Difference between revisions of "Event Registration Options"
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</table> | </table> | ||
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− | <div style="color: #5F497A; font-family: | + | <div style="color: #5F497A; font-family: Arial; font-size: 11pt; font-weight: bold; margin-bottom: 0pt; margin-left: 0pt;"><span id="wwpID0E4HA">To set custom and default event registration options</span></div> |
<div style="margin-left: 18pt;margin-bottom: 0pt;"> | <div style="margin-left: 18pt;margin-bottom: 0pt;"> | ||
<table border="0" cellspacing="0" cellpadding="0" width="99%" summary=""> | <table border="0" cellspacing="0" cellpadding="0" width="99%" summary=""> | ||
<tr valign="baseline"> | <tr valign="baseline"> | ||
− | <td style="width: 18pt"><div style="font-family: " | + | <td style="width: 18pt"><div style="font-family: "Arial"; font-size: 11pt;">1. </div></td> |
− | <td><div style="font-family: " | + | <td><div style="font-family: "Arial"; font-size: 11pt;"><span id="wwpID0E3HA">Click </span><span style="font-weight: bold;">Setup</span> in the left-hand menu.</div></td> |
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</table> | </table> | ||
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<table border="0" cellspacing="0" cellpadding="0" width="99%" summary=""> | <table border="0" cellspacing="0" cellpadding="0" width="99%" summary=""> | ||
<tr valign="baseline"> | <tr valign="baseline"> | ||
− | <td style="width: 18pt"><div style="font-family: " | + | <td style="width: 18pt"><div style="font-family: "Arial"; font-size: 11pt;">2. </div></td> |
− | <td><div style="font-family: " | + | <td><div style="font-family: "Arial"; font-size: 11pt;"><span id="wwpID0E2HA">Click </span><span style="font-weight: bold;">Event Options and Settings</span>.</div></td> |
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<table border="0" cellspacing="0" cellpadding="0" width="99%" summary=""> | <table border="0" cellspacing="0" cellpadding="0" width="99%" summary=""> | ||
<tr valign="baseline"> | <tr valign="baseline"> | ||
− | <td style="width: 18pt"><div style="font-family: " | + | <td style="width: 18pt"><div style="font-family: "Arial"; font-size: 11pt;">3. </div></td> |
− | <td><div style="font-family: " | + | <td><div style="font-family: "Arial"; font-size: 11pt;"><span id="wwpID0E1HA">Open the </span><span style="font-weight: bold;">Registration and Billing Preferences</span> area.</div></td> |
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<table border="0" cellspacing="0" cellpadding="0" width="99%" summary=""> | <table border="0" cellspacing="0" cellpadding="0" width="99%" summary=""> | ||
<tr valign="baseline"> | <tr valign="baseline"> | ||
− | <td style="width: 18pt"><div style="font-family: " | + | <td style="width: 18pt"><div style="font-family: "Arial"; font-size: 11pt;">4. </div></td> |
− | <td><div style="font-family: " | + | <td><div style="font-family: "Arial"; font-size: 11pt;"><span id="wwpID0EZHA">Make desired changes.</span></div></td> |
</tr> | </tr> | ||
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<table border="0" cellspacing="0" cellpadding="0" width="99%" summary=""> | <table border="0" cellspacing="0" cellpadding="0" width="99%" summary=""> | ||
<tr valign="baseline"> | <tr valign="baseline"> | ||
− | <td style="width: 18pt"><div style="font-family: " | + | <td style="width: 18pt"><div style="font-family: "Arial"; font-size: 11pt;">5. </div></td> |
− | <td><div style="font-family: " | + | <td><div style="font-family: "Arial"; font-size: 11pt;"><span id="wwpID0EYHA">Click </span><span style="font-weight: bold;">Save</span>.</div></td> |
</tr> | </tr> | ||
</table> | </table> | ||
</div> | </div> | ||
− | <div style="font-family: " | + | <div style="font-family: "Arial"; font-size: 11pt; margin-bottom: 0pt; margin-left: 36pt; text-indent: 0pt;"><span id="wwpID0EXHA"> </span></div> |
− | <div style="font-family: " | + | <div style="font-family: "Arial"; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0EWHA">[[Image:Events-Registration_Options-image176.png]]</span></div> |
