Linked Registration Group (Linked Invoice Groups)
What are "Linked Registration Groups"?
How come I can't see the other person who I'm linked to?
Why does it ask the question about linking invoices?
How is a linked invoice different than a "Family Group"?
What is a Linked Registration Group?
A Linked Group is basically the same as doing a "group registration." The first person in the group (the one with the lowest aID number) is designated by default as the group coordinator. This can be changed by an administrator (see answer here).
From the end user side, the group coordinator will have access to anybody in the group. Group members will only see themself (or anybody who also uses their email address with their attendee record).
If you created a "Linked Registration Group", by did not put yourself as the first person in the group, then you will not be able to see the group upon your return visit. If you are registering a group but "not attending", you should read our answer that explains how to do this (go to the section specific to Non-Attending Group CoordinatorI)
Setting Up a Linked Registration Group.
The current process for doing a group is as follows:
- The person who will be the group coordinator, should enter their registration first. (Remember, the lowest aID by default becomes the coordinator).
- Then when they go to enter a second attendee, click the “Register” button in the top menu bar or the “Begin a New Registration” arrow after your attendee listing. Be sure to keep the drop down menu at “Yes” for link registrations. That will then keep them all a part of the group.
- At the completion of each attendee, you are taken back to a list of people in your group. You can edit previous entries or continue with making new ones. It also shows the current payment status of existing attendees.
- After entering all of your individual attendees, you can click the “Payment” button to make a payment for all of the members in that group. (see note about multiple invoice payments).
- The entire group will only be visible to the group coordinator.
Paying for an Entire Group as Administrator.
If you are an administrator and you click the "Pay" option in the "Action" column of an attendee listing, it will ONLY show you the invoice for that one person. If you want to pay for an entire group, you need to use the "Multi-Person Payments" view (change the drop down). Find one of the people in the group that you wish to make payment for and note the number that is in the "Primary" column. Go to the bottom of the "Primary" column and enter than number in the search box at the bottom of that column. That will then filter the entire site to only show people who are a part of that group. Place a check mark in all you wish to make payment for and click the "Continue" button in the top center of the page. This will then give you an invoice for the entire group on which you can make payment.
Changing to a Different Group.
The process of changing attendees to a different group can only be done by administrators. The actions are performed by going to the Basic Attendee Listing. In the Change View dropdown, select the option for "Linked Registration Groups." This will take you to a page where you can follow the on-screen directions for managing your group. For more about group coordinators, view this answer.
Understanding Groups and Sub-Groups.
The Linked Registration Group is all of the attendees that share the same primary coordinator (the a_profile number). It is possible for attendees to be in the same group but have different invoice or order numbers. In this case they are called "sub-groups". So when you go to assign a new person to a group, if they previously have not been assigned an order number, they can then be assigned to any open order. But if they previously have been assigned an order number, they will then be placed in their own sub-group or with others already in that group. The following pictures below illustrate these differences.
How is this different than a "Family/Peer Group"
The family/peer group is a special type of "linked group." It adds an additional aspect where the primary contact record contains information that applies to the whole group (e.g. address, travel plans, housing, etc.) but the individual group members need only fill out more limited information. Additional differences are explained in much more detailed in "Family/Peer Group vs Linked Group."