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The conference registration is used to enter a new registrant for a conference. Use these instructions to enter a registration order for a conference.
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These instructions require you to have a control group open. For more on control groups, go here. |
How to Enter a Conference Registration Order
From the Customer Service Ribbon, navigate to Conference Registration
On the Conference Registrations Screen click Add Registration
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 Customer Enter the customer number for the attendee Promotion Code* Enter the promotion code Promotion Choice Click on the dropdown 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 Multiexcerpt MultiExcerptName space Click Next
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 Multiexcerpt MultiExcerptName space - Optionally repeat the last step to add additional sessions if available for the conference chosen
When you are done adding sessions click Finish
Click Yes
Expand title If you want to override the cost of the conference... Click Change Session
CHECK the Override Cost Box
- Enter the new price
- Select an Override Reason from the dropdown box
- Hit ENTER
Click OK
Info Use the Other Attendees tab to add guest registration to this order. Instructions for doing so can be found here. Click the Invoice tab
Highlight the order you would like to add a payment to and click Add/Edit Payment
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.
Multiexcerpt MultiExcerptName space Click Complete
Click OK