Choose "attend" from the top menu bar.
When the attendee information appears.
You must add a record by either selecting F8 or
the add button 
. The
cursor appears in the ID field.
Enter ID number or
locate the individual you want by either hitting Enter/ tab or selecting
the ellipsis button next to ID 
. The
entire individual database will appear so you can search for this individual.
Once you
locate and choose them, their demographic information will be brought
into the attendee screen - any of this information can be changed. If you are a
Professional Membership organization, you will need to Enter or tab twice
to pass the License field and open the Individual lookup table to choose
your record.
Enter any information needed for optional Question 1 - 6 fields at the bottom of the screen.
Enter guest badge information on the Details tab only if you expect every attendee to be allowed one guest only. Otherwise, Use the Guest tab to enter multiple guest names for badges.
By selecting the "events" tab, the attendee record will automatically be saved.
TO ADD AN ATTENDEE THAT DOES NOT EXIST IN THE INDIVIDUAL TABLE:
Choose "attend" from the top menu bar.
When the attendee information appears.
You must add a record by either selecting F8 or
the add button . The
cursor appears in the ID field.
Tab once (for Trade association) or twice (for Professional association) until you get the INDV lookup table.
If the registrant is not listed in the table,
select the 
button
or hit your Escape Key.
You are returned to the Attendee screen at the Received date field. Then tab to the different fields to enter the registration names.
If the registrant is from one of your Trade Members,
enter the Member ID or click on the ellipses to choose from the member
selection 
. The
member's address, phone and fax will be pulled into the attendee table
automatically.
If the registrant is NOT a member, then enter the firm, address, phone and email information. Tab to the Question 1-6 fields and enter data that may apply. (located under the Guest Badge name area)
Once the attendee's record has been established, you can assign them to an unlimited number of events. To do so:
Select the events tab and enter the payment information first (section 1) BEFORE clicking the plus sign
Enter payment type
CK = check (SAMS will default to show total amount due was paid)
CC = credit card (SAMS will default to show total amount due was paid)
PO = purchase order (it will show paid $0, balance will be total amount of event)
Add payment date - hit the space bar for today's date or type in the required date.
Enter tab to complete the CK/CC number, Expiration Date for CC, PO number, and optional Batch number.
Click on to add a new event.
Choose a check box for Group if you are using this optional feature.
Enter the event number or click on the down arrow to display a complete list.
After you have the event entered, tab to enter the quantity and payment amount (if it is less than the actual fee due)
Click on the 
button or push
the F9 key to save or click on the plus sign to
add another event.
NOTE: if the event had the option turned on for "Sponsor Event", then you are able to change the fee from the default amount set in the Event table for that particular event.
NOTE: When you enter a CK or CC in payment type, as well as the number and amount fields, SAMS has tracked the payment information for this attendee.
NOTE: SAMS will hold the previous payment information anticipating that multiple attendees might be paid with the same check. If this is not the case, you can type over this information. For this reason, you may want to sort your registrations in order or payment types: batch with checks for payment, batch with charge card for payment, and then purchase orders.
NOTE: To delete an Attendee record, ALL Payments must be deleted first and then ALL events deleted second. After these deletions are performed, SAMS permits you to delete an Attendee record.