How to: View, Update & Manually Add Event Registrants

Audience: Event Manager

Introduction

While planning and managing an event, an Event Manager may need to access information about event registrants. This article walks you through how to access a registrant record.

Note: To view the full list of notifications for the Event Journey, click here. (You must be signed in to your @scorevolunteer.org account.)

Table of Contents:

• Viewing Registrants
• Registration Status Descriptions
• How to Manage Pending Registrations
• Manually Add Registrants to an Event

View & Edit Registrants

1) From the Home Page, select Events - Last 90 Days. Note: Other list views can also be used here: Upcoming, Need Action, Completed.

2.) Select the record by clicking the event name.

3.) From the related lists, under the Event Registrations section, click View All.

4.) Click the drop-down arrow of the record you want to modify and select Edit. 

5.) To edit the status of the registrant, select a new value from the drop-down. To save the changes, click Save. 

Registration Status Descriptions

Understand the different registration statuses by reading their descriptions and features below.

How to Manage Pending Registrations

The pending status only occurs in paid events when the system failed to accept the payment method selected by the registrant. Event Managers can use the steps below as a guide on how to manage pending registrations.

1) Send an invoice via Paypal (their chapter Paypal account).

Make sure that their payment is confirmed before moving on to step 2 below.

2) In Engage, change from Pending to Registered, enter Event Amount paid, and check Paid.

Manually Add Registrants to an Event

1) From the Home Page, select Events - Last 90 Days. Note: Other list views can also be used here: Upcoming, Need Action, Completed.

2.) Select the record by clicking the event name.

3.) From the related lists, under the Event Registrations section, click New.

4.) In the New Event Registration window, you can enter the name under Registrant. If the registrant already has a contact record in the system, select their name for the drop-down results. If they are not in the system, select 

Note: When following the New Contact process, select Client from the option.

Note: Fill out the New Contact: Client form and make sure to capture the First and Last Name, Email Address, Phone Number, and Zip Code. And then click Save which will then redirect you back to the New Event Registration window.

5.) Select a Status (e.g. Registered). Then indicate Notification and Reminders preference (text or email). You can also mark the box for Walk-In if applicable. For paid events, you can specify the Payment Information in this window too. When done, click Save to submit all the changes.