Administrative Registrations and Sales

Synopsis
You wish to know how to manage administrative registrations, sponsorship or product sales. Administrative registrations are useful as you want to get all data into your system for registration and reporting purposes. You may wish to register:

  • constituents who have mailed, faxed, or called in their registrations
  • sponsors who do not wish to pay online
  • people who you are offering a complimentary registration (ie VIPs or staff)
  • participants who attended and paid at the door (processing after your event will keep your records accurate)

For entering donations made to a fundraising participant administratively, see this article.

Solution
You can complete administrative registrations from Account (upper right hand corner of admin) -> Website Admin Mode. Using the Website Admin Mode allows you to register constituents with fewer required fields and all payment methods enabled.

When you click on Website Admin Mode, a new window will open with your public website and you will see a note at the top: 'Administrative Registration features have been enabled for your session only.' Simply proceed as if you were completing the registration for your constituent.

As you proceed, you will see administrator only functions, with special fields that can be used to complete the registration. Please set the payment status, reference and email preference for this order. The Payment Reference may be the check # or credit card authorization number related to the payment. 

All payment types, including No Charge (complimentary), are enabled in Website Admin Mode. Website Admin Mode will only be enabled for your session and will not effect other users on your site.

 

0 Comments

Article is closed for comments.