Free Event Registration —Quick (iweb)

Modules>CRM > Find, Query, or Add Individual> Individual Profile > Event Registration

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Modules > Events > Event Planning > Add Registrant

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Modules > Events > Registrants > Add Registrant

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Modules > Events > Find, Query, or Add Event > Event Profile > individual registration wizard

The Free Event Registration wizard appears as the second step if you choose a free event in the Individual Event Registration Wizard > Step 1: Registrant. The Free Event Registration Wizard consists of the following steps:

1. Step 1: Select a Free Event
2. Step 2: Register
3. Step 3: Review

In this wizard, you will see the following icons on various pages:

Use this Icon	To Perform this Action
	edit icon to open an edit page for that field.
	add icon to add a new record for that field.
	look up icon to see a list of record, click the individual record you want to return to the input page.

Step 1: Select a Free Event

The Individual Event Registration Wizard > Step 1: Registrant page has many fields, but the only field you need to be concerned about is the event field. Select an event from the drop-down list. Make sure this event is free.

Note: If you select an event with associated fees, you go through the Individual Event Registration Wizard.

Step 2: Register

Once you select a free event, you automatically see the Register page. The event populates from the previous page, then use the following steps to complete the wizard.

1. Fill in the fields as described in the table:

   Field Name	Required	Description
   sort 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.
   address	Required	The address populates when you add the sort name.
   (badge) name	Optional	This information default from the individual's CRM record, or you can enter the name that the registrant wants displayed on his or her badge.
   (badge) organization name	Optional	This information default from the individual's CRM record, or you can enter the name of the organization that the registrant wants displayed on his or her badge.
   title	Optional	Enter the title that the registrant wants displayed on his or her badge.
   city/state	Optional	The city/state populates when you add the sort name.
   Demographics	Optional	Click the Demographics link to open the Edit Demographics window. Edit the demographic information that is available and click the Save button.
   ADA & Special Dietary Needs	Required	Type the registrant's disability or dietary requirements.

2. Click the Save button to save your changes and advance to the next page. Click the Save and Add Guest button to save your changes and go to the Guest Registration page. Click the Cancel button to lose your changes and close the wizard.

Guest Registration

If you click the Save and Add Guest button, you see the Guest Registration window. The Event and sort name fields populate from the previous windows, use the following steps to complete the Guest Registration window.

1. Fill in the fields as described in the table below:
2. Click the Review & Edit button to lose your changes and go to the Review window. Click the Continue button to click the Save & Add Another Guest button to save your changes and return to the blank Guest Registration window. Click the Cancel button to

Step 3: Review

If you click the Review and Edit button, you see the Review window. In the Review window the Registrant and Badge Information populates the Event, sort name, (Badge) Name, (Badge) Organization Name, Title, and City/State fields. Type the registrant's disability or dietary requirements in the ADA & Special Dietary Needs field.

Review and Edit Guests Section

You can do the following in this section:

• Edit existing guest information: Click in the field and type to edit badge name, title, organization name. Click the drop-down list to select a new state.
• Add a new guest: Click the Add Guest button to go back to the Guest Registration page.
• Delete a guest: Click the delete icon beside a guest to remove the guest's record.
• Delete all guests: Click the trash can icon to delete all the guest records in the Review and Edit Section.

Buttons

There are four buttons at the bottom of the screen:

• Add Guest: Click to go back to the Guest Registration page.
• Save: Click to save your changes and close the wizard.
• Save and add Another Registrant: Click to save your changes and return to Step 2: Register.
• Close: Click to close the wizard.

Completing the Wizard

Once the registration is saved, both event registrations (main and guest) appear on the CRM record of the main individual profile, including the guest registration. Click the GoTo arrow to go to the registrant profile.

Technical Information

The columns rgs_qty and rqs_cancel_qty were added to ev_registrant_session for this functionality. These columns can be used to get the quantity registered and canceled for a session regardless of whether or not the session has a fee.

In the ev_registrant table, the column reg_complimentary_event_registered_flag is used to track whether a complementary registrant is registered for the main event or is just registered for sessions. If they are registered for the main event, the field will be set to 1; if they are not registered, it will be set to 0. Registrations that charge fees are still calculated based on the invoice detail.