EventPro Planner Manual

Create Attendee Types

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Create Attendee Types

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Create Attendee Types

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This process is similar to the instructions outlined in Chapter 5: Set Up an Event, Attendee Setup: Attendee Types.

1.Select the event category to which you want to add attendee types and click on the Attendee Types tab.

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2.Click the New button to the right of the selection grid.
3.The Attendee Type [New] window appears.

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4.From here, you can follow the instructions in Chapter 5: Set Up an Event, Attendee Setup: Attendee Types to set up your template attendee type.  The [New] window will be essentially the same, except that this template [New] window will not have the Online Password or Maximum Attendance fields, as in Event Setup.
5.Click Save.
6.Continue adding as many attendee types as you need for this event category template.
7.Later, if you book an event using this event category template, the attendee types will be pulled into the Attendee Setup | Attendee Types tab of the Event Setup window.
8.If you do not use the event category template when booking the event, but still want to use attendee types from a template, you can do so by copying the template into the Attendee Setup | Attendee Types tab of the Event Setup window.  See Chapter 5: Set Up an Event, Attendee Setup: Attendee Types, Copy Template – Attendee Types.