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Liaison

Entering an Event registration manually on the user's behalf

 

  1. Navigate to the Organization Events tab.
  2. Click the Event to register a user.
  3. Locate the Attendees section.
  4. Click the New Event Registration button
  5. In the Contact lookup field, enter the attendee's name to see if they're already a contact in your CRM.
    1. If the registrant is not an existing Contact in your CRM, you can direct them to the URL to register, or toggle the New Contact option to add them.
  6. If you already have the contact in your system, select that person, and the name will populate in the Contact field. For New Contacts, enter name, email and School information. 
    1. You'll also want to complete the Number of guests (which only includes the guests, not the registrant), whether or not any feeds were paid, and the registration status.

 

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