Manual Registration Tab 1: Contact Info

Registration Section

The top section of the form, labeled Registration, shows a summary of the event information and the First and Last Names of the constituent (registrant). Complete the information in this section as follows:

  1. Check the Event Name and Event Start Date to make sure you are registering for the correct event. If you wish to see more information about the event, click the Event Details icon next to the Event Start Date.

  2. Registration Date will default to today's date and cannot be edited.

  3. Enter the constituent's name.

    1. If you wish to connect the registration to a constituent that has already registered for another event, click the Search button. Filter for the person you wish to connect and double-click that person's name in the list view results or select the row and click Select.

    2. Otherwise, enter the constituent's First Name and Last Name in the provided fields.

  4. Click any of the following checkboxes that apply:

    • Attended - This box indicates that the event has already occurred and that the constituent attending. This box is not checked when creating a new registration for an upcoming event. If Attended is checked, neither No-Show nor Cancelled can be selected.

    • No-show - This box indicates that the pre-registered constituent did not attend the event. This box is not checked when creating a new registration for an upcoming event. If No-show is checked, neither Attended nor Cancelled can be selected.

    • Cancelled - This box indicates that the registration for the event has been withdrawn. This box is not checked when creating a new registration for an upcoming event. If Cancelled is checked, neither Attended nor No-show can be selected.

    • Walk-in - This box indicates that the constituent did not pre-register for the event. It is typically checked on a new registration created at the event check-in or when retroactively creating a registration record after an event has started.

    • Request - This box reflects whether the registrations have requests (tab 3) or not. The checkbox cannot be manually edited. After a registration is saved, it will show a check if the registration has requests or will be unchecked if there are no requests.

Contact Info

The Contact Info section is the first of four tabs on the Registration record.

  1. Enter data for the constituent into the fields given. Required fields are marked with a red asterisk(*).

  2. Click Next to move to the next tab and continue selecting Registration options. 

Navigating the form:
  • Cancel - exits the registration record without saving changes.

  • Save - saves changes to the registration record and returns to the list of registrations. The record cannot be saved unless all required fields are filled.

  • Save/Add - saves changes to the registration record and returns to the registration calendar, so that an event may be selected for another new registration record. The record cannot be saved unless all required fields are filled.

  • Next - moves to the next tab of information on the registration form.


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