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Event Registrations


This is the registration administration screen and this allows you to manage your registrations.

here you can:

  • Preview event registrations (select event from the dropdown)
  • Add and delete registrations
  • Preview profile details of attendee (select the grey box on the left of the name)
  • Print name tags - see name tags below
  • Change status of registration (select appropriate tick box and apply)
  • Add notes
  • Export registrations lists( these can be taken to the event and then entered in as attended after the event)
  • Preview invoice if applicable (select the grey box )

To add a new registration from this screen

  • You first need to create the profile in client management.
  • Search for the profile you have created and select it in the top window.
  • Select the registration option in the bottom window.
  • Click Apply

To view an invoice from this screen select the  icon before the attendees registration amount, and you will be given the option of either opening or saving the PDF Invoice

To access profile details for the registered individual, select the registered person and click the  button beside the registration.

Name Tags
To generate name tags for the registration list, click the 'Name Tags' button. From the next screen you can apply formating to the tags. More on this in the help for this screen.

Generating Event Lists
The 'List' button will generate a report in word format on all events and attendees. The list button will generate a reports in word format on all events and attendees

This can then be used to

  • Spot any potential problems i.e. double registrations under similar names
  • Tick off attendees as they arrive at the event
  • Check what events an individual has registered for
  • If you are using our transaction system, it also generates a payments summary for each event and attendee

Lists can be generated for:

Event registrations

Sample:

Individual registrations

sample:

Optional extras

If any charges have been set for these.

Export
The 'Export' button will allow you to export the registrations. An emailed excel file will be sent to the user logged in at the time.

More on this in the help from the next screen.

 

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