Registering an Attendee for an Event
The following procedure describes how you can register an attendee for an event or session directly from the administrative screens. Attendees who are registered for events and sessions are automatically registered for their parent events.
If an attendee registers for an event prior to the attendee’s account being registered for the event, the account is automatically registered for the event plan and for the event. The event registration status is set to Restricted Invite.
Siebel Events automatically adds attendees who are not in the system as contacts to the contacts table after the you complete the following registration procedure.
To register an attendee for an event
Navigate to the Site Map > Events > Event view.
In the Event Name list, select and drill down on the event for which you want to register an attendee.
Click the Participants view tab, and then click Registration.
In the Registration list, create a new attendee record.
When a contact record is added in the registration list, its status is blank. The administrator can decide whether to invite the contact.
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 event 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 event or session, and if there are seats available, the registration status is Pending until the fee payment is submitted in the next step in this procedure.
After an account or contact is registered, it disappears from the Registration tab. The record is transferred to the Attendees or All Attendees view, 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.
Note: The Finish button is available only if there is a fee.For Financial-services customers, 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 Standard, 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 autogenerated 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 that is autogenerated 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 some typical Registration Status values.
Value Comments Attended
Indicates that the potential attendee actually attended the event plan, event, or session. Enter this value only after attendance has occurred.
Cancelled
Indicates that 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 yet responded to the invitation.
Walk-In
Indicates the attendee was not confirmed prior to the event, but did attend the event.