Providing flexible pricing options allows you to accommodate special circumstances, such as late fees or VIP discounts, directly within a person's profile. By mastering these tools, you can maintain precise financial records while offering a personalized registration experience for your participants.
How do I add an ad hoc charge?
Ad hoc charges are useful for adding custom fees, such as onsite equipment rentals or late registration penalties, that weren't part of the initial checkout.
Open the registrant's profile and navigate to the Financials tab.
Click Add transaction, then select Add charge.
In the right navigation panel, select the correct Account if applicable.
Enter the Price and a clear Description so the registrant understands the fee.
Click Add to finalize. The charge will now appear in the Financial summary section.
How do I apply a discount?
You can apply a direct discount to a profile to lower the total balance without requiring a specific code.
Click Add transaction, then select Add discount.
In the right panel, select the appropriate Account.
Enter the Amount to be deducted and provide a Description for internal tracking.
Click Add to save. This discount will be listed under 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 manual charges, discounts, and promo codes gives you the necessary flexibility to handle the unique financial needs of your attendees on a case-by-case basis. These adjustments ensure that your revenue reporting is accurate and that registrants are billed fairly based on their specific situation or incentives.
By keeping these records updated, you minimize billing disputes and ensure a smooth check-in process for everyone involved.