Settings: Custom Statuses

Overview

Registration Status is the progress-tracking indicator for a single Registration.

Registration Statuses are useful when the planner needs to place a qualification on a Registrant before acceptance.

Registration Statuses can be used to organize attendees within an Attendee Type.

Example: An Attendee Type called "Student" may contain several Registration Statuses, such as "Need Student ID".

Registration Statuses enable running a report.

Registration Statuses enable mass actions.

One mass action is sending a reminder email to all Students who have not yet submitted proof of Student ID.

An event can have any number of Custom Registration Statuses in addition to the 11 Standard Registration Statuses.

Creating a Custom Registration Status

To create a Custom Registration Status:

1. Click Setup next to Attendee Statuses OR navigate to Plan > Event Setup > Custom Statuses > Add New.

2. Enter a Name and Description for the Custom Registration Status.

3. Select how the system should treat Registrations with this Status (count as Accepted, Pending, Cancelled, or Denied).

4. Click Save.

Note: Registrations with a Registration Status counted as Pending cannot make payments on their balance due until their Registration Status is updated to one counted as Accepted. If you create Custom Registration Statuses, be sure to select the appropriate status to count them toward.

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