EventPro Planner Manual

Add New or Current Attendee as Guest

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Add New or Current Attendee as Guest

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Add New or Current Attendee as Guest

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1.In the Event Maintenance screen, click the Attendees tab.  Select the View Attendees tab below.
2.Find or select the attendee to whom the guest will be attached.
3.Click the Guests tab in the bottom section of the screen.

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4.You can add a brand new attendee as a guest or assign a current attendee as a guest.
Click to expand/collapse textNew
1.To add a new attendee as a guest, click the New button to the right of the Guests tab.  The Attendee Guest [New] window appears.  The process for adding a guest is essentially the same as adding an attendee.  See Enter a Single Attendee above, and note the following points.
2.The Type and Status fields will default to the same settings as the attendee under which you are entering this guest, but you can change them.
3.The Booked Date, Arrival Date and Departure Date will also default to the main attendee’s settings, but you can also change these.
4.The Guest Of field will default to the attendee under whom you are adding this guest, and you cannot change it.
5.Under the Billing Information tab, the Group Name field should default to the attendee of whom this current attendee is a guest (the Group Leader) and the Group Leader checkbox will be disabled for this guest attendee.

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6.Fill out information in the other tabs as required, referring to the previous instructions under Enter a Single Attendee if necessary, and click Save.
7.In the Copy Options dialog, select the options, if any, you want to copy from the main attendee: Registrations, Travel, Accommodations or Share Accommodations.

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8.If you choose to copy registration items, the Registration Item Quantity dialog appears.  Choose the number of registration items to assign to this guest and click OK.

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9.If you do not select the copy registration item, the Confirm dialog will ask if you want to add any auto-add registration items defined to this attendee type.  Click Yes if you want to add the auto-add registration items.  Whether there are any auto-add registration items to be added depends on how you set up your registration packages for the event.  See Chapter 5: Set Up an Event, Attendee Setup: Attendee Registrations, Create Attendee Registration Group: Item.
Click to expand/collapse textNew Current
1.To assign a current attendee as a guest, click the New Current button.
2.The Find Attendee window appears. Find and select the attendee you want to assign as a guest and click OK.
3.Note that you will not be able to select an attendee defined as a group leader.  If you want to be able to add the attendee as a guest, you must edit the attendee and unselect the Group Leader checkbox in the Billing Information tab.

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4.The information you previously entered for the attendee will appear in the fields in the Attendee Guest [Edit] window.

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5.Follow the same procedure as adding a brand new attendee guest above to add and edit information.
6.Click Save.
5.Guests will be added as regular attendees, except that they are marked as “Guests”, and they will also appear in the Guests tab of the main attendee.
6.You will register and arrange seating for a guest as you would a normal attendee.
7.You can also add a new guest on the fly in the Event Function Seating window.  See Attendance & Seating: Seating, Add a New Guest.