Add a Registrant to netFORUM to track information about the registrant and their association with an event.
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edit icon to open an edit page for that field. | |
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add icon to add a new record for that field. | |
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look up icon to see a list of individuals, click the individual you want to return to the wizard. The fields are populated with the individual's information. |
Note: Both The Event and the Individual must be in the netFORUM database before the Individual can be added to an Event as a Registrant.
To add a Registrant, navigate to
. The Individual Event Registration Wizard opens. The Individual Event Registration Wizard has six steps. This topic covers all of the following six steps:The Registrant form consists of two sections: Registrant and Badge.
Fill in the fields as described in the tables below. When you are done filling in the fields, click the Next button.
Field Name | Required | Description |
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event | Required | Select an Event from the drop-down list. Start date and end date automatically appear. |
individual's name | Required | Type the first few letters of the Individual's last name to get a list of matches, click the individual you want. Or click the look up icon. |
organization | Optional |
Select an organization from the drop-down list. Only organizations that the individual is a member of show up in the list. |
address | Required | The address populates when you enter an individual's name. |
phone | Optional | The phone populates when you enter an individual's name. |
Optional | The email populates when you enter an individual's name. | |
url | Optional | The url populates when you enter an individual's name. |
comm method | Optional | The communication method populates when you enter an individual's name. |
source code | Optional | Type the first few letters of the source code to get a list of matches, click the individual you want. Or click the look up icon. |
Field Name | Required | Description |
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badge name | Optional | The badge name populates when you enter an individual's name. |
badge org name | Optional | Enter the organization name to go on the individual's badge |
title | Optional | Enter the individual's title to go on the badge. |
city | Optional | The city populates when you enter an individual's name. |
country | Optional | Select the individual's country. |
registrant type | Optional | Select the registrant type. Examples of registrant types include: Member, Speaker, Student |
reg date | Required | The registration date defaults to today's date. |
The Registrant Agenda page gives you a chance to review event, registrant, and guests information. If you need to correct any of the information you see, click the Back button to return to Step 2: Fees. If the information is correct, click the Next button to move on to Step 3: Guest. If the information in correct and complete, click the Review Registration button to skip to Step 6: Review/Payment.
Field | Required | Description |
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badge name | Required | Enter the guest's first name. |
org name | Optional | Enter the name of the organization that the guest is a part of. |
title | Optional | Enter the guest's title. |
city | Optional | Enter the guest's home city. |
country | Optional | Enter the guest's home country. |
state | Optional | Enter the guest's home state. |
guest reg type | Required |
Selecting a registrant type could alter what Event Fees, Tracks, and Sessions will display due to specific Price Attributes. |
reg date | Required | The reg date defaults to today's date. |
Note: Before you can even access this step, you have to link a product to your Event. Go to the More... group item and click Find Event Products. The group items reload and Add Event Product appears. Click the Add Event Product link. The Add - Events Products page opens. Choose an existing event, enter an existing product name, and click the Save button.
The Products page is divided into three sections: Registrant Information, Product Search, and Products list.
The Registrant Information section contains all pre-populated information such as the Event name, registrant, reg type, start date, and end date.
Field Name | Required | Description |
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product type | Required | Select a product type from the drop-down list. The product type you choose determines what options are available in product category. |
product category | Optional | Select a product category from the drop-down list. |
related products? | Optional | Click this check box to see related products. |
product code | Optional | Enter the product code to find the exact product you are looking for. |
product name | Optional | Enter the product display name to find the exact product you are looking for. |
quantity | Optional | Enter the number of products you want. |
At first, the Products section displays a list of all products available. Once you click the Search button in the Product Search section, netFORUM displays only the products that match your search criteria. The search criteria includes the fields you choose in the Product Search section.
