Maritz Onsite Registration Admin
VIDEO TRANSCRIPT | Recorded: 2023-05-22 | Verify against current system state
Abstract¶
Training walkthrough of the Maritz onsite registration administration tool. Covers attendee search functionality, badge printing controls (single print enforcement), session additions with conflict checking, creating new registrations without payment, handling pended/cancelled registrations, and keyboard shortcuts for efficient staff workflow.
Key Procedures¶
- Search for attendees by reg ID, reg type, name, email, or member number
- View and edit attendee details on web staff screen
- Add sessions with automatic conflict checking
- Print badges with reprint controls
- Create new registrations without payment requirement
- Handle pended registrations (resolve and print)
- Use keyboard shortcuts (F3 new, F4 search)
Notable Statements¶
- 0:00:26 "There's tons of options. You can search by the reg ID... reg types, last name, first name, company email"
- 0:01:36 "The reg ID is on everybody's badge, kind of small in the left hand bottom corner"
- 0:03:21 "If for some reason we need to change this, we can just change it right there and it'll update on the badge"
- 0:07:06 "It will stop you... It's going to throw you air and say, hey, this one conflicts with the other one"
- 0:08:36 "There is a way to stop it... if it's already been printed once, we can stop it"
- 0:08:44 "Really the only thing we want is from the check-in area... they should only be able to print once"
- 0:09:54 "They'll need to speak to someone about it" (on duplicate print attempt)
- 0:10:36 "All of our reg types don't have any fees because you guys said that we weren't taking any payments"
- 0:12:19 "There's shortcut keys that you can use to save and print... F3 is this new screen. If you want to search, you can click F4"
- 0:14:02 "They are pended. And then if everything is okay with their record, they can unpend it"
- 0:14:27 "All of these are going to be these people canceled their registration before the conference started"
Systems & Configurations¶
Systems Mentioned¶
- Maritz Registration System (onsite tool)
- Badge printing system
- QR code check-in tablets
Search Fields¶
| Field | Notes |
|---|---|
| Reg ID | On badge, left bottom corner |
| Reg Type | Drop-down filter |
| Last Name | Text search |
| First Name | Text search |
| Company Email | Text search |
| Booking ID | Internal use |
| Member Number | Member lookup |
| Reg Key | To be added |
Badge Fields¶
| Field | Editable | Notes |
|---|---|---|
| First/Middle/Last Name | Yes | Red asterisk = required |
| Company/Address | Yes | Standard fields |
| Badge Description | Yes | Bottom of badge text |
| Custom fields | Yes | For quick changes |
| Color code | No | Not used for this event |
Registration Statuses¶
| Status | Meaning | Action |
|---|---|---|
| Complete | Ready to print | Can print badge |
| IMP (In Progress) | Not finished | Cannot print |
| Pended | Flagged for review | Resolve then print |
Keyboard Shortcuts¶
| Key | Action |
|---|---|
| F3 | New registration screen |
| F4 | Search |
| Save & Print | Combined action |
Credentials/Access Mentioned¶
- Jessica (Maritz trainer)
- Henry (Maritz technical contact)
- Conference team (Christina, Lily, Laura, Theresa)
Vendor Contacts Mentioned¶
- Jessica (Maritz - demo presenter)
- Henry (Maritz - technical settings)
Errors & Troubleshooting¶
- Issue: Session conflicts when adding multiple sessions
- Cause: Schedule overlap
- Resolution: System prevents and shows error
-
Timestamp: 0:07:06
-
Issue: Cancelled registrants showing up on site
- Cause: Cancelled before conference
- Resolution: Resolve pend, collect payment, print badge
- Timestamp: 0:14:27
Transcript Gaps & Quality Notes¶
- Training session with Maritz (17 minutes)
- Screen sharing of registration tool
- Demographics popup feature discussed
- No payments processed through Maritz
- ~50 expected onsite registrations
- Video to be shared with conference team