Please note that the Next Generation Events feature is only available to organizations with Neon CRM Impact or Empower packages AND Neon Pay as the payment processor.
Contact us at clientaccountspecialist@neonone.com to discuss your current package and/or switching to Neon Pay.
Learn how to allow event registrants (or the ticket buyers) to assign tickets to individual attendees in this step-by-step guide. This help guide will cover how to enable assigning tickets to individual attendees for Next Generation Events in Neon CRM.
For a video version of this information, select the Academy link below: |
Contents
Enable the Feature that Assigns Tickets to Individual Attendees During the Event Creation Process
Enable the Feature that Assigns Tickets to Individual Attendees After an Event is Created
Add the Phone Number Field to an Event Registration Form
Instructions
Enable the Feature that Assigns Tickets to Individual Attendees During the Event Creation Process
If you have not yet created your event, you may enable the assigning of tickets to individual attendees feature during the event creation process. This feature will enable registrants/ticket buyers (or you as the system administrator) to assign tickets to individual attendees during the ticket purchasing process. This feature, however, must be "turned on" (or enabled) in the Event Creation Wizard, as follows.
In Step 3 of the Basic Information section in the Event Creation Wizard, you will see the following question:
1. Select Each Attendee.
The feature is now enabled.
When the registrant purchases tickets, they will see the following screen on which they must enter a name and email for each attendee. This screen must be completed for each ticket/attendee. This designation of each ticket to individual attendees will streamline the check-in process. If you wish to add the phone number field to this form, see the Add the Phone Number Field to an Event Registration Form section below.
Enable the Feature that Assigns Tickets to Individual Attendees After an Event is Created
If you have already created an event and wish to enable assigning tickets to individual attendees:
1. Select Events in the navigation menu and then select Events on the drop-down menu.
On the Events list page:
2. Select your applicable event.
On the event's Overview page:
3. Select Edit Event in the left menu.
On the next page, scroll down to the following question:
4. Select Each Attendee and then select Save Changes.
The feature is now enabled.
When the registrant purchases tickets, they will see the following screen on which they must enter a name and email for each attendee. This screen must be completed for each ticket/attendee. This designation of each ticket to individual attendees will streamline the check-in process. If you wish to add the phone number field to this form, see the Add the Phone Number Field to an Event Registration Form section below.
Add the Phone Number Field to an Event Registration Form
If you wish to add the phone number field to the event registration form used to assign tickets to individual attendees, complete the following steps:
1. Select Events in the navigation menu and then select Events on the drop-down menu.
On the Events list page:
2. Select the applicable event in the list.
On the event's Overview page:
3. Select Form in the left side menu.
On the Form Editor page:
4. Select the Phone Number checkbox in the left side menu. (Please note: If you add this field to the form, it will be a required field that must be completed by the registrant.)
5. Select Save in the upper right corner.