When end-users register for an event online, they are automatically added to the attendee list and the revenue is recorded in the books. However, if you sell tickets in person, you may need to manually add registrants to your events.
How do I manually add a member's registration to an event?
- Go to the page where you manage your ticketing.
- From that page, click the MANAGE button on the desired ticket.
- You will be taken to the page listing the event's registrants.
- Click the button
. A new page opens.
- You can search for the registrant by typing the first three letters of their first name in the search bar, if they are already in your member list. If they are not and you want to link the sale to them, you will need to create a new member profile by clicking the blue link "click here".
- Once the person is registered and the service(s) selected, click
.
How do I record the book entry for a manually added sale?
Once the registrant is saved, you move on to the second step: recording the book entry. This saves you from having to re-enter it manually in the accounting module.
The platform automatically records the amount paid by the member based on the selected service(s). All you need to do is enter the payment details (date, bank account, payment method).
If the person paid by check, enter the check details so you can find this information on the deposit slip you generate from the accounting module (see article: Check Deposit Slips).
If the person has not yet paid or is paying in installments, check the 'Deferred Payment' box and add as many payment due dates as needed.
Once the accounting information is filled in, click the button. The sign-up has been recorded and you are redirected to the summary table of all registrants.
You can track payment status using the corresponding column in the table.
Please note that for Events and Product Sales, registrants are not added to your community as members — unlike Membership Campaigns and Donation Campaigns.
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