Creating a Registration Order in the Event Dashboard

While PheedLoop provides a robust front-facing registration process via the Event Website, event organizers also have the flexibility to create registration orders manually in the event dashboard. This article will review the steps to accomplish this so that you are well-equipped to handle a variety of registration scenarios.

Contents

• Step 1: Creating the Registration Order
• Step 2: Adding Tickets, Promotions, and Payments
  • Adding Tickets
  • Adding Promotions
  • Adding Payments
• Conclusion 

Step 1: Creating the Registration Order

The first step in the process is creating the registration order manually in the Event Dashboard: 

1. From the Event Dashboard, navigate to Registration > Orders 

2. Above the Orders table, select Create

2. Under the Registration Owner section, input the Email Address, First Name, Last Name, and the Category of the registrant
   1. Note: In this step, we will focus on creating the registrant who is the individual processing payment for the purchase. The process for creating ticket holders will be covered in Step 2.

2. Under the Address section, enter the Address Line 1, Address Line 2, City, State/Province, Zip/Postal Code, Country, and Phone Number

2. Under the Notes section, enter any personal notes you may wish to include for the registration
   1. Notes are only visible to staff in the Event Dashboard. The registrant cannot see any notes.

3. Select Saves Changes

Step 2: Adding Tickets, Promotions, and Payments

Now that the registration order has been created, the next step is to add Tickets, promotions, and payment to it. 

Adding Tickets

1. From the Event Dashboard, navigate to Registration > Orders and select the order you wish to adjust from the list

2. Scroll down to Tickets and select Add TIcket

3. Under the Selecting Existing Attendee field, select an attendee to be assigned as the Ticket Holder

4. If the ticket holder is not an attendee, add them by toggling on the Create a New Attendee checkbox
   1. Additional fields will appear if this checkbox is selected. Fill out the Email, First Name, Last Name fields to create the attendee. The Organization and Title fields are optional to fill out.

5. Select Next

6. Toggle on the Show All Tickets checkbox if you would like to see all tickets added to your event
   1. Tickets are hidden automatically if they are not available by default. Toggling this checkbox will allow you to assign them regardless of their availability. 
   2. Please note, this checkbox will only appear if there are unavailable tickets for your event. If all tickets are available, this checkbox will not be visible.

7. Under the Select Ticket field, select the ticket to assign to the order

8. Under the Quantity field, enter the number of tickets to be assigned

9. Toggle on the Send Confirmation Email checkbox if you would like to send a confirmation email to the registrant

10. Toggle on the Complimentary Ticket checkbox if you would like to add the ticket for free 

12. Select Next

Once the Ticket(s) have been added, the Amount Owing in the Finance Summary of the Registration Order will update accordingly. If the registrant has any special discounts to consider, you can add them manually in the Event Dashboard through the next steps.

Quick Tip: To add tickets quicker, select the checkbox of the ticket and above the orders table, select Actions > Add Tickets. For more information, please review our Editing and Adding Tickets within a Registration Order in the Event Dashboard article.

Adding Promotions

1. From the Event Dashboard, navigate to Registration > Orders and select the order you wish to adjust from the list

2. Scroll down to Promotions and select Add Discount to create your promotion

3. Under the Select Promotion field, select the promotion you wish to apply

3. Under the Amount field, enter the dollar amount to be deducted from the order

4. Select Save Changes

The Finance Summary of the order will be updated with the new amount owing. Once the amount is settled, you can create the payment for the order through the next steps.

Adding Payments

1. From the Event Dashboard, navigate to Registration > Orders and select the order you wish to adjust from the list

2. Scroll down to Payments and select Add Payments to create your payment

3. Under the Amount field, enter the amount being paid

4. Under the Payment ID/Number field, enter an unique identifier for the payment
   1. This is for internal use and does not impact the payment itself beyond giving the payment a name.

4. Under the Date Received field, enter the date the payment was received

5. Under the Date Due field, if the payment was not completed yet, enter the date that payment will be due

5. Under the Select Method field, select Credit Card, Check, Wire Transfer, Complimentary, or Other, depending on how the registrant intends to pay

5. Under the Private Notes field, enter any internal notes for the transaction

5. Under the Public Notes field, enter any notes for the registrant to see as part of the transaction
   1. Public notes will appear on the Payment Summary PDF file and when the Payment Link is sent to the registrant’s email. 

6. Toggle on the Payment Verified checkbox, if your organization has received payment
   1. Toggle this off if payment has not been delivered yet.

7. Select Save Changes

Conclusion 

After reviewing this article, you should have a better understanding of how to create registration orders in the Event Dashboard, which includes inputting registrant information, adding ticket details, applying promotions, and logging payments.