Attendee Overview

(Event) > Manage > Registrations > (Registration) > Overview.

(Displayed, for example, when you click a registration in the list displayed by clicking a registration total on a summary on the Event Desktop page,
or when you click a registration returned by a search on the Registrations > Find page.)

The Attendee Overview page shows a summary of details for the selected attendee on a single screen.

You can use this page to review or edit the attendee's information, print a single name badge for the attendee, or print a single page of information about the attendee.

(The number in parentheses after the attendee's name in the page heading is their Registration Code (a unique identifier for the registration).

The page is divided into sections. You can click the pencil icon  to the right of a section heading to edit those details.

Printing an Attendee Overview

To print the attendee overview, click the printer icon  to the right of the page heading, which opens a print preview window..

Favorites

To mark an attendee as a favorite, click the clear star icon  to the right of the page heading. The star will turn dark , and the attendee's name will be included in the list of favorite items which you reach by clicking the  Favorites icon in the upper right corner of any page in Certain.

To "unfavorite" an attendee previously marked as a favorite, click the dark star , which reverts to the clear star , and the record is removed from the Favorites list.

Registration Header

The standard Registration Header is shown, as it is on all other admin-side Registration pages

One Click Actions

• Print Name Badge – Print a single name badge for the attendee. (The button is only displayed if a badge has been configured for the event.

Note: As described in Printing Badges and Labels (with Badges V2), you then select a badge layout (configured on Manage > Badges and Barcodes > Badges) and click either

- Generate PDF (to open or save a PDF file of the attendee's badge), or

- Print (to print the attendee's badge directly to a printer).

Whichever of those two buttons you click, on the attendee's record the Date Badge Printed is set to today's date, and the Badge Printed check box is selected, automatically.

(Refer to Printing Badges and Labels (with Badges V1) to see the differences for events that have the earlier, less flexible Badges V1 module enabled.)

• Print Itinerary – Generate a PDF of the attendee's Complete Itinerary, as configured in Promote > Communication > Itinerary. This consists of up to three sections:

• • their travel arrangements (if the event includes the use of Flight Packages in the Travel Module),

  • their agenda items (or their sessions if Speaker and Session Management is enabled), and

  • their appointments (if the event includes Appointment Matching).

  • (Note: the button is not displayed for an attendee with nothing on their itinerary.)

• Edit Registration – Show the Attendee Profile page, where you can edit details.

• Substitute Registration – Substitute a different person for the current registration.
  In the modal pop-up window, search for an existing profile that is to replace this registration.
  Note: The person must therefore already have a Profile record in the same account.
  Note: All applicable event-specific registration data (agenda items, payments, registration questions, room reservations, flights, appointments, etc.) will remain with the registration and should be updated accordingly.
  > Video:How to Substitute a Registration (1 min.)

• Web Integration Link – Displays any external Website that was previously set up.
  If you do not see a preview:

• 1. Navigate to: Plan > Configure > Integration > Web Integration Links.

  2. Check and/or edit these settings in the Web Integration Link section:
     Show as One-Click Action (Registration Overview) – This option should be selected (checked).
     Web Address – Make sure this is a valid and working URL.

  3. Click Submit.

  4. Return to Registration > Overview and select a Web link to preview the Website.

Generate Personal Documents

This section is shown only if the attendee has Personal Registration documents. For more information about creating Personal Registration Documents, please see the Personal Registration Documents Help topic.

To generate a Personal Registration Document for the attendee:

1. Select the desired document from the list.

2. Click the Generate button.

Print Confirmation

You may select a printable confirmation template to generate for the attendee.

To configure event-level printable confirmation templates, go to Promote > Communications > Printable Confirmations.

To configure account-level printable confirmation templates, go to Account Settings > Registration > Printable Confirmations. (Administrator users only.)

Profile

Shows profile information for the selected attendee.

Click the Edit icon  to show the Attendee Profile page, which includes contact information from the attendee's profile, and basic registration information for this event, including attendee type and status.

Answers to custom profile questions associated with this profile are also shown here, and you can click the edit button to edit them.

Click the View Profile Record link to edit the profile at the account level.

