1. In the Admin UI tool, open the event, on the Roster Editor tab, click on the add user icon above the participant roster to add a participant. 

2. Select the Participant

When the Select Person dialog box appears, you have two options:

Option A: Search for an Existing Contact

  1. On the left side of the box, type the participant's name (or the first few letters).
  2. Once the correct name appears in the list, click to select it.
  3. Verify the contact information displayed on the right-hand side.
  4. Press OK to finalize the appointment.

Option B: Create a New Contact

If the participant is not found in the search:

  1. Enter their First Name, Last Name, and Email Address in the fields on the left.
  2. Click the green Add button.
  3. Press OK to create the contact and then OK to book the appointment

If you know that participant exist on the vendor account, then on the Roster Editor tab you could start to type in the user’s name based on the contact name format on your account (‘Last, First’ or ‘First Last’) directly in the ‘Enroll Participant’ entry field. Once you see a match, press the Enter key. This will add the participant to the Roster.


Cancel Registration - on the Roster Editor tab you can click on the red x, this will remove participant from the roster.


Edit Registration - on the Roster Editor tab, you can select participant, on the right-hand side you can see a list appointment fields that were filled out during the registration on the event. You as Admin can edit them.