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Registering an Attendee

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There are two ways a potential attendee can be registered to attend an event:

Self-Registration. The potential attendee can use a standard Web browser to visit the Siebel eEvents Web site and register for an event listed there.
Registration by an administrator. A member of your own company can use administrative screens to register the potential attendee for an event.

Although self-registration through the eEvents Web site home page is recommended over registration by an administrator, there may be times when it is convenient for an employee of the presenting organization to register an attendee for an event or a session, rather than requiring the attendee to self-register. This is particularly useful for events that allow registration at the door—employees with access to administration screens can register walk-in attendees upon their arrival.

Self-registration is preferred because it uses LDAP security systems and authenticates a user's username and password. Registration from administrative screens may require site-specific steps to create matching user accounts for both your Siebel application and the security system.

NOTE:  Not all event attendees must be customers or clients of your company. If you wish to track the attendance of event staff, speakers, personnel from partner organizations, and so on, you may do so by registering them as attendees.

The following procedure describes how you can register an attendee for a subevent or session directly from the administrative screens. Attendees who are registered for subevents and sessions are automatically registered for their parent subevents and events, as the case may be.

To register an attendee for a subevent or session

From the application-level menu, choose View > Site Map > Events > Sub-Events or Sessions.
In the Sub-Events or Sessions list, select the subevent or session for which you want to register an attendee.
Click the Registration view tab.
In the Registration list, click Add Attendee button to create a new attendee record.

NOTE:  You must select an attendee in the Last Name field before you save the record. If you try to save the record without completing the Last Name field, the system will undo the record and all information is lost.

If the event does not have a registration fee, and if there is space available, the value of the Registration Status should be Confirmed.

If the registration status is automatically set to Waitlisted, then all seats are taken for the subevent or session. If you want, you can continue registering additional attendees, but they are placed on the waiting list.

If there is a fee for attending the subevent or session, and if there are seats available, the registration status is Pending until the fee payment is submitted in Step 5.

After an account or contact is registered, it disappears from the Registration tab. The record is transferred to the Attendees or Account Attendees tab, as appropriate. There is no data loss.

If this is a fee-based event, to step through the shopping cart and complete the purchase transaction with a credit card, click Finish. (The Finish button is available only if there is a fee.)

The following table describes some fields in the Registration list.

Field	Comments
Attendee Type	A general category representing the type of attendee. Typical values include Attendee, Premium, VIP, Guest, Staff-Internal, Staff-External, Staff-VIP, Speaker, and Speaker-VIP. LOV Type: PARTICIPANT_STATUS
Group	A text field for noting how this attendee is grouped with others. For example, one could group attendees by table number for a mealtime event with fixed seating.
Registered	The auto-generated date and time when the registration record is created. This field is not displayed by default in the Registration list, but can be added using the Columns Displayed menu command.
Registration #	A unique, read-only, alphanumeric code (auto-generated) for the current registration.
Registration Status	The status of the potential attendee's registration. By default, available values include Invited, Pending, Confirmed, and so on. When this setting has a value of Invited, the event appears in the invitee's My Invitations list on the Web site. LOV Type: EVENT_REG_STATUS

The following table describes typical Registration Status values.

Field	Comments
Attended	Indicates the potential attendee actually attended the event, subevent, or session. Enter this value only after attendance has occurred.
Cancelled	Indicates the potential attendee reversed their previous acceptance before the cancellation deadline.
Confirmed	Indicates the participant completed the registration process.
Invited	Causes the event to appear in the invitee's My Invitations list on the Web site.
No-show	Indicates the potential attendee was confirmed for the event, but did not attend the event.
Pending	Indicates the potential attendee has been invited but has not responded.
Walk-In	Indicates the attendee was not confirmed prior to the event, but did attend the event.

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