Event Forms

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    Curt Fischer

    Lisa,

    We use the event forms before the conference, so that most of our attendees are pre-registered and the registration desk is simply them picking up their attendee packet.

    For day-of registrations, we have had a fair amount of success in having the attendees fill out a paper form, then we have a staff member fill out the online form from the back end of MemberClicks and take payment that way. Then we make a name-badge. We find it doesn't take that long. It especially helps if you make fewer fields required after the online pre-registration closes.

    Does this answer your question?

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    Jay Fitzmaurice

    Hey Lisa! Curt makes a lot of suggestions I really like, regarding pre-registering and paper forms onsite. 

    What you also may find helpful is to utilize the "Take Form As" feature, where a staff member can ask for someone's name, and seamlessly login as them on the spot. The member can then proceed to fill out the Form, and everything is done and tied together. I hope one of these suggestions helps you!

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    Caroline Fahed

    Memberclicks helped me setup my first event registration form and i have had the first attendee register.  I see him on the registrants list, but i don't see any payment or invoice.  Is it possible for an attendee to register and then backout of the process without paying or receiving an invoice?

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    Jay Fitzmaurice

    Hello Caroline! Once a user has registered successfully, they cannot cancel without reaching out to an admin. If the user didn't pay or create an invoice, it sounds like he didn't select a pricing field. If a registrant needs to pay, I would recommend reaching out to our Help team at help@memberclicks.com so they can help you pin down what happened.

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    Sara Predmore

    For an event, is it possible to set up member type pricing for lapsed members?  Or do they fall into the category of the active member types and receive the active member pricing?  Thanks. 

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    Jay Fitzmaurice

    Hey Sara! Lapsed Members are treated like Prospects, so that is the pricing they would receive. However, that's a moot point, as the only Form a Lapsed user can login to take is one that includes a Renewal section. If they're renewing, they would then be treated as an Active version of the Member Type. I hope that helps clarify!

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    Sara Predmore

    I would like to do a limited version of a currently active registration form for on-site registrations.  If I toggle off the "enable this element" for things that are no longer pertinent, will this affect any of the previous registrations?  Will it affect the layout of spreadsheet when I export the registrations that used the reduced on-site form?

    Thanks, Sara

  • Avatar
    Jay Fitzmaurice

    Hey Sara! Disabling elements will only impact what people can see while taking the Form. The layout of your spreadsheet will change if you also move the field, but if you're only disabling it, all will remain as is. I hope that helps!

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