Adding an Attendee to a Booking
This guide outlines how to add the names of the attendees to a corporate or public booking.
1. Access the booking
If you are in the process of creating a corporate or public attendee booking and already have the Add New Attendees section displayed, skip this step and go to step 2.
To search for the booking, click on the 9 dot icon on the top left corner of the screen, start entering 'booking' in the search field and click on Booking.
The Bookings screen is displayed. Use the filter and search function to locate the relevant booking. Click on the link in the Booking Name column.
The Booking screen is displayed.
2. Check seat availability
Before proceeding, scroll down to the Attendee Details section in the booking, and check that there are enough Remaining Spots to Book for the number of attendees.
If there are enough remaining spots, proceed to step 3.
If there are not enough remaining spots, you will need to book the attendee into another course.
3. Add the attendees
Click on the Attendees link in Related List Quick Links. The Attendees screen is displayed.
Click the Booking Attendees button. The Add New Attendee section is displayed.
Complete the following fields:
Student Name: Search for and select the student's name.
Membership: Enter a membership code, if applicable. In SA, this is used for only Construction Industry Training Board (CITB) members.
PO Number: If a membership is entered, you will also need to enter the membership number. In SA, this is the PCRN (for CITB members).
If the student does not exist, you will need to create a contact record for the student before proceeding. You should create a new contact in the Contacts screen. See Creating a New Contact (Student) for further information. Do NOT use the Create New Student button to create a new contact record.
Click the Add Attendee button.
Repeat this step to add more attendees as required.
The attendee(s) are added to the list of Current Attendees. The Number of Attendees and Remaining Spots are updated.
Remaining spots: Please note the number of student names added must equal to the number of attendees entered in the original booking. In the example above, there are 9 spot remaining.
If you try to add more names than the number of attendees booked, an error message will appear.
4. Review details
Once all the attendees have been added, review all of the details to ensure they are correct. For example:
- Have you added the correct member?
- Do you need to add membership details?
- Is the theory component applicable?
- Have the USI details been provided and verified?
Click Back to Booking or Close, as required.
A course confirmation email will be sent to each attendee.