Applying charges, discounts, or promo codes to a registrant profile helps ensure their financial summary accurately reflects any special fees or incentives. This makes billing more transparent and supports flexible registration management for event organizers.
How do I add an ad hoc charge?
Click Add transaction, then select Add charge.
In the right navigation panel, complete the following:
Account (if applicable)
Price
Description
Click Add.
The charge appears in the Financial summary section.
How do I apply a discount?
Click Add transaction, then select Add discount.
Complete the fields in the right panel:
Account (if applicable)
Amount
Description
Click Add.
The discount appears in the Charges section of the financial summary.
How do I assign a promo code?
Click Add transaction, then select Promo code.
In the right panel, enter the Promo code name.
Matching promo codes will appear as you type.
Select the correct code from the list.
Click Save.
The discounted fee appears in the Payments section.
How do I remove a promo code?
Go to the Financials tab in the registrant’s profile.
Locate the promo code in the financial summary.
Click the Delete icon next to the promo code.
Confirm by clicking OK in the dialog box.
To add a new promo code, follow the steps in the previous section.
Using charges, discounts, and promo codes gives you the flexibility to adjust financial details on a case-by-case basis. This ensures that every registrant’s account accurately reflects their unique circumstances.