Create a Registration
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.
However, you can manually enter the information on this page for the attendee. This manual entry is useful if the attendee calls with a change in his or her information or you notice an error.
> Note: This Registration information is the same as that entered for each profile. > However, this information pertains to one event, while 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 you select the attendee type alone, 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 they have 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.
Automatic actions can include an email being set or a credit card being charged.
> 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 "as if 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" list for this event.
This action is useful if you leave notes in the registration notes field.
The notes field can 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 and 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.