Event Registration Guide

Transcription

1 Ferris State University Conference and Professional Services Event Registration Guide How to Add, Manage, and Register Multiple Members

2 Step 1 Accessing the Registration Homepage Step 1 Open your internet browser the registration system works best if you utilize Google Chrome or Mozilla Firefox. In the search engine tool bar at the top of the page, enter the website address cps.ferris.edu. Hit enter on your keyboard to execute this action.

3 Step 2 New User or Existing User After completing Step 2, you will land on the Conference and Professional Services registration homepage. Step 2 If you are a new user, please select Create Account. (Continue to Step 3) If you have previously registered for an event with Ferris State University, you may select Sign In. (Continue to Step 4) Important Information: If you do not know if you have an existing account, please contact Ferris State University by calling (231) , or by ing caps@ferris.edu. You may also contact Ferris State University if you have an existing account or if you do not remember your log-in credentials.

4 Step 3 Creating an Account New User Step 3 As a new user, you need to create a registrant profile. The highlighted information outlines required fields in order to complete a registrant profile. Please complete this information as you want it to be printed on you name tag, within the conference program, etc. First Name Phone Number Last Name Affiliated Company/Employer Address 1 Address 2 City/Town State/Province Work Phone Mobile Phone Address Allergies User Name Password Country If you are attending a summer camp or registering a child/minor under 18 years of age, we request that you include the Parent/Guardian Name. The Phone, Work Phone, and Mobile Phone fields are required. If you do not have an extension from your work phone, you may enter N/A. It is important that you DO NOT use an address as a user name.

5 Step 4 Existing User Signing into Your Account As an existing user, you should have selected the Sign In option on the registration homepage (Step 3). Step 4 Enter your User Name and Password into the fields. If you do not know if you have an existing account, please contact Ferris State University by calling (231) , or by ing caps@ferris.edu. You may also contact Ferris State University if you have an existing account or if you do not remember your log-in credentials. If it is outside of our office business hours, you may click Forgot Username? or Forgot Password? to obtain your log-in information. An will be sent to you via the registration system, and will include your log-in information. This will be sent from caps@ferris.edu, and may be filtered to your Spam/Junk folder.

6 Step 5 Adding Members to Your Account - Tips Once you are signed into your account, you are directed to the MyAccount Home webpage. (Top picture) Before adding a member to your account, we recommend that you have the following information: Confirm with each attendee(s), and the Conference and Professional Services office, that the individual(s) do not have existing accounts. You may reach our office by calling (231) , or by ing caps@ferris.edu. If the individual(s) do not have an existing account, you will require the information to complete the Create an Account fields for each new member. (Please reference Step 4) If the attendee has an existing account, a Conference and Professional Services staff member will manually add the member to your account upon request. Please call our office at (231) , or caps@ferris.edu to make this request.

7 Steps 6-7 Adding New Members to Your Account Step 6 To add a new member to your account, click the My Account button from the left tool bar. A gray sub-selection tool bar will appear, and you will select Manage Members. Step 7 To add a new member, select Add New Member by clicking on the red button on the Manage Members webpage.

8 Steps 8-9 Adding New Members & Locating Registration Step 8 Completing New Member Profile(s) in Your Account Complete the required fields for the first New Member to be added to your account. You must complete Steps 6-8 for each New Member that you would like to manage under your account. Step 9 Locating the Event Registration Webpages If the individuals are attending a summer camp, please select Course & Workshop Listings from the red menu on the left side of the screen. Individuals attending a conference may access the registration by selecting Conference Listings from the red menu on the left side of the screen. Once you have completed the New Member Profiles, you can proceed to the event registration. You have the opportunity to register one person, or multiple people, for each event. If you register multiple people, one transaction will be processed on behalf of the group.

9 Step 10 Choosing the Correct Event Registration Step 10 Select the preferred event registration. You may click on the Registration Available in the right column to proceed to the registration webpage. If the event that you are searching for does not appear, it may be that registration has not yet opened OR registration for the event has closed. Please contact the Conference and Professional Services office for assistance by calling (231) , or by at

10 Steps Adding Event Registrations to Your Cart Step 11 Step 11 Review the event information on the webpage. Select a registration option for the event if there is more than one available. If there is one standard registration fee, a bounding box will not appear, and you can proceed to Step 12. Step 12 Scroll to the bottom of the webpage, and select the first individual that you would like to register for the event from the dropdown box. (This will default to the account owner s name.) After selecting the first person s name, click the Add to Cart button. Step 13 Review your selections, and click Add to Cart: to proceed. Step 13

11 Step 14 Your Shopping Cart Step 14 After selecting an individual to register and clicking Add to Cart, you will be directed to the Your Cart webpage. The cart will outline the individual(s) registered for each event, and provide the cost of the transaction. To add another registration to the cart, select Continue Shopping. Repeat Steps 9-13 for each individual registration.

12 Step 15 Review Cart and Select Payment Method Step 15 Once you have selected the individuals and event registrations, we ask that you review your cart total and registration selections for accuracy. If the information is correct, you may select Pay by PO, or Checkout to pay with a credit card (Visa/MasterCard). If you select Pay by PO, you will be directed to upload a PDF of the approved purchase order outlining the individuals and total amount of your cart. You cannot complete the registration without uploading this file into the system.

13 Step 16 Required Information Step 16 Complete the Required Information for each individual and/or event that you have selected (if applicable). Click Next once you have completed the required fields. If you are paying with a credit card, please continue to Step 19. The questions will apply to each individual, and can be clarified by the attendee name as a heading. This information is required to complete the registration. If the information is not applicable to the individual registering, please enter N/A and proceed to the following field.

14 Step 17 Check Out Review Credit Cards Step 18 Check Out Review allows you to confirm that the correct information has been entered throughout the registration process. Please review the Refund Policies for the event that you have chosen. Once you have reviewed the Refund Policies, click on the bounding box that you have read and accepted the terms. Click Place Order agreeing to the Refund Policy.

15 Step 18 Payment for Registrations - Credit Card Payments Below: Payment Portal Webpage Step 17 To proceed with your Visa or MasterCard payment, select Pay Now. You will then be directed to the payment portal to process your credit card information.

16 Step 17 Payment for Registrations Purchase Orders Step 17 Enter your company and/or business office contact representative, and PO Number listed on the approved Purchase Order. Click Choose File to upload the PDF version of the purchase order. After the purchase order has been uploaded, click Next Step to proceed.

17 Purchase Order Information Your Purchase Order should include: A phone number and address for your Account Payable or Business Office representative. The Purchase Order and check payment should be made payable to: Ferris State University. Check payments should be mailed to the following address: Ferris State University ATTN: <<PLEASE INSERT EVENT NAME>> 410 Oak Street, ALU 113 Big Rapids, MI A copy of the registration confirmation should accompany the check payment so that it is applied correctly. The description should include the attendee(s) names, and which session/event the registration included. The Purchase Order total should reflect the amount that is viewed in Your Cart at the time that you complete registration.

18 Step 18 Check Out Review Purchase Orders Step 18 Check Out Review allows you to confirm that the correct information has been entered throughout the registration process. Please review the Refund Policies for the event that you have chosen. Once you have reviewed the Refund Policies, click on the bounding box that you have read and accepted the terms. Click Place Order agreeing to the Refund Policy.

19 Event Registration Confirmation Registration Confirmation Each attendee will receive a registration confirmation via . The will be sent from ucelweb@ferris.edu. Please review your Junk/Spam folder if you do not see the in your inbox. If the confirmation was not successful, please contact Conference and Professional Services by calling (231) , or by at caps@ferris.edu.