Events allow external users to register for events online.
There are two ways to collect registrations:
1. Add client records manually to the event
2. Allow people to register for the event online.
Add Attendees Manually
It's also possible to add registrants from inside SAM. From the Event Details form, scroll to the bottom and use the Add button to select records previously entered in SAM.
This is useful for logging signups that occurred on paper or when multiple entity types can join the event.
When setting up an event, you can link a Public Form to accept registration online. This public form must be set as an Event form to be shown in the list within the Event setup. Event Details will be shown at the top of the form to users registering.
Because forms are entity specific, online registrations are limited to one Entity Type.
Set Public Form as Event Registration Form
- Open the Form Customizer view of the Public Form.
- Click Advanced Options > Really Advanced Options > Advanced Form Properties.
- Set Event-Based as Yes.
The form will be available in Registration form selections when creating a new event.