Under this setup Attendee Statuses tab, you will define color-coded statuses that will later help you quickly determine what stage of the event process attendees are in, e.g. "Invited", "Tentative", "Registered", etc.
You will also find Attendee Statuses helpful for filtering attendees in screen views and reports.
Figure 512: Attendee Setup
1.Start a new record or edit an existing record under the Attendee Statuses tab.
2.The Setup Attendee Status edit form appears.
3.Item Code: Enter the name of the Attendee Status.
The Item Code can be the same as the Status Type, or it can be different, especially if you have multiple Attendee Statuses of the same Status Type.
4.Status Type: Select the type of status from the drop-down list: Confirmed, Attended, Tentative, Cancelled, Wait List, No Show or Other.
You should have at least one "Confirmed"-type attendee status and "Cancelled"-type attendee status.
If useful for your organization's attendee registration system, you can have multiple Attendee Statuses of the same Status Type, e.g. "Confirmed: Deposit Paid" and "Confirmed: Fully Paid".
Figure 513: Selecting Status Type
5.Item #: The Item Number determines a record's position relative to other records in a list sorted by Item #. Change the Item # to change the record's position in the sort order.
6.Is Default: Select the Is Default checkbox if you want this Status to be the default for newly added Attendees.
Figure 514: Set Status as Default
7.Exclude from Reports: Select this checkbox if you want attendees of this Attendee Status excluded from reports.
8.Available Online: Select the Available Online checkbox if you want this attendee status to be available online.
Please note that the EPConnect Suite is a collection of separately available modules, and you will not see its related tabs and screens if you have not purchased it.
9.Back Color & Font Color: Select the color to represent this attendee status elsewhere in EventPro, particularly in drop-down lists and graphical calendars.
Select the background color from the Back Color drop down, and the text color from the Font Color drop down.
10.When you're done creating or editing the record, click Save and Close.
