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How to check participants in at events?
How do I batch update a standard custom field for event participants?Can I easily sync/import Facebook Event attendees with a CiviCRM Event participant list?$participant_status_id shows previous value in email templateImporting ParticipantsHow to Create a New Participant ProfileMultiple participant registration not tied to contribution for paid events?CiviCRM Events (WP) - error message “this contact has already been assigned to this event”Can I batch update participant role for an event for all contacts registered for an event who have a certain tag?Can I have a price set option add a registrant to the waitlist if the event isn't full?Smart Group Features Extension to Memberships, Events, Contributions, Activities,
How would you recommend checking in participants (who have previously registered) at events so that those who attended have participant status changed from registered to attended? (And then, likely in a second step, those who didn't show have participant status changed to no-show). This seems so obvious- but I can't find it in the Civi documentation.
My thought is to use an advanced search with event name= [name], role = 'attendee' filters. After people have been checked off names when they come in to the event, use the 'update multiple contacts' feature. I created a profile with the field 'participant status', but it doesn't show up in the 'update multiple contacts' profile drop-down...and I'm wondering if this is even the best way to do this? Non-developer, just a user here. Thanks!
civievent
asked 2 hours ago
CiviLearnerCiviLearner
354
add a comment |
How would you recommend checking in participants (who have previously registered) at events so that those who attended have participant status changed from registered to attended? (And then, likely in a second step, those who didn't show have participant status changed to no-show). This seems so obvious- but I can't find it in the Civi documentation.
My thought is to use an advanced search with event name= [name], role = 'attendee' filters. After people have been checked off names when they come in to the event, use the 'update multiple contacts' feature. I created a profile with the field 'participant status', but it doesn't show up in the 'update multiple contacts' profile drop-down...and I'm wondering if this is even the best way to do this? Non-developer, just a user here. Thanks!
civievent
asked 2 hours ago
CiviLearnerCiviLearner
354
add a comment |
How would you recommend checking in participants (who have previously registered) at events so that those who attended have participant status changed from registered to attended? (And then, likely in a second step, those who didn't show have participant status changed to no-show). This seems so obvious- but I can't find it in the Civi documentation.
My thought is to use an advanced search with event name= [name], role = 'attendee' filters. After people have been checked off names when they come in to the event, use the 'update multiple contacts' feature. I created a profile with the field 'participant status', but it doesn't show up in the 'update multiple contacts' profile drop-down...and I'm wondering if this is even the best way to do this? Non-developer, just a user here. Thanks!
civievent
asked 2 hours ago
CiviLearnerCiviLearner
354
How would you recommend checking in participants (who have previously registered) at events so that those who attended have participant status changed from registered to attended? (And then, likely in a second step, those who didn't show have participant status changed to no-show). This seems so obvious- but I can't find it in the Civi documentation.
My thought is to use an advanced search with event name= [name], role = 'attendee' filters. After people have been checked off names when they come in to the event, use the 'update multiple contacts' feature. I created a profile with the field 'participant status', but it doesn't show up in the 'update multiple contacts' profile drop-down...and I'm wondering if this is even the best way to do this? Non-developer, just a user here. Thanks!
civievent
civievent
asked 2 hours ago
CiviLearnerCiviLearner
354
asked 2 hours ago
CiviLearnerCiviLearner
354
asked 2 hours ago
CiviLearnerCiviLearner
354
asked 2 hours ago
CiviLearnerCiviLearner
354
asked 2 hours ago
CiviLearnerCiviLearner
354
354
add a comment |
add a comment |
3 Answers
3
active
oldest
votes
CiviLearner,
You will need to use Find Participant search form to update the status of participant.
Do a search on event name= [name], role = 'attendee' filters, select participant and then from Actions list select 'Update multiple participant'
Or You can use Advance search with same filter but select 'Event Participants' from the 'Display Results As'.
HTH
Pradeep
answered 2 hours ago
Pradeep NayakPradeep Nayak
11.4k1521
add a comment |
Answer I got (other suggestions welcomed):
Navigate to Events > Manage Events
Scroll to find the event in question, click on the Participants hyperlink to the right-hand side, then select "Connected, Registered, Attended..."
Select resulting participants, then select "Participant status - change" from the actions drop down menu >
answered 1 hour ago
CiviLearnerCiviLearner
354
add a comment |
If you use Advanced Search, you can change the Display Results As from Contacts to Participants. This will let you update the participant status similarly to doing it through "Manage Events", but with more granularity for who shows up in your list.
You can also install CiviMobile - the Web Access CiviMobile, not Agiliway's - which has a one-touch phone interface I really like for changing folks from "Registered" to "Attended". Afterward, I use the method I mention above to convert non-attendees to no-shows.
answered 43 mins ago
Jon G - Megaphone TechJon G - Megaphone Tech
27.2k11872
add a comment |
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3 Answers
3
active
oldest
votes
3 Answers
3
active
oldest
votes
active
oldest
votes
active
oldest
votes
CiviLearner,
You will need to use Find Participant search form to update the status of participant.
Do a search on event name= [name], role = 'attendee' filters, select participant and then from Actions list select 'Update multiple participant'
Or You can use Advance search with same filter but select 'Event Participants' from the 'Display Results As'.
HTH
Pradeep
answered 2 hours ago
Pradeep NayakPradeep Nayak
11.4k1521
add a comment |
CiviLearner,
You will need to use Find Participant search form to update the status of participant.
