Reg Types and Prices

Adding a New Reg Type

1. Click on the Plus () icon in the tools section of your Current Reg Type Box.

2. An edit box will show at the top of the screen.

Details Tab

Reg Type: Enter Code to Title the Reg Type (We recommend no more than 3 letters)
Ask/Allow Demographics: Select YES/NO if you want specific demographics for this reg type.
Product Group: Select an already created Product Group to connect with this reg type
Source Code: Select an already created Source Code that customer must enter to register as this type. (We recommend 4-10 letters)
Final/Last Page: Select an already created last page to show if a customer registers as this reg type.
External Address Template: Select an already created Address Template to show if a customer registers as this reg type.
Description: Enter the description of this reg type.
Ask/Allow Products: Select YES/NO if you want to allow products for this reg type.
Agenda Builder Product Group:
Badge Code: Enter the Code you wish to display on the attendee’s badge. (We recommend no more than 4 letters. Examples: 1-Day, FULL, Fri)
Category: Enter a category to help organize your reg types.
Include Reg Type in Reports: Select YES if you would like to see Reg Types as a column in your reports.
Display Reg Type as a Product: Select YES/ NO to list this reg type as a product as well.
Pass Key Event Code: Provide customers Event Codes to register with.
Designate as Needing Approval: Select YES if customers must be approved prior to becoming a registered attendee.
Refer a Friend Reg Type: Select from an already existing reg type for referred friends.
Ask About Hotel: Select YES if registration should prompt Hotel Accommodations.
Hotel Product Group: Select an already created product group for hotel products.
Speaker Show Type: Select YES if this reg type is for a speaker. This automatically gives the speaker access to certain portals.

Demographics Tab

Assigned: Check this box if this demographic question is required for this reg type.

Tab Information

Enter product categories in Tab Text (1-8)

3. Click the Save Icon () in the tools section of the Reg Type Detail Box.

To edit a Reg Type:

1. Click on the edit icon () in the reg type row you would like to edit.

2. An edit box will show at the top of the screen. See field descriptions above ^

3. Click on the Save Icon () in the tools section of your Product Details Box.

To Create a Reg Type Price:

1. Click on the more icon () in the reg type row you would like to edit. This should show a list of all prices.

2. Click on the Plus () icon in the tools section of your Current Prices Box.

3. An edit box will show above your current Reg Type Prices

Rate Code: Enter the code that corresponds with this price. (we recommend consistency with the Reg Type Code)
Price: Enter the price (format does not matter)
Start Date: Enter the start date when this price should apply to registration.
End Date: Enter the date when this price should no longer apply to registration.
Rank:

4. Click on the Save Icon () in the tools section of your Price Detail Box.

To edit a Reg Type Price:

1. Click on the more icon () in the reg type row you would like to edit. This should show a list of all prices.

2. Click on the edit icon () in the reg type row you would like to edit.

3. An edit box will show at the top of the screen. See field descriptions above ^

4. Click on the Save Icon () in the tools section of your Price Detail Box.

To delete a Reg Type:

1. Click on the edit icon () in the reg type row you would like to edit.
!Please make sure you want to delete this Reg Type versus not use it!