Creating and Managing Registrations Manually

PheedLoop’s registration system is a powerful feature that allows for both attendee registration as well as manual registration through the Event Dashboard. Attendees can typically register themselves on the event website. However as an Event Admin, you are able to manually create and process a registration using the backend.

Manually Creating Registrations

1. From the Event Dashboard, navigate to Registration > Orders
2. Above the orders table, select Create
3. Fill out Email Address, First Name, and Last Name
   1. Every attendee profile is based on the email address which is registered, once an email has been used once, it can no longer be used to create more profiles.
4. Under Category, select a category which will be associated with the attendee
   1. The rest of the fields in the registration are not required and are fully optional.
5. Select Save Changes

Quick Tip - if someone has an incomplete registration already in the system, you can use that incomplete profile to create your manual registration. What's important is that you must complete it. To do this, click into an incomplete registration > Actions > Change Status > Completed.

2. Managing Registrations

An example of using this feature is if an existing registrant wants to add tickets and add payments - you can manage this all on the backend.

2 (A). Editing Tickets

1. From the Event Dashboard, navigate to Registration > Orders
2. Select a registration you would like to edit from the list
3. In the session editor form, navigate to Tickets
4. Beside the ticket you would like to edit from the list, select Actions 
   1. Delete Purchase removes the ticket from the order.
   2. Re-Send Confirmation sends a confirmation email.
   3. Transfer Purchase allows you to transfer the ticket to a new owner.

2 (B). Adding Tickets

1. From the Event Dashboard, navigate to Registration > Orders
2. Select a registration you would like to edit from the list
3. In the session editor form, navigate to Tickets
4. Beside the ticket you would like to edit from the list, select Add Ticket
5. Under Select Ticket, select the ticket you would like to add from the list
6. Under Quantity, select the amount you want to add
7. Toggle on the Send Confirmation Email checkbox, to send a email confirming the addition of the ticket to the attendee
8. Select Save Changes

2 (C). Editing Payments

1. From the Event Dashboard, navigate to Registration > Orders
2. Select a registration you would like to edit from the list
3. In the session editor form, navigate to Payments
4. Beside the payment you would like to edit from the list, select Actions > View/Edit Details
5. Fill out Amount and Payment ID/ Number
6. Under Select Method, select a payment method
7. Toggle on the Payment Verified checkbox
   1. Toggle this on if you have received the payment.
8. Select Save Changes

2 (D). Adding Payments

1. From the Event Dashboard, navigate to Registration > Orders
2. Select a registration you would like to edit from the list
3. In the session editor form, navigate to Payments
4. Select Add Payment
5. Fill out Amount and Payment ID/ Number
6. Under Select Method, select a payment method
7. Select Save Changes
   

After you add a Payment Link - you are able to send this Payment Link to the attendee. To do this:

1. Click on the Action Button and select View Payment Link - This Payment Link is the public link that you can share with the attendee to pay for their remaining balance.
2. Alternatively, you can click on Send Payment Link. This will trigger an email that will be sent to them with their payment link.

2 (E). Issuing a Refund

1. From the Event Dashboard, navigate to Registration > Orders
2. Select a registration you would like to edit from the list
3. In the session editor form, navigate to Payments
4. Beside the payment you would like to issue a refund for from the list, select Actions > Issue Refund
   1. Only verified payments will allow for a refund
5. Under Refund Amount, select the amount you would like to have refunded
6. Select Save Changes

2 (F). Deleting a Refund

1. From the Event Dashboard, navigate to Registration > Orders
2. Select a registration you would like to edit from the list
3. In the session editor form, navigate to Refunds
4. Beside the refund you would like to delete from the list, select Actions > Delete Refund > Confirm

2 (G). Adding Promotions

1. From the Event Dashboard, navigate to Registration > Orders
2. Select a registration you would like to edit from the list
3. In the session editor form, navigate to Promotions
4. Select Add Discount
5. Under Select Promotion, select a promo code
6. Under Amount, provide the amount you want to discount
   1. The promotions that work here are only money based, not by percentage.
7. Select Save Changes

2 (H). Deleting Promotions

1. From the Event Dashboard, navigate to Registration > Orders
2. Select a registration you would like to edit from the list
3. In the session editor form, navigate to Promotions
4. Beside the promotion you would like to edit from the list, select Actions > Delete Discount

3. Resending and Downloading Registration Invoices/Receipts

1. From the Event Dashboard, navigate to Registration > Orders
2. Select the registration you would like to adjust from the list
3. Above the orders table, select Actions > Invoice/Receipt
   1. Select Download to download the invoice or receipt depending on the Payment Status.
   2. Select Send to resend the invoice/receipt to the registrant’s email address.

4. Canceling a Registration

Sometimes, attendees aren’t able to make it to the event and need to cancel their registration. This can be easily done in the Event Dashboard. Canceling does not impact anything beyond changing the status of the registration. The attendee profile connected to the registration will not be deleted.

1. From the Event Dashboard, navigate to Registration > Orders
2. Select the checkbox of the registration to be canceled
3. Above the Registrations table, select Actions > Change Status > Canceled

The status of the registration will now appear as Cancelled. Canceled registrations will still appear in the custom reports as normal.

1. From the Event Dashboard, navigate to Data & Reports > Custom Reports
2. Select Registration Report from the list
3. Under the fields field, select Canceled as one of the fields
4. Select Save Changes

The Registration Report will now include a column indicating if a registration has been canceled. This column will include a Yes if the registration is canceled and will be blank otherwise.

Now that your report is created, you will want to generate the report in order to download it.

1. Select the checkbox of your newly created report
2. Above the Custom Reports table, select Actions > Generate Report
3. Select Download Previous Report

Alternatively you can use PheedLoop’s native Report Builder to view and edit the report in real time.

1. Select the checkbox of your newly created report
2. Above the Custom Reports table, select Actions > Open Report Builder