How to Register a Non-Member to an Event

 

This article will guide you through registering a non-member to an event.

IMPORTANT NOTEs:
  1. To register non-members into events, the event configuration must be set up to allow for this scenario.  The first part of this article deals with modifying the event configuration to allow for this if it hasn’t been already turned on.
  2. The only way to register a non-member into an event is to step through the registration process on their behalf.  If you already have the link to the event registration, you can skip this article and proceed to the link and complete the registration.
  3. This registration method will not provide an opportunity to pay for the ticket. You must create a ticket type accessible to non-members, which costs $0; if you wish to charge for this ticket, you must create an invoice outside of this process.

Accessing Event

1. From the Admin Dashboard, click 'Events' in the main menu. Find the event by typing its name into the search bar or finding it in the list, then selecting its name or the pencil icon next to it.

 

Member365-_-Membership-Management-Software-menu_events.png

 

2. This will brings you to the Events Management page. Find the event you want to edit by typing its name into the search bar or finding it in the list, and then selecting its name or the pencil icon next to it.

 

 

Enable or Confirm Non-Member Registration

3. Click the ‘Registration‘ tab.

 

4. Click the left half of the toggle button labeled ‘Registration open to non-members?’, which will turn it green if it is not green already.

 

5. If you don’t know where the link to register exists, take the time now to scroll down to the section labeled ‘Public Link’ and copy the contents of the ‘Public Registration Link’ text field, then click ‘Publish‘ in the lower-left corner.

 

Registering for the Event

6. Log out of your Member365 Administrator account by clicking your name in the upper-right corner and then clicking ‘Logout’ from the drop-down menu that appears.

 

IMPORTANT NOTE: You must log out as administrator to continue.  If you paste the registration link from above without logging in, the system will think you are trying to register yourself, and you will not be able to complete the non-member registration.

7. Paste the public registration link into your private browser.

8. Click ‘Register Now. ‘

 

9. Enter the non-member’s email address in the ‘Email’ text field, then click ‘Continue. ‘

 

10. In the next screen, enter the non-member’s contact information — ‘Salutation,’ ‘Job Title,’ ‘Organization,’ and ‘Ext’ are optional, but the remainder is mandatory. Then click ‘Next. ‘

 

11. Enter each ticket type's quantity to be assigned to this registrant, then click ‘Continue to Step 2‘.

 

12. If you would like to assign this ticket, click ‘Assign Ticket‘; you may also click ‘Add Ticket‘ to add more tickets from this screen.

 

‘Assign Ticket’ will produce the following pop-up; fill in the four indicated fields at minimum, then click ‘Save. ‘

 

13. Click ‘Continue‘ to complete your purchase; you will be presented with a link to your invoice.

Congratulations, you have successfully registered a non-member to an event!

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