NECA 2014 Chapter Manager Registration & Housing Interface Instructions

Size: px

Start display at page:

Download "NECA 2014 Chapter Manager Registration & Housing Interface Instructions"

Henry Mitchell
5 years ago
Views:

1 Overview Important: Before using the NECA Chapter Manager User Interface, make sure your computer s pop-up blocker is turned OFF. Be advised that ALL registration and ALL associated sign-ups for attendees and guests submitted through the Chapter Manager User Interface will be posted to the Chapter Account. Payments are made against one consolidated account balance (i.e. the sum of all chapter account registration fees). Each individual registration will be recorded as Paid and will reference the account (i.e. PO) to which it has been posted. Registrations and/or specific sign-ups that are considered personal expenses and are not covered by the chapter (e.g. pre-convention workshop) should not be submitted through the interface. Registrations or sign-ups at the individual s expense need to be managed through the individual attendee interface. Once the main registration has been completed, the attendee can go to: and enter their last name and either the individual or company ID to access his/her registration and add the additional session or ticket. You can also contact NECA Registration by phone at (800) or (415) to request individual sign-ups. Complete information for the credit card(s) to be charged needs to be provided at the time of request.

Login Enter the Chapter Manager User Interface directly at https://www2.cmrreg.com/necachapterview, or via the Chapter Manager tab of the NECA Registration & Housing site at https://www4.cmrreg.com/neca_c5/ Select Chapter Name from the alphabetical drop-down list.

2 Login Enter the Chapter Manager User Interface directly at or via the Chapter Manager tab of the NECA Registration & Housing site at Select Chapter Name from the alphabetical drop-down list. Enter numeric passcode and select Login. Wait for the system to retrieve information and bring up the Chapter Manager User Interface. Once logged in to the Chapter Manager Interface, you will see the below screen.

3 Left Panel: Comprehensive Chapter Overview Only information pertaining to selected chapter will be displayed. Executives managing multiple chapters will need to log in to and manage each chapter account separately. A unique passcode is assigned to each account. Hierarchical display of known chapter members (i.e. in NECA membership database). Tree View presentation: o Chapter > Chapter Staff > Chapter Members (Companies) > Member Employees Member Companies and Member Employees are presented in alphabetical order. Use plus (+) sign to expand. Use minus (-) sign to collapse. Individuals in BLUE are not yet registered. Individuals in BLACK are registered (name will appear in right-hand panel if registered through the chapter interface). Chapter Members and guests registered independently (i.e. self-registered by the member and not submitted by the manager through the Chapter Manager User Interface) will also display in BLACK (i.e. as registered) but will not be included in the right-hand panel for Members and Guests Registered through Chapter Interface (i.e. posted to the Chapter Account). If a Member s name does not appear in the left-hand tree view, you can register him/her by clicking on the Add Attendee button under the company he/she works for and process the registration. Another option if a Member s name does not appear in the left-hand tree view and you would like to obtain an individual ID number for him/her before processing the registration, please notify us at NECAreg@cmrus.com or go online to: to add an individual to a member company. Please allow 2 business days for the individual to appear in your list of member employees.

4 Submitting a Registration Click on a BLUE name. A pre-filled Attendee Information page will display. Individual s address (if in database) will be pre-populated. confirmation will go to whatever address is submitted with the registration. Chapter managers can add their address to the Additional field in order to receive a copy of the confirmation. If ONLY the chapter manager is to receive the confirmation, his/her name should be provided in the Address field (i.e. replace the registrant s address). All registration materials for the primary registrant and any guest(s) will be sent to the primary registrant s address. Review the mailing address information, make edits as necessary, then click on the required acknowledgement to advance to the next page. Click Next Page to select the basic convention registration track. The next pages are for pre-convention workshops. If none of these options are going to be selected, choose Done with Sessions or Next Page to advance. The following pages are for additional opportunities (e.g. Tours, etc.). If none of these options are going to be selected, choose Done with Sessions or Next Page to advance. Answer the Attendee Questionnaire for each registrant. Review the Virtual Badge and edit the gray fields as necessary. Review registration sign-ups. Use the Previous Page button to go back and make any necessary edits. Otherwise, select Save Record to complete the registration. The interface will refresh and the new registrant will be added to the right-hand Registered Chapter Members and Guests panel. Registration fees for each person (charged to the chapter) will appear in the grid. The amount shown in the primary registrant s Total column is the sum of his/her registration and all of his/her guests. The aggregate total of the chapter s registration fees will appear at the bottom. To register a guest, click the Add Guest button to the right of the primary registrant s name. The administrator will need to select the guest category when the Attendee Information page comes up. Subsequent pages follow the same process as for the primary registrant.

