Attendee Types Overview
Attendee Types identify different types of participants within an Event.
Examples include Attendee, Exhibitor, Speaker, and Staff.
You can create any number of Attendee Types for an event.
A default Attendee Type of Attendee is included in any new Event.
The default Attendee Type can be renamed, edited, or deleted as necessary.
Possible uses for Attendee Types
Attendee Types can assign fees to each Registrant.
Each Attendee Type can be configured with up to five date-expiring fees (i.e., Early Bird, Regular, and On-site).
Attendee Types can limit the number of Registrants (for example, optional Capacity limits and waitlisting).
Attendee Types can restrict the visibility of specific room types when using the Accommodation module.
Attendee Types define who can have appointments with whom when using the Appointments module.
Attendee Types define who can be a member of each group when using the Registration Groups module.
Attendee Types define who can use each promo code when using the Registration Groups as Promo Codes module.
Setting up new Attendee Types
Navigate to Plan > Event Setup > Attendee Types.
Click the Add New button to create a new Attendee Type for your event.
Enter a Name for the Attendee Type (e.g. Attendee, Member, Exhibitor).
(Optional) Enter a Code for the Attendee Type that you will recognize in reports later.
(If you do not enter a value here, whatever you have entered into the Name field will populate this field when you click Save.)
(Optional) Enter a Display for Reg Form name for the Attendee Type, which will appear on the Registration Form.
(If you do not enter a value here, whatever you have entered into the Name field will populate this field when you click Save.)
(Optional) Create a Passcode which can be used to restrict access (or auto-assign) to that Attendee Type on the registration form.
(If entering a passcode, then your form must begin with the Entry page.)
(Optional) If you need to set a limit on how many people can sign up in this Attendee Type, enter the limit in the Capacity field.
(Optional) Default Status is the Registration Status that a Registration will start in when created in this Attendee Type. The Default Status is “New” but you may select a different Default Status from the dropdown menu if needed.
(Optional) Attendee Type Group may be used to group similar Attendee Types on reports.
(Optional) Confirmation Text will be added to the general content of the event confirmations. Only Registrations that are assigned to the Attendee Type will see this text.
Click Save to add the Attendee Type, or click Save & New if you wish to add an additional Attendee Type.
Related articles
- Using Agenda Items and Logic Rules to Apply Discounts
- Attendee Type Waitlisting - How does it work?
- Extracting all attendees' information
- Adding Sessions - One by One or Via Import
- Catalog - Designing the Registrant Login Session Experience