Adding Tracks/ Sessions

Modules>CRM>Find, List, Query Organization>Organization Profile

or

Modules>Events>Registrants>Find, Query, or Add a Registrant>Registrant Actions icon>Add Tasks/Sessions icon

You can add a Session or Track to an existing registration using two different methods:

1. the track/session icon in Centralized Order Entry.
2. the Add Tracks/Sessions icon on the Actions Bar of the Events Registrant Profile page or

Example: The following are scenarios for adding Sessions or Tracks to an existing registration. An individual forgets to register for a session after the fact, their schedule has cleared and they can now attend a session in that event, they were not sure which sessions they could attend at the time of registration but wanted to ensure a place in the main event, etc.

This functionality is not available for an Organization on the COE - Order Form. Though a group registration is typically done for an organization, each "slot" in the event is assigned to an individual.

To add a track or session from COE, use the following steps:

1. Start in the Organization Profile. Go to Modules>CRM>Find, List, Query Organization>Organization Profile.
2. Go to the Actions bar and click the invoice icon. The Centralized Order Entry | Order form opens.
3. Go to the Actions section of the form and click the Select Product drop-down list.

4. The Organization's name and contact information will populate the Bill To and Ship To sections of the Order form.

5. To Add a Track/Session Registration in Centralized Order Entry (COE):

6. 1. On the Centralized Order Entry - Track/Session Registrant form select an event (the screen will refresh). The reg, start, and end dates will automatically display and the Add Registrant icon will activate.
   2. Enter a source code (optional).
   3. To register an individual, click the add registrant icon. The Add - Events Registrant page will display with the event name, start/end dates, and source code pre-populated (selecting a media code is optional).
7. 4. Enter a registrant (or use the Look-Up Button).
   • The Individual's information will populate the Registrant and Badge sections of the form.
   • If you need to add or edit any of the Registrant Information data, use the Add/Edit drop-down function.
   • Select a comm method and registrant type (optional).
5. After a registrant is selected, the Event Fees, Tracks, and Sessions will populate. Select the appropriate items.
6. Enter the necessary ADA Requirements information (optional).
7. Click OK.

8. You will be returned to the Add - Events Registrant page with the registered individuals displayed in the Registrants section.
9. Click the Add Registrant icon and repeat the process.
10. Select Save to return to COE or click Save & Register for Another Event to save the data and continue registering for another event.

To Add a Session/Track to an Existing Registration from the Registrants Profile:

1. Go to the Events Registrant Profile page and select the Registrant Actions>Add Tracks/Sessions icon on the Actions Bar.
2. The registration form is similar to the Individual Registration form without the Event Fees being displayed.
3. Select the appropriate tracks and/or sessions and enter the Invoice and Payment Information.
4. Click Save.

When Adding a Session to an Existing Registration, both registration forms inform you when a session has a Wait-List in the Sessions section, Comments column of that line item record.