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Manually enter registrations

Manually enter registrations from inside your account. Enter the registrant's information, or use past information stored in the CRM

Ashley avatar
Written by Ashley
Updated over 2 weeks ago

Want to add a registrant without going through your live registration page? The manual entry feature allows you to easily input orders, making it perfect for manually importing registrants from another platform, processing paper submissions, or registering someone over the phone.

A key benefit of manual entry is the ability to re-register past attendees to a new registration page using their saved information and card on file. This is especially useful for transferring a registrant from one event to another or quickly signing up repeat attendees. This guide will walk you through how to use manual entry efficiently!

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Add a Registrant Paying via Credit Card

NOTE: If you'd like to enter a registration manually, but not enter any billing information, we recommend creating and entering a coupon code to waive the fees for this registrant.

  • From the top menu bar, click the Registrations tab

  • Click the Add Registration button in the top right corner

  • Select the page for which you want to enter a new registration

  • If you are registering a registration for a contact or past registrant, search for their name in the Contacts field. This will pre-fill their contact information in the designated fields

  • Complete any fields on your RedPodium page

  • Enter the billing information

  • Select Credit Card, and enter their credit card information

  • Add a Note (if desired)

  • Click Submit

Pro Tip: If you added a contact, click Copy Contact's information below to auto-populate their contact information to the billing section

If you added a contact and they have a saved card on file, you can select the Use a Previously Saved Card checkbox to auto-populate a previously saved card.

Warning: In RedPodium, contacts are based on the billing email that is entered. We strongly recommend using a unique email for each separate contact for whom you add a registration. When multiple registrations are entered using the same billing email, they are grouped together in Contacts.

If you are adding a registration to a contact who is already in the database, we recommend using the same email for the new registration so all their registrations are listed under the same contact to prevent making multiple contacts for the same person.


Add a Registrant Paying via Offline Payment

Pro Tip: When manually entering registrations, RedPodium will always display the offline option, even if this payment method isn't available on the live page.

Note: If you'd like to enter a registration manually, but not enter any billing information, we recommend creating and entering a coupon code to waive the fees for this registrant.

  • From the top menu bar, click the Registrations tab

  • Click the Add Registration button in the top right corner

  • Select the page for which you want to enter a new registration

  • If you are registering a registration for a contact or past registrant, search for their name in the Contacts field. This will pre-fill their contact information in the designated fields

  • Complete any fields on your RedPodium page

  • Enter the billing information

  • Select Offline

  • Date Received (optional): enter the date in which you received the payment. This can be a date in the past, or the current date. This field is optional

  • Mark as Received (optional): check this box if you would like to mark the payment as received. When this box is checked, the system will mark the registration as complete after submitting the registration. If this box is not checked, the registration will be marked as pending offline, and a user can later mark the payment as received

  • Add a Note (if desired)

  • Click Submit

Pro Tip: If you added a contact, click Copy Contact's information below to auto-populate their contact information to the billing section

If you added a contact and they have a saved card on file, you can select the Use a Previously Saved Card checkbox to auto-populate a previously saved card.

Warning: In RedPodium, contacts are based on the billing email that is entered. We strongly recommend using a unique email for each separate contact for whom you add a registration. When multiple registrations are entered using the same billing email, they are grouped together in Contacts.

If you are adding a registration to a contact who is already in the database, we recommend using the same email for the new registration so all their registrations are listed under the same contact.


FAQs

Why am I Required to Enter a Phone Number in the Billing Section?

Users are required to enter a phone number in the billing section on the back-end when the page has required this field. If you would like to temporarily disable this field, you can disable the phone number field in the RedPodium page itself, and then enable the phone number field after you enter your registrations. Here is how to disable the phone number field.

Note: By disabling the phone number field, registrants will not be able to enter their phone number in the billing section and opt in to receive texts from your event.

  • From the Pages screen in the top menu bar, click the pencil icon under the page you want to edit

  • Scroll down to the Billing Section

  • Hover over the Mobile Phone Number field, and click the pencil icon

  • Toggle the Enable button to No

  • Click Done

  • Click Save Now in the upper-right corner of your page to save your changes. Click Publish to publish these changes to your live page

Can I import registrants from a file or list in bulk?

Right now, registrations cannot be imported from a file or list. To import registrations into RedPodium, we recommend entering them into the system individually.

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