The New Settings UI is organized into 12 pages. These pages now contain a combination of configuration settings and features that you can now enable yourself.
Last Updated: August 2024
August 2024 Update: Team Members has moved to Settings from the admin side panel.
- Registrations
- Pricing
- Programs
- Finance
- Operations
- Website
- Online
- Group Management
- Contract Management
- API
- Team Members
1. Registrations
- General Settings
- Custom registration statuses
- Registration bulk print template
- Extra nights
- Donations in registration
- Person flags to highlight registrations (Premium feature)
- Abandoned registration lead capture
- Printable program participant roster
- Custom question permissions (Premium feature)
- Registration reporting options (Premium feature)
- Conditional questions
- Manage Multiple Venues
- Multi-person registration
- Secondary form questions
- Limit bookings to date range
- Minimum length of stay
- Exclude registration start dates
- Availability Calendar
2. Email
- Registrar's Email
-
Email Template Codes Options
-
HTML Email Wrapper
-
Mailchimp Details
-
AWeber Details
-
Post Departure Email
-
Quick Add Registration Notification Email
-
Post Retreat Review Email Template
3. Pricing
- Discount Codes
- Discount Exclusions (Premium feature)
- Early bird pricing
- Seasonal pricing
- Weekend and weekday pricing
- Sliding scale pricing
- Customize extra night pricing per room type (Premium feature)
- Package Price Builder
4. Programs
- Program Notes: Manage Tasks & To-Dos
- Program statuses and tasks (Premium feature)
- Exclude guest types from program capacity (Premium feature)
- Custom registration form fields
- Custom registration thank you page
- Program Room Blocks
- Password Protection for Programs (Premium feature)
5. Finance
- Transaction Categories
- Alternative Payment
- Deposit default
- Credit Card Fee
- Speed keys for adding items (Premium feature)
- Custom Fund Methods
- Apply taxes on transaction categories
- Scheduled payments
- Instalment payments (Premium feature)
- Collect gratuities (Premium feature)
- Manage personal credit
- Suggested donation pricing
- Accounting Report (Large feature package)
- Accounting Mode (Large feature package)
6. Operations
Meals
- Meal Report
-
Customize meals included per registration (Premium feature)
-
Per program meal settings (Premium feature)
-
Bulk meals (Premium feature)
Rooms
- Rooms settings
- Room booking chart icons and info
- Room availability summary (Premium feature)
- Collapsible room display (Premium feature)
- Housekeeping report
- Change room during stay (Premium feature)
- Exclude rooms from reporting (Premium feature)
- Admin-only room types
- Chart of room metrics
Tracking
7. Website
- Website Links
-
Program settings
-
Set languages
-
Headers and Footers
-
Registration form titles
-
Registration form notes
-
Customize guest statement
-
Customize wait list
-
Customize guest view/update of registration responses
-
Thank you page
-
Theme compatibility
-
Leaders/Teachers
8. Online
- Events hosted online (Premium feature)
- Participant portal (Premium feature)
9. Group Management (Large Feature Package)
- Contacts and Organizations
- Event group leader
- Remote registration form for group leaders
- Venue management
- Banquet Event Order (BEO)
10. Contract Management (Large Feature Package)
-
- Rentals Inquiry Form
- Rental Email Notifications
- Rental Statuses
11. API (Large Feature Package)
- API & Webhooks & Zapier
- Webhooks
- Webhooks - People
12. Team Members
- Create new users and assign users to roles