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How to check participants in at events?


How do I batch update a standard custom field for event participants?Can I easily sync/import Facebook Event attendees with a CiviCRM Event participant list?$participant_status_id shows previous value in email templateImporting ParticipantsHow to Create a New Participant ProfileMultiple participant registration not tied to contribution for paid events?CiviCRM Events (WP) - error message “this contact has already been assigned to this event”Can I batch update participant role for an event for all contacts registered for an event who have a certain tag?Can I have a price set option add a registrant to the waitlist if the event isn't full?Smart Group Features Extension to Memberships, Events, Contributions, Activities,













1















How would you recommend checking in participants (who have previously registered) at events so that those who attended have participant status changed from registered to attended? (And then, likely in a second step, those who didn't show have participant status changed to no-show). This seems so obvious- but I can't find it in the Civi documentation.



My thought is to use an advanced search with event name= [name], role = 'attendee' filters. After people have been checked off names when they come in to the event, use the 'update multiple contacts' feature. I created a profile with the field 'participant status', but it doesn't show up in the 'update multiple contacts' profile drop-down...and I'm wondering if this is even the best way to do this? Non-developer, just a user here. Thanks!










share|improve this question


























    1















    How would you recommend checking in participants (who have previously registered) at events so that those who attended have participant status changed from registered to attended? (And then, likely in a second step, those who didn't show have participant status changed to no-show). This seems so obvious- but I can't find it in the Civi documentation.



    My thought is to use an advanced search with event name= [name], role = 'attendee' filters. After people have been checked off names when they come in to the event, use the 'update multiple contacts' feature. I created a profile with the field 'participant status', but it doesn't show up in the 'update multiple contacts' profile drop-down...and I'm wondering if this is even the best way to do this? Non-developer, just a user here. Thanks!










    share|improve this question
























      1












      1








      1








      How would you recommend checking in participants (who have previously registered) at events so that those who attended have participant status changed from registered to attended? (And then, likely in a second step, those who didn't show have participant status changed to no-show). This seems so obvious- but I can't find it in the Civi documentation.



      My thought is to use an advanced search with event name= [name], role = 'attendee' filters. After people have been checked off names when they come in to the event, use the 'update multiple contacts' feature. I created a profile with the field 'participant status', but it doesn't show up in the 'update multiple contacts' profile drop-down...and I'm wondering if this is even the best way to do this? Non-developer, just a user here. Thanks!










      share|improve this question














      How would you recommend checking in participants (who have previously registered) at events so that those who attended have participant status changed from registered to attended? (And then, likely in a second step, those who didn't show have participant status changed to no-show). This seems so obvious- but I can't find it in the Civi documentation.



      My thought is to use an advanced search with event name= [name], role = 'attendee' filters. After people have been checked off names when they come in to the event, use the 'update multiple contacts' feature. I created a profile with the field 'participant status', but it doesn't show up in the 'update multiple contacts' profile drop-down...and I'm wondering if this is even the best way to do this? Non-developer, just a user here. Thanks!







      civievent






      share|improve this question













      share|improve this question











      share|improve this question




      share|improve this question










      asked 3 hours ago









      CiviLearnerCiviLearner

      354




      354




















          3 Answers
          3






          active

          oldest

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          2














          CiviLearner,



          You will need to use Find Participant search form to update the status of participant.



          Do a search on event name= [name], role = 'attendee' filters, select participant and then from Actions list select 'Update multiple participant'



          Or You can use Advance search with same filter but select 'Event Participants' from the 'Display Results As'.



          HTH



          Pradeep






          share|improve this answer






























            1














            Answer I got (other suggestions welcomed):



            Navigate to Events > Manage Events


            Scroll to find the event in question, click on the Participants hyperlink to the right-hand side, then select "Connected, Registered, Attended..."



            Select resulting participants, then select "Participant status - change" from the actions drop down menu >






            share|improve this answer






























              0














              If you use Advanced Search, you can change the Display Results As from Contacts to Participants. This will let you update the participant status similarly to doing it through "Manage Events", but with more granularity for who shows up in your list.



              You can also install CiviMobile - the Web Access CiviMobile, not Agiliway's - which has a one-touch phone interface I really like for changing folks from "Registered" to "Attended". Afterward, I use the method I mention above to convert non-attendees to no-shows.






              share|improve this answer






















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                3 Answers
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                active

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                active

                oldest

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                active

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                2














                CiviLearner,



                You will need to use Find Participant search form to update the status of participant.



                Do a search on event name= [name], role = 'attendee' filters, select participant and then from Actions list select 'Update multiple participant'



                Or You can use Advance search with same filter but select 'Event Participants' from the 'Display Results As'.



                HTH



                Pradeep






                share|improve this answer



























                  2














                  CiviLearner,



                  You will need to use Find Participant search form to update the status of participant.