Do a search on event name= [name], role = 'attendee' filters, select participant and then from Actions list select 'Update multiple participant'
Or You can use Advance search with same filter but select 'Event Participants' from the 'Display Results As'.
HTH
Pradeep
answered 2 hours ago
Pradeep NayakPradeep Nayak
11.4k1521
add a comment |
CiviLearner,
You will need to use Find Participant search form to update the status of participant.
Do a search on event name= [name], role = 'attendee' filters, select participant and then from Actions list select 'Update multiple participant'
Or You can use Advance search with same filter but select 'Event Participants' from the 'Display Results As'.
HTH
Pradeep
answered 2 hours ago
Pradeep NayakPradeep Nayak
11.4k1521
CiviLearner,
You will need to use Find Participant search form to update the status of participant.
Do a search on event name= [name], role = 'attendee' filters, select participant and then from Actions list select 'Update multiple participant'
Or You can use Advance search with same filter but select 'Event Participants' from the 'Display Results As'.
HTH
Pradeep
answered 2 hours ago
Pradeep NayakPradeep Nayak
11.4k1521
answered 2 hours ago
Pradeep NayakPradeep Nayak
11.4k1521
answered 2 hours ago
Pradeep NayakPradeep Nayak
11.4k1521
answered 2 hours ago
Pradeep NayakPradeep Nayak
11.4k1521
11.4k1521
add a comment |
add a comment |
Answer I got (other suggestions welcomed):
Navigate to Events > Manage Events
Scroll to find the event in question, click on the Participants hyperlink to the right-hand side, then select "Connected, Registered, Attended..."
Select resulting participants, then select "Participant status - change" from the actions drop down menu >
answered 1 hour ago
CiviLearnerCiviLearner
354
add a comment |
Answer I got (other suggestions welcomed):
Navigate to Events > Manage Events
Scroll to find the event in question, click on the Participants hyperlink to the right-hand side, then select "Connected, Registered, Attended..."
Select resulting participants, then select "Participant status - change" from the actions drop down menu >
answered 1 hour ago
CiviLearnerCiviLearner
354
add a comment |
Answer I got (other suggestions welcomed):
Navigate to Events > Manage Events
Scroll to find the event in question, click on the Participants hyperlink to the right-hand side, then select "Connected, Registered, Attended..."
Select resulting participants, then select "Participant status - change" from the actions drop down menu >
answered 1 hour ago
CiviLearnerCiviLearner
354
Answer I got (other suggestions welcomed):
Navigate to Events > Manage Events
Scroll to find the event in question, click on the Participants hyperlink to the right-hand side, then select "Connected, Registered, Attended..."
Select resulting participants, then select "Participant status - change" from the actions drop down menu >
answered 1 hour ago
CiviLearnerCiviLearner
354
answered 1 hour ago
CiviLearnerCiviLearner
354
answered 1 hour ago
CiviLearnerCiviLearner
354
answered 1 hour ago
CiviLearnerCiviLearner
354
354
add a comment |
add a comment |
If you use Advanced Search, you can change the Display Results As from Contacts to Participants. This will let you update the participant status similarly to doing it through "Manage Events", but with more granularity for who shows up in your list.
You can also install CiviMobile - the Web Access CiviMobile, not Agiliway's - which has a one-touch phone interface I really like for changing folks from "Registered" to "Attended". Afterward, I use the method I mention above to convert non-attendees to no-shows.
answered 43 mins ago
Jon G - Megaphone TechJon G - Megaphone Tech
27.2k11872
add a comment |
If you use Advanced Search, you can change the Display Results As from Contacts to Participants. This will let you update the participant status similarly to doing it through "Manage Events", but with more granularity for who shows up in your list.
You can also install CiviMobile - the Web Access CiviMobile, not Agiliway's - which has a one-touch phone interface I really like for changing folks from "Registered" to "Attended". Afterward, I use the method I mention above to convert non-attendees to no-shows.
answered 43 mins ago
Jon G - Megaphone TechJon G - Megaphone Tech
27.2k11872
add a comment |
If you use Advanced Search, you can change the Display Results As from Contacts to Participants. This will let you update the participant status similarly to doing it through "Manage Events", but with more granularity for who shows up in your list.
You can also install CiviMobile - the Web Access CiviMobile, not Agiliway's - which has a one-touch phone interface I really like for changing folks from "Registered" to "Attended". Afterward, I use the method I mention above to convert non-attendees to no-shows.
answered 43 mins ago
Jon G - Megaphone TechJon G - Megaphone Tech
27.2k11872
If you use Advanced Search, you can change the Display Results As from Contacts to Participants. This will let you update the participant status similarly to doing it through "Manage Events", but with more granularity for who shows up in your list.
You can also install CiviMobile - the Web Access CiviMobile, not Agiliway's - which has a one-touch phone interface I really like for changing folks from "Registered" to "Attended". Afterward, I use the method I mention above to convert non-attendees to no-shows.
answered 43 mins ago
Jon G - Megaphone TechJon G - Megaphone Tech
27.2k11872
answered 43 mins ago
Jon G - Megaphone TechJon G - Megaphone Tech
27.2k11872
answered 43 mins ago
Jon G - Megaphone TechJon G - Megaphone Tech
27.2k11872
answered 43 mins ago
Jon G - Megaphone TechJon G - Megaphone Tech
27.2k11872
27.2k11872
add a comment |
add a comment |
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