To use products and services in online public registration, you must assign product and services to registration and to the event. Once you have done this, you can add products and services to the registration form template so registrants can selected them online.
Products and services are added to orders, not registrants. If your registrants are selecting products and services and you allow multiple registrants on one order, The recommended best practice is to place the product and service selection at the beginning or end of the registration process to clearly identify that the products and services relate to the whole order and not just one registrant. If the products and services are added to the middle of the registration process, after the first registrant is added and the products and services are selected, the same selected products and services appear for subsequent registrants, and any changes affect the whole order.
Assign Products and Services to Registration
- Click the Products and Services link from the Main Menu. The Products and Services page opens.
- Select the product and service to make available for registration.
- Right-click and select Edit. The Edit Product/Service window opens.
- Check the Registration box.
- Click OK.
Assign Products and Services to the Event
- Click the Events link from the Main Menu. The Events page opens.
- Select the event for the products and services.
- Right-click and select Edit -> Edit. The Edit Event window opens.
- Select the Products and Services tab.
- Click the Select button. The Select Event Products and Services window opens.
- Select the products and services to add to the event. Use Ctrl+Click or Shift+Click to select multiple products and services.
- Click the Select button.
- Click OK.
Add Products and Services to the Registration Form Template
- Click the Events link from the Main Menu. The Events page opens.
- Select the event for the registration setup.
- Right-click and select Tools -> Registration Setup. The Registration Setup window opens.
- Select the Registration Form Setup tab.
- Edit Form Template hyperlink in the Appearance section. The Form Template window opens.
- Select the group you want to add the option to select the products and services.
- Select the Products and Services button from the Components column on the right.
- Drag it to where you want it to display on the page (middle section of the screen) and drop it. The Add Registration Products and Services Form Section window opens.
- Enter the necessary information:
- Heading - Text that displays as a header for the Products and Services section on the page.
- Caption - Text that displays below the header for the Products and Services section on the page.
- Select Fields - Click the hyperlink to select the products and services available for selection.
- Control Type - How a registrant selects the products and services during public registration: Checkbox or Drop-Down.
- Required - If checked, one product and service is required before the registrant can continue with registration.
- Two Column Display - If checked, products and services show in two columns in public registration.
- Click OK.
Comments
5 comments
When in the Event, I can select the Products and Services that I want, but then when I hit OK to save, they disappear. Any ideas? So then when I go into my form template to add a Products and Services group, my list is empty still....
0 upvotes
I'm able to get the products and services to appear within the online registration screen and was able to select them during registration, but where is this information saved? I thought under the registrant, but its not showing up there.
0 upvotes
Hi,
Do you know where can I find this -> The Products and Services need to be assigned to the Registration module.
Where is Registration module? is this And what I need to do?
0 upvotes
Hi Karin,
To use products and services in registration, you need to configure them at both the event level and within registration setup.
1st --> Go to the Products and Services tab of the Edit Event window and select which ones you'd like to be available for the event. You do this by clicking the Select button on the grid and then dragging to select which ones you'd like.
2nd --> Once you have your products and services on the event, go to Tools > Registration Setup (on the Edit Event window). Once you're on the Registration Setup window, go to the Registration Form Setup tab and click the link that says "Edit Form Template." Once you're on the form template, you can add a Products and Services section to any of the pages by expanding the Add dropdown and selecting that option. From there you will be able to select from the products and services you set up on the event itself. These are the products and services that will be available to select on your online registration form.
Hope this helps!
0 upvotes
Hi Kim,
thank you for the explanation I will try now.
Best regards, Karin
0 upvotes
Please sign in to leave a comment.