ADV FAQs Add Additional Attendees
- Anthony Fontana
Summary / TL:DR: This article provides instructions to add additional attendees to a conference in Advantage.
You can add additional attendees before the order is posted and after as well. This can be situational based on the details listed below:
The Conference Registration screen allows you to record any number of attendees under a single registration. There are two reasons for entering multiple attendees under one registration.
The conference charges for all the attendees are being paid by one bill-to customer
The attendees want to take advantage of volume pricing offered for a conference. Volume pricing operates only within a registration
Circumstances in which they do not know if other people are attending would be the deciding factor. If they know up front then it make sense to add them during the order process before posting.
These instructions require you to have a control group open. For more on control groups, go here.
How to Add Additional Attendees to a Conference Order
From the Marketing ribbon click Conferences
Enter the customer number of the customer you would like to add additional attendees too in the search bar
Highlight the order that you would like to add a attendees to and click Add Registration (this is also available via the right click menu)
The Conference Attendee Maintenance dialog box will appear, complete the following fields:
Conference | Auto Filled |
Location* | Auto Filled |
Attendee Customer | Enter the customer number. |
Promotion Code* | Auto Filled |
Promotion Choice | Enter the promotion choice associated with a guest. |
Badge Name | Enter the First and Last name of the guest. |
Badge Type | Based on the customers membership select a badge type. |
Complimentary Checkbox | Check this box only if you need to remove the cost of a conference. This makes the conference complimentary, so the cost is 0. |
Currency | This option is grayed out for guest registrations. |
Override E-Mail Checkbox | Check this box to add a new e-mail address or add additional e-mail addresses. |
Email Address | Enter the email address to use if the override email box is checked. |
5. Click Next twice.
6. Click the Invoices tab.Â
7. Highlight the order that was just added.
8. Click Add/Edit Payment
9. Click Cancel
10. The Payment for Invoice dialog box will appear:
11. 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. |
12. Click Complete
13. Click OK
14. Repeat steps 4-12 above to add additional attendees.Â
15. You have successfully added additional attendee(s) to a conference order.