In this article, you'll learn about registration categories, including configuring multiple categories and adding custom fee schedules.
Contents:
What are categories?
Categories represent the options available to your participants during registration. You must have at least one category configured before people can register for your event. To help you remember the importance of creating at least one category, we've added this warning on the Categories page within your peer-to-peer event:
If you’ve enabled Fundraising Commitments for your event, the Categories area is where you’ll configure your Commitment Amounts and Deadline Dates. To read more about enabling and configuring Fundraising Commitments, check out this article.
Categories support both fee-based and free options.
The Categories menu is located under Registration Setup.
When you first navigate to the Categories menu, you’ll see the Settings tab, which gives you several options.
First, decide whether you want your registration to have a Single Category or Multiple Categories.
If you choose Single Category, this is what your participants will see on the front-end when they begin registration:
If you choose Multiple Categories, you’ll need to configure what those categories are.
Here’s what your participants might see when they first begin registration with multiple category options:
After participants select a category, they'll see the same options to register As an Individual or Join or Create a Team that participants see with the Single Category option.
Single Category Settings
If you select Single Category in Settings, you’ll see the Registration Fee options next.
Choose No Fee if registration will be free, or choose Fee if you plan to charge for registration.
If you choose Fee, you’ll see a box to enter the registration cost and a toggle to enable custom fees for specific dates.
Last for category settings, select your Fee Display Options. What you select here will determine how $0 registration fees are displayed.
If you choose Custom, you can input custom text to display for a $0 fee. The default text says, “Free,” but you can type whatever you like.
When you’ve finished configuring your category settings, click Save Settings.
Multiple Categories Settings
If you selected Multiple Categories, a new tab will appear when you save your settings labelled Manage. This is where you’ll add the registration categories you want to include.
To add a category, click on the Add New Category button next to the Categories header.
From there, you'll see a number of fields to complete to set up the category.
First, enter the Category Name. This is the public-facing name your participants will see during the registration process. The Description field is there for you to add information about the category if you'd like it to be available during the registration process. It's not required.
If you enabled Scannable QR Tickets in your event’s General settings, you’ll next see a toggle to Include Scannable QR Ticket for Category.
When QR tickets are enabled for the campaign as a whole, this toggle will be enabled by default. You can disable the setting if you want to offer a category that doesn’t include a QR ticket—for example, a virtual-only category.
If the overall event or the specific category has a waiver associated with it, you can use the Enable Waiver For Category toggle to display the waiver to registrants when they sign up.
When the toggle is enabled, you can elect to display the default event waiver or create a custom waiver for the category. The default waiver is the one you set up in your General Settings area.
Below the waiver, you'll see a section labelled Who can register for this category? These options will determine which roles have access to the category during the registration process.
You must select at least one option in each column to add the new category.
First, select the Display Type:
- Online will display the category for participants registering online.
- Offline will display the category for admin use within the Virtual Terminal in your control panel.
Next, pick the Role Type:
- Primary: A primary participant is the initial registrant during a transaction.
- Additional: Additional participants are any registrations that happen during the same transaction that are not the initial (Primary) participant. If you have sub-registrants enabled, they're also available to be added within the Personal Fundraising Pages.
Fundraising Type determines whether registrants will be fundraisers:
- Fundraising means that participants will have their own fundraising pages created for them after registration.
- Non-Fundraising means that registrants can participate in an event but won't have a fundraising page.
Registration Type determines if participants can register as individuals or members of teams:
- Individual: Participants can choose the Individual option at the beginning of registration. They'll get their own fundraising page.
- Team Member: Participants can choose the Join a Team option.
- Team Captains: Participants can choose the Create a Team option.
If you have enabled and configured Classifications for your event, you may limit your categories to apply only to certain classifications. To do so, click Select All next to Associate Category with Specific Classification(s) or use the Select Classifications bar to choose individual classifications.
Finally, decide whether the category will have a Registration Fee. Select No Fee for a free registration category.
If you select Fee, a box will appear for you to enter the amount.
You can use the Enable custom registration fees for specific dates toggle under Registration Fee to create multiple early bird discounts for your category that are automatically enabled and disabled based on the dates and times you set.
First, click Add a Custom Registration Fee. This will display options for you to configure the custom fee.
Give your custom fee a Name, which will display to registrants, and then input the Registration Fee. This should be the total the participant will pay at checkout if they're eligible for the discounted fee.
Then, use the calendar and the drop-down menus to set the date and time the custom registration fee starts and expires.
You can add multiple custom registration fees that start and deactivate automatically based on the dates and times you've set. However, dates and times for different custom registration fee fields cannot overlap.
Once you have your category configured the way you’d like, click the Add New Category button at the bottom of the page to insert it into the list.
In the Manage tab, you'll see Edit and Delete buttons that can be used at any time to update details or delete the category altogether. They can be reordered by dragging and dropping within the list to the desired order. You can also easily toggle categories on and off during the event, if necessary.
If you'd like to see a sneak peek of how many participants you have registered in each of your categories, the categories listing does provide that to you. You can access that list at any time during the campaign.
Finally, if you decide to switch back to a Single Category for registration, the Manage tab will be hidden, but the categories you’ve added won’t be deleted. So you can always switch back to Multiple Categories and pick up where you left off.