Add, Edit or import a Participant

To add a participant, go to the 'People' menu and click the 'Add participant' button in the top of the screen. After that you can fill out all fields and tabs as shown below when editting a participant.

To edit a participant simply click on the participant you want to edit.

Click in the following screen on 'Edit'. 

And you can change the personal data.

On the bottom of the page you can click on the 'Show hidden fields' button to show fields that are not/no longer visible for the participants. 

The hidden fields are now unhidden for you. You can recognize them by the blue 'Eye' icon behind the fields.

On each tab you are able to make changes or delete items. Like on the 'Accompanying person' tab.

The 'Billing address' tab:

The 'Registration data' tab needs a bit more explanation. As you can see the category, registration type, accompanying person events and registration events are all listed here. Each item can be editted separately. 

The following screen shows an example of editting the registration events.
You can use the pencil icon to edit an existing event and use the trash can icon to delete an event. Please use the green 'Add registration event' button to add a new event to this participant.

If you want to add more events than are available, as in the screen below, you will receive a notification.

In the notification you can automatically increase the maximum availability for this event. Of course you have to make sure there is a possibility to increase it, for example, you need to know if there is more space in your sessions, of you have to be able to add more people to your dinner.

On the 'Digital content' tab all events are listed that have digital content and are chosen by the participant. By using the 'Send digital content mail' you can send the email to the participant.

On the 'Payment' tab an overview of all payments is shown per kind of payment.

The 'Invoices' tab is only shown when you have an online created congress.
Via the icons you can either edit, recreate or view the invoice.

On the 'Mailings' tab all sent mails are listed.

You can click on a mailing, for example on the 'Participant registration' mail. The following screen will be shown:

Via the 'Preview' button you can preview the email with the data of the paticipant. By using the 'Resend' button you can resend the email. You will first get an extra screen to be able to send the email to a different email address than from the participant.

By using the button at the top of the page, you can make bulk changes to your participants. Here you can make changes to the values and formatting of your participant data.

The 'Dot initials' option puts dots between all characters in the initals field. 'Restore previous value will undo your last change for the selected session leaders and for the fields you select in the next screen.

To 'Import' new participants into the system, click the button at the top of the people list page. Here you can download and fill in an excel template, which you can then upload to the system in order to create your new participants.