Manually add a participant to an event

Before starting

For events, the regular behavior is that if users register online, they will automatically be added to the list of participants, and the income will be entered into the accounts. However, you may be in the situation of selling physical tickets and therefore need to manually register participants.

Here we cover:

• How do I register a member's participation in an event?
• How do I enter the manual addition of the sale in the accounts?

How do I register a member's participation in an event?

• Go to Forms & Campaigns > Events, and click on the "Manage registrants" icon of the desired event.

• You will be redirected to the page listing the event participants. Click on Add a participant. 

• Now, just complete the requested information: First and Last name and price, and add any optional details (donation, attach to a contact, email, discount). Click on Save.

How do I enter the manual addition of the sale in the accounts?

Once the entry has been recorded, you move on to the second step recording the entry in accounting, which will save you having to re-enter the entry in the accounting module.

The software automatically records the rate paid by the member according to the service(s) selected. All you have to do is enter your payment details (date, bank account involved, payment method). .

If the person has already paid, fill in the information the Payment method field (1). If the person has not yet paid for their purchase, or if they are paying in instalments, check the Subsequent payment box (2) and add as many payment due dates as there are. 

Once the accounting information has been entered, click on the Save button. The registration has been successful and you are redirected to the summary table of all participants.

You can follow the payment status using the table column with the same name. 

Please note that for events and the online store, participants are not added to your community as members, unlike membership and donation forms.