A package is a selection of Agenda Items a meeting planner groups together to be a component of a logic rule.
A logic rule is used to compare the quantity of tickets purchased by a registrant using an online form to how many purchases are allowed.
A logic rule results in an error message being displayed to the registrant if quantities are exceeded.
Packages are not created to be a convenience to the registrant.
Packages are not created to allow ordering one package instead of ordering agenda items separately.
Note also that these "Packages" (of Agenda Items) are not to be confused with "Flight Packages" in the Travel Module.
Flight Packages are explained in their own Help topic: Plan > Travel > Flight Packages.
Why Use Packages?
Packages can be used to ensure that a registrant’s purchases do not exceed allowable levels.
For example, a conference may entitle a registrant to one free parking pass for each ticket purchased to a speaking engagement.
If a registration form allows an attendee to enter the number of parking passes desired, a package can be created containing all of the agenda items that are “speaking engagements.”
A logic rule can be created to generate an error message on the page.
The logic rule generates the error message if the number of parking passes entered is larger than the number of tickets selected from the “speaking engagements package”.
To create a package, click the Add New button.
Creating, Editing, and Deleting Packages
Package Setup
Name
Name is a descriptive name for the package.
Name is used to identify it in Certain.
Code
Code is (Required).
Code must be unique.
Code is displayed in reports.
Multiply quantity sum total by
Multiply quantity sum total by sets a value.
Multiply quantity sum total by is multiplied by the sum of package.
Multiply quantity sum total by must be a number between 0.01 and 99.99.
Select from Available Agenda Items
Select the check boxes for all the agenda items that you want to include in the package.
If you want to include all agenda items in the event, click Check All.
Agenda Items in this Package
Agenda Items in this Package is a list of all the agenda items included in the package.
Click to delete one.
Reporting on Packages
You can create a custom report to report on packages:
1. Go to Reports/Analyze. 2. Click Add Report to open the Report Setup Page. 3. Select the report type " Registrations with Packages ", name and save the report. 4. Edit the report Columns to add the package(s) of your choice as columns.