5 Registration Confirmation Goes automatically to address(es) provided on the primary attendee s registration form. Confirmation is sent when original registration is submitted and each time a registration is modified (i.e. registration sign-ups are changed). Chapter Manager can control distribution of confirmations by specifying recipient(s). NOTE: at least one address must be provided with the registration. Registration Changes To edit a chapter registration on file (and posted to the chapter account), log in to Chapter Manager User Interface following the steps outlined above. Manager can access registration for editing using the Edit button on the interface. All changes (added or deleted sign-ups) made through the Chapter Manager User Interface will be posted to the chapter account (i.e. will increase or decrease the chapter account balance). To cancel a registration submitted through the chapter interface, please contact NECA Registration. IMPORTANT: Registrations or sign-ups at the individual s expense need to be managed through the individual attendee interface. Once the main registration has been completed, the attendee can go to: and enter their last name and either the individual or company ID to access his/her registration and add the additional session or ticket. You can also contact NECA Registration by phone at (800) or (415) to request individual sign-ups. Complete information for the credit card(s) to be charged needs to be provided at the time of request.

6 Payments Select Make Payment to initiate a credit card payment. Cards accepted are: Visa, MasterCard, or American Express. (1) Select credit card type, (2) Enter credit card number, (3) Provide expiration date (month/year), (4) Specify amount being paid with that card (account balance shown at top of screen), (5) Provide name of cardholder (name on card), (6) Provide billing address, (7) Provided billing zip code, (8) Select Submit Payment. When entering payment amounts, do NOT use dollar signs ($) or commas (,). For example, to make a payment for one thousand dollars, enter 1000 or You may submit a payment equal to or less than the chapter balance, but not greater than the total amount due. If necessary, you can submit multiple payments on the chapter account, in varying amounts and with different cards. For reference, the card type, cardholder name, and last four digits of cards used for payment are displayed in the payment log at the top of the page. If registration changes result in overpayment, refunds will be processed by NECA Registration. After exiting the payment page and returning to the main interface, select Refresh to update the account balance information. Chapter Account Balance Payment in full for all balances due are expected at the time of registration. Online payments by credit card only. To make payment by check, refer to remittance information provided on the registration summary. (Select Summary at the bottom of the interface). Under registration grid, the following account information is displayed: (1) Total Charged to Chapter Account, (2) Current Payments by Chapter, (3) Current Chapter Balance. Amounts reflect all financial transactions processed to date. To print out a recap of all chapter registrations submitted through the interface (i.e. charged to the chapter), select Summary or Detail for the required version. IMPORTANT: If account balances are not paid in full by August 7, 2014 (when Early Registration rate ends), registration fees will be re-set to the Advanced Registration rate.

7 Chapter account balances must be paid in full before arriving onsite, or the individual will have to process payment to receive registration materials. NECA 2014 Chapter Manager Registration & Housing Interface Instructions Individual Registration Summary To see a recap of an individual s registration, select Summary to the right of the person s name. Chapter Registrations Overview For a recap of ALL chapter registrations submitted to date (both through the interface by the chapter manager, and independently by the member, select Get Chapter Listing. Registrations submitted through the chapter manager user interface will show CHAPT in the Reg Method field. Registration submitted independently will show (WEB) online, , MAIL, or FAX. Chapter Housing To manage the hotel reservations for your chapter, select Go to Chapter Housing. Logout To exit the interface, select Logout. You will be returned to the main login page.

How to create a Group. Part 1: Create your Group Administrator account

How to create a Group. Part 1: Create your Group Administrator account Please use these screenshots to guide you through the registration process Part 1: Create your Group Administrator account Step 1: Read the Group information and select Proceed to Group Registration Step