How to: Update Registration Setup

Task

Update Registration Setup within your Event. 

Pre-requisites

• Create a Tenant
• Create an Event
• Complete Registration Setup 

Instructions - Registration Setup

1. Within the Admin Tools Dashboard, navigate to "Registration Setup", then "Registrations Setup" via the black navigational bar on the left-hand side of the platform.
2. This will bring you to the Registration Setup view only screen. If you need to update any information within this page, you will need to then scroll down to the bottom of this page and click "edit" which will then bring you to the edit page where you can commence editing your content. 
3. Once you have inputted the content which is to be updated, ensure you scroll down to the bottom of the page and click "submit" to ensure these changes are made. 

Instructions - Registration Dates

1. Within the Admin Tools Dashboard, navigate to "Registration Setup", then "Registrations Dates" via the black navigational bar on the left-hand side of the platform.
2. This will bring you to the Registration Dates screen.
   • To edit current registration date ranges, click the blue pencil icon to the right of the record.
   • To create a new registration date, click "Create Registration Date" at the bottom of the page. Once you click this, it will bring you to the "Create Registration Date" page where you can now input all details. 
3. From this page, you can now update or add in any of the below details relevant to your registration. All of these fields are mandatory. Please ensure you are choosing the correct Event if you have more than one Event on the Platform. If you are unsure which Event you are currently on, you can see this in the top right corner of your browser.
   • Title
     • Example of this could be "Early Bird Rate" , "Standard Rate" 
   • Start Date + Time
   • End Date + Time
   • Status
   • Event
4. Once you have updated all the relevant fields, you can now "Submit" to make these changes. If you are creating more than 1 registration date at this time, you can click "Save and Add Another"

Instructions - Delegate Types

1. Within the Admin Tools Dashboard, navigate to "Registration Setup", then "Delegate Types" via the black navigational bar on the left-hand side of the platform.
2. This will bring you to the Delegate Types screen.
   • To edit a current Delegate Types click the blue pencil icon to the right of the record. 
   • To create a new Delegate Type, click "Create Delegate Type" at the bottom of the page. Once you click this, it will bring you to the "Create Delegate Type" page where you can now input all details. 
3. From this page, you can now update or add in any of the below details relevant to your new or updated Delegate Type
   • Ensure you are completing the below:
     • Allocating this to the correct event and Delegate Type Group (if relevant)
     • Have setup the correct Registration Dates prior to creating your Delegate Type 
       • If you have not set these up, you will need to go back to Registration Dates, set these up and come back and set up these dates for your Delegate Type. 
     • Allocate the correct Themes and Days relevant to the Delegate Type.
       • If your Delegate Type has permissions to access all of the Platform Content, ensure you are allocating all themes and days. If your Delegate Type has restrictions, please select the themes and days which apply to their restrictions. 
       • If you do not allocate the Delegate Type all of the Themes setup within the Platform, the User will only be able to see the content which has been linked to the Theme/s which have been added into that Delegate Type. 
4. Once you have updated all the relevant fields, you can now "Submit" to make these changes. If you are creating more than one Delegate Type at this time, you can click "Save and Add Another"

Outcome

Once you have completed all the relevant steps, your Registration details will be created or updated.