Event Online Meeting or Webinar

If the event is set up as a Digital Event in  Event Setup Details 'Event Webinar'" style="display: inline; font-family: Lato, Verdana, Arial, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, sans-serif; font-size: 10pt; color: rgb(22, 7, 255); text-decoration: underline;"Event Setup, its details are displayed.

You can copy the attendee's personal link to the webinar.

Registration

This section shows registration information for the selected registrant.

If the event is a Digital Event and the attendee did attend, then this information includes whether that was Live and/or On Demand. (These two check-boxes are updated by Certain Signal interfacing with your webinar provider. See Digital Events Overview.)

Click the Edit icon  to show the Attendee Profile page, which includes contact information about the attendee and basic registration information for this event, including attendee type and status.

Answers to custom registration questions associated with this registration are also shown here, and you can click the edit button to edit them.

If Signature is shown, you can download a jpg of the attendee's signature from Certain Check-In.
(You configure that collection option in Engage > Check-In > Basic > 'Collect Attendee Signature'.)

Rotations

If the Rotations sub-module (of the Appointments module) is enabled for the event (in Plan > Configure > Options), this section shows the details of the attendee's rotation, if any. The details shown, as per the rotation's details on Engage > Appointments > Rotations, include the Rotation Name, Start Date, End Date, Description, Notes, Appointment Template, and Agenda Items.

To set or change their rotation, select a Rotation Name in the drop-down list.

WARNING: If the registrant is already assigned to a rotation, then changing their rotation will:

1. change the template to be used by the appointment matching engine for this attendee to the one on the new rotation,

2. delete the attendee's appointments, if any, on days that are not on the new template belonging to the new rotation,

3. remove any agenda items assigned to them via the original rotation,

4. add any agenda items that are on the new rotation.

Exhibitor Management

This section is shown if the Exhibitor Management sub-module (of the Appointments module) is enabled for the event (in Plan > Configure > Options), and this attendee is designated an exhibitor (i.e., their Attendee Type has the check box labeled This Attendee Type is an exhibitor and can participate in shared calendars selected in Plan > Event Setup > Attendee Types).

The details shown are used for an "Exhibitor Portal" Event View, and include Primary Location , Unique Location ID, Sales ID, Number of Calendars, and Number of Delegates

Click the Edit icon  to open the Exhibitor Management page, where you can edit the details of this attendee's Exhibitor Information, including the Number of Calendars, which can then be assigned on Engage > Appointments > Calendar Assignment.

Registration Approval Status

This section shows registration approval information for the selected attendee, which you may edit here. It is only shown if the Qualification and Approvals module has been switched on for the event (in Plan > Configure > Options).

Each reviewer's recommendations are shown first: Recommendation Status (plus Details, if any), and Notes (if any).

Final Approval Status

The recommendations are followed by the Approval Status and any Approval Status Details. You can edit these by selecting values in the drop-down lists, and clicking Save in this section.

Registrations are usually approved on the Registrations per Rule page, but you can approve them (or edit approvals) here as well.

(The Approval Statuses are configured in Manage > Qualification > Approvals.)

See The Qualification and Approval Process for a description of how this process works.

Agenda

This section shows agenda records for the selected attendee.

Click the Edit icon  to go to the Manage > Registrations > Agenda page.

Payment

This section shows charges and payments for this attendee.

Click the Edit icon  to go to the Manage > Registrations > Financials page.

Accommodation

This section shows accommodation records for this attendee.

Click the Edit icon  to go to the Manage > Registrations > Accommodation page..

Travel

This section shows traveler information and travel reservations for the event, plus any questions set up for the event in Plan > Event Setup > Travel and their answers for the specific registration.

Click the Edit icon  to go to the Manage > Registrations > Travel page, where you can edit this information and see and edit any flights assigned via flight packages.

Additional Registrations

This section shows additional registrations records if this event has been configured to accept Additional Registrations under one primary registrant.

Click Add a new registration to display the Create a Registration page.

Registration Leader

This section is only displayed if this attendee is an additional registrant.

History

This section shows changes to the attendee's registration information.

Click the Edit icon to go to the attendee's Registration History page. (There you can choose to click Add New to add a new history record of type note, email, or call.)