Events Setup

Events Overview

Event terminology

Events authorization levels

Navigation for Events

Registrations overview

Reviewing registration data

Entering an event registration

Register a customer window

Finding an event registration

Editing an event registration

Canceling an event registration

Recording registration payments

Register a customer window - Payments tab

Applying credit balances as registration payment

Selecting open payments for registrations: *Tab

The Individual and All views

Applying credit balances to other registrants

Editing address information (Events)

Register a customer window - Attendee tab

Managing hotel reservations and other information

Register a customer window - Other tab

Entering badge information

Register a customer window - Badges tab

Badges tab - "Use Company" and "Use Title"

Entering function notes

Register a customer window - Function Note tab

Printing individual reports and reviewing rosters

Viewing a registrant's account information

Transferring an event to another registrant

Transferring a registrant to another event

Managing wait lists

Events Overview

Registrations overview

Entering an event registration

Finding an event registration

Editing an event registration

Canceling an event registration

Recording registration payments

Applying credit balances as registration payment

Editing address information (Events)

Managing hotel reservations and other information

Entering badge information

Badges tab - "Use Company" and "Use Title"

Entering function notes

Printing individual reports and reviewing rosters

Viewing a registrant's account information

Transferring an event to another registrant

Transferring a registrant to another event

Managing wait lists