Note: The ability to register a participant via this method is specific to the In-Person Event campaign type.
When hosting an In-Person Event, you may have participants that want to pay for their tickets over the phone or by sending in check or cash payments. You may also have unclaimed registrations on file for sponsor attendees or groups affiliated with ticket bundles that you need to input names for. The following article will review both scenarios.
Create participant via Quick Order
You can register both new participants and sponsor or group participants via the Quick Order feature in your campaign's Dashboard. Payment can be taken by credit card over the phone, check or cash, or bypassed via an invite code or discount code. Receipts will be sent to the email you provide for the participant, documenting their registration.
Navigate to your campaign's Dashboard.
Click Create in the top right corner.
Select Participant to open the Quick Order modal.
You'll be taken to a point-of-sale terminal. Under the Tickets tab, you may see an option to include an invite code if sponsor tickets and/or ticket bundles are enabled on your campaign. If you have discount codes enabled on your campaign, you will also see the option to enter a discount code. Apply a code if needed.
Select the ticket or ticket bundle option the participant would like to purchase. In the pop-up that appears, provide their details and answer any custom questions affiliated with the registration. Click Add Ticket.
If there are other items or a donation the supporter would like added to their order, use the tabs at the top to find and add those items.
When ready to complete their purchase, click Checkout. On the next payment screen, enter the name and email address of the supporter (where their receipt will be sent).
In the billing section, choose Credit Card or Cash or Check as their payment option, then enter their payment details.
Press Submit. A receipt for the order will be sent to the supporter. Should there be an issue you will be notified immediately.
Note: When registering participants via Quick Order, all of your ticket options will display, including any hidden or inactive tickets. You may notice two sections for tickets to select from (Active Tickets and Inactive Tickets), which will allow you to sell tickets you have hidden from public purchase.
Input names for sponsor or group participants
If you have unclaimed registrations affiliated with sponsors or groups registered via ticket bundles, you can easily input the names and email addresses of those participants to register them.
This can be done via:
The Recruit dashboard, under the Unclaimed tab
The sponsor's record, where their included tickets are displayed
The ticket bundle order, where their group's registrations are displayed
Note: When registering participants via this method, you are simply logging the name and email address of the participant to quickly get them in the system. If you have specific custom questions enabled that you want to log as part of their registration, you can register them via the Quick Order steps above (using their invite code) or you can choose to edit their registration after they are in the system.
Register participant via Recruit dashboard
Navigate to your campaign's Dashboard.
Visit the Recruit tab and scroll down to the Participants table.
Toggle the view to Unclaimed to view all the unclaimed registrations.
Use the search bar to search by Guest Of (i.e. the sponsor name or the name of the ticket bundle purchaser). You can also filter to view only sponsor registrations or only ticket bundle registrations.
Click the three dot menu and select Register Participant.
In the pop-up that appears, enter their name and email address and click Save. If an email is provided, the participant will receive an Order Receipt confirming their registration to your event.
Register participant via sponsor record
Navigate to your campaign's Dashboard.
Visit the Sponsors on the left side menu.
Scroll down to your table of sponsors and find the sponsor whose participants you need to register. Click on their name to open their sponsor record.
You will see a record of their included tickets, showing you how many have been claimed. Click on the three dot menu next to an unclaimed ticket and select Register Participant.
In the pop-up that appears, enter their name and email address and click Save. If an email is provided, the participant will receive an Order Receipt confirming their registration to your event.
Register participant via ticket bundle order
Visit your campaign's Dashboard.
Navigate to Orders on the left side menu.
Search for the name or email of the person who purchased the ticket bundle, whose guests you need to register.
Click on the name of the ticket bundle purchaser to be taken to their order. Visit the Participants tab of their order to see all the tickets affiliated with their ticket bundle.
Click on the plus sign (+) to the right of any of the unclaimed guest registrations affiliated with the ticket bundle.
In the pop-up that appears, enter their name and email address and click Save. If an email is provided, the participant will receive an Order Receipt confirming their registration to your event.
Frequently Asked Questions
What receipt do participants receive after I complete their registration?
Participants you register are sent the Order Receipt that shows a record of their registration. This receipt includes information about your event, so participants have easy access to the event page and additional details. If the participant requested an additional donation or items be added to their order, the receipt would show a full record of their purchase in addition to their registration.
Sponsor attendees and guests affiliated with ticket bundles will also see their registration details, but there will be no price listed for their tickets, as the cost was included with the sponsorship and/or ticket bundle.