How to locate Registrations that Require an Action?

How to locate Registrations that Require an Action?

How to Download or Email Registrations that need to submit a payment?

  1. Click Dashboard
  2. Click Attendee Module
  3. Click Reports button
  4. Click Attendees tab, select Go for Incomplete Attendees
  5. In the dropdown, set the following options

  6. Click the Advance button
  7. Click Send Email button to draft and send an email or Click Download excel button to download a report.

How to download and review Registrations that have a balance owing?

  1. Click Dashboard
  2. Click Attendee Module
  3. Click Reports button
  4. Click Financial tab, select Go for Accounts Owing
  5. This will download an excel report with any registration where there is money owing. Review the report to determine who is owing versus who needs to be refunded.


    • Related Articles

    • Manage Event Registrations

      During the registration period, most of your users will require very little attention: they enter the system, select their items, make a payment, and will see you at the event. However, there are always users who, for various reasons, will require a ...

    • Managing Staff Registrations

      When staff are registered through the Exhibitor/Sponsor registration module, those individuals will have an individual attendee registration created in the system and will be linked to the Company's exhibitor/sponsor event registration through the ...

    • How to View Registrations?

      Click Dashboard Click Attendee Module Click Manage button This will display a list of all registrations in the system You may use the Filter By Status to select a partial view of registrations based on the following: All = All registrations ...

    • Fraud Detection in Authorize.net and PayPal Processors

      If you have fraud detection settings configured in your Authorize.net or PayPal merchant account settings, some payment transactions may be flagged and held on the authorize.net/ PayPal side and would require to be reviewed and approved or voided. ...

    • How to Download or Email Pending Registrations?

      Click Dashboard Click Attendee Module Click Reports button Under the Attendees tab, click on Go beside 'Pending Attendees' Click Send Email Click Download Excel for a Report Edit the Email reply-to, Email from, Subject, Message Body Click Preview ...