Setup the Attendee or Member Administration

Overview

The attendee database holds data collected on the attendee or member during the registration process, added by the site administrator, or added through a connection with a 3rd party administrative system. The database can be setup in sections with customized fields added to each section.

In this article: 

1. Log into the site
2. Go to your Dashboard
3. Locate Setup
4. Setup the database
5. Establish attendee or member types
6. Setup file folders
7. Setup conduct

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Step-by-Step Walkthrough

Step 1 - Log into the site

Find the “Login” button in the upper right-hand corner of the site’s homepage or login directly from the site’s login screen.

Step 2 - Go to your dashboard

If you are not taken to your dashboard after logging in, click your name and then "My Dashboard" in the upper right-hand corner of the site.

Step 3 - Locate "Setup"

From the dashboard, select "Attendees or Members” from the left-hand side navigation bar, then "Setup".

Step 4 - Setup the database

• Add sections to the database and create a section name.
• Click "+Add Field" to add a field to the section.  Select from these field types:
  • Text
  • Number
  • Date
  • Lookup- adds a search bar
  • Radio Button - "Yes or No" options
  • Select Box- check any number of boxes
  • Text Area
  • Custom Text/Link
  • Email
  • Phone 

 

Step 5 - Establish attendee or member types

• Select the "Types" tab.
• Select the "Add Attendee Type" button.
• Enter an attendee type name.

Step 6 - Setup file folders

As an option, you can upload files to an individual's dashboard or upload a file to a group of individuals.  Setup the file folder system.

• Select "Yes" if you plan to upload files.
• Enter the folder name.
• Select a parent folder if needed.
• Move the folders up or down to change the order they appear in the dashboard.

Step 7 - Setup Conduct

Provide a referral link and link URL to conduct. 

Step 8 - Save