− | <div style="color: #000000; font-family: " | + | <div style="color: #000000; font-family: "Arial"; font-size: 10pt; font-weight: normal; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span id="wwpID0EVHA">Figure – Registration and Billing Preferences</span></div> |
<div style="margin-left: 18pt;margin-bottom: 12pt;"> | <div style="margin-left: 18pt;margin-bottom: 12pt;"> | ||
<table border="0" cellspacing="0" cellpadding="0" width="99%" summary=""> | <table border="0" cellspacing="0" cellpadding="0" width="99%" summary=""> | ||
<tr valign="baseline"> | <tr valign="baseline"> | ||
− | <td style="width: 18pt"><div style="font-family: | + | <td style="width: 18pt"><div style="font-family: Arial; font-size: 11pt;">[[Image:Events-rd_bullet.jpg|9px]]</div></td> |
− | <td><div style="font-family: | + | <td><div style="font-family: Arial; font-size: 11pt;"><span id="wwpID0EUHA">Registration Member Authentication Method </span></div></td> |
</tr> | </tr> | ||
</table> | </table> | ||
</div> | </div> | ||
− | <div style="font-family: " | + | <div style="font-family: "Arial"; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0ETHA">[[Image:Events-Registration_Options-image177.png]]</span></div> |
<div style="margin-left: 18pt;margin-bottom: 12pt;"> | <div style="margin-left: 18pt;margin-bottom: 12pt;"> | ||
<table border="0" cellspacing="0" cellpadding="0" width="99%" summary=""> | <table border="0" cellspacing="0" cellpadding="0" width="99%" summary=""> | ||
<tr valign="baseline"> | <tr valign="baseline"> | ||
− | <td style="width: 18pt"><div style="font-family: | + | <td style="width: 18pt"><div style="font-family: Arial; font-size: 11pt;">[[Image:Events-rd_bullet.jpg|9px]]</div></td> |
− | <td><div style="font-family: | + | <td><div style="font-family: Arial; font-size: 11pt;"><span id="wwpID0ESHA">Registration Preferences</span></div></td> |
</tr> | </tr> | ||
</table> | </table> | ||
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<table border="0" cellspacing="0" cellpadding="0" width="99%" summary=""> | <table border="0" cellspacing="0" cellpadding="0" width="99%" summary=""> | ||
<tr valign="baseline"> | <tr valign="baseline"> | ||
− | <td style="width: 18pt"><div style="font-family: " | + | <td style="width: 18pt"><div style="font-family: "Arial"; font-size: 11pt;">[[Image:Events-rd_bullet.jpg|9px]]</div></td> |
− | <td><div style="font-family: " | + | <td><div style="font-family: "Arial"; font-size: 11pt;"><span id="wwpID0ERHA">Enforce required fields for staff – if fields are marked as required, then when staff enters a registration from the Guest List tab, then the fields will also be required for them as well.</span></div></td> |
</tr> | </tr> | ||
</table> | </table> | ||
</div> | </div> | ||
− | <div style="font-family: " | + | <div style="font-family: "Arial"; font-size: 11pt; margin-bottom: 12pt; margin-left: 108pt; text-align: justify;"><span id="wwpID0EQHA">[[Image:Events-Registration_Options-image178.png]]</span></div> |
<div style="margin-left: 72pt;margin-bottom: 12pt;"> | <div style="margin-left: 72pt;margin-bottom: 12pt;"> | ||
<table border="0" cellspacing="0" cellpadding="0" width="99%" summary=""> | <table border="0" cellspacing="0" cellpadding="0" width="99%" summary=""> | ||
<tr valign="baseline"> | <tr valign="baseline"> | ||
− | <td style="width: 18pt"><div style="font-family: " | + | <td style="width: 18pt"><div style="font-family: "Arial"; font-size: 11pt;">[[Image:Events-rd_bullet.jpg|9px]]</div></td> |
− | <td><div style="font-family: " | + | <td><div style="font-family: "Arial"; font-size: 11pt;"><span id="wwpID0EPHA">Require registrants to provide ________ - these fields will be marked with an asterisk on the event registration screens, indicating that they are required before moving to the next screen. </span></div></td> |
</tr> | </tr> | ||
</table> | </table> | ||
</div> | </div> | ||
− | <div style="font-family: " | + | <div style="font-family: "Arial"; font-size: 11pt; margin-bottom: 12pt; margin-left: 108pt; text-align: justify;"><span id="wwpID0EOHA">[[Image:Events-Registration_Options-image179.png]]</span></div> |
