Create new participant category

Create New Participant Category

  1. Click Participant Categories, on the left side menu
  2. Click Add Category in the top right
  3. Enter the category name in the Category field
  4. Optional: Select the first and/or last date of registration
    1. If this is filled out, registration will not be available following the dates you selected.
      1. Tip! Want to change the registration open/closed message
  5. Choose 'Based On' if you wish to copy settings from an already existing category
  6. Enter an allotment to limit the number of registrations in this category. If you don't want to limit the number, leave it at 0.
    1. Tip! Want to change the fully booked text?
  7. Check the box if you'd like to enable the waitlist functionality
  8. The info box does not display anywhere to participants - it's only used for internal notes. You can fill this out if you'd like!
  9. Click next
  10. Choose how you would like this category to be able to pay (invoice/credit card/neither)
  11. Make VAT at 0% for US Clients
  12. Click Click here to continue
  13. Select if this category can book Accommodation or Activities  
  14. Click Next
  15. If you've selected Yes to Accommodation
    1. Select which Hotel(s) you'd like to Add
    2. Click Next
    3. Select First and Last Nights checkboxes
    4. Set Single Room Price (per night)
    5. Leave Currency at US Dollars
    6. If you want this hotel to be the standard for this category, select Preselect hotel for all participants
    7. If you don't want to show prices for this hotel, select Don't show prices in hotelinfo
    8. If you want to set a minimum and maximum stay of room nights, enter those numbers
    9. Click Save
    10. Add another hotel, if necessary, and repeat the steps above
    11. Click Click here to continue
  16. If you've selected Yes to Activities
    1. Select an activity from the dropdown
    2. Click select
    3. Set a price for this activity
    4. Leave currency as US dollars
    5. Click mandatory if you want the activity to be mandatory
    6. Click show waitinglist if fully booked if this activity has a maximum capacity and you want to enable the waitlist
      1. Tip! More info on waitlist
    7. Click Save
    8. If you wish, type in a maximum or minimum amount of activities your participants must choose
    9. Click Save 
      1. Tip! Re-sort activities in alphabetical order or by time by using the buttons in the top right
    10. Add another activity, if necessary, and repeat the above steps
    11. Click click here to continue 

You've created your participant category!

There are a handful of other settings options for Participant Categories, click here to go back to the list.