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How to Add/Register a Participant to the Roster Event

Manually Adding Participants to a Roster

There are two primary ways to add a person to your event roster depending on whether you need to create a new contact or simply search for an existing one.

Method 1: Using the Add User Icon

  1. From the Admin UI, open your event and navigate to the Roster Editor tab.

  2. Click the Add User icon (the person icon with a plus sign) located above the participant list.

  3. In the Select Person window, choose one of the following:

    • Option A: Search for an Existing Contact

      • Type the participant’s name in the search bar on the left.

      • Select the correct name from the results.

      • Verify the details on the right and click OK to finalize.

    • Option B: Create a New Contact

      • If the person is not in your database, enter their First Name, Last Name, and Email Address.

      • Click the green Add button.

      • Click OK to create the contact, and then OK again to confirm their enrollment.

Method 2: Quick Enrollment Field

If you know the participant already exists in your account database:

  1. On the Roster Editor tab, locate the Enroll Participant entry field.

  2. Begin typing the name in your account's specific format (e.g., "Last, First" or "First Last").

  3. Once the matching name appears, press the Enter key to instantly add them to the roster.

Managing Roster Entries

Once a participant is on the list, you can modify their details or remove them if their plans change.

Editing Registration Details

Admins have the authority to update information provided during the initial sign-up.

  1. Select the participant’s name from the list on the Roster Editor tab.

  2. On the right-hand panel, you will see the Appointment Fields that were filled out during registration.

  3. Edit the fields as needed; the changes will be saved to their registration record.

Canceling a Registration

To remove someone from the event:

  • Locate the participant on the Roster Editor tab.

  • Click the Red X next to their name.

  • Note:Note: This removes the participant from the roster but does not delete their contact information from your general database.

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