Managing registrations

Training course

Once you have finished creating an event, including setting up pricing, resources, and program items, you can start allowing users to begin registering for events!

You can register for an event yourself or On behalf of another contact. Users are able to register other contacts from the same company. You can also register guests for yourself or other contacts if the event permits it.

If a staff user has specified a time range that the event is open for registration, potential event attendees can only register for the event if the current date falls within the date range. Staff users and System Administrators can always register themselves and other contacts for the event at any time.

Users and staff acting On behalf of users can cancel event registrations before checking out. If the ability to register someone else is enabled, you can delete others’ registrations in bulk from the shopping cart.

Once a registrant has paid for an event and the registration has been created, any cancellation must be made by a staff member.

Staff users can add contacts to event waitlists for registration options and program items, when either reaches maximum capacity. When Allow non-staff registrants to add themselves to waitlist is enabled, public users can add themselves to the waitlist for an event. The waitlist option is triggered only when event program items or registration options are full. A message is displayed when capacity is reached, allowing staff users to either add registrants to a waitlist, or continue to register users for the event.