Manual Registration Tab 5: Guests

Guests is the fifth tab of information on the registration record. This section allows you to add information for guests, which are persons who will be attending the event along with the constituent (registrant).

When setting up an event, there are three choices for guest registration:

  • Full Registration - each guest's name and e-mail address will be requested on the registration form.

  • Quantity Only - only the number of guests will be requested on the registration form.

  • No Guest Registration - no Guests tab will appear on the registration form.

Full Guest Registration

To add a guest to the registration:
  1. Click the Add button to open the Guest form.

  2. Enter the First Name and Last Name of the guest.

  3. From the drop-down for Relationship, select the value that describes the relationship between the guest and the constituent.

  4. Optionally, enter the E-mail address for the guest.

  5. Click Save to save the guest record and return to the registration.

To edit a guest record:
  1. On the Guests tab, click the row selector to the left end of the guest you wish to edit.

  2. Click the Edit button to open the guest record in a new window.

  3. Make any changes desired to the guest record.

  4. Click Save.

To delete a guest record:
  1. On the Guests tab, click the row selector to the left end of the guest record you wish to delete.

  2. Click the Delete button to open the request in a new window.

  3. Click Delete to confirm the deletion.

Guest Quantity Only

  1. Select the number of guests (0-5) that will accompany the constituent.

Save the registration record:

  1. After adding all desired guests, click the Save button.

  2. You will see a prompt asking if you want to send e-mail notification to the constituent and hosts (for requests). If you wish to send e-mail notification, click OK. Otherwise, click Cancel.

Navigating the form:
  • Previous - moves to the previous tab of information on the registration 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.

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