Navigate to a specific event in the Community Events module. Once you’ve selected an event, click the Manage Registrations button in the top right of your screen.
The Manage Registrations screen displays. On this screen, search for registrants or filter by attendance status, payment status, registration type, and more. Registration details can be exported to an Excel spreadsheet.
To update registrants’ attendance or payment status or add to the CRM, select applicable registrants. Edit and CRM options display above the list of registrants.
Select a registrant to view their registration details, invoice information, and registration response.
If needed, update the registrant’s attendance or payment status, or Delete the registration.
Optionally print the invoice.
If the registration response needs update, click Edit to make changes.
Select Return to Manage Registrations to return to the list of registrants and verify the changes made.
NOTE:
There is an Export available to download. The Export includes event registrant details (e.g. payment, attendance, and registration type) and individual responses from registration survey
(e.g. dietary notes, t-shirt size, etc.).
✓ TIP:
Bulk edit can be used to update bulk registrants on two statuses: Paid and Attended.
If you are updating the paid status the payments will have to have occurred on the same date. For further information on the bulk actions, please see our PEARS Bulk Actions documentation.
If you are updating the paid status the payments will have to have occurred on the same date. For further information on the bulk actions, please see our PEARS Bulk Actions documentation.