Incentive Program - Changing Registrant Status

Modified on Wed, 17 May, 2023 at 9:06 PM

To change the Registrant's Status, follow the steps below:

  1. Go to the Registrants tab and under Actions > three-dot menu > Change Status.

  2. Select Status.


Rescheduled

To Reschedule a meeting with the Registrant: 

  1.  Select Rescheduled.

  2.  Set the Rescheduled time and date.

  3.  Click OK and then Save.

Attended

If the Registrant has attended the meeting and qualifies for a Gift Card:

  1. Select Attended.

  2. Click Save.


No Show


If the Registrant does not attend the meeting, you can Reschedule or mark them as No Show:

  1. Select No Show.

  2. Click Save.

Not Qualified

If the Registrant is not qualified:

  1. Select Not Qualified.

  2. Click Save.


Related Articles:
Incentive Programs

Creating an Incentive Program
Account Reps For Incentive Programs
Designing the Incentive Program Widget
Pause/Resume/End an Incentive Program
Editing an Incentive Program
Deleting an Incentive Program
Incentive Programs - Metrics



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