Facilitating events

Registrants and Staff working On behalf of can generate event confirmations on demand.

Registrants must go to their profile page and click the My Participation tab, then scroll down to the Orders list. Click the event order number to display a window with the confirmation. Staff user's can view the same Orders list from the user's profile page on the Staff site from the Transactions tab.

Do the following to email or print a confitmation:

• To email the confirmation, enter an email address in the Send a copy of confirmation to field, and click Send.
• To print the confirmation, click Printable version, which opens the confirmation in a new window, in a format suited for printing and mailing.

📘 Note

Fee Required program items are displayed on event order confirmations. Registration required program items are not displayed on event order confirmations.

Run the Event Badges report to print badges on Avery 5392 stock. You can print a badge for all active registrants or for a single registrant. Do the following to print badges:

1. Go to Reports > Event reports.
2. Select the Event Simple Badge Report.
3. Click Run.
4. Enter parameters as needed.
5. Click Run.
6. To view the formatted version and to print, click the PDF logo.

The following badge information prints for active event registrants:

• Informal name
• Full Name
• Title
• Company Name
• Default Mail To Address (City, State, Country)

📘 Note

Company Name uses the Primary Organization for the contact. You can quickly set a missing Primary Organization by viewing the contact’s record, editing the name, and selecting a primary from a list of all organizations, making this organization the primary for the contact. If the contact is not already associated with this organization, iMIS adds the group membership, using the default role and start/end dates.

Do the following to view registrants:

1. Go to Events > Find events.
2. Enter the criteria to filter for the desired group. For example, do the following to view the registrants of the Annual Conference:
   1. Search for Annual Conference, or scroll through the list to find the Annual Conference.
   2. Open the event.
   3. Select the Registrants tab.
3. Select a registrant to view details about the registrant.

You can access the event reports by going to Reports > Event reports.

The system displays statuses for customers who have registered for an event or function, or who have set up an itinerary. The following tables list the rules for status display:

Function Group Status Conditions