Registration Options

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

Registration Member Authentication Method

Registration 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 on Events->Fees tab under Registration and Billing Preferences

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).

Change on-screen terminology during event registration

Set defaults for credit card payment tracking and invoice/receipt options for non-members.

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.”