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Find People

Manage Registrants

June 13, 2016 Sebastian Leave a Comment


The Manage Registrants tab allows the user to search for all registrants that have signup for in this specific M number.  You can search by first name, last name, email or reference number.

The results box will narrow down search targets as you type. To see the more detailed result, click on the “Search” button after typing in a search string.

To filter by events, use the check box “Search in specific event(s)”.

Note

  1. Manage registrants is recommended for editing registrant information or cancelling existing enrolments.
  2. To change from one event to another, it is recommended to use this interface to cancel the leaving event, and then use Tasks; Cashier Entry to add the new enrolment. The reason for this, is to ensure a confirmation email is sent and all coupons are triggered that are associated with the new event.
  3. If you’re dealing with a simple, “out-of-one event” and into another event, go ahead and use this feature to accomplish this.

Filed Under: Manage Registrants Tagged With: Find People, Manage Registrants

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  • Moving Registrants Between Events

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