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Creating/Editing Participant Types

  • Updated

Participant Types 

Once an event profile is established, the configuration of event details can begin.  The first step is the creation of Participant Types. 

Participant Types are used to define the subsets of individuals that will register for the event.  You may have participant types defined by member status – undergraduate or alumni, for example, or you may have participant types that are defined by the office the individual holds.  

Add 

  1. Click "Add" in the top right
  2. Fill out these fields:
    • Name 
    • Description 
    • Cost 
    • Available To/From 
    • Audiences 
  3. "Create Participant Type"

Edit 

Click into the Participant Type, edit the fields, and update Participant Type. 

Notes

  • A name and cost must be defined for each Participant Type.  The cost can be set at $0.00 (if there is no cost to attend an event or if you wish to establish event cost based on session or package costs). 
  • Additional fields include description, which should be used to describe the participant type (this will appear during registration), available from and to dates (this can be used to allow "early bird" registration at a discounted price until a given date, for example).  

Each Participant Type should also be associated with an audience (Audiences are created in the Inter/National menu > Communications > Audiences).  This allows you to limit who these types are available for based on their audience inclusion.  

Once a Participant Type is created, the display list includes

  • Participant Type Availability Dates
  • Name
  • Description
  • Audience
  • # of registered participants
  • Cost
  • and the option to add attachments. 

When adding an attachment, you will set it to [Public = "Yes"/"No"]. Items that are public will be visible to the registrant during the registration process.