Calendar with Registration

Using the i:Create Content Management System (i:Create) Calendar, you can add calendar events with online registration. This will allow users to register for an event directly through the public calendar. 

Create an event

Video: Creating an Event with Registration

In the back end of i:Create select “More+” from the i:Create Utility Bar. Then select “Calendar” from the dropdown menu. This will take you to the Calendar module “Home” page. From here, you need to:

  1. Select "Submit an Event" 
  2. From the "Disclaimer" screen, select "I Agree"
  3. Complete the necessary fields for your event
  4. Select the "Preview" button
  5. Select the "Submit" button to complete the process

Adding event details

Follow the instructions to add an event to a calendar. Review the following fields for more details.

Select the "This is a program" checkbox if you'd like a single registration to apply to all events in the series. The program could be an event that spans several days and you'll be able to describe each section of the event at a later part in the set-up.

Select the "Enable waiting lists" checkbox if the event has a limited number of attendees and you want to create a wait list.

Select this "Set publish date/time" if you'd like the event to go public at a later date and time. This allows you to set up the event before you publish it to the public.

Configure event registration

Now that you have added the event, you are ready to configure the event registration. To do this, you need to:

  1. Select "My Events" from the top toolbar
  2. Find the specific event from the list 
  3. Select the "Update event" icon next to the event and this will take you to the event details
  4. Choose the "Manage Registration Options" button located at the top of the screen

This will take you to the "Registration Options" screen. From here, you need to:

  1. Select "Update Registration Options" icon next to any of the Search Results
  2. Complete the registration details
  3. Select the "Save" button to complete the process

If you would like to add multiple registration tiers, select the "Add item" icon. This is useful if the event will have different types of registration. For example, general admissions, seniors, children, etc. For each registration tier you add, you'll need to set the registration details.

Registration details

Complete the following registration detail fields to update the registration options for your event.

Enter the name of the registration tier in the "Name" field. This will help distinguish multiple tiers of registrants (e.g., general admission, seniors, and children). Each registration tier may have differing prices and registration quantity limits.

Add details about the event or program in the "Description" field. This is where you can provide details about smaller sessions that may be part of a larger program. For example, if you're hosting a Wellness Program, there may be four days of individual events as part of the program. Here you can customize each of the individual events for the larger program.

Enter the cost of the event or program in the "Price" field. If there is no cost, leave the field set at $0.

Set a limit on the number of event participants in the "Quantity" field. If you increase the quantity in this field after you've started selling tickets, those on the waitlist will get priority to the newly available spots before it is open to the general public.

Set the dates when attendees can access the registration, in the available field. This will distinguish when registration is open to the public. 

Select the "Require attendee information" checkbox if you want to track attendee details, such as names and contact information. 

Select the "Additional questions" checkbox if you want to add custom questions to the registration form. 

Questions library

The "Questions Library" can be accessed through the calendar configuration. The Questions Library works similarly to Shared Content as you are able to save and store registration questions here to use in the future. When you create an event with registration you can grab the entire set of questions from the library.

Viewing and managing registration status

To view or manage the status of registrations at a later date return to the "My Events" tab and select "Update Event" and then choose the "Manage Registration Options" button. This will take you to the "Manage Registration Options" screen. From here you can get a list of attendees, cancel an order and search the orders.

Scroll to the bottom of the "Registration Options" screen and select the "Download Attendees" button. This will download an Excel spreadsheet that includes all of the event attendees. If you've enabled a wait list for the event, you can select the "Download Waiting List" button to view the wait list. 

If you'd like to search for a particular order, select the "Order" option from the side menu. This will take you to the "Orders" screen. From here, you can fill out the search criteria and select the "Search" button to find an order.

To cancel an order, you need to:

  1. Select "Orders" from the side menu of the "Manage Registration Options" screen
  2. Search for the specific order you're looking for using the search criteria
  3. Choose the "View Order Details" button next to the order
  4. Then, select the "Cancel Order" button

Please note

When you cancel an order, you are cancelling the full quantity of participants on that order and those spaces will become available to the public and it will trigger the waitlist. 

The purchaser can't process a cancellation. This must be done by an administrator through the "Manage Registration Options" function. We recommend that you let the public know when they register, that if they want to cancel, they will need to contact you directly to process the cancellation.

Cancelling paid programs

Any payments made on a cancelled order will be automatically refunded to the purchaser. You can set the amount for the refund. For example, there may be a non-refundable portion of the registration and you can adjust accordingly. 

Customizing registration emails and messages

Custom emails and messages can be set for an event to replace the default text. These emails and messages will be sent or displayed to registrants at various stages of the registration process. In order to customize emails and messages, you need to:

  1. Navigate to the "My Events" 
  2. Select "Update Event" next to the event that you want to set custom messages fir
  3. Then go to the "Emails" or "Messages" tabs
  4. Choose an email or message type from the "Name" dropdown menu
  5. Add custom text to the "Message" field
  6. Select the "Save" button to complete the process

Please note

There are emails and messages already set by default so you do not need to customize them for each event.