Tracking on-site registrations and actual attendance [1112]
Current behavior:
Wild Apricot assumes that mos attendees will be pre-registering online and does not provide any special functionality for on-site registrations and attendance tracking. It is still possible to handle that in the following way:
- record on-site registrations and collect payments. Record attendance. (We assume that you will do it on the piece of paper instead of directly into the system, though this is possible as well).
- enter all onsite registrations manually via admin backend using 'Add attendee' button. (You might want to add a special registration type 'Onsite' to make reconciliation easier)
- add option buttons field to the event registration form, e.g. 'Attended?' Yes/No
- Now go to each registration and set this field to proper value
This works but is not the most convenient way to do it.
Desired behavior:
Functionality specifically tailored for entering onsite registrations and attendance. Specifically:
- a way to record how exactly the payment was received for each onsite registration
- a way to record attendance on a list of people, instead of going into each record.
- ability to filter/export attendee list by onsite vs. pre-registered; attended/not
Released in 5.1
-
Evgeny Zaritovskiy commented
I'm really sorry but... no. Still in the queue for now and no plans to release it in the nearest half of the year.
-
SWEAtlanta commented
Bumping again.... this feature has been in discussion since 2008. Thoughts on implementation?
I have now resorted to printing out a report before the meeting and then manual entering in on-site attendees afterwards. This is not a flawless solution because, inevitably, someone will register for the event after I print out the list.
-
kcbetts commented
We run reports after every event and being able to report the number of registrants and actual attendees and walk-ins are features we hope to see very soon.
-
SWEAtlanta commented
Just wanted to bump this back up, as we would still find this a very useful an helpful feature... mostly at the end of every event to have some sort of report that tells us:
Total Pre-Registered: 120 registered / 113 attended
Total On-Site Registrations: 8
Total Attendance: 121
-
Dmitry Buterin commented
Thanks for the details - this is very helpful.
This has not been scheduled into a particular release so the timeline is not known yet.
-
SWEAtlanta commented
Chief,
I read through your proposed changes from your post on 1-25-2010. This would really help both organizations I have on WildApricot now, but specifically, the registrations for my group with 100+ attendees at an event.I have a few questions/suggestions.
I love the idea that you would be able to filter the attendee list. If you have the list filtered to "Waiting", and someone checks in, it would be nice if when you click the "Attending" radio button that they immediately disappear from the list. This way the list dwindles as you check-in people at the registration table, and you do not have to continually go back and filter the list every 5-10 check-ins.
One suggestion would be, if someone comes to check in and they owe a balance, that you not be able to click "Attended" until their balance is settled. Or better yet, if the user clicks "Attended", a screen will pop up immediately that says, "John Doe owes a balance of $100. Would you like to settle this payment now or check John Doe in without payment?".
When is the feature expected to be included in the software? This would be useful... now! :)
-
Dmitry Buterin commented
Sorry, we have not made much progress on this - this is still in the analysis stage.
-
smolofsky commented
What is status of tracking on-site registrations? I am required to track those who attend our programs for their continuing education requirements and wish to be able to show that information on each attendees page. I now just maintain paper records.
-
Teri commented
I too find this would be a good way to "clean-up" the records after an event.
Teri
OFLA
-
Marie commented
I also need to know if person is a no-show for a volunteer event. It would be a hint for us to know that maybe we should not count on this person for future events--especially if it happens more than once.
-
Dmitry Buterin commented
Kyle, I moved your comment to a different thread which I think is closer related to what you are talking about.
-
Kyle Mitchell commented
The way I would use an Event Registration report is as follows.
The day/ night before an event I would like to print out a list of all registered (confirmed/pending) participants.
At my event I want to have two types of forms/reports: A sign-in form for the event participants A registration/payment report for the event staff
The sign-in form should just include name, email address and a place for event registrants to sign-in. The registration/payment report would be used by event staff to track who has pre-paid (online) and collect money from pending attendees.
On the sign-in form I'd like to ask interest-related questions such as "are you interested in becoming a member", "would you like to receive our newsletter", etc.
