Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Auibutton
iconview
titleJump to Video Demonstration: How to Enter a Conference Registration Order
typestandard
urlhttps://wiki.14west.us/display/ADVSUPPORT/Enter+a+Conference+Registration#EnteraConferenceRegistration-video

The conference registration is used to enter a new registrant for a conference.  Use these instructions to enter a registration order 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 dropdown to look up the conference.


    Location*The location should auto fill after selecting the conference
    Attendee CustomerEnter the customer number for the attendee
    Promotion Code*Enter the promotion code
    Promotion ChoiceClick on the dropdown and select the correct choice
    Registration NameEnter the name to be used for registration
    Badge NameEnter the Name to be printed on the badge
    Badge TypeBased on the customers membership select a badge type
    Complimentary Check BoxCheck 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 BoxCheck this box to add a new e-mail address or add additional e-mail addresses


    Multiexcerpt
    MultiExcerptNamespace



  4. Click Next

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

    Session IDSelect the session from the dropdown box
    Price CodeWill auto complete after selecting the session


    Multiexcerpt
    MultiExcerptNamespace



  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 dropdown 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 TypeSelect the card type from the list.
    Card NumberEnter the card number.
    Expire MonthEnter the card's expiration month.
    Expire YearEnter the card's expiration year.
    Security CodeEnter the card's 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.


    Multiexcerpt
    MultiExcerptNamespace



  13. Click Complete

  14. Click OK