...
This is an article that is intended to show the Trident1 user how to add attendee’s attendees to an event. This article is preceded by the article, How-To Schedule an Event.
Process
1. Click the Events menu
...
2. Click the Event Name
...
3. Add invitees by:
a. Select Customer Database - Use the customer database by typing in individual Customers customers or utilize the magnifying glass icon to look up customers
...
b. Select Salesgroup - adding Add customer(s) by Salesgroupsalesgroup.
Note: This allows you to add multiple customers, if customers share the same Salesgroupsalesgroup
...
c. Add Invitee to add -Add one off customers (ex. walk in that wants to attend)
...
4. Click Save & Add More
...
Send Invitation
5. Select Check the box checkbox next to each customer individually or select check the box checkbox in the header column to select ALL all customers
...
6. Click Send Invitation
...
7. Select Choose the method for sending the invitation from the Send By drop-down
8. Select what Customers which customers you want to send the invitation to from the Send To drop-down
9. Select Template the template you want to use from Select Template drop-down
10. If using Custome Message Enter in Subjecta custom message enter it in the Subject field
11. Enter in Type your Messagemessage
12. Click Send Email
...
Adding Attendee’s as Invitee’s Respond
13. Select Check the check box checkbox next to the Customer customer’s name that responded
Note: Repeat this step for each customer who accepts the invitation
...
14. Click the Add Attendees button
...
15. Customer is now added as an Event Participantevent participant
...
Have Attendee Pay for the Event
16. See If Payment Status as Unpaid and is ‘Unpaid’, Click Pay Now to Create an SO a sales order for the Customercustomer
...
17. Verify Event event and Cost cost for the customer
...
18. Finalize SO the sales order by selecting Payment Methoda payment method
...
19. Navigate back to the Event
20. Customer Payment Status is now Paid in full‘Paid’
...
Video
...
-THE END-