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Table/Team Management

Updated

 

The Goal: Assign and rearrange attendees across tables or teams for an event that has been set up with a table/team registration type.

Before You Begin:

  • Your event must already have a Table/Team Registration Type set up. Even if you do not want people to register their own table/team, you still need to create a Table/Team Registration Type (using the Staff Only option) to enable Table/Team Management.
  • You need staff access to manage event registrations.

Microlearning Overview

Step-by-Step Instructions

If your event has been set up with a table/team registration type, you can assign attendees to tables or teams.

  1. Go to Events & Learning, Events section, click All Events, then open the event you want to manage.
  2. On the Attendees tab, click the drop-down menu next to the Add Registration button and select Table/Team Management.
  3. This will open the Table/Team Management window. Waiting list attendees and entire table/teams that came in on the waiting list will show in grey on your Table/Team Management screen. Attendees shown in grey must be registered first before moving them around to various table/teams.
  4. When registering someone on the waiting list that belongs to a table/team, it will register the whole table/team, so that only a single invoice is created for the purchase of that table/team. If a table or team has registered using the table/team registration type, they will automatically be assigned to a table/team. You can edit the name of this table/team by clicking the pencil icon to the right of the table/team name.
  5. You can manually create a table/team by clicking the Add a Table/Team button.
  6. Type the name of the table/team, select the table/team registration type in the dropdown, and click Done.
  7. If someone has registered using a simple paid registration type, they will display in the Table/Team Management window in the Unassigned Attendees column.
  8. To move someone from Unassigned to a table/team, click, drag, and drop them to the desired table/team.
  9. You can also click, drag, and drop attendees from a table/team back into the Unassigned column.
  10. The tables/teams show you how many are allowed in a table/team, and how many are assigned to each table/team.
Note The Table/Team names will be included in the “Download Attendees” file, and are tied to a “Table Name” merge field so can be easily added to name badges.

Common Pitfalls

  • Trying to drag waiting-list attendees: Attendees shown in grey came in on the waiting list and must be registered first before you can move them between tables/teams.
  • No Table/Team Registration Type set up: Table/Team Management will not be enabled unless a Table/Team Registration Type exists for the event — use the Staff Only option if you do not want attendees to register their own table/team.

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