The Goal: Set up the registration types attendees will choose from when registering for your event, so each option is tied to the correct fee and accounting.
Before You Begin:
- A prerequisite to setting up your registration types is setup of the needed Fee Items. Click Here for further information on setting up Fee Items.
- For proper accounting, when creating/selecting Fee Items for your event, be sure to verify that the appropriate income, accounts receivable and deposit accounts have been selected for the Fee Items. These accounts drive where the financial transactions will be reported. Additionally, registrations paid by credit card will use the default gateway set under your finance settings. If you wish to use an alternate gateway for this event, see Update Event Payment Gateway.
Microlearning Overview
Step-by-Step Instructions
- Go to Events & Learning, Events section, and open the event you want to set up registration types for.
- Confirm the needed fee items are set up. Once the needed fee items are set up, you can begin creating your registration types. All four types have similar options.
- Add and configure each registration type your event needs. The following articles give more details on each registration type:
Common Pitfalls
- Wrong accounts on Fee Items: If the income, accounts receivable, and deposit accounts on a Fee Item are incorrect, registration revenue will be reported in the wrong place. Verify these accounts before tying a Fee Item to a registration type.