Managing Event Registrations for Your Church

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    Gay Borgenhagen

    Will Breeze "suggest" to connect people who are Archived?

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    I entered someone as "Guest LastName" because someone else paid for their guest to attend an event, but didn't give me the name of the guest. This Guest does not show up on the check-in list because they are not linked to anyone in the system (I assume that's why - they show up in forms received).... but they are paid for. Is there a way of having them show up in the check-in list (short of adding a person that shouldn't be in the database into the database)? Thanks!

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    Hey Gay - You will get a suggestion that that person might be listed under archived.  We also recently rolled out an update that will allow you to restore (unarchive) that person directly from the connect window when it believes the person is archived. 

    Hey Kimberlilley - The only way to have them show up in the list would be to connect them to someone in the database or create a profile for them.  You can always archive them right after your event is over! 

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    John Turner

    I like that the forms automatically make suggestions when a new contact has filled an event registration. Unfortunately, it does not automatically link everything that we would want. For example, our form has a place to respond for allergies and medical conditions.  We also have this field in the user profile, but the automatic suggestions fail to link these fields. This results in lots of caparisons between form entries and user profiles to ensure that we have all of the information that we need. We include these allergies on children's name tags to ensure that workers are aware.

    Our work around has been to not link any of the profiles in forms and download a spreadsheet of all form entries. We then use the bulk import option and copy the appropriate fields into the template. This works great for those who preregister and then we use the check-in add a person option for last minute registrations.  

    Am I missing an option to make this easier? It would be great if during form creation there were two tabs at the top, one was a generic fields tab for items that do not need to be linked to a profile and another tab for profile fields. If you use the profile fields, you could be confident that it will update the person when linked.

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    Hey John - the names need to match exactly in order for them to connect.  Let's say on your Profile Field you have a text field for "allergies", but on your form, you created a text field and said "Do you have any allergies?".  Those two names don't match up and therefore the system can't automatically connect them together. 

    If you are set on wanting to phrase it as "Do you have any allergies?" then our recommendation is to temporarily change the profile field to match the form field name and then connect your profiles.  

    If you'd like to walk through this further please feel free to Contact our Support Team and we'd be happy to give you some further suggestions. 

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