Events

Events Overview PAGEREF _Toc287272563 \h 2

Event terminology 3

Events authorization levels 6

Navigation for Events 6

Registrations overview 7

Reviewing registration data 8

Entering an event registration 9

Register a customer window 9

Finding an event registration 14

Editing an event registration 14

Canceling an event registration 16

Recording registration payments 17

Register a customer window - Payments tab 17

Applying credit balances as registration payment 21

Selecting open payments for registrations: *Tab 21

The Individual and All views 21

Applying credit balances to other registrants 21

Editing address information (Events) 23

Register a customer window - Attendee tab 23

Managing hotel reservations and other information 28

Register a customer window - Other tab 28

Entering badge information 30

Register a customer window - Badges tab 31

Badges tab - "Use Company" and "Use Title" 33

Entering function notes 34

Register a customer window - Function Note tab 34

Printing individual reports and reviewing rosters 35

Viewing a registrant's account information 36

Transferring an event to another registrant 36

Transferring a registrant to another event 37

Managing wait lists 40