For many events it's good to know who will be coming. Rock's event registration features provide a simple tool to not only know who is planning to attend, but also to take care of many of the mundane tasks like event payments. The first thing that people want to know about event registration is the feature list. While not inclusive (you'll have to read further for that), below is a list of the major features contained in event registration: Free/Paid RegistrationsPartial PaymentsAdditional FeesSingle or Multiple Registrant RegistrationsDiscounts (Percentage and Fixed Amounts)Payment PlansNotificationsCustom Entry FormsConfirmation and Reminder Emails Didn't see a feature you need? Keep reading...it's probably in here. The Basics of Event Registration Before getting too deep, let's establish some of the key terms and concepts related to event registration. Registrar vs. Registrant There are two parties involved with every registration that occurs. The registrar, the person who is actually entering the registration, and the registrant, the person who is registered for the event. In some cases, this could be the same person. For instance, Ted Decker may register himself for an upcoming event. Many times, though, this will not be the case. Ted Decker might register his two children for camp. In this latter case, Ted would be the registrar while his two children, Noah and Alexis, would be registrants. While we're often most interested in the registrants for an event, we also need to be able to store and report on the registrars. Registration Templates vs. Registration Instances As you use the event features, you'll find that many of your registrations are actually identical in terms of costs, fees and fields. To simplify the process of creating new registrations in these cases we've created the concept of a Registration Template. The template is where you'll configure the majority of the settings for a registration (things like costs, required entry fields, fees, etc.). Once the template is complete, you can create instances of them that configure the settings that would be specific to the event (registration start and end dates, contact info, etc.). Still a little confused? Let’s look at some examples. It's likely that you'll create an event registration for events like a new members class. These classes happen often, but their event registration configurations will all be the same. You would create a registration template for this class, then create registration instances from this template with the proper dates and contacts. On the other hand, an event like summer camp is probably different each year. In this case you may have a custom template with a single instance each year. The Role of Groups By this point you've probably seen how important groups are in Rock. Groups also play a role in event registration. In many cases the end point of the event registration process is the placement of the registrants into a group that you configure. While you're not required to have your event registrations add people to groups, in most cases you'll want to so you can enable things like event check-in. You can also do other clever things with the relationship between registrations and groups. Since nothing is keeping you from having more than one registration linked to a single group, you can handle complex registration scenarios. Say that your summer camp can only take so many boys vs. girls. In Rock you could set up two different registrations with separate caps for boys and girls. Both of these registrations can also put their registrants into the same group, giving you a single list of all children attending camp. After the registration is complete, you can then add the registrants to one or more additional groups using the Group Placement features. WarningURL Slug RequiredThe URL Slug must be used in order to have registrants be automatically placed into the correct group. We'll talk more about that in Managing Event Registrations. A Typical Event Registration Hang in there - we're almost to the meat. First, we'll do a quick overview of what an event registration will look like to your members. The example below uses the default registration out of the box. While you'll see that this experience is simple and mobile-friendly, we plan to create even simpler experiences for very basic registrations (think: give me your name and we're done). Let's get some background on the registration we're walking through below. In this case Ted Decker will be registering his two children Noah and Alexis, as well as Alexis' best friend Katie for camp. The camp costs $200 but also has an optional fee for a t-shirt. Step one - Tell us how many people you plan on registering. Technically, you'll only see this screen if you've enabled Allow Multiple Registrants. Otherwise, you'll be limited to a single registrant. As you can see, Ted has selected three registrants.Registrant 1 - And we’re off! We'll start by entering the information required for the first child. In this case Ted has entered Katie's information. Because the registration was configured to Ask if registrants are in the same family, that's exactly what it's doing. This will help make sure that the data that is entered into Rock is consistent with the actual family structure of the individuals being registered.Registrant 2 - Now we see the entry form for the next child. Let's pause here for a second and mention that while this case has one form for each registrant, Rock allows you to configure multiple entry screens for each registrant. OK, back to the registration. You'll see that Ted has entered Alexis' information and has indicated that Alexis is not in the same family as Katie.Registrant 3 - Now it's Noah’s turn. Again, notice the family selection. Ted has selected that Noah is in the same family as Alexis.Summary - Here we see a nice breakdown of the costs and fees. This is the last step before it's time to pay. There's also an opportunity to apply a Discount Code or set up a Payment Plan as well as enter the amount to pay today. You'll also note that the registrar can enter their information here too. Like the registrants, they can select which family they belong to.Payment - Now it's time to pay up! Simply enter your card number to proceed.Confirmation - Done! A summary of the costs and fees is shown, as well as confirmation that Ted paid in full and does not have a balance due. Lastly, Ted can choose to save his credit card information for future payments. NoteControlling Saved Account Payment OptionsSome payment gateways may not support certain payment methods like ACH or credit cards. To control which payment types are available during registration, go to the Saved Registration Entry block settings (Obsidian). Use the Enable ACH and Enable Credit Card options to allow or disallow those methods. To disable saved accounts as a whole, set Enabled Saved Account to "No". Adding Family Members and Guests Imagine this: a family signing up for a summer camp, adding their loved ones to the registration with just a few clicks. Rock's registration feature makes it easy to create a smooth, family-friendly experience that includes everyone in one go, whether they’re family members or friends. With a couple of tweaks to your Registration Template, you’ll have everything set up so people can effortlessly add everyone they need. (No one’s left out here—not even that friend who’s "basically family!") If you're new to Registration Templates, check out the chapter on that topic to get a sense of the bigger picture, and then come back here ready to rock your configuration. When setting up your Registration Template, open the Details section. If you select “Yes” for Registrants In Same Family and enable Show Family Members, the registrar will see a new option called “New Family Member” in the Family Member to Register drop-down list. This means that anyone registering will see an easy way to add someone as a new member of their family. If the person selects “New Family Member” as pictured below, Rock will add this new person to their family automatically, making them part of the same family unit in Rock. Let’s say you want registrars to add guests too, just like they add family members. Here’s where things get fun. Go back to your Registration Template, set Registrants In Same Family to “Ask,” and make sure Show Family Members is still enabled. This will give registrars a choice: they can confirm that someone is part of their family, or choose “None of the above” for those outside their family group. When Registrant is in the same immediate family as is set to the registrar, the drop-down will display existing family members, plus an option to add a “New Family Member.” However, if Registrant is in the same immediate family as is set to “None of the above,” a “Guest” option will be selected, perfect for bringing along friends, coworkers, or that favorite neighbor. Selecting “Guest,” as pictured below, means Rock will add a new person based on the registration details given. This way, you can track everyone accurately, making future interactions a breeze. With just a couple of clicks, registrars can include everyone they want—and with Rock’s setup, you’ve made sure that process is as simple and friendly as possible. After all, the more the merrier!