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How do I add an attendee to an existing group?

  •  09-18-2007, 10:10 AM

    How do I add an attendee to an existing group?

    Topic:

    I have a registrant that I would like to add to an existing group.  How can I tie these records together?

    Solution:

    There are a few ways to add attendees or registrants to a existing registration records to create a new group or add to an existing group.

    Add a new attendee to an existing attendee record:

    1. Locate and edit the attendee record to open the Attendee Info window.
    2. On the green bar at the top of the record, click the More link. 
    3. Select the option to Create a new group by adding a new attendee. This will take you to the registration form to complete the new registration.
    4. Click Continue to log in as the existing registrant.
    5. Click on the link titled Add another person
    6. Follow the steps to finish the new registration.

    Add an existing registration to an existing group:

    1. Locate and edit the attendee record to open the Attendee Info window.
    2. On the green bar at the top of the record, click the More link. 
    3. Select the option to Add this Attendee to a Group
    4. Enter the Registrantion ID (confirmation number) of the Primary Attendee in the existing group.
    5. Click OK.

    Additional Information:

    • When Group Registrations are enabled for your registration form (Event, Membership, etc.), you are allowing one person to register a number of people, then pay for that group with one transaction (if there are fees for your event). This first person is designated as the Primary Attendee for the group.
    • Once an attendee has been moved into a group, then can not be removed from the group.  You will have to cancel the registration and re-register them.
    • If you have a Group Discount Rule enabled for your event, then combining attendees into a group will not trigger the Group Discount Rule. You will need to add a manual transaction to the Primary Attendee's record in order to provide any discounts to that group.

    Related Links:

    Keywords: Group Registration, Add an additional person to a group, add attendees, add attendee, add to group, add person, add registrant, group, Add another attendee, registrant, manual registration, additional




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