How to Edit a Registration in the Onsite Module?

How to Edit a Registration in the Onsite Module?

Overview

You may manage all aspects of that attendee’s registration by clicking on the left menu item.

You may perform the following tasks:

  • Edit the attendee’s registration
  • Print a badge
  • Check-in the attendee to the conference (i.e. This marks the person as attended and you see stats on who attended)
  • Reverse a Check-in for an attendee
  • Edit the attendee’s profile. e.g. If badge name is incorrect, edit the name and reprint.
  • Process a payment

  1. When you enter the onsite registration module, you may access any registration by typing in the person’s attendee ID or entering a portion or all of their last name.
  2. Once you enter a name or partial name, you will either be taken directly to the attendee or provided a list of attendees that meets your search criteria.
    • If there are multiple attendees displaying, click on the row the attendee appears on to edit
  3. In the left-side menu, click Edit Registration
  4. Apply the changes to the Registration, by selecting Registration field items
    • If you wish to apply a discount, on the left side menu, select Discounts
    • Enter the Discount information by either selecting a pre-existing discount (if defined) or enter the value and information to apply a Manual discount.
  5. Scroll down, click Update Registration to save changes



    • Related Articles

    • Onsite Module Information

      The onsite management module of X-CD is designed to assist you with your on-site functions. It is to be considered an add-on to your attendee registration system and contains the core functions you, or your staff members, will perform onsite quickly ...
    • How to Check-In a Registrant

      Click Dashboard Click Attendee module Click Onsite button This will open a new interface for the Onsite Module Enter the ID number or first few letters of a lastname to search for the registrant If entering first few letters of a lastname, this may ...
    • How do I set up my printer for Onsite Badge Printing?

      NOTE: If you are using the 8 ½ x 11 badge stock, you will need to use the Firefox browser to print your badges.  Print Instructions Make sure default printer is set to printer to be used for printing badges Download Firefox. Install. Open Firefox. ...
    • How do I print my badges?

      Click Dashboard Click Attendee Module Click Settings in the left side menu Select Badges In the Generate Badges section of the screen, click the dropdown and select the 'Status Type' of the registration i.e. Complete, Pending, Incomplete, All ...
    • Creating and Editing Badge Ribbons

      Click Dashboard For the conference, click Event App link located under the Event Name Under the Get Ready section, click Module Settings Note: this will open the main section to configure the event virtual conference Click Badge Ribbons menu option ...