Add/Edit Participant Records
Add a single new attendee and update the record with the correct necessary information.
To add a new participant, follow the steps below:
- In the left-side navigation, click the down arrow next to Event Overview to expand the menu options
- Click Participants
- In the top-right corner, click on the New Participants button
- Complete the required fields in the New Attendee pop-up
Click Add New Attendee
- Note: The system will automatically set the new participant with an Incomplete Status.
- Click on the pencil icon next to the participant you just added
- Click into the Fields tab
- Click the down arrow next to Items per page and select All from the dropdown menu
- Input data into the blank fields (such as address, company, title, and zip code)
- Update the Status field from Incomplete, if needed
- Click Save
Related Articles
Overview of the Participant Edit View
Once a participant is in the system, in a participant profile, clients and admins can view data and make edits to the record. To navigate through the participant view, follow the steps below: In the left-side navigation, click the down arrow next to ...
RegTech User Roles
Clients can have admin accounts that provide access to different settings. The different user roles and their functions are outlined below: Company Admin: Full control over Company information View, edit and archive Company Dashboard View and edit ...
A Walkthrough of the Badges Admin Dashboard
This step-by-step guide will help you navigate the Badges Admin Dashboard, understand its key features, and efficiently manage badge printing operations for your event. Home Tab Overview This section serves as your central hub for managing badge ...
Import Options to Participants Records, Options into Option Groups, and Promo Codes
The platform supports bulk data imports, eliminating the need for manual entry. Data can be imported into the system across three key areas: Participants Options Promo Codes To import options to participant records, follow the steps below: Choose the ...
How to Add a Transaction
Clients can use this feature when accepting or receiving any payment type other than credit cards. Use case: If a participant mails in a check, the client will need to update that participant's record by logging the check. This will change the ...