ADV FAQs Add a Session
- Anthony Fontana
Summary / TL:DR: This article provides instructions to add additional sessions to a conference in Advantage.
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 OrderÂ
From the Customer Service ribbon, navigate to Customer Activity
Highlight the order that you would like to add a session too
Click the Attendees tab.
Highlight the attendee you would like to add a session for and click Change Attende
The Conference Attendee Maintenance dialog box will appear, Click the Sessions tab
Click Add Session
The Attendee Session Selection dialog box will appear, Complete the following fields:
Session ID | Select the session ID from the dropdown menu. |
Price Code | Select the price code from the dropdown menu. |
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 Type | Select the card type from the list. |
Card Number | Enter the card number. |
Expire Month | Enter the cards expiration month. |
Expire Year | Enter the cards expiration year. |
Security Code | Enter the cards 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. |
17. Click Complete
18. Click OK
19. Repeat steps 4-15 to add additional sessions.Â
20. You have successfully added a session to a conference order.
Wrap up
You should now be able to to add additional sessions to a conference in Advantage.