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Create and manage Packages

Updated over 4 months ago

Packages are a grouping of multiple purchasable items and registration options for purchase. Registration options can include ticket types, registration types, and auxiliary events. Packages can be sold in combination at a particular price.

To access the Packages page:

  • Go to Event Setup

  • Find the Registration menu

  • Select Packages

From the Packages page, you can:

  • Add packages

  • Import packages from a previous event

  • Edit packages

  • Delete packages


Add a package

  • Select Add Packages from the Actions dropdown menu

  • Fill in the required fields in the Details section:

    • Name: Enter the package name

    • Group Name: Select "Other" to create a new package group name (used for high-level reporting)

    • Maximum Available: Enter the number of available packages

    • Unlimited: Check to remove availability limits (disables the max available field)

    • Visible to Public: Check to display on the public registration page

  • In the Description section:

    • Description: Enter a short description (max 255 characters) to display on the registration page

  • In the Primary Package section:

    • Is Primary Package: Check this if the package grants access to the event

    • Ticket Type: Select the ticket type (visible only if primary is selected)

    • Include Guests: Check if guests are included

  • In the Value Added Tax (VAT) section:

    • Check applicable tax labels for this package

  • In the Prices section:

    • Click the Add icon to configure pricing by:

      • Account: Select the financial account for revenue

      • Registration Type: Choose which reg type can buy this package

      • Classification Type: Assign to specific classification types

      • Price: Set the package price (numbers only, no currency symbols)

    • Repeat to add multiple price rules

    • Use the Move icon to reorder or the Delete icon to remove pricing entries

  • In the Package Items section:

    • Add event-related items to include with the package:

      • Auxiliary Events: Click Add icon → Select event → Check if guests can attend

      • Purchasable Items: Click Add icon → Select the item

      • Workshop Sessions: Click Add icon → Select session

        • Enter max and min session limits

      • Session Groups: Click Add icon → Select session group

        • Enter session limits for registrants

    • Repeat each step for all items

  • In the Filters section:

    • Add filter criteria to control package visibility or availability

  • Click Save


Import packages from a previous event

  • Select Import Packages from the Actions dropdown menu

  • In the Event Menu list, check the boxes for the packages you want to import

  • Click Next

  • In the Select Packages to Import section:

    • Modify:

      • Package Name: Enter the new name

      • Full Conference: Assign the correct ticket type

  • Click Import


Edit a package

  • Click the Edit icon next to the package name

  • The Edit Packages screen will appear

  • Make changes as needed

  • Click Save


Delete a package

Packages can only be deleted if not in use. A package is considered in use when:

  • A registrant is assigned the package

  • The package is tied to a ticket type

  • The package appears in any filter set

To delete:

  • Click the Delete icon next to the package name

  • A confirmation dialog box will appear

  • Click OK to confirm


Display primary packages as groups

In order to show packages in groups, the admin user must choose to “Display by Group” and then select the Package Groups to be shown and in what order.

If a package group does not have any visible packages when being shown to a user, the group will be excluded completely. An entry will be available for “Ungrouped Packages” to show packages where a group has never been entered.


Packages are a powerful way to bundle registration options and additional items into a single, sellable unit. With flexible configurations and filters, you can tailor packages to suit different registration types, roles, and pricing tiers. Use package imports to save time when copying event structures from past events.

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