If I could essentially generate a custom registration/payment report similar to the Attendees Export (but with the fields I select) I could then copy/paste that data into my two forms which would probably be templates in Word/Excel with my logo, contact info etc.
-
jkunrein commented
This would be very useful to us, and I agree that a simple radio button would do the trick.
For training events, we survey our attendees using Survey Monkey after the event, but we don't send evaluations to registrants who didn't show. It would be very convenient to be able to mark people attended at the event, so that the person sending out the survey afterward would be able to just export the names/email addresses of those who attended.
-
Justin Szymik commented
I have people that register for events and then do not show up. It would be nice to have an "attended"/"no show" radio button for each event a person has registered for. Maybe a post-event follow up section on the members profile, hidden of course.
-
VCOMA commented
I prefer to keep a record that someone was a no show for future reference as some people are habitual no shows. Also, when I delete a record of someone who is not eligible to attend a meeting I make a note which I'd like to have reference to again later.
-
Dmitry Buterin commented
Hi Bill,
Re name badges - the best way to comment is on this thread: http://forums.wildapricot.com/forums/308932-wishlist/suggestions/8825584-generating-membership-cards-and-certificates-6344
We need to find the overall solution - whether simple or more sophisticated one.Re check-in - understood, we will review this in context of this feature.
-
Bill Sawyer commented
Here are some additions to this list to consider for the design:
* Allow simple name badges to be printed from the attendee list. Forget the design aspect, just something simple at this point.
* Add a check-in processing page to the system. I like the "attendance status" field, but this would work best in conjunction with a page that could be processed live or later for quickly adjusting the status.I really like the list you published. I will be thrilled to see these things added. I hope my suggestions are not too difficult to implement, and add to the discussion and design.
Regards,
Bill
-
anonymous_206.223.175.10 commented
Attendance status field
* This is a new field that will be added by the system to Event registration.
Attendees Tab* On the attendees tab, add a column Attendance status between the Payment status and the Delete button
* This column has three radio buttons - Attended, Not Attending and Waiting (selected by default. Means that registrant has not shown up and has not stated they will not be coming)
* When the registrant is checking in, the admin selects Attended. This updates the Attendance status field
* Setting status to Not Attended means that the registrant has notified the event organizers that he will not be attending, but this might need to be tracked differently than someone who does not show up at all (there might be no refund, for example, if they said they weren't attending after a cut off date).
* Filtering the list: There are currently checkboxes on the attendee screen that change the display for Confirmed/Pending status. There will be options which will limit the list of just people who have checked in, or are not attending etc..Attendees can be further searched using the search box already on the page.
Event details for the Contact* The Attendance status can be changed on the contact's Event Registration Details. It will be in the Status area.
* Contact card: On the event tab of the contact card, add column for Attendance status for each event the contact has registered for. This should be between the registration type and amount columns.
Guests* For cases where parent registration has guests, we may be we need to add textbox to enter number of guests near () Attended radio option (so when admin change Attendance status to Attended, he can also enter number of guests)
-
anonymous_206.223.175.10 commented
Part of the analysis process is documenting how the solution should work, describing what changes have to be made to a page, how the admins access a feature, how members might use a feature (if applicable) etc.
We have been working and analyzing how to track attendance at an event for a while. We believe we have a solution that would work in Wild Apricot. But we want to make sure that it meets your needs.
In the next post I shall be sharing the detailed solution for this. There's a little bit of technical information in it, but nothing too daunting. It's also a fairly high-level view of it, so there aren't a lot of deep details, but more a general idea of how it would work,
I'd love it if you could read through it, imagine how it would look and how you would use it, and let us know if there is anything we missed or if there is anything you might not need, or need to work but in a slightly different way.
Thanks!
-
James Kerich commented
I think a "check in" feature would be really important. We currently just use the event registration page as is for on site registrations using a internet connection onsite. It works fine and we have several people registering people on-site at the same time. However, we have no way to track quickly and easily who actually showed up. Having that extra field and more importantly an easy and quick way to click that field off would be great.