How to Register Someone for an Event In Protech

Login to Protech (UX365)

1. 1. Click on Contacts

   

2. 2. In the search field, type the last name, first name of the contact and click enter

   

3. 3. Double click on the contact record

   

4. 4. Click on New Invoice

   

5. 5. Click on Select Batch

   

6. 6. Click on Search

   

7. 7. Select the current day's batch. It will usually say "Daily Batch" and then the date

   

8. 8. Click on Add

   

9. 9. Click on Save

   

10. 10. Click on New Transactions

    

11. 11. Click on Meetings

    

12. 12. In the Meeting field start typing the name of the event

    

13. 13. Select the event

    

14. 14. In the Registration field, click on the search icon

    

15. 15. Select the appropriate registration

    

16. 16. If a promo code is being used click in the Promotion field and start typing the promo code. Once it appears, select it.

    

17. 17. Click on Save & Close

    

18. 18. You will be taken back to the invoice. You can click Save & Close. A confirmation email will automatically be sent to the contact.