You can register constituents for events or purchase tickets from the Workspace>Events>Event Pages. Click on the URL for the event that the constituent will be registered for to open the event page. You can also access this page from the constituent's record on the Events tab.
From the event page, if the constituent is already in the database, you can search for them and select their name to auto populate the contact information in the form. The search box is located at the top of the page. You can enter the information you have and click on the search icon to produce a list of potential matches.
If you locate the constituent, you can click on their name to populate this information in the registrant information at the bottom of the event page.
On the event page, select the appropriate levels and any add-ons for the constituent.
If you want to use a coupon, you can enter the code in the Coupon box and click Apply. Be sure to select a payment type at the bottom of the page to ensure the coupon is properly applied. If the coupon is 100% off, you can use a payment type of cash to reflect a $0 transaction.
If you have a document that must be acknowledged, you will have to check the box to complete the transaction.
If you are collecting attendee information, you can enter known information. If you do not have information for the attendees, you can check the box Click here if some or all your attendee information is unavailable.
If you have selected a constituent using the search field at the top of the page, you will not see any fields to complete because they are already auto-filled.
The Payment Type field must be populated to properly record the transaction.
- If the payment is by a check you can enter the Check Number.
- If you are entering a credit card, if the constituent has payment options saved in their record, they will appear for selection above. If you are using another card, you can select Use another card and enter the card information below.
- If you entered a coupon that is 100% off, select Cash as the payment method.
With the payment type selected and billing information entered, you can proceed to process the transaction. If you do not need to send the automatic thank you email, you can check the Suppress the Thank You Email box. If CAPTCHA is activated, check the I'm not a robot box, then click Submit.
You can also process an event registration is from the constituent's record. Proceed to the applicable constituent's record and go to their Events Tab. Click on the green button Add Event Purchase to open a new window. Select the event from the drop down list and click OK to open the event page. Complete the entry as described above. The constituent's information will be auto-populated in the billing information.
