New event registration module| Option 2 - Price set in financial parameters of event/Payment with Finance module

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Saturday, August 10, 2024

Team Polaris

Overview

🆕  Introduction

One of the sections for creating an event, ‘Registration and questions’, offers the following enhanced functions:

  1. When the event is open to companions, the main participant must register each accompanying person by name.
  2. Any questions on the registration form may also be asked of companions.
  3. It is possible to create questions containing a unit price; the total amount to be paid by the principal participant is calculated automatically.
  4. A direct online payment option, validating the registration, is available on an annual subscription basis.

To make it easier to create an event according to its characteristics and needs, four options are available for pricing and payment management:

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Generation of dependent events 

The deployment of Polaris version R1.04 (August 2024), with its improved event registration functionality, offers four options for managing prices and payments, to make it easier to create an event according to its characteristics and needs. 

This diversity of event types has led to the removal of the “Dependent Events” functionality.

OPTION 2 | Prices defined in the event finances / Payment with Finance Module

Option 2 | Prices defined in the event finances / Payment with Finance Module

This option is the setting, already existing previously, which corresponds to a simple event such as a weekly meeting + prices defined in the event's financial parameters, with automatic debit of the total price (main participants + companions) from the club member's financial account (categories: Active members, Prospects and Other contacts); for other participants, their payment is managed by the club (on-site collection or other means).

In this option, the club can either specify participation unit prices in the financial parameters of each event, or save default financial parameters in the club's Finance module (Club parameters => Other parameters => Finance).

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The tab Finance of the event has two functions:

  1. Enter the various financial parameters applicable to the event (price per participant, per-unit cost, other expenses)
  2. Display the complete event statement, making it easy to check everything before closing the event.

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Registration

The creation of such an event is identical to that of the previous basic event in Polaris, including the “Registration/Questions” section. The event includes financial parameters and makes it possible to manage payments.