<div style="margin-left: 72pt;margin-bottom: 12pt;"> | <div style="margin-left: 72pt;margin-bottom: 12pt;"> | ||
<table border="0" cellspacing="0" cellpadding="0" width="99%" summary=""> | <table border="0" cellspacing="0" cellpadding="0" width="99%" summary=""> | ||
<tr valign="baseline"> | <tr valign="baseline"> | ||
− | <td style="width: 18pt"><div style="font-family: " | + | <td style="width: 18pt"><div style="font-family: "Arial"; font-size: 11pt;">[[Image:Events-rd_bullet.jpg|9px]]</div></td> |
− | <td><div style="font-family: " | + | <td><div style="font-family: "Arial"; font-size: 11pt;"><span id="wwpID0ENHA">Set defaults that appear on Events->Fees tab under Registration and Billing Preferences</span></div></td> |
</tr> | </tr> | ||
</table> | </table> | ||
</div> | </div> | ||
− | <div style="font-family: " | + | <div style="font-family: "Arial"; font-size: 11pt; margin-bottom: 12pt; margin-left: 108pt; text-align: justify;"><span id="wwpID0EMHA">[[Image:Events-Registration_Options-image180.png]]</span></div> |
<div style="margin-left: 72pt;margin-bottom: 12pt;"> | <div style="margin-left: 72pt;margin-bottom: 12pt;"> | ||
<table border="0" cellspacing="0" cellpadding="0" width="99%" summary=""> | <table border="0" cellspacing="0" cellpadding="0" width="99%" summary=""> | ||
<tr valign="baseline"> | <tr valign="baseline"> | ||
− | <td style="width: 18pt"><div style="font-family: " | + | <td style="width: 18pt"><div style="font-family: "Arial"; font-size: 11pt;">[[Image:Events-rd_bullet.jpg|9px]]</div></td> |
− | <td><div style="font-family: " | + | <td><div style="font-family: "Arial"; font-size: 11pt;"><span id="wwpID0ELHA">Set defaults that appear when creating event invoices under Billing->Invoices with Batch Type = Event (integrated Billing) or QuickBooks->Event Invoices tab (QuickBooks integration with CQI).</span></div></td> |
</tr> | </tr> | ||
</table> | </table> | ||
</div> | </div> | ||
− | <div style="font-family: " | + | <div style="font-family: "Arial"; font-size: 11pt; margin-bottom: 12pt; margin-left: 108pt; text-align: justify;"><span id="wwpID0EKHA">[[Image:Events-Registration_Options-image181.png]]</span></div> |
<div style="margin-left: 72pt;margin-bottom: 12pt;"> | <div style="margin-left: 72pt;margin-bottom: 12pt;"> | ||
<table border="0" cellspacing="0" cellpadding="0" width="99%" summary=""> | <table border="0" cellspacing="0" cellpadding="0" width="99%" summary=""> | ||
<tr valign="baseline"> | <tr valign="baseline"> | ||
− | <td style="width: 18pt"><div style="font-family: " | + | <td style="width: 18pt"><div style="font-family: "Arial"; font-size: 11pt;">[[Image:Events-rd_bullet.jpg|9px]]</div></td> |
− | <td><div style="font-family: " | + | <td><div style="font-family: "Arial"; font-size: 11pt;"><span id="wwpID0EJHA">Change on-screen terminology during event registration</span></div></td> |
</tr> | </tr> | ||
</table> | </table> | ||
</div> | </div> | ||
− | <div style="font-family: " | + | <div style="font-family: "Arial"; font-size: 11pt; margin-bottom: 12pt; margin-left: 108pt; text-align: justify;"><span id="wwpID0EIHA">[[Image:Events-Registration_Options-image182.png]]</span></div> |
− | <div style="font-family: " | + | <div style="font-family: "Arial"; font-size: 11pt; margin-bottom: 12pt; margin-left: 144pt; text-align: justify;"><span id="wwpID0EHHA">[[Image:Events-Registration_Options-image183.png]]</span></div> |
<div style="margin-left: 72pt;margin-bottom: 12pt;"> | <div style="margin-left: 72pt;margin-bottom: 12pt;"> | ||
<table border="0" cellspacing="0" cellpadding="0" width="99%" summary=""> | <table border="0" cellspacing="0" cellpadding="0" width="99%" summary=""> | ||
<tr valign="baseline"> | <tr valign="baseline"> | ||
− | <td style="width: 18pt"><div style="font-family: " | + | <td style="width: 18pt"><div style="font-family: "Arial"; font-size: 11pt;">[[Image:Events-rd_bullet.jpg|9px]]</div></td> |
− | <td><div style="font-family: " | + | <td><div style="font-family: "Arial"; font-size: 11pt;"><span id="wwpID0EGHA">Set defaults for credit card payment tracking and invoice/receipt options for non-members.</span></div></td> |
</tr> | </tr> | ||
</table> | </table> | ||
