General Registration
-
Transferring Registrants from One Event to Another
There may be an instance where a registrant needs to be transferred from one event to another within the software. This can be done using the Trans...
-
Registration Terminology Guide
Below is a list of terms commonly used with Momentus Enterprise and how they relate to Registration. Add-On Items - Items that are connected to th...
-
Registrant Custom Fields vs. Order Custom Fields
Registrant custom fields allow you to ask specific questions to each registrant on the order. If you have 2 people registering on the same order th...
-
Add Items to Multiple Registration Orders
You can add items to multiple registration orders at one time if all the orders are for the same event and use the same price list. Click the Even...
-
Add Web Registration Order
In Enterprise back office, you can add a registration order as if you were going through public registration as the registrant. To add a web regist...
-
Cancel a Registrant, Registration Item or a Registration Order
You can cancel registrants, registration items and/or registration orders. When you cancel registrants, registration items and/or registration item...
-
Registrant Profile Fields
Registrant Profile Fields are information commonly gathered during online registration. By providing these fields as standard Enterprise fields, yo...
-
View Registrant Profile Information
You use Registrant Profile Fields during online registration to gather information about a registrant's/participant's medications, medical conditio...
-
Change a Registrant Type
You can change the registrant type for a registrant in back office using Change Registrant Type. Before changing the registrant type, Momentus reco...
-
Registration Invoicing Considerations
There are at least three key approaches that are often utilized when configuring registration for an organization; there is currently not a univers...
-
Reinstate Registrants, Registration Items or Registration Orders
If you cancel registrants, registration items, and/or registration orders by mistake, you can reinstate them. When you reinstate registrants, regis...
-
Invoicing Registration Orders with and without Payment Plans
To invoice registration orders, with or without payment plans, follow these steps: On the Global Navigation Bar, select the drop down menu arrow o...
-
Changing the Status on an Invoiced Registration Order
If an order has been invoiced by mistake, follow these steps to reopen it, or to change its’ status: Locate the invoice that needs to be reopened....
-
Re-Printing a Payment Receipt: Registration Order
There may be times when you need to reprint a payment receipt on a registration order. Follow these steps to do so: Locate the Registration Order...
-
Swapping Sessions for Registrants
Registrants may change sessions with another registrant, regardless of whether payment has been made. Payment Has Not Been Received: If payment has...
-
Add Registrants to a Registration Order
To add registrants to a registration order: Click the Events link from the Main Menu. The Events screen opens. Select the event you want to add th...
-
Resend a Registrant their Confirmation
You are able to resend a confirmation email to a registrant. To resend the confirmation: Navigate to the event needed. On the Event Registrants ta...
-
Tracking Education Credits in Registration
Momentus Enterprise can be used to track, manage, and report on Continuing Education Credits. Credits can be assigned to Registrant Types or Functi...
-
Apply or Change a Promo Code
You can apply a promo code or change the promo code for a registration order from Momentus Enterprise back office. The below steps assume promo cod...
-
Registration Waitlists
If you want registrants to continue to register for an event, function or item after reaching the maximum capacity, utilize waitlists. To configure...
-
Automatic Waitlist Filling for Registrants
You can configure the software to automatically promote registrants from the waitlist to full registrant. To configure registration waitlists, see ...
-
Seating Charts
Seating charts allow you to assign registrants to specific seats. Generally seating charts are used for tables and chairs, but you can also use the...
-
Auto-Fill for Seating Charts
You can auto-assign seats in a seating chart based on: The registrant's registrant type The registrant's order account Nothing. The seats are auto...