Why Registering Clients for Group Events Saves You Time and Fills Your Calendar

Waiting for clients to register themselves means empty spots and missed revenue. Thryv lets you register clients for group events directly from your dashboard — individually, by tag, or from a client's contact card — so you can fill your event roster without chasing anyone down. Once registered, each client automatically receives a confirmation by email and SMS, so your clients show up informed and your calendar stays organized.

How to Register Clients for a Group Event from the Event Page

To register clients directly from a group event, open the event in your calendar. Before registering clients, confirm that you have already created your group event and added occurrences to your calendar. Once the event is open, click the Register Clients button.

The screenshot below shows the group event page with the Register Clients button visible. The button appears on the event detail page and is the starting point for manually registering one or more clients for the event.

How to Choose Between Registering for One Occurrence or the Full Series

After clicking Register Clients, Thryv will ask whether you want to register the client for a single occurrence of the event or for all occurrences in the group event series. Select the option that matches the registration you want to complete before proceeding to select clients.

The screenshot below shows the prompt that appears after clicking Register Clients. The prompt displays two options: register the client for this specific occurrence only, or register the client for all occurrences in the series.

How to Select Clients to Register Individually or by Tag

After selecting the occurrence option, Thryv will display the client selection screen. You can register clients individually by searching for and selecting their names, or you can register a group of clients at once by selecting a tag. Registering by tag applies the registration to all clients in your CRM who have that tag assigned to their contact record.

The screenshot below shows the client selection screen with the option to search for individual clients or select a tag to register a group. The individual client search and the tag selection option both appear on this screen.

When registering by individual client, you can select multiple clients at the same time. Each selected client will appear highlighted in the list before you proceed.

The screenshot below shows the individual client selection list with multiple clients selected. Selected clients appear highlighted in the list, and the number of selected clients is shown before proceeding to the next step.

How to Add a Note and Send the Registration

After selecting the clients you want to register, click Continue. Thryv will give you the option to add a personal note to the registration notification that will be sent to the selected clients. Once you have added your note or decided to leave the note blank, click Send. Thryv will immediately register the selected clients and send each of them a confirmation notification by email. If SMS text notifications for bookings are enabled in your account, each registered client will also receive an SMS confirmation. For information on enabling SMS text notifications, see how to enable SMS text notifications for bookings in your account settings.

The screenshot below shows the note entry screen that appears after clicking Continue. The screen displays a text field where you can type an optional message to include with the registration notification sent to the selected clients.

The screenshot below shows the SMS confirmation notification that a client receives after being registered for a group event. The SMS notification includes the event name, date, and time of the occurrence the client has been registered for.

The screenshot below shows the email confirmation notification that a client receives after being registered for a group event. The email includes the event name, date, time, and a calendar invite attachment so the client can add the event to their personal calendar.

How to Register a Client for a Group Event from Their Contact Card

You can also register a client for a group event directly from their contact card in your CRM. Open the client's contact card from your client list. Click New, then click Register to Event, then select the group event you want to register the client for. If the client needs to be registered for all occurrences in the group event series, check the box labeled Register client for all events in the series before confirming the registration.

The screenshot below shows the client contact card with the New menu expanded, displaying the Register to Event option. The Register to Event option appears in the New dropdown menu on the client contact card alongside other action options such as creating an appointment or sending a message.

How to View the Guest List for a Group Event

Once clients are registered for a group event, their names appear on the guest list for that event occurrence. To view the guest list, open the event occurrence in your calendar. The guest list displays all currently registered clients for that specific occurrence.

The screenshot below shows the guest list for a group event occurrence. The guest list displays the names of all registered clients for that occurrence. Clients who have canceled their registration appear in a separate section below the active guest list.

How to Manage Cancelled Group Event Registrations

When a client cancels their registration for a group event, the client's name moves to a cancelled section below the active guest list. The cancelled section shows whether the client cancelled the registration themselves or whether a staff member cancelled it on their behalf. This distinction helps you track cancellation patterns and follow up appropriately.

The screenshot below shows the cancelled registrations section below the active guest list on a group event occurrence page. Each cancelled registration row displays the client's name and indicates whether the cancellation was made by the client or by a staff member.

What Actions Are Available for a Cancelled Registration

To take action on a cancelled registration, click the three-dot menu on the cancelled client's row. The three-dot menu provides the following options for each cancelled registration:

• Go to Payment Page — opens the payment record for this registration, where you can issue a refund for the group event fee if applicable.

• Go to Conversation — opens the message thread with this client, where you can send a follow-up message.

• Go to Client Page — opens the client's full contact card, where you can view general information about the client.

The screenshot below shows the three-dot menu expanded on a cancelled registration row. The menu displays the three available actions: Go to Payment Page, Go to Conversation, and Go to Client Page.

Frequently Asked Questions

What does this article cover?

This article covers how to manually register clients for a group event from the event page and from a client's contact card, how to register clients individually or by tag, how to view the guest list, and how to manage cancelled registrations. This article does not cover how to create a group event or add occurrences to your calendar. For those steps, see how to create a group event in Thryv. This article does not cover how to manage event occurrences after clients are registered. For those steps, see how to manage your group event occurrences.

Will clients receive an SMS confirmation when I register them?

Clients receive an SMS confirmation only if SMS text notifications for bookings are enabled in your account settings. If SMS is not enabled, clients will receive an email confirmation only. To enable SMS text notifications for bookings, see how to enable SMS text notifications for bookings in your account settings.

Can I register more than one client at a time?

Yes. When registering clients individually, you can select multiple clients at the same time from the client selection list. You can also register a group of clients at once by selecting a tag, which applies the registration to all clients in your CRM who have that tag assigned to their contact record.

Can I issue a refund for a client who cancelled their group event registration?

Yes. To issue a refund for a cancelled registration, locate the client in the cancelled registrations section below the guest list. Click the three-dot menu on the cancelled client's row, then click Go to Payment Page. From the payment page, you can process a refund for the group event fee.