Set up a paid registration event
If you host events that attendees must register and pay for, you need to include a way for attendees to submit payment.
This information assumes that you have enabled your account for paid registration and set up a payment gateway. If you have not done both,
see Introduction to paid registration.
Tip Because paid event registration settings are complex, it's essential that you thoroughly test each event before it goes live. The best approach is to add events initially to a separate test calendar that uses the same settings as your live calendar. Once you confirm that things are working correctly, you can move the event from the test to the live calendar.
What you learn here
Tip For general help setting up event registration, see About event registration and Set up event registration.
Set up an event for paid registration
For any event, you can offer a single price per attendee or you can give attendees their choice of different pricing options. Note that everyone who registers sees the same options.
Tip The only currency the Trumba Connect paid registration feature currently supports is US dollars.
To set up an event for paid registration
- In the Trumba editing environment, create or edit an event that you want attendees to register and pay for.
If this is a recurring event, see Enabling paid registration on recurring events below.
- As with event registration that does not require payment, use the Distribution List and Event Email tabs
if you want to send an invitation and follow-up reminders and information by email.
- On the Event Registration tab, do the following:
- For Registration form, select Basic Form or a custom registration form you created.
How do I create a custom registration form that contains my own questions?
- If your event is open to the public, select Open sign up for this event.
Open sign-up events include a sign-up button or link that visitors click to start the registration process.
- Select the Accept payments check box that appears.
Tip If this check box does not appear after you select a registration form, make sure you have established
the payment gateway between your Trumba and merchant accounts. Payment gateways
- If everyone attending the event will pay the same price, type the price per attendee—just the number without the currency symbol. Go on to step 7.
- If you're offering multiple pricing options or you want to add a description to a single pricing option, click Add Pricing Options.
In the Price Label field, type the option name or description (limit of 60 characters). In the Price Per Attendee field, type the price—just the number without the currency symbol.
- To add more pricing options, click Add New Pricing Option, and type the labels and prices.
Tip To reorder pricing options you added, use the blue up and down arrows on the left.
- If you want attendees to be issued refunds automatically if they need to cancel, select Allow self serve refunds.
Note Self-serve refunds are available only if the attendee cancels before the deadline. You can also issue refunds
manually under other conditions. For information, see Issuing refunds for paid event cancellations.
- Continue configuring the event as you want it to be published.
How to set up paid registration on recurring events
Currently the paid registration features work best with single-occurrence events. If your events recur multiple times; for example, you host
a lecture or concert series or a class, the best way to handle it is to do the following:
- Create a single event that spans the entire time period over which the series of events occurs.
For example, for a class, set the start date on the first day, and the end date on the last day
- Make the event an all-day event.
- In the Notes section, indicate the dates/days and times of the class.
How pricing options appear in registration forms and invitations
If you set up multiple pricing options for an event that registrants pay to attend, all registrants see the same options in the open registration or invitation form.
Here's an example of how pricing options might look in an open registration form:
You can also use the pricing option feature to add a description to a single payment option.
For example, here's how a single option description might look in an invitation: