Classification types are customizable conference roles assigned to registrants during the registration process. These can be linked to fees and are essential when creating ticket types. Classification tiers enable a three-level hierarchy, allowing you to define roles and sub-roles under a broader classification.
For example:
Tier 1: Employee (parent type)
Tier 2: On-site staff (role)
Tier 3: Registration counter staff (sub-role)
Classification types are used in creating the ticket types. It is recommended that classification types be created prior to creating ticket types. Prices for classification types are established in the ticket types section.
Before adding specific roles, you should define the names of your organizational levels. This sets the terminology used throughout your admin portal and registration pages.
Defining the hierarchy
Go to the Event Setup menu.
Click Registration.
Select Classification Types.
In the Classification Tiers section, enter your preferred labels for Tier 1, Tier 2, and Tier 3 (e.g., Level, Category, and Sub-category).
Click Save.
Set classification tier labels
Classification types can be arranged in a three-tiered hierarchy, consisting of a top classification type and two subsequent sub-levels. Each classification type family can be reordered by dragging it up or down in the list.
For example:
Tier 1 = Attendee type
Tier 2 = Press
Tier 3 = Journalist
In the Classification Tiers section, define the tier categories by populating the following fields (required fields are marked with a red bullet point):
Tier 1: Type in the label for the first classification level (example: Attendee type)
Tier 2: Type in the label for the second classification level (example: Role)
Tier 3: Type in the label for the third classification level (example: Sub-role)
Click Save
Add a classification
Select Add Classification from the Actions dropdown menu
Populate the following fields (required fields are marked with a red bullet point):
Parent: Select the classification that is a level higher than the one you are creating (only appears when at least one classification has already been created)
Name: Enter the name of the classification type (example: Employee, Customer, Attendee)
Abbreviation: Enter an abbreviated version of the classification name
Default reg status: Choose the confirmation status that will be applied when this classification is selected
Visible to public: Check this box to display the classification on public registration pages; leave unchecked if it should only appear in the event admin portal
Click Save or Save and Add Another
How do I manage and organize classifications?
You can easily adjust how roles appear to your users and update their details as your event planning evolves.
Editing and reordering
To edit: Click the Edit icon to the left of any classification name, make your changes, and click Save.
To change display order: On the main list, hover over a classification, then click and drag it into your preferred order. Click Save once finished.
Deleting a classification
Click the Delete icon next to the classification name and confirm by clicking OK.
Note: You can only delete a classification if it is not "in use." It is considered in use if it is assigned to a registrant, linked to a ticket type, or used in a saved filter.
Establishing a clear classification hierarchy is the first step toward a successful registration workflow. By defining your Tiers and specific roles early, you create the necessary framework for complex ticket pricing and targeted attendee management. This structured approach not only simplifies the registration process for your guests but also provides your team with the high-level data needed for precise event reporting.