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To enter an event registration

  1. Select Events > Register a customer to open the Register a customer window.
  2. Select the Overview tab.
  3. Click New.
  4. Enter an Event code or use the lookup icon to look up an event code.
  5. Enter the registrant's ID (use the lookup icon to look up an ID). The registrant's name and address information will be shown on the Register a customer window.

    If the registrant does not have a record in the database, click Add to open the Attendee tab and enter the registrant's information:

    1. (Required) Enter the registrant's First and Last name.
    2. (Required if adding a new customer to the database) Enable the Add to Master option to create an ID for the customer and add the customer record to the database.
    3. (Recommended) Enter additional information to complete the customer's record including company, address, and phone information.
    4. Select the Overview tab.
  6. (Optional) Enter the Date. The date defaults to the batch date if Batch Control is used; otherwise, the date defaults to the current system date.
  7. (Optional) Enter the Source Code for the registration.
  8. (Optional) Override the Class code, if necessary.
  9. (Optional) Enter the Payment Summary information:
    1. Enter a Purchase Order number if there is one.
    2. Enter the Bill To ID if it is different from the registrant's ID (use the lookup icon to look up an ID).
  10. Register for event functions:
    1. Double-click on a function title in the list of functions.

      The function title is shown in the Function box.

    2. Enter the number of registrants in the Qty field.

      The registration price is shown in the Price box.

    3. (Optional) Override the function price if necessary by typing in a new price.
    4. Repeat for each event function the registrant wants.
  11. Click Save.

See Also

Entering an Event Registration

Register a customer window

To enter an event registration for multiple customers


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