Knowledge Base

Managing Attendees


Frequently Asked Questions

#1 How to Check-in a Registrant

  1. Click Dashboard
  2. Click Attendee module
  3. Click Onsite button
    • This will open a new interface for the Onsite Module
    • Enter the ID number or first few letters of a lastname to search for the registrant
      • If entering first few letters of a lastname, this may display multiple matches.  Click on button for that attendee. If the person is already checked in then it will display on the list of results.

EXAMPLE SHOWING AN INDIVIDUAL WHO IS ALREADY CHECKED-IN

INCOMPLETE REGISTRATIONS

  • If the person is “Incomplete” then you will be directed to this screen where you either print the attendee’s badge or Edit the Attendee and/or process a payment

  • If you click on Edit Attendee, then you will be directed this screen

  • If the attendee still owes money, you may process a payment for the attendee

COMPLETE REGISTRATIONS

  • If the attendee is complete and not checked-in, a badge will be printed for the attendee.

  • If the person has already been checked in, you may reverse the checkin by clicking the Reverse CheckIn button


#2 How to Edit a Registration from Onsite Management?

  1. When you enter the onsite registration module, you may access any registration by typing in the person’s attendee ID or entering a portion or all of their last name.
  2. Once you enter a name or partial name, you will either be taken directly to the attendee or provided a list of attendees that meets your search criteria.
    • If there are multiple attendess show, click on the row the attendee appears on to edit
  3. In the left-side menu, click Edit Registration
  4. Apply the changes to the Registration, by selecting Registration field items
    • If you wish to apply a discount, on the left side menu, select Discounts
    • Enter the Discount information by either selecting a pre-existing discount (if defined) or enter the value and information to apply a Manual discount.
  5. Scroll down, click Update Registration to save changes

Overview

You may manage all aspects of that attendee’s registration by clicking on the left menu item.

You may peform the following tasks:

  • Edit the attendee’s registration
  • Print a badge
  • Check-in the attendee to the conference (i.e. This marks the person as attended and you see stats on who attended)
  • Reverse a Check-in for an attendee
  • Edit the attendee’s profile. e.g. If badge name is incorrect, edit the name and reprint.
  • Process a payment

X-CD Technologies (pronounced "Exceed"!) has been supporting the association and conference industry since 1995. All of our software modules are proprietary and developed in-house which gives us the flexibility to make customized changes to meet all of our clients unique needs.

We have offices in both San Francisco and Toronto and a network of conference management organizations and suppliers worldwide that can help and serve your needs wherever your next conference venue is located.

Our clients include both small and large associations and conferences and events range from as small as 100 to 5,000 attendees. Our client base includes universities, corporations, associations, private companies, conference management groups and government.

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