Complex Registration Rules

Complex Registration Rules and Options

Some events conduct sessions that have special requirements or parameters—a limit to the number of registrants, requires pre-requisite sessions in order to attend a particular one, requires an additional fee, or needs to be included with some registration types but not others. 

Linking a Session to a Registration Type to create Pay-to-attend Sessions/Add-on optional programs



Some meetings feature a special meal or educational program that is not included in the price of registration.  You can achieve this by requiring attendees to select the registration type that has the price in it for this additional item, when they attempt to register for the session.

Take the following steps:

First, choose an Event type that allows for complex registration rules.

Then, create a Registration Option by selecting the “Add an Option” (besides the normal conference registration) that is dedicated to this optional program/meal, etc and specifies the price of attending the optional program.  (See below for what it will look like)



Once you select “Add an Option” in the Registration Options, you will be taken to this screen.

   


1.    Start with selecting the button next to “Registration Option” which will automatically select

2.    Category/track of “Registration”

3.    Give the special registration type a name

4.    Type the maximum number of participants—if no max, leave it on 0

5.    Select “Accept Registration”

6.    Use the HTML Editor to add text or links about the special program

7.    Select the type of pricing and enter the pricing.  Example shows the simple pricing for early, regular and late registration time periods

8.    Select “Save and Add Another” Option

NEXT you will add the session that requires this registration type
 


When you "Save and Add Another" you will be taken back to the same screen where you will choose "Session" as the Option.

   


1.    Start with selecting the button next to “Session” which will automatically select

2.    Category/track of “Session”

3.    Give the special Session a name

4.    Type the maximum number of participants—if no max, leave it on 0

5.    Select “Accept Registration”

6.    Use the HTML Editor to add text or links about the special program

7.    Select the date/time of the session/program, its location, session code and CE credits, if applicable

8.    Select “Add” next to “Requires” registration rule to set the requirements of selecting this session

NEXT you will specify which registration type is REQUIRED in order to select this session
 


Once you Add Registration Rules you will be taken to the following screen where you will indicate the required option.

For the session “Golf Outing” select the “Registration type” that is REQUIRED in order for the attendee to register.

In the example below, the “Golf Add-On” registration type, which has a $75 registration fee attached to it, is REQUIRED, in order for the attendee to select the session “Golf Outing”.

TIP: The term “Session” is the generic name for sessions, events, outings, programs, etc



This is what the final registration process will look like for attendees.  If they select “Golf Add-On” in the registration options, they will be given the session “Golf Outing” option to select.  If they had not selected “Golf Add-On”, the Session “Golf Outing” would not be given as an option.