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Summary / TL:DR: This article provides instructions for entering a registration order for a conference in Advantage.
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The conference registration is used to enter a new registrant for a conference. |
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These instructions require you to have a control group open. For more on control groups, go here. |
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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
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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 |
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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 |
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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 |
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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
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Use the Other Attendees tab to |
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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
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clicking Add Card will open up
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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 |
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Click Complete
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13. Click Complete
14. Click OK
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Wrap upYou should now be able to enter a registration order for a conference in Advantage. |
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Still need help? We know this can be frustrating. To get further help please open a Support ticket. |
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