How do I create and apply a package (e.g. for Exhibitors)?

Packages let you add various module items automatically to a record once a certain registration or exhibition item has been chosen.

To create a package:

1. Navigate to the Setup Panel, and under Advanced Setup, choose Packages.

   
   

   

2. Select the (+) symbol to name the package you’re creating:
   
   

   
   

   

1. Drag and drop the modules that will be included in your package (as many as you want).
   
   
   

   
   

   

1. Click the Cog icon to edit item(s) included in the package from each module. Be sure to choose a payment status.
   
   

   
   

   

   
   
   

2. After selecting all the items in each of the selected modules, save the Package.

Assigning Your Packages

1. In the Setup panel, select the Registrations or Exhibitions module

For Registrations: Click the registration type this package will be applied to, check the ‘Include Package’ box and choose a package from the drop-down.

For Exhibitions: Click the stand type this package will be applied to, check the ‘Include Package’ box and choose a package from the drop-down.