This article...
- Describes the two types of event registration options: Registration Choices and Session Categories.
- Explains how to access the Option Categories page in the Admin interface.
- Details how you can manage the "out-of-the-box" and your custom registration options.
- Describes how to create both types of registration options.
Large, multi-day events often include multiple sessions and possibly several event add-ons. In Event Manager, these are called registration options because event attendees often have to RSVP for them during the registration process.
NOTE: Registration Options are available for Full Registration events only.
The registration options are managed as two types:
- Registration Choices are "extracurricular activities," such as meals, golf greens fees, and souvenirs for which head counts might be necessary, and which might require additional payment.
- Session Categories are groupings of your various "event activities," such as the opening keynote speech. These sessions might be free to attend, but they might require a head count in order to ensure a large enough room is reserved. So, these types of activities are often included in the registration process.
When you add registration options to an event, registrants can select from the available options during the registration process.
Registration Options in your account
All Higher Logic accounts that license Event Manager are pre-loaded with several "out-of-the-box" (OOTB) Registration Choices and Session Categories. You should review and evaluate these before creating any events and determine:
- whether they are suitable for your events as-is or
- if additional ones are necessary for your organization's events.
Access your Registration Options
To access your registration options:
- In the Admin Toolbar, click Admin.
- Navigate to Events > Option Categories.
The Option Categories page opens and has two tabs: Choices (the extracurricular activities) and Sessions (the event activities).
Manage your Registration Choices
The Choices tab lists all of the OOTB Registration Choices and any that have been created in your account. Their top-to-bottom order is managed by the Priority column.
The management options are described below.
- View the current status of the Registration Choice in the Status column.
- Manage the priority of the Registration Choice by clicking the up arrow or the down arrow in the Priority column. Each click promotes/demotes the entry by one position; so, multiple clicks might be necessary to achieve the order that you prefer.
- Click an Edit button to manage a Registration Choice's settings. The settings are described in Registration Choice settings below.
- Click a down arrow and select Disable from the menu to hide the Registration Choice from the registration process.
- Return here and click Enable in the menu to make the Registration Choice available.
- Click a down arrow and select Delete from the menu to permanently remove the Registration Choice.
Create a Registration Choice
To create a Registration Choice:
- Click Add in the upper right.
The Add Choice Category dialog displays. (The "edit" version is identical.)
Registration Choice settings
| Field | Description |
|---|---|
| Category Name | Specify an appropriate name. This field is required. |
| Description | This displays to users when they register for the event. Provide as much information as possible (e.g., purpose, duration). |
| Is a selection from this category required to complete registration? | Click the dropdown to set whether registrants must add or purchase a selection from this category to complete their registration. |
| Are multiple selections from this category allowed? | Click the dropdown to set whether registrants can select multiple options from this category. |
| Is pricing displayed on the Event Description page for registration choices in this category? | Click the dropdown to set whether pricing information is shown on the Event Description page for Registration Choices in this category. |
- Click Save.
- Review the list to confirm that your new Registration Choice is listed.
- Repeat these steps to create additional Registration Choices.
Manage your Session Categories
The Sessions tab lists all of the OOTB Session Categories and any that have been created in your account. Their top-to-bottom order is managed by the Priority column.
These are not the event's sessions; they are categories in which you can group similar sessions.
The management options are described below.
- View the current status of the Session Category in the Status column.
- Manage the priority of the Session Category by clicking the up arrow or the down arrow in the Priority column. Each click promotes/demotes the entry by one position; so, multiple clicks might be necessary to achieve the order that you prefer.
- Click an Edit button to manage a Session Category's settings. The settings are described in Session Category settings below.
- Click a down arrow and select Disable from the menu to hide the Session Category from the registration process.
Create a Session Category
To create a Session Category:
- Click Add in the upper right.
The Add Session Category dialog displays. (The "edit" version is identical.)
Session Category settings
| Field | Description |
|---|---|
| Category Name | Specify an appropriate name. This field is required. |
| Description | This displays to users when they register for the event. Provide as much information as possible (e.g., purpose, duration). |
| Is a selection from this category required to complete registration? | Click the dropdown to set whether registrants must add or purchase a selection from this category to complete their registration. |
| Are multiple selections from this category allowed? | Click the dropdown to set whether registrants can select multiple options from this category. |
- Click Save.
- Review the list to confirm that your new Session Category is listed.
- Repeat these steps to create additional Session Categories.