Enter from Event Participants tab:

  1. Open the appropriate event
  2. Select the Participants tab and highlight Guests
  3. Open the Guest Record or click New Guest
    • If adding a new guest, select whether the guest is an individual or organization and click OK.
    • If the guest is a nonconstituent, type the guest's last name in the Last Name field.
    • If the guest is a constituent, click the binoculars button to search for and select the appropriate constituent.
  4. Enter the rest of the appropriate information on the tabs. For constituents, the name, address, and phone number are automatically populated from the constituent record.
  5. Click Save and Close to save the guest record


OR
 

From the guest's constituent record:

  1. Open the constituent record for the registrant for the guest
  2. Select the Events tab
  3. Select New, Guest
  4. Search for and open the Event 
  5. On the General tab of the new Guest record search for the registrant by clicking the binoculars next to the Guest of field
  6. Enter the rest of the appropriate information on the tabs. For constituents, the name, address, and phone number are automatically populated from the constituent record.
  7. Click Save and Close to save the guest record
 

OR

From the Registrant for the guest's constituent record:

  1. Open the constituent record for the registrant for the guest
  2. Select the Events tab
  3. Double-click the appropriate event (or add a new one)
  4. On the General tab, click the Guests button
  5. Click New Guest
  6. Select whether the guest is an individual or organization and click OK.
    • If the guest is a nonconstituent, type the guest's last name in the Last Name field.
    • If the guest is a constituent, click the binoculars button and search for and select the appropriate constituent.
  7. Enter the rest of the appropriate information on the tabs. For constituents, the name, address, and phone number are automatically populated from the constituent record.
  8. Click Save and Close to save the guest record

For more information on the types of participant records review Knowledgebase solution, BB14240, What is the difference between registrants, guests, and sponsors?