Registering someone else

There are different ways to register someone other than yourself.

If an event is configured to Allow adding guests, you are able to add a guest to a registration. When you register someone as a guest, their registration is dependent upon the registration of the primary registrant. The primary registrant can be the person you are working On behalf of, an individual registered using Register Someone Else, or yourself. If the primary registrant cancels their registration, all of their guests’ registrations are cancelled as well. Your guest registrants will appear in the Event-specific dashboard and will be listed with the primary registrant.

Ensuring Register Someone Else is available to public users

To take advantage of Register Someone Else, do one of the following to ensure public users have access to all contacts available for registration:

• (recommended) Enable Permit public users to register existing contacts (Settings > Events > General) to allow public users to register existing contacts they do not have read access to. For more information, see Settings: Events.
• (not recommended for security purposes) Ensure all contacts from the Register Someone Else query (configured in the Event Display content item) are included in the Authenticated users Contact security query.

Otherwise, users may encounter errors if they do not have access to the contact they are trying to register.

When you Register Someone Else, Staff and authorized members are able to search for an existing contact to register or add a new contact from a single screen. Staff can also complete bulk registrations using Register Someone Else when they work On behalf of.

Do the following to register someone else:

1. Select an event.
2. Click Register Someone Else.

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   Note

   Staff users have the option to define a registration time range when creating events. If an event is not available for registration then the registration buttons are disabled for the general public. When a registration period is defined, notification messages display. The messages inform the user when a registration period begins or ends. The time noted in these messages is populated by the system Time zone setting.
   You will have two options:

   • Select an existing contact: Select an existing contact from the drop-down.

     • The drop-down contact list is generated by a system query which returns a list of contacts who belong to the same organization as the registrant ($/Events/DefaultSystem/Queries/Events/Registrant Search).

       Customizing the Register Someone Else query

       You can create a custom query to be used when registering someone else. The custom query must include the following in the query display columns:

       • An iMIS Id property.
       • A name property so that it is clear which contact the user is selecting. For example, Individual. Full Name.

       The query generated drop-down will only return the first 100 contact records. To return all contact records, add a filter to the query for Full Name Contains, with an Optional prompt. Adding this filter will also allow users to search on any portion of the full name while searching through all contact records.

       Once your custom query is ready, select Configure on the Event Display content item. From the field IQA query used when registering someone else, select the custom query.

   • Add a new contact: Only First name and Last name are required unless you specify that Email, Organization, Phone, or Address are also required by configuring these options in the Event Display content item. This option may be disabled in the Event Display content item. To learn how to edit the Event Display, see Modifying the event-specific console.

     📘 ### Note When adding a new contact, iMIS checks to determine if a duplicate record is being created. If a duplicate record is detected, then the existing duplicate is selected for registration and the new contact is not created. If **Permit public users to register existing contacts** is not enabled (**Settings > Events > General**) and the registering contact does not have read access to the identified duplicate contact, a new contact is created.

3. Click Save & Close. The registration will appear in the Event Showcase.
4. Continue the registration process as you would for any other event, answering questions and selecting the appropriate registration options and program items as desired.
5. Click Proceed to Checkout to complete the registration process.