Attendee Registration Component

We have brought the power of Event registration into Salesforce with our brand new BT Events Attendee Registration Lightning component.

If you need to register someone directly in Salesforce, you no longer need to navigate through 5+ records.

Before you had to navigate to the specific Event, add new Attendee, relate a Contact, create an Invoice, and finally link the Attendee's Event Item (Ticket) to the Invoice.

Now, you just need to use our BT Events Attendee Registration component to register an Attendee. Need to cancel an Attendee's registration? You can do that simply with the BT Events Attendee Registration component too! Did we mention the registration component works for paid and free Events?!

Set Up the Component

Update the Page Layout

The BT Events Attendee Registration component can be added to the Contact, Lead, Attendee, and Event lightning pages.

1. Navigate to one of the supported object records.
2. Click Setup.
3. Click Edit Page.
4. Scroll down to the Custom – Managed section and drag and drop the BT Events Attendee Registration component on the page.
5. Click Save.
   

Activate Geocodes

1. Click the Gear icon.
2. Click Setup.
3. In the Quick Find box, search for and click “Data Integration Rules”.
4. Click "Geocodes for Contact Mailing Address."
   
5. Click Activate.
6. If you agree with the message, click Ok.
7. Perform a hard refresh on the Contact record. The Sort By Distance checkbox will be enabled automatically on the Contact page of the BT Events Attendee Registration component.
   

Note: If required, repeat the steps above to activate the Lead and Account.

Register an Attendee from the Event Record

After you add the BT Events Attendee Registration component to an Event record, you will see all the Event Items populate within the component.

After selecting an Event Item you'll be able to add an Attendee!

From here, you can either click Submit to register the Attendee, or add a second Attendee by clicking the Add New Attendee button.

Ta-da! Your Attendee has been created!

If you have a paid Event, you will be prompted with the "Payment" tab. If you click Proceed To Payment on this page, it will redirect you to the associated Invoice.

After opening the Invoice, you can then forward the DocumentLink URL to the Attendee to be paid. Once paid, the Payment Status field will be updated from "Unpaid" to "Paid" and the Status field will update from "Ready to Bill" to "Completed".

There is also a Not Paid checkbox field on the Attendee object. Any time the Invoice is marked as "Unpaid" this checkbox will be checked. This gives the user who is registering the Attendees the ability to easily view if the Attendee has paid or not.

Cancel an Attendee

Once a Contact or Lead has registered for an Event, the Event will populate in the component.

Next, click the icon below, it will cancel the Attendee from the Event.

The Registration Status on the Attendee will be updated to "Canceled".

It's as simple as that! Quick and easy way to remove a single Attendee from an Event.