Add – Guest Registration Wizard
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- If your event has fees, the Add – Guest Registration wizard opens. If there are no event fees, the Event Guest Registration window opens.
Use the following tasks to complete the Add-Guest Registration wizard:
Step 1: Guest
Step 2: Review/ Payment
Step 1: Guest
To complete the Guest Registrant information, use the following steps:
Fill in the Guest Registrant Info fields as described in the table below.
| Field | Required | Description |
|---|---|---|
| badge name | Required | Enter the guest's first name. |
| org name | Optional | Enter the name of the organization that the guest is a part of. |
| title | Optional | Enter the guest's title. |
| city | Optional | Enter the guest's home city. |
| country | Optional | Enter the guest's home country. |
| state | Optional | Enter the guest's home state. |
| guest reg type | Required |
Selecting a registrant type could alter what Event Fees, Tracks, and Sessions will display due to specific Price Attributes. |
| reg date | Required | The reg date defaults to today's date. |
- In the Event Fees, Tracks, and Sessions sections, click the check box beside the event for which the Guest would like to register.
- Enter ADA & Special Dietary Needs information.
- Click the total button to see the total price for all products you have selected.
- Click the Save Guest button to save your information and move on to Step 2: Review/Payment.
Step 2: Review / Payment
To complete the Payment information and review the registrant information, use the following steps:
- Fill in the Bill to Information as described in the table below:
Field Required Description Bill To Optional Click this drop-down list to see the full billing address of the organization contact Optional This is the name of the contact person from the organization profile address Optional Click the drop-down list to select an address. Click the edit button to open the Organization Address window. Click the add button to open the Organization Address window. comm pref Optional Click the drop-down list to select a communication preference. - Fill in the Ship To Information fields as described in the table below.
Field Required Description Ship to Optional Click this drop-down list to see the full shipping address of the organization address Optional Click the drop-down list to select an address. Click the edit button to open the Organization Address window. Click the add button to open the Organization Address window. comm pref Optional Click the drop-down list to select a communication preference. source code Optional a code that represents where or how you initiated the relationship with that Individual media code Optional a code used to track how something (usually an invoice or payment) arrives at or is received by the Association - Check the Line Items section for accuracy.
- Click the Complementary Products drop-down for a list of complementary products that you can add to the Line Items
- Click the Additional Items drop-down for a list of other actions you can perform such as the following:
- add discount
- add shipping
- edit discount
- apply discount program
- Click the delete icon beside an item to delete that item.
- Click the edit icon to open the Edit Line Item window.
- Click the Event name link to see the event picture and details.
- Click the net credit link to open the Apply Credit window.
- Click the Next button to save your changes and continue to the Payment portion of Step 2.
Step 2: Payment
- Verify and edit the information in the Invoice/Order Information section. Verify the Customer name, Total, Credit applied, Payment, and Balance due.
- Edit the fields described in the table below:
Field Name Required Description confirmation: send by email Optional Click this check box to send the order confirmation by email. confirmation: send by fax Optional Click this check box to send the order confirmation by fax. bcc confirmation email Optional Enter the email address you would like to blind cc on the invoice confirmation email. auto distribute payment? Optional Click this check box to have NetForum distribute the balance equally among installment payments when you change the number of installments. group items Optional Click this check box to group all the line items in this order into a single item on the invoice report. Group description Required Enter a description for the grouped items. This description appears on the invoice report. - Edit the fields in the Invoice and Payment Information section as described in the table below. Depending on the type that you choose, you may see some or all of the fields listed in the table below.
Field Name Required Description batch: make default? Optional Click this check box to make the selected batch your default batch. This batch appears in the batch field of every payment page to save you time selecting a batch from the drop-down list. batch: drop down Required Select an existing batch form the drop-down list or add a new batch by clicking the add 
icon.PO number Optional Enter a PO number. Enter up to 50 characters, numbers or letters. type Required Select the type of payment from the drop-down list. Depending on what type you select, you will see some or all of the fields below. transaction date Required Enter or select a date for the transaction. payment method Required Select a payment method from the drop-down list. Depending on what payment method you select, you see some of the fields in the table in step 3. # of installments Required Enter the number of installments the customer wants to complete the payment. frequency Required Select the frequency of the payment installments. proforma? Optional Click this check box if the payment is proforma. invoice terms Required Select the invoice terms from the drop-down list. first invoice date Optional Enter or select the first payment date for installment payments.
To enter a Verbal pledge with no payment information, set the first invoice / payment date in the future.
notes Optional Click the notes icon to open the Invoice Notes page. On the Invoice Notes page, you can enter internal notes for users of iWeb and external notes for users of eWeb. - Fill in the fields in the payment method pane as described in the table below. Depending on the payment method you choose, you see some of the following fields but never all of them.
Payment Method Field Name Required Description cash reference number Optional Enter an optional tracking number for cash payments. check / TeleCheck name on check Required Enter the full name on the check. check / TeleCheck check number Required Enter the number on the check. TeleCheck account number Required Enter the checking account number. TeleCheck routing number Required Enter the nine-digit routing number. credit cardholder's name Required Enter the full name on the card. credit card number Required Enter the full credit card number. credit expiration date Required Select an expiration date. credit CVV Optional Enter the credit card security code from the back of the card. credit / TeleCheck cc/check street address Optional Check the existing address. credit / TeleCheck cc/check city Optional Check the existing city. credit cc/check state & zipcode Optional Check the existing city and zip code. TeleCheck cc/check zipcode Optional Check the existing zip code. TeleCheck drivers license number Optional Enter the check holder's drivers license number. TeleCheck social security number Optional Enter the check holder's social security number. credit / TeleCheck cc/check email Optional Check the existing email address.
- Click the Back button to go to the Review portion of Step 2.
Click the Finish button to complete the payment and the guest registration. You return to the Registrant Profile page.