Registration/Checkout

To configure Registration/Checkout for your event, click on Online Settings from the main event dashboard, then click on Registration/Checkout under the "Online Settings" sidebar menu.

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This will open the Registration/Checkout page.

Bidder Number Assignment

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Automatically assign Paddle#'s

Control when Paddle#'s will be automatically assigned if not specified

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Next assigned Paddle#

The system will attempt to use this number as the next assigned Paddle#

Show their own Paddle# to the participant online

Show participants their Paddle# on the My Account page and include the Paddle# in the email sent to participants when they register. participants typically do not need to know their Paddle# for an online event.

Online Registration

Online participant Registration must be enabled for participants to be able to purchase tickets or register online. This requires, at a minimum, the Enable online participant registration and ticket purchases option be set to Yes.

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Allow participant registration without purchase/donation

Allow participants to register without purchasing tickets or making a donation. This also controls the visibility of the "Register" link in the Event Website menu/Header element. See the Header element for more information.

Prompt participants to set up accounts

Prompt participants to setup an account when registering/checking out.

Additional text for the required terms of use participants must agree to checkout/register

Enter text to be shown alongside the standard terms of use link guests must agree too.

Text to show participants to ask them for an 'opt-in' permission

If set then guests will be presented with this text during online checkout/registration so they can opt-in to email updates, etc.

Send a welcome text on a successful registration

If Text Messages are enabled (this requires a paid license -- see our pricing pageopen in new window for more information), the default will be to send a message to the registrant for the event.

Ticket Checkout Options

These options affect what is shown during a checkout that includes admission tickets.

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The default settings for a new event.

Ask if a ticket purchaser will be attending with their partner when multiple tickets are purchased

This option is enabled by default and is designed as a means to easily address making "couples" tickets or small groups of tickets available. This is especially useful when a couples ticket is purchased by choosing a total of "single" admission tickets equal to one less than the option below.

Ticket quantity at which to ask if they are buying on behalf of a company

This value establishes when the Organizers will accept a registrant could be registering as a company. The default value is 3 and will also be used with the "partner" option below to provide for "couples" and other groups of registrants.

Online Payment Options

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Allow credit cards as an online checkout option (if enabled)

Allow participants to pay by credit card during online checkout (requires credit card processing to be enabled).

Offer 'pay later' as an online checkout option

Allow participants to add the amount owing to their account during online checkout.

See Unknown link 'OnlinePayLater' for additional details.

Choices to offer during a 'pay later' checkout

  • Alternative forms of payment you plan to offer participants at checkout when 'pay later' is enabled. These "forms of payment" are for reference only and not required to be listed although they are recommended if the organization has any specific restrictions they are wanting to add.
  • The choices entered here will appear as the button labels in The Shopping Cart checkout form. If the Pay Later Choices are defined (as a comma separated list), they will be shown during the participant checkout when pay later is chosen.

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An example taken from a demonstration event.

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An example taken from a demonstration event using the above options.

Ask the participant to choose from one of these choices when they select 'pay later' as an option at checkout.

participants will be able to click on the Pay later button when 'allow pay later' is selected to 'pay' for a balance and no options have been defined... this won't actually record a payment but will give the participant the opportunity to opt in to shipping and make an extra donation.

participants doing this will receive a Participant Statements but it will still show a balance owing.

Allow participants to save credit cards

  • 'Yes, on by default' - participants' cards will be saved during registration or purchases by default.
  • 'Yes, off by default' - participants will have the option of saving their card by checking a box.
  • 'No' - participants will not be offered the choice of saving a credit card.

Require card to be registered during checkout/registration

  • 'No' - this is the default and gives registrants the option to save/register a credit card to be used later when they register for the event.
  • 'Yes' - enabling this option forces the participant/purchaser to register a credit card for the event in order to complete registration.

Allow participants to remove unpaid for donations

  • This option allows participants to remove an unpaid donation from their My Account page.

Registration Options

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An example Registration Options section with sample "Meal choices".

Meal choices

Under Meal choices you would enter a comma separated list of meal choices to present to participants when they are registering, for example, Beef, Chicken, Fish, Vegetarian might be offered.

The Meal choices options are "literal", if you have a space after the separating comma it will be part of the meal choice "name" and show the "space" in the reports. Changing the name after a meal choice has been selected will reference each "meal" separately in any related report.

Require meal choice

If meal choices are defined, require that a meal choice is entered for each guest.

Meal choices change cut-off

The Meal choices change cut-off option sets a time when participants are no longer able to make changes to their Meal Choice from their My Account page.

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The option uses the common date picker found throughout Auctria and, if used, should be set at an appropriate time to allow the event's catering to meet the Meal Choices demands.

Comments during online checkout/registration

Allow participants to leave comments when checking out and/or registering for the event. When enabled, this will display the comment box on the right side of the Checkout form.

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The comment text can be edited by double-clicking it to open its Edit Content window. See the Text Element element Edit Text section for more details on this popup window.

Viewing Registration Comments

To view the registration comments that have been left by your guests you can use the Reports feature set. In this case, one of the choices would be found under Reports Participants Registration Comments.

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Registration Contact Options

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Set which contact details will be asked for and, as set, required.

  • Ask for participant's address
  • Require participant's address
  • Ask for participant's phone#
  • Require participant's phone#
  • Ask for participant's website
  • Ask for participant's company
  • Ask for reference number from participant
  • Ask for participant's seating preference

Registration Guest Contact Options

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Set which guest contact details will be required.

  • Require guests's name
  • Require guests's email
  • Require guests's address
  • Require guests's phone#

Who Can Register

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There are two means of restricting who can function as a participant in the event. You can ensure that all participants get pre-approval and also restrict the internet domains for the participants.

Bidders must be pre-approved

Pre-approval: The default setting here is No. This means that a participant may register even if there is no existing participant record for the event. If set to Yes, enabling the pre-approval restriction, then participants must get pre-approval (ie. their participant record must already exist in the system). When the participant registers, a participant record must pre-exist that matches the participant email address. This requires that you pre-populate the event with details on any participant that is allowed to register. To enable participant for pre-approval, click the 'check box'.

Domains bidders are limited to

Limit by Internet domain name: You can also restrict participant registration to email addresses that come from specific domains. To add a list of domains, that will be considered restricted, simply click the Empty link and enter one or more domains as a comma-separated list. It's important to enter only the domain name, for example mycompany.comopen in new window, relatedcompany.comopen in new window. If this setting is left as Empty, a participant can register with any email address.

Notifications

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  • Notify organization of participant activity
    If you don't want the organization to receive notifications regarding each participant registration, then choose No for the Notify organization of participant activity option.

    With this notification disabled, the Organization's Contact Email address will only be used on the event website and as the reply-to address on emails sent from Auctria.

    WARNING

    The Bcc Email address, if set, will continue to receive the participant activity notification regardless of the setting for the Notify organization of participant activity option.
    See Organization | Settings for reference to the Bcc Email address.


Last reviewed: December 2023
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Registration/Checkout
An overview of the Registration/Checkout page.