Processing a Large Registration

Processing a Large Registration

The Large Meeting Registration screen provides you with functionality that makes registering for a large/complex meeting much more manageable.

1. To process registration for a large meeting, from Meeting Central, click Process Registration for Large Meetings.  The registration will display.

2. You are prompted to select the appropriate customer.

3. If needed, change the Registrant or Bill-to information by clicking on the link.
4. Click on the Meeting link.  A product chooser will display and you need to select the correct meeting product.
5. Enter a Coupon or Discount if needed.

6. Filter through the sessions using the Group by and Filter options.  Locate the sessions you wish to add.
7. Click on the Add Selected Sessions button.  They will then appear on the left portion of the screen.
8. From the screen tasks on the left click on the Maintain Badge Information.

9. Click on the Badge Product drop down and select the correct badge.
10. Update the Paid Badge Quantity if needed.
11. Click on the Add Paid Badge Product button.

12. Click on the Add button in the Current Badges section.
13. Enter the following information:
    1. First Name
    2. Full Name
    3. Company
    4. State & City
    5. County Code
    6. Badge Type  (Should be set to guest)
14. Check the box that marks the badge as a Paid badge.
15. Click the Save button.

Note: Repeat steps 8 through 15 until all badges have been added to the order.

16. Click on the Next button.

17. To take a payment, click on the Create New Receipt button. 

Note:  You will be prompted to open a batch if one is not already open

18. Enter the appropriate payment information.
19. Click Save to process the payment.