|
|
New Registration |
|
|
|
|
|
||
|
New Registration |
|
|
|
|
|
|
New Registration
|
|
|
New Registration |
|
|
|
|
|
||
|
New Registration |
|
|
|
|
|
|
|
|
||
When using the New Registration process in Attendee Online, you will typically not have the attendees' information recorded. You will provide a link that interested parties can follow to register for the event. See Inviting Registrants to Attendee Online. During the registration process in Attendee Online, the registrant will enter their contact information (e.g. Name, Email Address), and other details you have requested. Remember that you set up the online event pages in Editing Online Event Information.
| 1. | When you click the New Registration link on the main Attendee Online page, you will be asked to log in. Enter the Event # (the booking number of the event) and Password. Click Log In. |
The Event Password is set up in the Online Event [Edit] window. See Editing Online Event Information: General. You can also set up different passwords for each attendee type in the event; see Chapter 5: Set Up an Event, Attendee Setup: Attendee Types.
Remember that registrants will probably not see this page, as you can provide a link that will send them directly to the Welcome page (see Inviting Registrants to Attendee Online).
| 2. | Welcome: The Welcome page describes the event and registration process. To continue with the registration process, click Next. |
This is the page where registrants will usually begin, if you sent the correct link as described in Inviting Registrants to Attendee Online.
You can determine what appears on this page in Editing Online Event Information: Page Options, Welcome. Also, the general appearance of all pages is set in Editing Online Event Information: Page Options, General.
You can select the entry fields that appear on this page and determine whether they are required. See Editing Online Event Information: Entry Fields. You can also customize the page title and instructions; see Editing Online Event Information: Page Options, Contact Information.
| 4. | Registration Details: In this page, you will select the registration group and functions for which you wants to register. If the registration group has a plus sign (+) next to it, click the plus sign to expand the registration group and show the functions beneath. If you want to collapse the registration group and hide the functions so that you have more room on the screen, click the minus sign (-) next to the registration group. Select the checkboxes next to the registration groups and functions for which you want to register. When you are done, click Next. |
To adjust the appearance of this page, or to choose whether you want to skip/show this page, see Editing Online Event Information: Registration Details.
Also, remember that you have an option to set a Conflict Check for registration items. Under the General Settings of the Attendee Online Configuration utility, you can choose whether you want Attendee Online to ignore time conflicts between functions, warn registrants about conflicts but still allow them to register, or disallow registration for functions with time conflicts. See Configuring Attendee Online: General Settings.
If you attempt to register for a group or function that is full, you will receive an error indicating that the maximum attendance for the registration group or item (function) has been exceeded.
| 5. | Accommodation: In this page, you can indicate your accommodation requirements. If you require Accommodations, select the Enter Accommodation Information checkbox. |
To adjust the appearance and options of this page, see Editing Online Event Information: Accommodations.
| a. | Selection: By default, this page will display reservations with Check In and Check Out Dates set to the start and end dates of the event. If you want to look for accommodations available outside those dates, select new dates and click Find Reservations. Available rooms will have the Available checkbox selected. Unavailable rooms will be highlighted red and the Available checkbox will be unselected. Select the checkbox next to the type of room you want to reserve. The selected room type will be highlighted in green. Click Next. |
The Selection option allows registrants to choose from pre-entered Accommodation Reservations, which you set up in Event Setup; review Editing Online Event Information: Accommodations.
| b. | Entry: Enter your accommodation information on this page. Select a Hotel and Room Type from the drop-down lists. If your Check In or Check Out dates are different from the Event Start and End dates, select new dates from the drop-down calendars. Type any other information in the remaining fields, if applicable, and click Next. |
The Entry option allows registrants to make a new accommodation reservation. The selections in the Hotel and Room Type drop-down lists are determined by the Hotels you have set up in Event Setup. If you have specific instructions on how the registrants should enter their accommodation information, be sure to include them in the page description. Review Editing Online Event Information: Accommodations.
| 6. | Travel: In this page, you can indicate your travel requirements. If you require arrival travel (travel to the event destination), select the Enter Travel Arrival Information checkbox. If you require departure travel (travel home from the event destination), select the Enter Travel Departure Information checkbox. |
To adjust the appearance and options of this page, see Editing Online Event Information: Travel.
| a. | Selection: Available travel reservations will have the Available checkbox selected. Unavailable reservations will be highlighted red and the Available checkbox will be unselected. Select the checkbox next to the travel arrangement you want to reserve. The selected reservation will be highlighted in green. If you want to add Pickup Information, select the checkbox and fill in the fields below. Make sure that you scroll down to see all of the information on the page. Click Next. |
The Selection option allows registrants to choose from pre-entered Travel Reservations in Event Setup. Review Editing Online Event Information: Travel.
| b. | Entry: Enter your travel information on this page. Select the Travel Type, Travel Class, and Carrier from the drop-down lists. Enter the Carrier/Flight #, if applicable. Select the Departing and Arriving Terminals from the drop-down lists, and select the applicable dates and times. Enter any other information in the Notes area. If you want to add Pickup Information, select the checkbox and fill in the fields below. When you are done entering your travel requirements, click Next. |
The Entry option allows registrants to enter a new travel reservation. The selections in the Travel Type, Travel Class, Carrier, and Arriving/Departing (Terminals) drop-down lists are determined by your EventPro Planner database. If you have specific instructions on how the registrants should enter their travel information, be sure to include them in the page description. Review Editing Online Event Information: Travel.
| 7. | Requirements: In this page, you can select items that you require for the event. |
To adjust the appearance and options of this page, see Editing Online Event Information: Requirements. Remember that these items must already be set up in the event and marked to be "Available Online"; review Chapter 5: Set Up an Event, Organization Setup: Resources, Add Resource Categories and Items.
| a. | Click the Add Requirements button. |
| b. | The Requirement window pops up. Choose a Category and Item from the drop-down lists. Enter a Quantity if you require more than one. |
If no items appear for selection, remember items must be set up in the event and marked to be "Available Online"; review Chapter 5: Set Up an Event, Organization Setup: Resources, Add Resource Categories and Items.
| c. | Click Save. The item will be added to your Requirements page. |
| d. | Continue adding the items you require. When you are done, click Next. |
| 8. | Guests: In this page, you can add guests, including your guests' registrations, accommodations, travel and requirements. |
To adjust the appearance and options of this page, see Editing Online Event Information: Guests.
Remember that a guest's Attendee Type and Status will be set to the defaults set in Editing Online Event Information: General, or if no defaults have been selected, the attendee type and status of the related attendee.
| a. | Click the Add Guest button. The Attendee Guest Wizard appears. |
| b. | Work through the Attendee Guest Wizard, which will contain the same pages as the main registration wizard. |
| c. | At the Accommodation page, there is a Share Accommodation with Main Attendee checkbox. If your guest will share accommodations with you, leave the checkbox selected. If your guest will have separate accommodations, uncheck the checkbox. The regular Accommodation page will appear, and you can fill out the information for your guest. When you are done, click Next. |
| d. | Continue working through the Guest Wizard until you reach the Summary page. When you click Submit, you will return to your online registration, and your guest will be added to your Guest page. |
To adjust the appearance of this page, see Editing Online Event Information: Summary.
To make a payment on your registration, click the Pay Now button. You will go to the payment gateway set up by the event organizer.
To adjust the appearance of this page, see Editing Online Event Information: Success.
Note that you will set up your payment gateway in the EventPro Planner System Settings: Payment Settings.
The registrant may also be sent a registration confirmation and you may receive a notification of registration, depending on how you have set up your Notification Options. See Editing Online Event Information: Notification Options.