                  Do a search on event name= [name], role = 'attendee' filters, select participant and then from Actions list select 'Update multiple participant'



                  Or You can use Advance search with same filter but select 'Event Participants' from the 'Display Results As'.



                  HTH



                  Pradeep






                  share|improve this answer

























                    2












                    2








                    2







                    CiviLearner,



                    You will need to use Find Participant search form to update the status of participant.



                    Do a search on event name= [name], role = 'attendee' filters, select participant and then from Actions list select 'Update multiple participant'



                    Or You can use Advance search with same filter but select 'Event Participants' from the 'Display Results As'.



                    HTH



                    Pradeep






                    share|improve this answer













                    CiviLearner,



                    You will need to use Find Participant search form to update the status of participant.



                    Do a search on event name= [name], role = 'attendee' filters, select participant and then from Actions list select 'Update multiple participant'



                    Or You can use Advance search with same filter but select 'Event Participants' from the 'Display Results As'.



                    HTH



                    Pradeep







                    share|improve this answer












                    share|improve this answer



                    share|improve this answer










                    answered 2 hours ago









                    Pradeep NayakPradeep Nayak

                    11.4k1521




                    11.4k1521





















                        1














                        Answer I got (other suggestions welcomed):



                        Navigate to Events > Manage Events


                        Scroll to find the event in question, click on the Participants hyperlink to the right-hand side, then select "Connected, Registered, Attended..."



                        Select resulting participants, then select "Participant status - change" from the actions drop down menu >






                        share|improve this answer



























                          1














                          Answer I got (other suggestions welcomed):



                          Navigate to Events > Manage Events


                          Scroll to find the event in question, click on the Participants hyperlink to the right-hand side, then select "Connected, Registered, Attended..."



                          Select resulting participants, then select "Participant status - change" from the actions drop down menu >






                          share|improve this answer

























                            1












                            1








                            1







                            Answer I got (other suggestions welcomed):



                            Navigate to Events > Manage Events


                            Scroll to find the event in question, click on the Participants hyperlink to the right-hand side, then select "Connected, Registered, Attended..."



                            Select resulting participants, then select "Participant status - change" from the actions drop down menu >






                            share|improve this answer













                            Answer I got (other suggestions welcomed):



                            Navigate to Events > Manage Events


                            Scroll to find the event in question, click on the Participants hyperlink to the right-hand side, then select "Connected, Registered, Attended..."



                            Select resulting participants, then select "Participant status - change" from the actions drop down menu >







                            share|improve this answer












                            share|improve this answer



                            share|improve this answer










                            answered 1 hour ago









                            CiviLearnerCiviLearner

                            354




                            354





















                                0














                                If you use Advanced Search, you can change the Display Results As from Contacts to Participants. This will let you update the participant status similarly to doing it through "Manage Events", but with more granularity for who shows up in your list.



                                You can also install CiviMobile - the Web Access CiviMobile, not Agiliway's - which has a one-touch phone interface I really like for changing folks from "Registered" to "Attended". Afterward, I use the method I mention above to convert non-attendees to no-shows.






                                share|improve this answer



























                                  0














                                  If you use Advanced Search, you can change the Display Results As from Contacts to Participants. This will let you update the participant status similarly to doing it through "Manage Events", but with more granularity for who shows up in your list.



                                  You can also install CiviMobile - the Web Access CiviMobile, not Agiliway's - which has a one-touch phone interface I really like for changing folks from "Registered" to "Attended". Afterward, I use the method I mention above to convert non-attendees to no-shows.






                                  share|improve this answer

























                                    0












                                    0








                                    0







                                    If you use Advanced Search, you can change the Display Results As from Contacts to Participants. This will let you update the participant status similarly to doing it through "Manage Events", but with more granularity for who shows up in your list.



                                    You can also install CiviMobile - the Web Access CiviMobile, not Agiliway's - which has a one-touch phone interface I really like for changing folks from "Registered" to "Attended". Afterward, I use the method I mention above to convert non-attendees to no-shows.






                                    share|improve this answer













                                    If you use Advanced Search, you can change the Display Results As from Contacts to Participants. This will let you update the participant status similarly to doing it through "Manage Events", but with more granularity for who shows up in your list.



                                    You can also install CiviMobile - the Web Access CiviMobile, not Agiliway's - which has a one-touch phone interface I really like for changing folks from "Registered" to "Attended". Afterward, I use the method I mention above to convert non-attendees to no-shows.







                                    share|improve this answer












                                    share|improve this answer



                                    share|improve this answer










                                    answered 1 hour ago









                                    Jon G - Megaphone TechJon G - Megaphone Tech

                                    27.2k11872




                                    27.2k11872



























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