If a family calls and requests to register for an upcoming event you can add them directly to the event from within Funnel.

One way is from directly within the event itself using the Add Attendees button in the top right.

This will then prompt you to enter the family details in the modal shown below. If they family already exists in your Funnel the relevant family details will appear once entered and matched.

Alternatively, you can also use the Bulk Action options on the Leads page. Once the relevant lead is selected, select More and select Add to Event.

If you need to move existing registrants to another upcoming event this article will take you through those steps.

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