Add students to an event

Purpose: Use this guide to understand how learners are enrolled onto Events in Administrate and choose the correct enrollment workflow for your situation.

When a learner is added to an Event, Administrate creates a Registration. Registrations connect learners to Events and allow you to manage pricing, invoices, communications, attendance, and results.

Registrations may be created manually by administrators or automatically through booking and registration workflows.

Ways to add students

Administrators can enroll learners using several different workflows depending on how the learner information is available.

• Add students manually
  Use this method when enrolling learners directly from the Event screen.
• Add students by importing a CSV
  Use this method to add multiple learners from an Account or Custom Report.
• Add students via booking or registration
  Use this method when learners are enrolled through booking workflows or registration processes.
• Remove or transfer students
  Use this article to cancel, edit, delete, or transfer learner registrations.
• Troubleshoot adding students to an event
  Use this guide when enrollment workflows do not behave as expected.

Named and unnamed students

Some enrollment workflows support both named and unnamed learners.

Named learners are associated with an existing Contact record and should be used when identity is known and reporting, communications, attendance, or certification depends on the person record.

Unnamed learners can be used when a booking is confirmed but learner names are not yet known. These provisional registrations can later be associated with real contacts once learner identities are confirmed.

Unnamed learners are commonly used for corporate bookings where organizations reserve seats before confirming the attendees.

Importing learners from Accounts or Reports

When enrolling larger groups, you can load contacts from an Account or Custom Report and review them before confirming enrollment.

This workflow allows administrators to quickly enroll multiple contacts without manually adding each learner.

What happens after enrollment

Once a learner is added to an Event, the system creates a Registration that can be used to manage:

• invoices or payments
• training tokens or passes
• communications and confirmations
• attendance tracking
• results and certifications

Most operational actions after enrollment are managed from the Event’s Students tab.

For day-to-day administration, see Manage students for an Event.

Verify student communications

After enrolling learners, it is good practice to confirm that enrollment communications were sent successfully.

1. Open the learner from the Event’s Students tab.
2. Review the learner’s communications.
3. Confirm that the On Registration trigger was delivered.
4. Verify the message content and merge fields.

Next steps

• Manage students for an Event
• Understand booking and participation logic
• Recording Attendance for an Event