Event Registration Options

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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.
 
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Figure – Registration and Billing Preferences
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Registration Member Authentication Method
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Registration Preferences
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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.
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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.
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Set defaults that appear on Events->Fees tab under Registration and Billing Preferences
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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).
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Change on-screen terminology during event registration
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Set defaults for credit card payment tracking and invoice/receipt options for non-members.
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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.”
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