Allow Event Attendees to Register and be Invoiced as Organizations

In WebLink, profiles can be individuals or organizations, and each profile has his/her own username and password for logging in to register for events. If you have an organization-based membership, this means that registrants are often logging in as individuals to register even though you need to keep event sign up and invoice records on the organization (member) profile.  To avoid manually moving these event sign ups and invoice, you can allow individuals to register "on behalf of" their organization.

To enable (or disable) this setting:

1. Go to Admin > Set Preferences > Event Settings. Click open the Revenue section of settings.

2. Check the checkbox next to "Selective Profile Assignment" to enable this feature. 

3. Click Save Settings.

eventprofile.jpg

 

Once this setting is enabled, your registrants who log in as individuals will see a new field on your online event registration form, which will default to their related organization. If they have multiple organizations, they'll be able to select which one they are representing at the event. The individual MUST be logged in for this feature to be visible, and it will only be visible for individuals:

eventprofile1.jpg

At the bottom of the Sign Up section of the registration page, a new dropdown will appear. By default, this field will be set to the individual's primary organization. The individual can then click it and choose to change it to a different organization, or to register as themselves, unaffiliated with their organization:

eventprofile2.jpg

 

Once the registration is completed, it will appear in your Registration Management grid already assigned to the profile selected in the dropdown - no need to change the profile (or invoice) to the organization. If the registrant selected "I am Also an Attendee," their individual attendee profile will also be assigned:

eventprofile3.jpg

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