Using Member Lookup to Add a Registrant from NetForum

Admin Guide: Using Member Lookup to Add a Registrant from NetForum

This guide walks through how to quickly find and register someone using their existing NetForum member information. This saves time and reduces manual data entry by automatically filling in known details.

1. Where to Start

When you're adding a new registrant (either as a standalone registration or part of a group order), you'll see a Member Lookup button at the top of the Add Registrant form.

2. Opening the Lookup Tool

Click the Member Lookup button. This will open a search page where you can look up the person in NetForum.

3. Searching for a Member

The search screen will include one or more fields—such as First Name, Last Name, Email, or External ID—depending on how your system is set up.

• Enter at least one search field to continue.
• Click the Search button.

Tip: Use specific details like email or member ID if you want to narrow down results.

4. Reviewing Results

• A list of matching members will appear.
• Each result shows enough details (like name, email, and organization) to help you choose the right person.

What if they’re already registered?

If someone in the list is already a registrant:

• You’ll see a note letting you know.
• You can click a link to view their registration details in a new tab, without losing your search.

5. Selecting and Importing a Member

When you find the right person:

1. Click Select next to their name.
2. Then click the Import button at the bottom of the page.

This will redirect you to the Add Registrant form.

6. Reviewing the Pre-Filled Info

The form will now be filled in with the member’s data (like name, email, organization, address).

• You can still edit anything before saving the registration.
• Some dropdown fields (like Registration Type) may be automatically set based on the member's details.

7. Completing the Registration

Make any final changes, then click Save to finish adding the registrant.