Update Organization from Event Request

For first-time requests, guests may submit I do not have an organization associated with my account. If you see this, you will need to add an organization to their account. Click on Event Questions to view the organization they want to be associated with their account.

Next, copy the email of the event requestor. 

Open a new tab and navigate to the Contacts page under the Events drop-down menu.

Paste the user's email into the search bar and select the user from the list. Select the Organizations tab and choose the organization they submitted when requesting the event. (If they put something like, myself, family, or individual, select the organization called "Individual")

If the organization cannot be found, create a new organization by navigating to the Organizations page under the Events drop-down menu.

Click Add Organization and input as much information as you can about the organization.

Organization Name, Organization Type and Pricing Plan (located under the billing tab) are REQUIRED to fill out. (It messes up our reporting system if left blank.) If needed, email the guest to determine what the organization type and pricing plan would be.

After saving the new organization, add the contact of the event requestor to the organization by adding them under the Contacts tab. Searching by user's email will be the best way to find them.

Back in the event, select Change and update the Organization under the event tab.

Select the Billing tab and change the Pricing Plan to the correct option.

On the main event page, select all the bookings and click Reset Price to reset the price to the updated pricing plan.

Continue processing the event request.