Registering attendees from your company

In staff and member sites, you can register yourself or others from your company according to how the meeting is set up. These steps describe how to register people from your same company if the event is configured to do so.

Tip: Check the bar at the top of the page to see which contact iMIS has selected currently. To register someone else, first search for that name and then check the bar to make sure they’re selected.

To register coworkers for an event

1.  Select Events.

2.  From the Event list, select the Event that has a Status of Active from the list.

3.  Click the Register button.

If there is no button, tell your iMIS administrator that the Event is not allowing registrations.

4.  Select to register yourself or someone else. If you select to register someone else, a list of coworkers will display.

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.

If there are sub-tabs on the Functions tab, visit them all to access all of the functions available for registration.

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 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 needed.

What if the person isn’t already in the database?

If the registrant has no record in the database, go to Contacts > Create Account to enter one. Use this opportunity to make the record as complete as you can (company, address, phone, email).