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How do you set up a separate contact record when an attendee wants to bring a guest to a function?

There are a number of different ways to do this - you should also search this help site for related articles.

In Setup Panel

  1. Select the Functions module.

  2. Choose a function where you want to record guest names.

  3. In the “Function Setup”, under Details, select “Create a new linked Contact Record (or match to an existing record…):
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  4. If you want to charge a fee (or increase the fee) for guest tickets, use the “+Add Fee Type” button to create a new Function Fee Type (for example, for Guest Ticket).
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Online Panel, Interactive Site Builder

  1. Under Functions, add Ticket Fee Types (for example, Member Ticket and Guest Ticket, where the fee types are different).

  2. Expand fee types using the cog element.

  3. Open the Details tab and choose your preferred configuration.

For example, you could set it up like this (if your attendee tickets are inclusive but your guest tickets need to be purchased):

  1. Under the main/primary contact fee type, for Guest Names, select “Default to Contact Name”.

  2. Under the Guest fee type, for Guest Names, select “Record Guest Names”.
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On the interactive (registration) site, selecting the Guest Ticket option will open a form asking for names and details:
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In this scenario, if you want people to be able to purchase multiple guest tickets, use “Number” as the Input Type for guest tickets:
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Guest names can be confirmed later or entered at the time of registration:
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In the example above, the Guest Name 1 is ‘to be confirmed’, so the record is created as a guest of the attendee under the “Guests” tab of the primary attendee, but without a name:
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Guest Name 2 – Susan Bestfriend – has had a separate record created:
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