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Team registrations and printable invoices for offline paymen

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Team registrations and printable invoices for offline paymen

Postby casey1110 » Oct 28, 2009 1:08 pm

I'm wondering if DT Register allows for "team" registrations where multiple people can be listed under the same registration? So let's say a group of people from a company want to register for an event, can one person register them but have the additional names listed as attendees automatically? This one feature will make-it-or-break it for me and is a MUST-HAVE.

As far as payment is concerned, we want to accept either payment via PayPal as well as offline payments. For those people who opt to make an offline payments, I'd like a printable invoice for them to print and mail in with their check. Is this an included feature?
casey1110
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Re: Team registrations and printable invoices for offline paymen

Postby dthadmin » Oct 29, 2009 9:17 am

The answer is Yes and No :)

The way our group registration works is that you enter the number in the group, then enter the data for each person in the group... member 1, member 2, etc. You can customize what data is requested from each member, including custom fields if you want.

If you do not want to do it this way, you could limit the event to only individual registrations, but just make a custom field (like a textarea box maybe) for the registrant to type in the names of the other people in the group. If you need to charge based on the number of people, you could use another custom field where they'd select the number of people (from a dropdown) and the price would be calculated based on their selection. The only catch with going this route is the count of number of registrants will only count ONE person when the individual registration is used. If you need it to follow the number of people for the sake of a capacity check, then you will need the group registration option. If this is not a concern, then just do the Individual as described.

Regarding the invoices... there is not an official invoice created BUT you can customize the confirmation email to act as an invoice. You can insert various tags into the email to pull in data, then put the text around the tags as needed. You could show what they registered for, how they chose to pay, the amount due, etc. Then of course the registrant can print the email and send that in.

Something else you might do is use the email attachments feature and attach a PDF invoice to the email. This could be created specifically for that event. If it is a flat fee, you could already have that filled in, then they just fill in their name and info and mail you a check. Just a possible option B for you :)

Hope this helps.
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Re: Team registrations and printable invoices for offline paymen

Postby casey1110 » Oct 29, 2009 12:04 pm

I'm curious about the first method: So let's say that it's one person's job at a company to register people for the event. They can enter the number of people who will be attending the event and each person's information, correct? And based off of the number of people in the group it will charge the proper amount? We charge per-person, and I want to make sure that if a company representative were to register 5 folks that the system would then charge for 5 people attending, instead of just 1 group rate.
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Re: Team registrations and printable invoices for offline paymen

Postby dthadmin » Oct 29, 2009 3:45 pm

You are correct. The group registration does charge per person, not a flat group rate. You can also give group discounts if you want where the per person rate is discounted once you hit a certain number of members. Thanks.
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