The event Attendee tab will contain important information about the attendee, including the Registration Type and documentation of any Additional Items purchased. Each column in the table is described below.
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Did you know...Records for event attendees that are not contacts in your database are still stored in the database. Any invoices or payments for these contacts would be located on their Billing tabs. See View Contacts - Event Attendees Potential Contacts for further information. |
You can use the Search field, Quick Filter drop down, or Customize Filter
at the top of the table to find specific registrants or registrants that meet a certain criteria.
The Add Registration button on the right provides a quick way of adding a registration plus a variety of shortcuts to reports and other actions:
There are a variety of columns available on this page.
Reg. Id
- Clicking on the Reg. Id of a registrant will give you a snap shot of the registration and an opportunity to add any comments. These comments are for internal-use only.
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Change the Name of an Attendee
- Clicking on the Name of a registrant brings up the Edit Attendee window, allowing you to edit contact information of the attendee, (which you may need for billing or other event-related communication), as well as populate any custom fields set up for the event. This function is useful when you are selling tables of 8, and need to update the Additional Attendee(s).
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NOTE: Any edits you make in this window will be reflected in the Contact Record. If changing an attendee from one person to another, be sure to select the appropriate contact record after entering the new attendee name/email! |
Organization
- Simply a display of the registrant's organization. If the registrant is a non-member and did not enter an organization on the registration form, this will be empty.
Attendee Status
- The attendee status column displays the registrants current status related to the event. You can change an attendee's status by clicking on it and selecting the desired status from the dropdown. Options are Registered, Attended, and No Show.
Invoice #
- Also available on the Attendee Purchases tab, clicking on the Invoice # brings up the Edit Invoice window. This column is color-coded so you can see at a glance which invoices have been paid (green) and which are unpaid (red). If there is not an Invoice # in this column there is no invoice, indicating the registrant has canceled their registration, is on the waiting list, or it is a free event.
In the Edit Invoice window you can make various edits to the invoice if it is unpaid. If a payment has been made you can view the payment history by clicking on the Reference Number in the Payment History section. If no payment has been made, the Payment History section will be empty.
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NOTE: Any edits you make to the invoice line items here will only impact the invoice, not the actual event. In other words, if you add a line item for an event registration, you are only adding those dollars to the invoice, you are not actually registering them for the event. |
Registration Type
Simply a display of the registration type. Sorting by this column will put all like-registration types together.
Table/Team Name
If you have a table/team registration type available for purchase, this column will automatically populate with the name of the person making the registration. This name can be changed using the Table/Team Management tool.
Additional Items
- If there are additional items available for purchase during event registration and a registrant purchases 1 or more, the number purchased will appear in this column. Clicking on the number will display the quantity of each item purchased by that registrant, organized by Attendee Items and Registration Items. Refer to Additional Items for information on the difference between these types.
Actions
- From the drop-down menu on the far-right of the attendee you will have differing options depending on if the invoice is paid or not.
Unpaid invoice:
For an unpaid registration, you can:
- Cancel the registration
- Update the registration (such as adding additional items or registrations)
- Edit the attendee (same as clicking on the Name)
- View the sessions the attendee has registered for (requires the Expo module and the event must have sessions enabled)
- Enter Payment
- Create a Write off
- Resend the event confirmation email
- Resend/Send the itinerary email (for attendee sessions)
- Print a name badge for this attendee. (You can print bulk badges from the additional actions available to the right of the Add Registration button at the top right of the window)
Paid Invoice:
On a paid registration, you can:
- Cancel the registration
- Update the registration (such as adding additional items or registrations)
- Edit the attendee (same as clicking on the Name)
- View the sessions the attendee has registered for (requires the Expo module and the event must have sessions enabled)
- Resend the event confirmation email
- Resend/Send the itinerary email (for attendee sessions)
- Print a name badge for this attendee. (You can print bulk badges from the additional actions available to the right of the Add Registration button at the top right of the window)