Staff App Event Features FAQs

What does the coloring mean on the list of events?

• The dark bar on the left side of the event indicates this event is marked with Members Only visibility.
• When the event is entirely shaded, the event has been marked as a Featured event.

These visibility choices are selected on the event in the backoffice software under Events > General tab in the Placement Options section.

Does the search in events search within the event description?

No. The search bar within the event listing area only searches by title.

How do you register an event attendee?

When adding an attendee to an event, why does it take me to the full online application sometimes and other times I’m able to add a name from within the app?

If fees are being charged for an event, the full online registration will always display so that proper discounts and member pricing may be applied. If the event doesn’t have fees associated, then you can use the selections to quickly add an attendee and only use the full online registration form if you’d like. Note: Custom registration fields are only available if completing the full online registration.

How do I delete an event attendee while in the app?

On the iOS app, slide to the left and click Delete, which will then ask for your confirmation. On the Android, there is not an option to delete an attendee.

Deleting attendees is not recommended in most cases. Typically you’ll want to mark the attendee as Cancelled and/or Refund their payment if applicable. Deleting the attendees removes all reference to this attendee but instead handling their cancellation will provide a method to track what happened later on.

Why are certain events not displaying as registered for my rep?

Events that are registered using the Member name (with a Rep name simply typed on the registration) will not display on the reps account. For events to display for the rep, the rep name must be selected when doing the registration or specifically associated with that rep after registration.

When is check-in available?

Check-in is available all day on the day of the event. But you may accept payment any time prior to the day of the event using the app.

What benefit does check-in provide? Why should I care about check-in?

• Check-in on the app will mark your guests as “actual attendees” in your backoffice software. The selection “view/edit attendance list” on the Guest List tab is where you will see the attendees being marked off when listed as “Attending” on the app.
• If using the Premium app, check-in will also give the ability to modify the payment type and record payments received which in turn create the appropriate transaction in your backoffice software. (Integrated Billing). Those with the CQI implementation will have transactions created as well, matching how it functions in the backoffice.
• In addition, the Random Prize selector (requires the Premium app) will give those registrants marked as “checked-in” priority over those simply “registered.”

When is a billing transaction created when doing event “Check-in”? Why can’t I edit the payment screen once I’ve checked someone in and marked them as paid? When receiving payment for an Invoice, how do I indicate that they paid the invoice by check or cash? I want to have it show in the Payment Method field in the backoffice. What does the dollar bill icon mean when viewing an event guest list prior to the event? What billing transactions are created when I mark a registrant as paid? Why are some receipts and invoices hyperlinked and others not on my Event Guest List and Account tab? Will the random prize winner ever pick the same registrant? Does the app prioritize the random prize winners?