Add Registration Page

New Order

When registering a constituent for an event, the Add Registration page is part of the order process where you select the registration options to include in a registration cart item. Registration is a type of product in Nimble AMS, and is created to represent an event pass, session, option to bring a guest, or other types of event options like seats at a banquet.

When you are done using this page, the selected registration products are added to a registration cart item, which is added to the cart.

When editing a cart on this page, selected registration products are updated and any cancellation fee products are added to the registration cart item, which is added to the cart.

Getting Started

Choosing an Attendee

To get started, you can use Account to select the constituent who is registering for the event. This determines who will be listed on the registration cart item. By default, the Bill To account for the cart is selected as the attendee but you can change this by entering constituent's full or partial name and clicking

Nimble AMS, Staff View, Button, Lookup. If more than one account is found that matches the name entered, a message displays to let you know and you can choose which account to use as the attendee.

Choosing a Price Class

You can use Price Class to select the price class to use for the attendee which controls the prices for the displayed registration products. If the attendee is a current member, the selection defaults to Member. If the attendee is not a member, the selection defaults to Default.

Choosing Sessions

The Sessions section displays all event tickets, sessions, and any other options the event is set up to include. Items in the list are ordered by the set Display Order and then by Product Name on the registration products.

For each option in the list, you can see the number of seats available—displayed as Inventory—and the Unit Price. You can hover over the name of each option to see some record detail or click to browse to the record for more information.

Selecting Sessions

You can select Purchase to add an option to the cart item, adjust the Unit Price if needed, and increase the Quantity if the option involves the addition of guests, such as seats at a banquet. Each selection is highlighted in green and Price updates for each, displaying the total for the selection so you can see the impact of each selection.

Creating Badges

The Badges section displays the event badges to be included with the registration. A badge is added by default for the attendee, and additional guest badges can be added.

Adding a Guest Badge

If you have guest tickets for the event, or if one of the session selections includes the addition of a guest(s)—such as filling seats at a banquet—you might want to click Add Badge to enter the information for their event badge to be included with the registration.

Staff can use the "Event Badge" dialog box to enter the information for a guest's event badge.

In Badge Product, you can select from the registration products set up for the event where Additional Event Badge is selected.

If needed, in Price, you can update the cost of bringing the guest.

Badge Class defaults to Guest and cannot be changed.

You can also add the information to be added to the event badge to be included with the registration.

Click Save Badge to save your changes.

Updating Badge Information

You can click Edit on any badge to update information for the event badge to be included with the registration.

Staff can use the "Event Badge" dialog box to update the information for an attendee or guest's event badge.

When editing the attendee's badge, in Badge Class, you can adjust the type of badge the attendee is issued. The badge class of a guest cannot be changed.

You can also update the information to be added to the event badge to be included with the registration.

Click Save Badge to save your changes.

For guest badges, you can also click Del to remove the event badge so it is not included with the registration.

Questions

The Questions section displays the event questions for attendees to answer, which are those where Status is blank or Active.

If an "Optional For Staff" field has been marked as checked then, the question marked "Required" will be optional for staff users.

Adding Selections

Once your selections are complete, you can click Save to add the cart item to the cart or Cancel to discard your selections. You will then be taken to the Verify Cart step.

If you forget to click Save and browse to another page, your selections will be lost.

Editing an Order

After submitting a cart, you may want to edit a cart item with registration products if you need to correct a mistake, add or remove sessions, update badge information for the attendee or guest, or change the answers to some questions. The Add Registration page is the part of the order process where you add or remove registration products included in the cart, or change the quantity or price. When you are done using this page, the selected registration products are added to the cart item with the chosen quantity and price with deselected registrationproducts removed, along with updated badge and answer information.

Reviewing and Adjusting Information

To help set context for changes to the cart item, you can review the selected attendee, event, and price class selections.

The attendee and event selections cannot be changed, but highlight to whom selections are designated, and the event they are attending.

You can use Price Class to adjust the price class to use for the attendee, which controls the prices for the displayed registration products.

Adjusting Selections

When you are editing, the Sessions section displays the previously selected registration products with prices and seats—displayed as Inventory.

You can select or deselect registration products, which are highlighted in green or red, respectively. In addition to changing selections, you can also adjust the Unit Price and Quantity for each registration product. Price updates for each, displaying the total for the selection so you can see the impact of each change.

Updating Attendee and Guest Badge Information

The Badges section displays the event badge(s) with previously entered badge information. You can click Edit on any event badge to update information to be included with the registration.

If the event is set up using registration types, we recommend you do not adjust the type of Badge Class an attendee was issued. Updating their badge class alters their registration type, which may negatively effect their registration editing process in Community Hub and also allow them to attend sessions or receive pricing not appropriate for the new selection.