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Registration types and settings

From the Registration types & settings tab, you can control various event settings and set up event registration types.

Registration settings

Registration settings apply to the entire event. The following event registration settings are available.

 Limit registrations

Allows you to set a limit on the total number of registrations for the event. You can also set registration limits for individual registration types.

After the event registration limit is reached, the registration will be closed and an email will be sent to the event organizer. On your event calendar page, visitors will see that the event is closed for registration, and that there are no spaces left.

For more information, see Capping event registrations.

 Enable waitlist when limit is reached

Controls whether prospective registrants can join a waitlist after the registration limit is reached for the event. ( This option is only available after you've set a registration limit.)  Using the accompanying drop-down list, you can  choose the  how much information to collect from people wanting to join the waitlist.  When the waitlist is enabled, a  Join waitlist  button appears within the event details on your public site when the registration limit is reached. For more information, see  Event waitlists .

 Multiple registrations

Controls whether visitors can register multiple times for the same event. You can enable multiple registrations for the entire event or for individual registration types.

With this option checked – so that multiple registrations are disabled – an attempt by a registrant to register a second time will generate an error.

Whether the option is enabled or not, an administrator can still set up multiple registrations for a contact, but will be warned about the existing registration.

 Payment method

Allows you to choose whether to accept online and/or online payments for the event. The online option is only available  if online payments have been enabled for your site.  

Depending on which payment method option you choose, different payment workflows will take place.   

  • If only offline payment is enabled, then an invoice will be emailed to the contact after they click the Confirm button – unless invoice emails have been disabled from the Invoice and receipt settings – and a registration summary will be displayed. From the registration summary, the contact can choose to view or pay the outstanding invoice.
  • If only online payment is enabled, then a Pay online button will appear. Clicking the Pay online button will take the contact to the online payment screen for your site's payment provider.
  • If both online and offline payment is enabled, then two buttons will be displayed: Pay online and Invoice me. Clicking the Pay online button will take the contact to the online payment screen for your payment provider. Clicking the Invoice me button will result in the contact being emailed an invoice – which they can pay online or offline – and a registration summary being displayed. From the registration summary, the contact can choose to view or pay (online) the outstanding invoice.
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When paying using PayPal Payments Pro, the Pay online button with be replaced with two buttons: Pay with credit card, and PayPal Express checkout.

Event registration types

For each event, you can set up different registration types. Registration types are like ticket types for a particular event. Setting up registration types allows you to charge different prices for different event packages or for different kinds of attendees. For example, you might want to charge more for non-members, or for special seating.

You can cap the number of registrations for each registration type – separately from any overall event registration limits. For example, you might want to offer a limited number of lower cost student registrations. You can also define a registration window – starting and end dates – to allow for limited time discounts. As well, you can control whether contacts can register multiple times for the same event.

You have to set up registration types before you can enable an event for registration. Creating an event by copying an existing one will copy the registration types as well.

Managing registration types

To manage registration types for an event, follow these steps:

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  1. Hover over the Events menu and select the Event list option.
  2. Select the event within the list.
  3. Click Registration types & settings tab.

If you created the event from scratch, you will be prompted to create a registration type.

Adding a registration type

To add a registration type, click the Add type button from the Registration types & settings screen. If this button is grayed out, you need to exit edit mode by clicking the Save or Cancel button.

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Once you click the Add type button, the following screen appears:

From here, you can control the following settings for the new registration type:

Setting

Description

Enabled/Disabled

Controls whether the registration type is active.

Name

Name used to identify the registration type (e.g. Non-member or VIP seating). This will be displayed to the registrant when asked to choose the registration type.

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Registration types are displayed in alphabetical order on the event registration form, so if you want to re-order them, you have to rename them or add numbers ahead of the names.

Description

Description of the registration type.

Base price

Base price for this registration type. This does not include any additional event options available for a separate cost.

Registration limitThe maximum number of registrations allowed for this registration type. Leave this field blank if you don't want to set any limit. An overall registration can also be set for the event itself.
WaitlistControls whether prospective registrants can join a waitlist after the registration limit is reached for this type. (This option is only available after you've set a registration limit.) Using the accompanying drop-down list, you can choose the  how much information to collect from people wanting to join the waitlist. When the waitlist is enabled, a Join waitlist button appears within the event details on your public site when the registration limit is reached. For more information, see Event waitlists.

Taxes

Choose whether to follow the tax scope settings, or ignore the tax scope and apply or disable tax for this registration type. See Setting up and applying taxes for more information.

Multiple registrationsControls whether contacts can register multiple times for the same event. When multiple registrations are disabled at the event level, this option will not be available for individual registration types.

Guest registrations

If enabled, registrants can register guests at the same time that they submit their own registration. You can control whether to collect contact information for each guest, collect full registration information for each guest, or just ask for the total number of guests. Unless you choose to collect full registration information for each guest, you can charge a special guest price for the event.

Availability

Controls whether this registration type is available to everyone, just certain membership levels, or to anyone with the registration code you specify. Using registration codes allows you to offer discount pricing to selected people.

Available period

Controls when this registration type is available. You can set a From date, a Through date, or both. Leave both fields blank if you don't want to set a date limit. Registration will remain open from the beginning of the From date, until the end of the Through date.

If unavailable

Determines what appears if this registration type is not available for a particular visitor. For example, you might have restricted registration to members only. You can choose to display the registration type grayed out with an option for non-members to sign up for membership...



...or hide the registration type entirely.

Once you have finished setting up a registration type, click Save.

Modifying registration types

To modify a registration type, follow these steps:

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  1. Go to the Registration types & settings tab.
  2. Click the registration type you want to modify.
  3. Click the Edit button.
  4. Make the necessary changes.
  5. Click Save.

Deleting registration types

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Before you can delete a registration type, you must remove everyone using the registration type from the registrants list and the waitlist.

To delete a registration type, follow these steps:

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  1. Go to the Registration types & settings tab.
  2. Click the registration type you want to delete.
  3. Click the Delete button.
  4. Click OK when prompted to confirm the deletion.

Hiding or changing the Free label

Registration types without a registration fee are described on various registration screens as Free.

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To change the Free label from these screens, add the following code to the Global Javascript screen:

and replace Pay at the door with whatever you want to appear in place of Free.

To remove the Free label entirely, use the following code:

Hiding or changing the Variable label

Registration types without a registration fee but with extra cost fields are described on various registration screens as Variable.

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To change the Variable label from these screens, add the following code to the Global Javascript screen:

and replace Pay at the door with whatever you want to appear in place of Variable.

To remove the Variable label entirely, use the following code:

Event registration message and payment instructions

For each event, you can provide a registration message and payment instructions.

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On the Registration types & settings tab, click the Edit button to enter edit mode.

The registration message is displayed on the event details page:

The payment instructions are shown on the payment confirmation screen:

The instructions you enter here will override the default event payment instructions entered in your payment settings. 

On this page: 

See also:

 
Wild Apricot Inc. 144 Front Street West Suite 725, Toronto, Ontario, Canada M5J 2L7