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Step 4 Page

March 16, 2016 Leave a Comment

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Invoice Options
Show Link to Printable Invoice? The user can be provided with a Printable Invoice. This is useful if the Step 4 page contains a lot of graphics.
Show Company Name at Bottom of Invoice? Your Company’s name can appear on the Invoice
Show ‘contact us w/ problems…’ on Invoice? A description of who the registrant can contact at your organization can be included on the invoice.
Show ‘contact us w/ problems’ on printable invoice? See above
Include Contact name in ‘contact us…’ Text? The name of the person listed on the ‘Contact Information’ screen in the preferences can be included on the invoice.
‘Invoice’ synonym e.g. Receipt
Column 1 Heading Default is ‘Applicant’. The column contains the names of the registrants for the transaction.
Column 2 Heading Default is ‘Description’. The column contains a list of all events for the transaction.
Show the applicant’s name in column 1? The registrant’s name can appear on the invoice in column 1.
Show the company name in column 1? The registrant’s business name can be included on the invoice in column 1.
Display Contact Information
Show contact information on Step 4? The Contact information listed under ‘Contact Information’ in the Preferences can be displayed on the invoice.
Display: ‘X’ Select any contact information that you wish to appear on the invoice.
Button Display Options
Display the ‘Home’ button? A button to return to your web site can be included on the invoice.
Display ‘Register Another’ button? A link back to the registration page can be included on the invoice.
Optional Message You may include further information at the bottom of the invoice, such as directions to the event, important details, supplies needed, etc.

Filed Under: Preferences, Step 4 Tagged With: Calendar, Contact Information, Optional Message, Printable Invoice, Receipt Page, Step 4

By-Mail Payment Page

March 16, 2016 Leave a Comment

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By-Mail Payment Info
Mailing Address The address to which payment cheques should be sent.
Make Mailed Cheques Payable To The name of the person/organization that cheques should be made out to
Show ‘Your space is not held until…’ disclamer? A disclaimer can be displayed that tells the registrant that their spot is not held until a payment is received.
Instructions text Any special instructions for the registrant (e.g. Dates by which the cheque must be received, etc.)
Column 1 Heading Default is ‘Applicant’. Column 1 optionally contains the applicant’s name and company name.
Column 2 heading You may enter an alternative heading. The default heading is ‘Event’. A list of the registrant’s chosen events is displayed in column 2.
Show the company name in column 1? The registrant’s company name may appear in column 1.
Button Display Options
Display ‘Home’ button? A ‘Home’ button may be displayed that sends the registrant back to your organization’s web site.
Display the ‘Register Another’ button? This provides a link for the registrant to return to the registration page and register another person.

Filed Under: Preferences Tagged With: Mailing Address

By-Fax Payment Page

March 16, 2016 Leave a Comment

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By-Fax Payment Info
Show the ‘..to complete..’ message at the top of the page? If enabled, instructions on how to complete the registration can appear at the top of the page.
Show the company info at the bottom of the page? Your organization’s contact info, as entered in the ‘contact information screen’ can appear at the bottom of the page.
Button Display Options
Display ‘Home’ button? A ‘Home’ button may be displayed that sends the registrant back to your organization’s web site.
Display the ‘Register Another’ button? This provides a link for the registrant to return to the registration page and register another person.

 

Filed Under: Preferences Tagged With: Payment Option

Thanks Page

March 16, 2016 Leave a Comment

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The Thanks Page is displayed for zero-dollar events, such as surveys. The text to be displayed can be entered in the two fields. HTML commands can be used in both fields.

‘Thanks’ Page Title The title that will appear at the top of the page.
‘Thanks’ Page Description The text that should be displayed on the Thanks Page.

 

Filed Under: Preferences Tagged With: Thanks Page, Zero-Dollar Events

Form with Standard Questions

March 14, 2016 admin Leave a Comment

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Creating a Form and Standard Form Questions

  1. Go to Edit > Registration Forms
  2. Click on the ‘Create New Form’ tab
  3. Click on  
  4. Enter the following information
    Registration Form Name Enter the name of the form
    Question Enabled? If you would like the question to appear on the registration form, select ‘Yes’
    Question Compulsory? For each enabled question, select either ‘Optional’ or ‘Compulsory’
  5. Click on  

Filed Under: Registration Forms Tagged With: Compulsory Question, Optional Question, Registration Form, Standard Questions, Step 2

Form with Custom Questions

March 18, 2016 Leave a Comment

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Custom Registration Questions

 Movie Demo
  1. Select the registration form and click on  
  2. Enter the following information:
    Question Fieldname Enter the identification name of the question.
    Question Prompt The Quesion as it will appear on the registration form
    Example Response
    (Optional)
    Enter an example registrant response
    Question Type Choose the type of question (e.g. textbox, radio buttons, etc.). If required, enter items to be selected by the registrant. Seperate each item with a ‘~’.
    Display Style Choose between Horizontal or Vertical. The standard questions will all appear as a horizontal.
    Question Order Custom Questions can be given an order. For example, for it to appear first, enter the number ‘1’. All standard questions will appear before custom questions.
    Is this question compulsory? Select ‘Yes’ or ‘No’
    Display this question on the registration form? Select ‘Yes’ or ‘No’
    Question visible on registration form to: Select ‘Everyone’ or ‘Cashiers Only’
    ‘Recall’ responses? If email or phone recall is enabled, you can prevent the answer to the question from appearing if the ‘Recall’ button is pressed.
  3. If the answer to the question triggers any type of price rise/reduction, click on the ‘Pricing Options’ tab.   
    Otherwise, click on  
  4. Three pricing options are available. A custom question can trigger a change in price change in three different ways:
    1. A change in price
    2. A change in price using a value entered by the registrant (e.g. number of tickets multiplies the price by the quantity bought)
    3. A specific response triggers a coupon

  5. Enter the applicable pricing settings and click on  

Filed Under: Registration Forms Tagged With: Compulsory Question, Custom Questions, Mandatory Question, Optional Question, Question Fieldname, Question Prompt, Question Type, Registration Form, Step 2

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