When accessing an Attendee Account via the Conferences Main menu, conference managers must first search for an attendee’s account.
Note: The Attendee Account feature is only available if the Bill attendees individually option is selected on the View Attendee Group page.
Use the following procedure to search for an attendee’s account details:
1. Select Attendee Account from the Conferences menu. The Attendee Account page is displayed.
2. Select the event that the attendee is associated with by using the *Event name drop-down menu.
3. Use the Attendee - Find By drop-down menu to search by name, ID number, or alternate ID number and enter the appropriate search value in the field provided.
4. Click Lookup.
If more than one search result is returned, select an attendee from the search results window.
5. The following attendee account information will display:
•*Event name
•Attendee name (last name, first name)
•Attendee group name
•Check-in/out dates
•Total charges, Total payments, and Balance
In addition to viewing account balance information, the Attendee Account screen also shows a List of Billable Items and List of Payments. In the List of Payments grid, conference managers can add, edit, or delete payments, resulting in updated attendee balance information.