Payments

Set the registration fee for each participant. Payment rules act as a funnel that all registrants pass through. The first rule to pertain to a registrant will be applied, therefore the sequence of your payment rules is important. To ensure that the correct price is applied to each registrant, we recommend that your payment rules start with the most specific rules and end with a catch-all rule.

Creating a Pricing Rule

Use the green “+ Add Pricing Rule” button to create a new pricing rule.

• Description

  The description of the pricing rule. This description will be visible to registrants.

• Price

  Enter the registration fee.

• Payment Gateway

  Define which of your payment platforms will process registration charges.

  INFO

  You can define your payment gateways in Payment Processor settings.

• Pricing Rule Filters

  When creating pricing rules with more than one filter, ALL of the filter criteria must match for the pricing rule to be applied to a participant. If any of the filters do not match, the software will move to the next pricing rule to see if there is a match. For example, if you create a rule that applies to a specific time frame and a specific registration type, registrants must meet BOTH of these requirements to have the pricing rule apply to them.

  • Time Frame: This price is only available within the defined time frame. (Ex. Early Bird Special)
  • Registration Type: This price only applies to specific registration types. Additional registration types can be defined here.
  • Members: This price only applies to registrants that are part of the selected membership database. Additionally, a second layer of filtering can be added here to have pricing only apply to selected membership type(s). Membership databases can be managed here.
  • Based on Additional Registration Questions: This price only applies if the registrant gives a specific answer to an additional registration question. Additional registration questions can be added here.
  • Discount Code Price: This price only applies to registrants that enter the defined discount code. Rules with this filter are hidden from the automatic price descriptions that are generated for your Announcement page.

Managing Pricing Rules

After creating a pricing rule Admins can see an overview of all of the pricing rules and associated filters that have been created.

Admins can copy an existing pricing rule within the lecture as a starting point when creating a new pricing rule. Admins can also use the arrows on the far right to drag and drop the pricing rules so they apply in whichever order they decide.

WARNING

Pricing rules are evaluated in order from top to bottom, and the first matching rule is applied. Place your most specific rules (discount codes, early bird pricing, member rates) at the top, and your general/default pricing at the bottom. If a catch-all rule appears above a discount code rule, the discount will never trigger.