How to add a Customer to an Event after it’s over

If a Customer forgot to sign up for an Event and their participation in an Event slipped through the cracks, you’ll want to add the Customer into the Event, even if the Event is over.

To do this,

• Click into the Event

• Scroll down in the side panel that popped up

• Click Add Participant

• Click Guest (no charge, does not count towards quota) at the top

  • You need to click this button because you will not be able to add the Customer as a Regular Participant once the Event is over. If you try, you will see an error message.

• Search for the Customer’s name

• Click the plus button on the right side of their name

• Click the Add Participant blue button

• Click Save at the bottom of the side panel

Now the Customer has been added to the Event, even though the Event is over. This is a great way to ensure that all Customers who attended an Event are included in that Event’s history.

As a likely next step, you may also want to charge this newly added Customer for their Event participation. To do so,

• Click back into the Event

• Click on the Purchases tab of the side panel

• Click on the Charge button

  • The newly added Customer will be on this dropdown list of Event participants

• Click on the Customer’s name

• Click Add Item

• Navigate to the Booking item

• Type in the cost

• Write in the details of this charge

• Click the blue button Add

• Click the blue button Create Charge

Now this newly added Customer will have the proper charge for their Event participation