EventPro Planner Manual

Create Attendee Registration Group

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Create Attendee Registration Group

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Create Attendee Registration Group

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1.In the Event Setup window, click on the Attendee Setup tab.
2.Select the Attendee Registrations tab.
3.The top pane of the Attendee Registrations tab will initially be blank, unless this event has been based on an event category template that contained registrations, in which case it will display a list of registration groups.  The bottom left pane displays the functions available for this event. The bottom right pane will show which registration items are included in the group that has been selected in the top pane.

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4.To add registrations from a template, see the instructions under Copy Template – Attendee Registrations below.  Note that using a template will overwrite all existing Functions and Registrations, so it is recommended that you add registrations from a template first, if required, and then add any additional registrations.
5.To add a single registration group, click the New button to the right of the upper selection grid.
6.The Event Registration Group [New] window opens, displaying three tabs: Item, Charges and Description.
Click to expand/collapse textItem

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1.Enter the name of the Registration Group.
2.Choose a Sort Order, which allows you to determine the order of the groups as they appear on the registration screen and in the Attendee Online registration module (if you have purchased Attendee Online).
3.In the Max. Item Selection field, enter the maximum number of functions the attendee can choose to attend in this registration package. If you leave this at 0 (zero), the Attendee can choose an unlimited number.
4.In the Max. Quantity field, enter the maximum quantity of this registration package for which an attendee can register. If you leave this at 0 (zero), the Attendee can register for an unlimited number.
5.If you want this registration package to be automatically assigned by default to certain types of attendees when adding an attendee or when an attendee registers online, check the Activate Auto Add to Attendees when Registering. If you check this box, the Auto Add Selection grid to the lower right will be activated.
6.Check Show in Online Registration Selections if you have purchased the Attendee Online Registration Module and would like this Registration group to be available for online registrations.
7.Under Applicable to Selection, check the Sel boxes to indicate which types of attendees can use this registration package.  To select all attendees types, click Select All.
8.If the Auto Add Selection grid has been activated (the Activate Auto Add to Attendees when Registering box is checked), check the Sel boxes to indicate to which types of attendees this registration package will automatically be assigned to and enter the Quantity of packages automatically attached to attendees of that type.
9.Under Registration Limits, choose the Minimum and/or Maximum number of registrations that can be received for this package. If you leave the numbers at 0 (zero), there will be no limitations.  You cannot alter the Booked or Available fields, but they will automatically adjust as attendees are registered and the number of available spots changes.
Click to expand/collapse textCharges

If you would like to charge for this registration group at the group level, you will enter your charge structure under the Charges tab.

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1.Click the New button to the right of the selection grid.
2.The Event Registration Charge [New] window appears.

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3.From the Attendee Type drop-down list, choose the type of attendee to which this charge will apply.  If the same function charge will apply to all type of attendees, select <ALL>.  Remember that you added these attendee types to this event earlier; see Attendee Types above.
4.Enter the Standard charge for this registration in the Charge 1 field.
5.You can then add other alternative Charges.  For example, you could provide discounts based on when the attendee registers for the function.  Perhaps there is an “Early Bird” charge that provides a discount if the person registers 10 days before the event.  In the Days Before Event field for that charge, you would enter 10.  The due date for that registration will automatically calculate.
6.From the Budget Item drop-down list, choose the corresponding budget item.  Budget items are complied in Chapter 5: Set Up an Event, Budget Setup.  If you have multiple budgets for this event, choose the applicable budget from the Allocate To drop-down list.
7.Click Save.
8.You will return to the Charges tab of the Event Registration Group [New] window and the charge will appear in the selection grid.
9.To add a charge for another type of attendee, click the New button again.
10.To edit, view or delete any of the event function charges you have entered, use the Edit, View and Delete buttons to the right of the select grid.
Click to expand/collapse textDescription

Under the Description tab, type in a description of this registration package, if necessary.

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7.When you have added all the information you need in the Event Registration Group [New] window, click Save.
8.The registration package will be added to the selection grid.
9.Once you have created a registration group/package, you need to add registration items to it, which is done under the Group Details tab in the bottom right pane of the screen.