form/profile.htm.
However, you can manually enter the information on this page for the attendee. Manual entry on this page is useful if the attendee calls with a change in his or her information. Manual entry on this page is also useful if the attendee calls with an error you notice.
> Note: This registration information is the same as that entered for each profile. > However, this information pertains to one event. > Profile information can be used for any event associated with your account.
Registration Information
Registration Information displays basic data about the registration for the current attendee. Registration Information includes attendee type and status. The options for attendee type and status are entered in the Event Setup area.
- Attendee Type – The attendee type and fee.
If the attendee type alone is selected, then the fee (if any) is applied based on the registration date and fee date.
Select the attendee type and fee option to explicitly assign a fee for this registration.
(For example, if someone registers after the early registration fee ends, but the person has a special situation and should receive the early fee.)
- Status – The registration status (requested invitation, invited, registered, cancelled, etc.).
Changing the registration status may result in an automatic action.
The automatic action may include setting an email.
The automatic action may also include charging a credit card.
> Note: Changing the status to "Cancelled" will automatically change the registration fee (if any) to the cancelled fee (if any), and vice versa. > Also note that when a registration is canceled, any hotel and agenda item reservations will also be cancelled automatically
- Properties – Helps the planner manage the life cycle of registrations.
- Complete – Check this box if the registration should be treated as "complete".
"Complete" means that the attendee registered online and completed the registration process.
If this box is unchecked, then the registration is treated as "partial".
- Badge Printed – Check this box if you would like to track whether you have printed a name badge for the registrant.
This function matches the "Mark as badge printed" item in the Mass Actions drop-down list on the Report Results screen.
- On To Do List – Check this box if this registration should be added to the "To Do" list for this event.
This is useful if you leave notes in the registration notes field.
This setup is also useful if you want to remind yourself or another user of follow-up action needed by this registration.
- Invoice Generated – Check this box if this registration has been set an invoice.
- Test – Check this box if the registration was a system test.
System test registrations should not be included with the actual registration data.
This box is checked automatically if the registration was processed while the event or form was in test mode.
Click Submit to save any changes you have made..