Promo codes offer a flexible way to provide discounts to attendees. You can apply or remove them directly from the registrant's Financial Summary, ensuring accurate billing without editing the entire registration.
How do I add a promo code to a registrant?
From the registrant’s record, go to the Financials tab.
Open the Add Transaction dropdown menu and select Promo Code.
In the right panel, type the Promo Code name.
As you type, matching codes will appear in a list.
Select the correct code from the list.
Click Save.
The adjusted registration fee will automatically update in the Payments section of the Financial Summary.
How do I remove a promo code?
Stay on the Financials tab in the registrant’s record.
Locate the promo code listed in the Financial Summary.
Click the Delete icon on the right side of the promo code entry.
A confirmation dialog will appear. Click OK to remove the code.
To apply a different promo code, follow the steps in the section above.
Managing promo codes directly from a registrant’s financial record allows quick updates to discounts without altering other registration details. This ensures accurate, flexible billing throughout the registration lifecycle.