Configuring your registration form

 

 

 

Accessing the registration form:

 

Site administrators can customise the form by navigating to the Registrations hub, clicking on the Manage menu and selecting Registration Form. 

 

 

 

Configuring the registration form:

 

Depending on your choices, you will have between 4 and 7 steps to configure. You can:

• Scroll to the left and right to see all steps
• Enable or disable some steps by clicking on the ... in the upper-right hand corner of the step
• Click on the buttons to edit the information on each step

 

 

Step 1: Guide for Delegates

 

After clicking on the Guide for Delegates button, you will be able to edit the help text that delegates see as soon as they begin registrations. You can include information such as important dates, links, policies and terms and conditions here. 

 

Step 2: Registration fees

 

This step is one of the most important steps to configure. All delegates must pick one single fee type, so getting this right is key. Here, you can:

• Add, remove or edit fee types
• Set prices for different fee types
• Edit the help text
• Limit the fee to a specific member tag (e.g., student's only)
• Set an overall limit for the number of conference tickets that can be purchased, or set limits for the number of one fee type that can be purchased by editing the specific fee (e.g., you can limit the number of student tickets available to a maximum of 50 by editing the student fee)
  
  

You can delete a fee type by clicking Remove. Click Edit to update information on an existing fee type. 

 

 

There are a number of options available to you when editing a specific fee type. You can:

• modify the price of the specific ticket type, and early or late prices if using pricing windows
• limit the number of available tickets for this specific fee type
• ensure that only specific people can purchase this ticket if using member specific pricing
  
  

 

 

You can also add custom questions on this step, if needed. This is not required. 

 

 

 

Step 3 and 4: Workshops and Social Events

 

You may be hosting free workshops or social events that you need delegates to register for or workshops and social events that can be purchased with an additional cost, such as a dinner or day trip. These can be added to Step 3 (Workshops) and 4 (Social events). The technical steps on steps 3 and 4 are the same. 

 

Each unique event should be separate. For example, you may have an art workshop and a social media workshop. These should be separated. You can add more workshops to the step; and even ask custom question if needed!

 

 

Each workshop or social event can have unique fees. For example, students may have a different price from regular tickets. This can be managed by clicking on each fee type in the image above. 

In edit mode, you can:

• Update the name/description of the event
• Update the cost of the event
• Add/remove ticket types for the event (maybe there is only 1!)
• Limit the number of available tickets overall for an event or for a specific ticket type by editing the fee type (e.g, only ten people can go to the workshop)

 

 

 

When editing a specific fee type for the workshop or social event, you can:

• modify the price of the specific ticket type, and early or late prices if using pricing windows
• limit the number of available tickets for this specific fee type (perhaps there are only 3 places for students)
• ensure that only specific people can purchase this ticket if using member specific pricing

 

 

Step 5: Additional Information

 

If enabled, you can ask participants for their:

• Access requirements 
• Name bade preferences
• Any additional question you choose to add, such as swag bag preferences or meal choice

 

 

Step 6: Billing Information

 

By default, the registration form requires authors to input some information, such as their address. There are 2 fields you can choose to enable or disable on this form: PO Number and VAT number. They can be enabled or disabled by clicking on them at the bottom of the step. 

 

 

Step 7: Check out

 

This step gives you an overview of your payment settings. It invites you to Manage your payment settings. Your checkout options include:

• Card payments (through Stripe or PayPal)
• Bank transfer payments (for all payment types other than online card payments)
• Both

This is a crucial step to complete before opening your registration hub for delegates. Please click on the Manage link to configure your payments.