</div> | </div> | ||
− | <div style="font-family: " | + | <div style="font-family: "Arial"; font-size: 11pt; margin-bottom: 12pt; margin-left: 108pt; text-align: justify;"><span id="wwpID0EFHA">[[Image:Events-Registration_Options-image184.png]]</span></div> |
<div style="margin-left: 72pt;margin-bottom: 12pt;"> | <div style="margin-left: 72pt;margin-bottom: 12pt;"> | ||
<table border="0" cellspacing="0" cellpadding="0" width="99%" summary=""> | <table border="0" cellspacing="0" cellpadding="0" width="99%" summary=""> | ||
<tr valign="baseline"> | <tr valign="baseline"> | ||
− | <td style="width: 18pt"><div style="font-family: " | + | <td style="width: 18pt"><div style="font-family: "Arial"; font-size: 11pt;">[[Image:Events-rd_bullet.jpg|9px]]</div></td> |
− | <td><div style="font-family: " | + | <td><div style="font-family: "Arial"; font-size: 11pt;"><span id="wwpID0EEHA">Customize the message that appears on all event registration confirmation emails. Confirmation email must be enabled under Events->Fees tab under Registration and Billing Preferences “Send an automatic Registration Confirmation email to consumers registering online.”</span></div></td> |
</tr> | </tr> | ||
</table> | </table> | ||
</div> | </div> | ||
− | <div style="font-family: " | + | <div style="font-family: "Arial"; font-size: 11pt; margin-bottom: 12pt; margin-left: 108pt; text-align: justify;"><span id="wwpID0EDHA">[[Image:Events-Registration_Options-image185.png]]</span></div> |
<div style="margin-left: 72pt;margin-bottom: 12pt;"> | <div style="margin-left: 72pt;margin-bottom: 12pt;"> | ||
<table border="0" cellspacing="0" cellpadding="0" width="99%" summary=""> | <table border="0" cellspacing="0" cellpadding="0" width="99%" summary=""> | ||
<tr valign="baseline"> | <tr valign="baseline"> | ||
− | <td style="width: 18pt"><div style="font-family: " | + | <td style="width: 18pt"><div style="font-family: "Arial"; font-size: 11pt;">[[Image:Events-rd_bullet.jpg|9px]]</div></td> |
− | <td><div style="font-family: " | + | <td><div style="font-family: "Arial"; font-size: 11pt;"><span id="wwpID0ECHA"> </span></div></td> |
</tr> | </tr> | ||
</table> | </table> | ||
</div> | </div> | ||
− | <div style="font-family: | + | <div style="font-family: Arial; font-size: 11pt; margin-bottom: 10pt;"><span id="wwpID0EBHA"> </span></div> |
Latest revision as of 14:42, 8 September 2015
Certain registration options may be modified such as:
• |
Member authentication options – what is required of a member in order to register as a member |
• |
Which fields are required registrations fields for staff and registrants |
• |
Default terminology (phrases used) for members, non-members, payment method wording and registration closed message |
• |
Custom message displayed on all event registration confirmations |
The default settings when new events are created may be set for:
• |
Automatic registration confirmation and notification emails |
• |
Event invoice default |
• |
Registration Fees and Billing Preferences |
To set custom and default event registration options
1. |
Click Setup in the left-hand menu. |
2. |
Click Event Options and Settings. |
3. |
Open the Registration and Billing Preferences area. |
4. |
Make desired changes. |
5. |
Click Save. |
Figure – Registration and Billing Preferences
Enforce required fields for staff – if fields are marked as required, then when staff enters a registration from the Guest List tab, then the fields will also be required for them as well. |
Require registrants to provide ________ - these fields will be marked with an asterisk on the event registration screens, indicating that they are required before moving to the next screen. |
Set defaults that appear when creating event invoices under Billing->Invoices with Batch Type = Event (integrated Billing) or QuickBooks->Event Invoices tab (QuickBooks integration with CQI). |
Customize the message that appears on all event registration confirmation emails. Confirmation email must be enabled under Events->Fees tab under Registration and Billing Preferences “Send an automatic Registration Confirmation email to consumers registering online.” |