You can configure your event registration in many different ways - both simply and with more complexity. It is best to have a clear understanding of your registration requirements before proceeding with the setup process. This article is intended to be a general guide and provide recommendations regarding event registration setup, as events with different registration requirements may require slightly different setups.

To begin to figure out what your registration requirements are ask yourself the following questions about your event:

Note: Once you have opened registration and start accepting registrants, changes to the registration configuration may pose issues.

For most events setting up registration requires configuration on the following four screens - Passes, Pricing Groups & Codes, Registration Forms, and Dates. These four areas work together to allow for a multitude of combinations of event registration.

One place to begin the registration setup is on the Dates screen. Ensure that your event dates are correct and if required, configure the segmentation of your registration period.

You can segment the registration period into separate pricing periods if you are going to be offering passes at discounted rates leading up to the event.
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To set up your event dates and segment your registration period go to Events > General > Dates. Here you can add and remove event dates or adjust the duration of the event for each day or add Milestones to segment your registration period.

When you add a milestone you create a new registration period segment, pass prices will automatically change at 00:00:00 (midnight) on the first day of the next period. If you want an early bird price to end on 31 December, create a new Milestone on 01 January.

Once a registration segment has expired, it cannot be extended. You will need to add a new milestone or milestones and update all pass and group pricing accordingly.

You can set up pricing changes on the Passes or Pricing Groups & Codes screens.

Under each group (on the Passes screen) or under each pass (on the Pricing Groups & Codes) screen there is a section for each registration period with a separate price field. In the price field, add the correct price for every segment of the registration period for each type of pass.

The Passes screen is where you set up the passes that can be purchased or reserved for your event. A pass (or ticket) can have a cost or be free of charge. They can be set to have different prices for different pricing groups, as well as different pricing per registration period segment.

A pass price is set per group. The default group is Public (you'll want to disable this group on the Pricing Groups & Codes screen if you do not require public passes). A public pass is a pass that anyone who can access the event registration page can purchase or reserve.

If you add a new registration period segment, the default value is $0, you must update your pass prices if you add additional milestones!

Availability

A pass can be made available for any or all of the event dates. This is set on the Passes screen under the "Days this pass is valid" section. Toggle on all of the days the pass should be valid.

A pass can also be available to individual pricing groups. This is configured by enabling the individual groups under each pass on the Passes screen, or by enabling the individual passes under each group on the Pricing Groups & Codes screen.

Can I limit the number of passes available?

You are able to limit the number of passes available on a per-day basis or for the entire event under Registration > General > Options > Event Day Capacity or Total Event Capacity.

If you want to limit the maximum number of a certain pass use one of the following two options:

1. Set a pass capacity at Registration > Build > Passes > Select your pass name and scroll to Pass Capacity

2. Disable the Public pass group and use only custom pricing Groups & Codes. Each Group can have a Registration Code set, and that code can have a capacity associated with it.

Can I make all of my passes private?

Yes, by using the steps to disable the public pass group and create custom pricing Groups & Codes, you make it impossible for someone reaching the event page to register without knowing a registration group code.

Creating pricing groups & codes allows you to:

If any one of these features matches your requirements, start by creating a pricing group. A pricing group can be set up to have access one, a combination, or all of the available passes.

Here is an example of how pricing groups could be used:
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​"I have a single pass for my event, but I want to offer a discount to students and free passes for the event sponsors."

To accomplish this, you'd need to create one pass and two pricing groups: students and sponsors.

Make sure the publicly available version of the pass is full price then enable both of the groups - students and sponsors - under that pass and add the discounted prices.

Create a promo code for each of the groups, enable it and set the maximum number of promo passes available fore each group.

Lastly, share the discounted student registration code to the appropriate students and send the "free" code to your sponsors.

Registration forms collect relevant information from your attendees. This information is available either by viewing an attendee profile page (Registration > General > Attendees > search for the attendee) or by downloading an attendee export (Event > Event Data > Exports > Attendee Lists).

Start by creating your "default" form by dragging form components onto the form preview area.

The default form will be seen by all your registrants regardless of their group or pass. You can add various input fields such as a field for text, email addresses, phone numbers, and even a country select widget and a scheduling widget (when registrants need to schedule sessions during their registration process). There are also Select/Options fields such as check boxes, dropdown select lists, and radio buttons. Finally you can add various levels of headings and help text.

Create versions of a registration form specific to groups or passes

Once you've created a default form, you can create sections specific to any groups or passes that will be displayed below the default form questions. To accomplish this, click the "Add form" button and build out a form that is specific to specific groups or passes. An additional form can be enabled for one, a combination, or all passes and/or groups.
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