Event Setup: Attendee Types

Attendee Types are used to identify different types of participants within your 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. You can rename, edit, or delete the default Attendee Type as necessary.

Possible uses for Attendee Types

Assigning fees to each Registrant. Each Attendee Type can be configured with up to five date-expiring fees. Examples include Early Bird, Regular, and On-site.
Limiting the number of Registrants. Attendee Types can be configured with optional Capacity limits. Attendee Types can also support waitlisting.
Restricting room type visibility in the Accommodation module. Attendee Types can restrict the visibility of specific room types available to an Attendee.
Defining memberships in the Registration Groups module. Attendee Types are used to define who can be a member of each group.
Using Registration Groups as Promo Codes. Attendee Types are used to define who can use each promo code.

Setting up new Attendee Types

1. Navigate to Plan > Event Setup > Attendee Types. 2. Click the Add New button to create a new Attendee Type for your event. 3. Enter a Name for the Attendee Type. Example names include Attendee, Member, and Exhibitor. 4. (Required) Enter a Code for the Attendee Type that you will recognize in reports later. 5. (Optional) Enter a Display for Reg Form name for the Attendee Type. This name appears on the Registration Form. 6. (If you do not enter a value here, whatever you have entered into the Name field will populate this field when you click Save.) 7. (Optional) Create a Passcode which can be used to restrict access or auto-assign to that Attendee Type on the registration form. 8. (If entering a passcode, then your form must begin with the Entry page.) 9. (Optional) If you need to set a limit on how many people can be in this Attendee Type, enter the limit in the Capacity field. 10. (Optional) Default Status is the Registration Status that a Registration will start in when created in this Attendee Type. 11. The Default Status is “New”. You may select a different Default Status from the dropdown menu if needed. 12. (Optional) Attendee Type Group may be used to group similar Attendee Types on reports. 13. (Optional) Confirmation Text will be added to the general content of the event confirmations. 14. Only Registrations that are assigned to the Attendee Type will see this text. 15. Click Save to add the Attendee Type. Click Save & New if you wish to add an additional Attendee Type. 16. Please check out our tutorial video for creating attendee types.