Managing Registrations
Exhibitor Registration Information and Help
A company will have its own company profile in the system and one or more people associated with the company profile who has the admin rights to the company profile to register the company, update the company details, add or remove staff affiliated ...
How to Add a Payment to an Exhibitor Registration
Use the below steps to manually add a payment in the back-end to an existing exhibitor registration. The payment amount can be in full or partial and can be a payment method that is online or offline. Click Dashboard Click your Exhibitor Module Click ...
How to Add an Item to an Exhibitor Invoice
Click Dashboard Click the Exhibitor module Click the Manage button Locate the invoice you wish to add an item to by using the Search field and searching for the company, once located, click on the row to open the invoice In the horizontal menu, click ...
How to Create a Unprocessed Offline payment on an Exhibitor Invoice
If you want to manually add an offline form of payment method such as Check, but the payment has not yet arrived, create an unprocessed transaction. Click Dashboard Click Exhibitor module Click Manage button Click on row the Exhibitor appears on ...
How to record a Refund (Credit) for an Exhibitor Registration
If the Exhibitor module is is setup to issue refunds directly, then use the Refund Payment menu option in X-CD. If the Exhibitor module is not setup to issue refunds, then use Create Credit menu option and issue the refund amount through the payment ...
How to remove an Unprocessed Check transaction from an Exhibitor Registration?
Click Dashboard Click Exhibitor module Click Manage button Click on row the Exhibitor appears on Click Payments in horizontal menu, select Manage Payments Click the Delete button next to the payment item to remove it NOTE: If there are multiple ...
How to cancel and delete an Exhibitor Registration?
In order to delete a registration, it must be cancelled first. How to cancel an Exhibitor Registration? This will remove ALL line items on the invoice, sets the invoice amount to zero and the registration status as cancelled. Click Dashboard ...
How to process an offline payment from an Exhibitor?
Click Dashboard Click your Exhibitor Module Click Manage Locate the Company Name and Click on the Row Click Payment in the horizontal menu Select Manage Payments Click Edit button beside the payment Click Process Payment as Received button at the ...
How to edit an Exhibitor Registration?
Click Dashboard Click Exhibitor Module Click Manage Locate the Company Name and Click on the Row Click Registration in the horizontal menu Select Delete Items to remove an item from the registration Select Add Item if you want to change an existing ...
How to send an invoice to an Exhibitor?
Click Dashboard Click Exhibitor Module Click Manage Locate the Company Name and Click on the Row Click Admin in the horizontal menu Select Email Company Set 'Do you want to attach a copy of the attendee's invoice to the message?' to Yes. Update email ...
How to search for an Exhibitor's Registration?
Click Dashboard Click Exhibitor Module Click Manage Locate the Company Name in the grid or use the search field to enter part of the company name Click on the Row to open/view the Company Registration
How to Manually Create an Exhibitor Registration?
Click Dashboard Click Exhibitor Module Click Add Exhibitor in left-side menu Add an Existing Company from the dropdown list or Manually complete the fields to add a new company Click Add Existing Company As Exhibitor button OR Add New Company As ...