Eventsquid admins with access to the Event Dashboard have the ability to quickly add folks to their Registered Attendees list from the Dashboard.
Continuing reading reading to learn about how to do this.
First, access the Event Dashboard. Then, click your event listing to open the live controls.
You can easily add a new registration by clicking the + icon right next to the Registered Attendees button. This kicks off what's called Admin Registration, or Manual Registration. This is very helpful when you need to quickly add a new registrant to your event, instead of registering someone through the main attendee pathway.
When you click the + icon, you'll notice two options:
- THIRD PARTY (blue button) - The blue button on the left indicates you are registering someone under an account that already exists, or a brand new account that will be generated upon completing the manual registration
- SUB ACCOUNT (orange button) - If you click the orange button on the right, you will register a sub-account underneath an existing master account email
QUICK TIP: Always keep in mind that the button you pick for any given manual registration should be based on what the settings for your event are. If your event does not have sub-account enabled, you should avoid using this pathway during manual registration and only opt to register folks as third parties. You can check to see if sub-account is activated within your event by navigating to the Activate & Publish portion of the Event Builder and selecting the Methods tab on the left.
THIRD PARTY REGISTRATION (blue button)
Third party registration is for adding attendees with their own user account. This ensures they can administer their own registration (account details) and receive event communications directly to their email.
To initiate a third party manual registration, click the blue button. If your events uses Custom Registration Profiles, then use the dropdown to select the right profile then proceed through the registration form as normal.
Upon entering an email address, the system will recognize the registrant if they already have an account in the system. Once confirmed, their information will populate the registration form. If you know the account ID of the registrant, you can also look them up with the search bar in the upper left:
When manually registering someone that does NOT yet have a user account, an account is automatically generated for them under the entered email address. A password reset email is sent to the user by default; however, you can disable this notification for any reason if you'd like, during the first portion of the manual registration process. Click the box "Do not email this user notification of their new account":
You'll want to make sure you use this method when manually registering someone if you need their email address in the system. This is often the case; creating a full third party registration for someone ensures that you can communicate with this attendee and that they can administer payment and other registration details.
The password-protected account will ensure the user can login and change/add information to their registration details.
You can proceed through the registration form as normal until completion.
SUB ACCOUNT REGISTRATION (orange button)
Sub Account registration enables the submission of a new attendee without having to submit an email address for that person. The sub account registrant "lives" underneath a master account email in the system.
As an admin submitting a sub-account registration, you can decide to use your own email or another email address to act as the master account:
If the email address entered for the master account does not currently have an existing Eventsquid.com account, then the system will prompt you for enough basic information in order to create a user account for the master (remember, this is for the MASTER account; the sub account is going to be registered underneath this master account).
Once the master account is designated, the next step in initiating the new sub account registration is to add a sub account. Click the +ADD A PERSON button to add a new sub account.
After adding the sub-account [to the master account], the sub can be fully registered for the event. If your event uses Custom Registration Profiles, use the dropdown to select, then click the REGISTER button just below:
COMPLETING THE MANUAL REGISTRATION
Once the registration is complete, you can:
- Send an EMAIL CONFIRMATION to the registrant (or master account)
- PRINT RECEIPT or invoice in PDF format
- Initiate another manual registration with the REGISTER ANOTHER button
- Or complete the process and close the panel with the DONE button