These steps describe how to register people using a web browser.
You can also set up your events so that people register for themselves using the web.
For cancellations, as a Casual user you cannot cancel event registrations.
To register people for an event
1. Logon to your site.
2. Select Events.
iMIS assumes your contact information is the person you are registering. If you are registering another contact, click the change link in the blue bar and search for the contact name whom you want to register. Once selected, that contact’s name appears in the blue bar near the top of the web page.
3. From the Event list, select the Event that has a Status of Active from the list.
4. Click the Register button.
If there is no Register button, notify your iMIS administrator that the Event is not allowing registrations.
5. Register the person for each of the event functions, filling in the required information as indicated.
6. Click Next to go through each registration step.
On the
Functions tab, you might need to fill out individual sub-tabs to register the
person for all the available functions.
7. Click Next on the Summary tab to review the registration and continue to the check out area.
8. Click Next to enter the Payment Information.
You can either enter a credit card number or pay with a purchase order.
9. Either enter the credit card information in the form, or click the link “Would you like to pay with a purchase order?” and enter the Purchase Order number in that field.
10. Click Next.
11. Review the Shipping and Payment Information and then click Submit Order.
An Order Summary page appears that you can print if necessary.
To cancel an event registration with a cancellation fee
The cancellation fee must be the only event function that has a quantity, and the Status must be C. If the cancellation fee is not the only charge, iMIS reverses all other charges. The registration record is retained until the event is closed, which enables you to reactivate it later during the registration process. However, the registrant does not appear on reports unless you enable the Include Canceled option on the Event Selections window.
1. From Events, select Register a customer to open the Register a customer window.
2. Find the event registration to cancel.
3. Click Delete.
A system message prompts you to verify the cancellation of the registrant.
4. Click Yes.
5. Click Edit.
A message prompt is displayed.
6. Click Yes.
7. Select the Cancellation Fee product from the Function list.
8. Enter a C for canceled in the Status field.
9. Click Save.
To cancel an event registration with no cancellation fee
1. From Events, select Register a customer to open the Register a customer window.
2. Find the event registration to cancel.
3. Click Delete.
A system message prompts you to verify the cancellation of the registrant.
4. Click Yes.
A C, indicating that the event registration was canceled, is displayed in the Status field.