This is the main page for attendees' management in the event. On this page, you can see the information of each registrant, as well as perform actions such as charging, sending messages, changing status, etc. To enter the page, click on "Registrants" in the registration module toolbar.

Here is a List of Interface Elements and Their Functions:

  1. Search box: On the left, select the field to search by (such as code, name, or email), and on the right, enter the content or symbols you are searching for.
  2. Predefined filters: In addition to the custom filters you apply to the reports, the system has a list of predefined filters to choose from. For example, paid registrants, registrants with payment problems, approved registrants, and more.
  3. Active report's name: The name of the active report. Reports can be added and edited on the "Reports" page.
  4. Displayed form: You can present registrants from all registration forms or a specific one.
  5. Select/unselect multiple registrants: Allows you to select or unselect multiple registrants.
  6. Bulk actions: When multiple registrants are selected, click on this button to perform actions on all of them: send messages, delete, download a file with selected registrants, etc.
  7. Registrant's table: Each row in the table represents a registrant.
  8. Import: Add registrants from your Excel file by importing it.
  9. Add new registrant: Add a registrant manually.
  10. Show/hide filters bar: Toggle the visibility of the filters bar.
  11. Manage groups of registrants: Create a group of people with one organizer.
Event registrants view
Registrants view

Statuses of Registrants:

Registration Status is a combination of flags. Each flag is a signal for something. Registration status flags can be turned on and off by the operator or Eventact system.

The following statuses take allotment: Submitted, Approved, Accepted, Paid, Pending, Free, Arrived, Exhibitor, Payment Deferred, Potential If one of the following flags is one the registration is not considered valid: Incomplete, Rejected, or Cancelled. By default, registrations with flags Paid, Free, Approved, or Payment Deferred are allowed to enter the event.

Importing Registrants From Excel

Excel file

In the 'Regitrants' section there is an option to import a list of registrants from an Excel file instead of adding them one by one. To do so, we need to make sure the first row in the file includes the column names (which later will be connected to fields) and each of the following rows reperesnt registrants. There should be no merged cells in the file.

Uploading the file

Add the file using Import button

If there is more than one form in the project, you can select to which form the new registrants be added.

Also you can define if those people are in the same group, their registration status and role

Next, you will need to choose a sheet you want to import from the file. It is only possible to import one sheet at a time.

In the following page, all the columns from the file will appear and next to each of them we need to select the corresponding field in the system. If you want to make sure there are no duplicate registrants, you can mark a field that is unique for each person (e-mail, id number etc.) as "Identifier". When a field is marked as identifier, a registrant with the same value in this field as the one being imported the system will update his details instead of creating a new one.

Matching fields
Matching fields with the form

Notice! While importing fields of types "Radio", "Checkbox" or "Menu": in the excel file indicate the numerical value of the field, not its textual content.

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