Approx Length: 2:45

About Registration Rules:

This section of the Event builder allows you to specify such activity as: 

• Group registration options
• Event Capacity - limits the number of people that can register for your Event
• Whether your registrants should be allowed to update or cancel their registration

Field Descriptions:

New Registrations section - Click any of the links in this section to specify the permissions for your new attendees, and the overall settings for your Event.

Allow group registrations - When enabled, this allows attendees to register a group of people for your Event, and (if applicable) pay for that entire group with one transaction. See the Related Links below for more information about group registrations.

Members of the same group must select the same registrant type (Only visible when using Registrant Types) - When group registrations are enabled for your Event, selecting this box automatically sets all members of the group to the same Registrant Type selected by the primary (first) attendee in the group.

Edit group registration info - When group registrations are enabled for your Event, a Details link displays next to the question above ("Will you be registering..."), which the user can click for more information. The registrant will see the text in this field when they click the Details link on your Event's Start page.

Edit group list header/footer - Enter any information, images, links, etc. that you want to display on the header (top) or footer (bottom) of the group list page. This is the page that displays between registrants in a group. When you have content here, the small checkbox icon (to the left of this field) displays in green.

Apply discount rule - Click this link to set up a Group Discount Rule for this Event.

• More on setting up group discounts...

Limit the number of registrations for this Event - When selected, a maximum number of registrations (as specified in the field below) is set for your Event.

__ Registrants - The number entered here sets the maximum number of registrations that are allowed for this Event.

Edit Event full message - Enter any content (instructions or other relevant information) to display to your registrants when this Event reaches its capacity.

Upon completion of registration, set the initial status to - Select from the drop down list the status of all new registrations when they are completed. This status displays on various reports and can be used to filter your reports as well.

• The Registration Status is used to group your attendees into different categories such as Confirmed, No-Show, etc. It is not related to any functionality in the system (i.e., it will not "do" anything such as trigger updates, changes, etc. to the attendee's record); it is just a way to group your attendees into different registration categories.
• This is an Event-wide setting.
• See the Related Link below to assign an initial status based on the user's registrant type.

Returning Registrations section - Select any of the check boxes in this section to specify the permissions for your attendees who have already completed their registration.

Allow registrants to update their registration - When selected, this allows your registrants to update their own registration record. They will need to enter their email address and password to access their record.

Allow all group members to update their own information - When selected, this allows all registrants in a group to update their own Personal Information. If this option is not enabled, only the Primary (the first registrant in the group) can update the group records.

Allow registrants to substitute another person - When selected, this allows your registrants to change the name associated with their registration record. When the change is submitted, the registrant is prompted to select whether the name was changed as a correction or as a substitution. They will need to enter their email address and password to access their record.

Allow registrants to cancel their registration - When selected, this allows your registrants to cancel their own registration record. They will need to enter their email address and password to access their record.

• Note: You can set up the Confirmation and Notification emails that are sent in these specific situations on the Emails tab.
• See the related links below for further assistance with emails and notifications.

Additional Information:

Click the image at the top of this page to watch a short training video on this topic.

Related Links: 

• How do group registrations work?
• How do I modify the confirmation email that my attendees receive?
• How do I send an email to my attendees based on their Registrant Type?
• How do I set the registration status based on Registrant Type?
• How do I create a limit for registrations by Registrant Type?
• How do the reminder emails work?
• How do I create an Event capacity limit and a sold out message for an Event? 
• How do I use the automated waitlist functionality?
• User's Guide - Event Builder - Emails tab
• User's Guide - Event Builder - Event Basics

Keywords: Greg Rules, Rule, Group Discount, Discounts