Overview

This is an article that is intended to show the Trident1 user how to add attendees to an event. This article is preceded by the article, How-To Schedule an Event.

Process

1. Click the Events menu

Open

2. Click the Event Name

Open

3. Add invitees by:

a. Select Customer - Use the customer database by typing in individual customers or utilize the magnifying glass icon to look up customers

b. Select Salesgroup - Add customer(s) by salesgroup.
Note: This allows you to add multiple customers, if customers share the same salesgroup

c. Add Invitee - Add one off customers (ex. walk in that wants to attend)

4. Click Save & Add More

Send Invitation

5. Check the checkbox next to each customer individually or check the checkbox in the header column to select all customers

6. Click Send Invitation

7. Choose the method for sending the invitation from the Send By drop-down

8. Select which customers you want to send the invitation to from the Send To drop-down

9. Select the template you want to use from Select Template drop-down

10. If using a custom message enter it in the Subject field

11. Type your message

12. Click Send Email

Adding Attendee’s as Invitee’s Respond

13. Check the checkbox next to the 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 participant

Have Attendee Pay for the Event

16. If Payment Status is ‘Unpaid’, Click Pay Now to Create a sales order for the customer

17. Verify event and cost for the customer

18. Finalize the sales order by selecting a payment method

19. Navigate back to the Event

20. Payment Status is now ‘Paid’

Video