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Summary / TL:DR: This article provides instructions for entering a registration order for a conference in Advantage.

Info

The conference registration is used to enter a new registrant for a conference.

Warning

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

How to Enter a Conference Registration Order

  1. From the Customer Service Ribbon, navigate to Conference Registration

  2. On the Conference Registrations Screen click Add Registration

  3. The Conference Attendee Maintenance dialog box will appear, complete the following fields:

Conference*

Enter the conference ID

Info

If you do not know the conference ID, use the drop-down to look up the conference.

Location*

The location should auto fill after selecting the conference

Attendee Customer

Enter the customer number for the attendee

Promotion Code*

Enter the promotion code

Promotion Choice

Click on the drop-down and select the correct choice

Registration Name

Enter the name to be used for registration

Badge Name

Enter the Name to be printed on the badge

Badge Type

Based on the customers membership select a badge type

Complimentary Check Box

Check this box only if you need to remove the cost of a conference this makes the conference complimentary so the cost is 0

Override E-Mail Check Box

Check this box to add a new e-mail address or add additional e-mail addresses

4. Click Next

5. The Attendee Session Selection dialog box will appear, complete the following fields:

Session ID

Select the session from the dropdown box

Price Code

Will auto complete after selecting the session

6. Optionally repeat the last step to add additional sessions if available for the conference chosen

7. When you are done adding sessions click Finish

8. Click Yes

9.

Expand
titleIf you want to override the cost of the conference...

  1. Click Change Session

  2. CHECK the Override Cost Box

  3. Enter the new price

  4. Select an Override Reason from the drop-down box

  5. Hit ENTER

  6. Click OK

Info

Use the Other Attendees tab to add guest registration to this order. Instructions for doing so can be found here.

10. Click the Invoice tab

11. Highlight the order you would like to add a payment to and click Add/Edit Payment

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

Card Type

Select the card type from the list.

Card Number

Enter the card number.

Expire Month

Enter the card's expiration month.

Expire Year

Enter the card's expiration year.

Security Code

Enter the card's security (CVV) code.

Save Card

Choose 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.

13. Click Complete

14. Click OK

Tip

Wrap up

You should now be able to enter a registration order for a conference in Advantage.

Info

Still need help?

We know this can be frustrating. To get further help please open a Support ticket.

Click here to open a ticket

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