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Learn how members can register themselves for events.
Bulk Register Attendees for Events as an Admin
Registering attendees for events on the backend is easy! Navigate to the Events section on the backend and select the Events tab. Then follow the steps below.
Step 1: Click to Register Attendee
There are multiple places on the backend where admins can create a new registration for an attendee.
On the main "Events" list
In the Action column (far right), click the "Register" link.
Navigate to the "Attendees" tab
On the Attendees tab of the event, click the plus sign (+).
"New" Button
In the upper right corner of the event, click the New button and select "Registration" from the drop-down.
Step 2: Enter Registration Information
Clicking one of the items above will bring up the Add a New Registration modal where admins can enter registration information. It will look like this:
From here, enter the following registration info:
1. Ticket(s)
Find the appropriate ticket type and enter a quantity.
2. Purchaser
Choose a registration purchaser. If the purchaser is not already in the system, simply create a record for them with the "Add Individual Record" or "Add Company Record" links. Note: When choosing a purchaser, admins see their membership status next to their name to identify which ticket is appropriate for them.
3. Attendee
Enter in the attendee information and any custom fields attached to the ticket type. Attendees in the system will pull data from their database records. For any auto-populated fields - if the record is updated before the event takes place, the registration will update also. All attendees with an email address will receive a confirmation email.
NOTE: If admins overwrite or add details to the attendee fields during event registration, it will not automatically update those fields on the member record. Admins will need to update and save any new information on the record itself.
4. Payment
Enter Credit Card/ACH information or Invoice. If invoicing, the Billable Party field identify the billable party for the invoice, but admins can update the billable party as needed from the dropdown. The billable will receive the invoice via email (if Save & Send is clicked in #6 below).
To not charge for the registration, toggle the "Charge for Registration" setting to OFF (more info below).
If the member paid by check, choose the Invoice option. If they already sent the check, choose Save & Close in #6 below to not send the invoice via email.
5. Confirmation & Registration Summary Emails
The attendee's emails will be automatically included for confirmations if they are filled out on the tickets. The purchaser's email will automatically be added to the registration summary field if available on their record. Input additional email addresses for the registration summary if needed.
Uncheck the box beside each option to NOT send on save.
6. Save
Choose to Save & Close, Save & Add New (registration), or Save & Send. If choosing Save & Send, admins are shown a preview of the invoice and a confirmation of which email address the invoice will be sent to. If choosing Save & Close, the confirmation email will be sent to the email address(es) in the event confirmation and registration summary section, but the invoice will not be sent.
Register Event Attendees at No Charge from the Backend
When registering attendees from the backend, the "New Registration" modal has a Charge for Registration option that can be toggled to on or off. This feature makes it easier for admins to add registrations to an event under the appropriate ticket but not charge for the ticket.
This is especially helpful when an attendee is an exception to the rule. For example, Speakers and Board members are common examples because they should be counted the same as all other attendees, but the association may not want to charge them for the ticket.
To not charge for an event registration, toggle the "Charge for Registration" setting to OFF:
Please note the following for when Charge for Registration is toggled to OFF:
All the registration totals will disappear. If the attendee is purchasing two tickets and an admin need to charge for one ticket but not the other, enter the no-charge ticket on a separate registration.
The amounts will not be included in the Revenue column of the event list.