Obsługa gości

  1. Recepcja
  2. Kontrola dostępu

Statystyka

  1. Terminologia

The top part of this panel contains a set of tools that let you manage the registrations easily.

The Add registrations button allows you to pick the manner in which you want to add registrations. The choices are:

  • Add new attendee - this option will take you to an empty Attendee's Sheet, where you can provide attendee's data.
  • Add multiple empty registration records - this option will cause a modal window to pop up. In this window, you can to select some basic data that will be common for all registrations added this way. New registrations will appear in the table below, where you can edit them.
  • Import registrations from XLS file - this option will take you to the XLS import screen. Once there, you will be able to select the source XLS file, some basic common data, and to assign columns of the imported file to form fields.
  • Update existing records - this option allows you to update a number of registrations by using a key in the form of the attendee code, email address, or email address and last name.

The two elements in the center of this part of the panel let you control groups of attendees. The Show selected group select field enables you to choose an existing group of attendees and view them in the table below. You can create these groups using the Record groups dropdown button:

  • The option Create a group containing visible registrations enables you to create and name the group of registrations currently visible in the table below. NOTICE! This option will take into account the registrations on separate pages of the table, not only the ones you can currently see in the table.
  • The Manage groups option will take you to a separate screen, where you can filter records and build custom groups containing only the records you select.

On the right, there are the report generation tools.

  • The select field on the left gives you the choice to either generate the report of all registrations or only the visible ones.
  • The button Export data lets you select whether you want to download the report to your drive or send it to the e-mail address of your choice. Selecting either of those options will take you to the corresponding screen, where you will be able to pick the columns you want the report to contain and (only for the second option) provide the e-mail address of the recipient.

With the options in the bar below you can filter the records. Apply filters to different categories to significantly narrow down the search area. The field Keyword in selected field is worth noting. First, you need to select the column you want to apply the filter to and then enter the keyword.
To apply the filters you set up, click Filter.

Below, there is a table containing the list of registrations. Apart from browsing the records, you can:

  • Send confirmations of registrations - when attendees register by themselves, this confirmation is sent automatically and you do not need to click this button. You can send the confirmation manually here if you want to send it again.
  • Overview confirmation of registration copies - useful if you want to see what message was sent to the attendee.
  • Access Attendee's Sheet - you edit attendee's data there.
  • Carry out Mass actions on the records marked with checkboxes in the first column of the table.

 

 

 

 

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