To add a product to the registration, use the following steps:
Field Name | Required | Description |
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hotel name | Optional | Enter the first hotel name. |
hotel 2 | Optional | Enter the second hotel name. |
hotel 3 | Optional | Enter the third hotel name. |
check in | Optional | Click to select the check in date or enter the date in mm/dd/yy format. |
check out | Optional | Click to select the check out date or enter the date in mm/dd/yy format. |
room type | Optional | Select the room type from the drop-down list. |
smoking? | Optional | Click this check box if the registrant needs a smoking room. |
Field | Required | Description |
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Bill To | Optional | Click this drop-down list to see the full billing address of the organization |
contact | Optional | This is the name of the contact person from the organization profile |
address | Optional | Click the drop-down list to select an address. Click the edit button to open the Organization Address window. Click the add button to open the Organization Address window. |
comm pref | Optional | Click the drop-down list to select a communication preference. |
Field | Required | Description |
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Ship to | Optional | Click this drop-down list to see the full shipping address of the organization |
address | Optional | Click the drop-down list to select an address. Click the edit button to open the Organization Address window. Click the add button to open the Organization Address window. |
comm pref | Optional | Click the drop-down list to select a communication preference. |
source code | Optional | a code that represents where or how you initiated the relationship with that Individual |
media code | Optional | a code used to track how something (usually an invoice or payment) arrives at or is received by the Association |
Field Name | Required | Description |
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confirmation: send by email | Optional | Click this check box to send the order confirmation by email. |
confirmation: send by fax | Optional | Click this check box to send the order confirmation by fax. |
bcc confirmation email | Optional | Enter the email address you would like to blind cc on the invoice confirmation email. |
auto distribute payment? | Optional | TBD |
group items | Optional | TBD |
description | Required | Invoice group description |
Field Name | Required | Description |
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batch: make default? | ||
batch: drop down | Required | Select an existing batch form the drop-down list or add a new batch by clicking the add icon. |
po number | Optional | Enter a po number. Enter up to 50 characters, numbers or letters. |
type | Required | Select the type of payment from the drop-down list. Depending on what type you select, you will see some or all of the fields below. |
transaction date | Required | Enter or select a date for the transaction. |
payment method | Required | Select a payment method from the drop-down list. Depending on what payment method you select, you see some of the fields in the table in step 3. |
# of installments | Required | Enter the number of installments necessary to complete the payment. |
frequency | Required | Select the frequency of the payment installments. |
proforma? | Optional | Click this check box if the payment is proforma. |
invoice terms | Required | Select the invoice terms from the drop-down list. |
first payment date | Optional | Enter or select the first payment date for installment payments. To enter a Verbal pledge with no payment information, set the first invoice / payment date in the future. |
notes | Optional | Click the notes icon to open the Invoice Notes page. On the Invoice Notes page, you can enter internal notes for users of iWeb and external notes for users of eWeb. |
Payment Method | Field Name | Required | Description |
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cash | reference number | Optional | Enter an optional tracking number for cash payments. |
check / TeleCheck | name on check | Required | Enter the full name on the check. |
check / TeleCheck | check number | Required | Enter the number on the check. |
TeleCheck | account number | Required | Enter the checking account number. |
TeleCheck | routing number | Required | Enter the nine-digit routing number. |
credit | cardholder's name | Required | Enter the full name on the card. |
credit | card number | Required | Enter the full credit card number. |
credit | expiration date | Required | Select an expiration date. |
credit | CVV | Optional | Enter the credit card security code from the back of the card. |
credit / TeleCheck | cc/check street address | Optional | Check the existing address. |
credit / TeleCheck | cc/check city | Optional | Check the existing city. |
credit | cc/check state & zipcode | Optional | Check the existing city and zipcode. |
TeleCheck | cc/check zipcode | Optional | Check the existing zipcode. |
TeleCheck | drivers license number | Optional | Enter the check holder's drivers license number. |
TeleCheck | social security number | Optional | Enter the check holder's social security number. |
credit / TeleCheck | cc/check email | Optional | Check the existing email address. |