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Auibutton
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titleJump to Video Demonstration: How to Add Additional Sessions to a Conference Order
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urlhttps://wiki.14west.us/display/ADVSUPPORT/Add+a+Session#AddaSession-video

Use these instructions to add additional sessions to a conference.  


Warning

These instructions require you to have a control group open. For more on control groups, go here.




How to Add Additional Sessions to a Conference Order 

  1. From the Customer Service ribbon, navigate to Customer Activity
  2. Highlight the order that you would like to add a session too
  3. Click the Attendees tab.

  4. Highlight the attendee you would like to add a session for and click Change Attende
  5. The Conference Attendee Maintenance dialog box will appear, Click the Sessions tab

  6. Click Add Session
  7. The Attendee Session Selection dialog box will appear, Complete the following fields:

    Session ID

    Select the session ID from the dropdown menu.

    Price CodeSelect the price code from the dropdown menu.


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  8. Click Next

  9. Click Finish

  10. Click Yes

  11. Click OK
  12. On the Customer Activity screen click the Invoices tab

  13. Highlight the order that was just added

  14. Click Add/Edit Payment

  15. Click Cancel
  16. The Payment for Invoice dialog box will appear clicking Add Card will open up the secure payment entry dialog box, complete the following:


    Card TypeSelect the card type from the list.
    Card NumberEnter the card number.
    Expire MonthEnter the cards expiration month.
    Expire YearEnter the cards expiration year.
    Security CodeEnter the cards security (CVV) code.
    Save CardChoose whether to add the card to keep on file for future payments:

    Yes - Will keep the card on file for future purposes

    No - Will not keep a record of the card being used for the current purchase.


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  17. Click Complete

  18. Click OK

  19. Repeat steps 4-15 to add additional sessions. 
  20. You have successfully added a session to a conference order.