Register is an internal tool that allows for managing tickets alongside events, and for your audiences to make secure purchases without leaving the comfort of your Localist calendar. Register was built from the ground up with security in mind. Register is PCI-DSS 3.2 Level 1 compliant and utilizes Stripe and Authorize.net payment processing systems.
- Heads-Up - In order to sell tickets via Localist Register, a payout account must first be added to the platform via Platform Settings. Without a payout account, you're still able to offer free registration or spot reservation using the same instructions, however you will not be able to add a price to any tickets you create. |
Table of Contents:
Jump to section:
- Register Platform Settings
- Payout Accounts
- Default Attendee Questions
- Add a Ticket Settings
- Additional Ticket Options
- Promo Codes
- Attendee Questions
- Event Registration Settings
- Attendee Experience
- Purchasing a Ticket (End-User workflow)
- Processing Refunds
- Register Receipts
- Self-Service Refunds
Register Platform Settings
The following settings are for the entire platform and will be applied to every ticket made available to your audience. This portion of Register is only accessible to Platform Admins or System Administrators by navigating to Settings > Platform Settings > Register.
Field | Details |
---|---|
Require Account to Register | If unchecked, your audience will be able to register and purchase tickets without logging into the platform first. |
Checkout Compliance Level | The following terms are available:
|
Default Operating Currency | Defaults to USD. |
– HEADS UP – Similar to ‘I’m Interested’, the ‘Register’ button triggers an email the day before and a review the day after an Event. If the ‘Register’ button links to an external service, such as Eventbrite, it will trigger those emails to the User automatically. If you are using our internal Registration, these emails will automatically send when the User completes a ticket purchase. |
Payout Accounts
Payout Accounts are the account that receives the proceeds from ticket sales. These accounts are added through Stripe or Authorize.net by selecting +Add Payout Account.
Default Attendee Questions
Questions added in this section are automatically added to every event. You can specify whether an answer is optional or not. Just keep in mind that implementing too many required questions on the form can increase the chances of your audience abandoning the ticket buying process.
Adding a Ticket
To use Localist Register, select Tickets & Registration. The Use Localist Register box within your event form is checked by default.
Your first step is defining the various tickets (free or priced) that will be available to your audience. You have two options:
-
+Add Ticket Type — This will create a separate list of tickets. For example, you may create a Ticket for “VIP” options or “General Admission” options.
- The Type Name will appear as a heading above the corresponding Ticket Group.
- Once a Ticket Group has been added, select + Add Ticket. Once the Ticket is added, you can drag the ticket listing under the appropriate Ticket Group heading.
- +Add Ticket — This will create one kind of ticket within or outside of a Ticket Group. For example, “Kids” or “Senior.”
Add a Ticket Settings
Field | Details |
---|---|
Active | If unchecked, this ticket option will no longer be available to your audience. |
Ticket Name | Easily identify various ticket kinds. |
Description | Let your audience know what kind of ticket they are purchasing. |
Ticket Type | Select Virtual or Waiting List. By default the Ticket Type will be In Person. |
Ticket Type Message | For including a short message or reminder to those ticket type attendees. |
Price Type | “Fixed” is for admin-defined pricing while “User-Defined” allows for a donation specified by the end-user. |
Fees | The processing fee can either be passed onto the customer or absorbed by the organization. |
Price | Flexible pricing in USD (default) or currency defined in Platform Settings |
Additional Ticket Options
Field | Details |
---|---|
Custom Sale Dates | Define when the ticket will go on sale and when it will be taking off sale. |
Hidden | Ticket will not be visible unless a corresponding promo code is entered. |
Tickets Available | Set a maximum amount of tickets to be sold. |
Minimum Quantity Per Purchase | Lowest amount of tickets allowed to be sold per transaction. |
Maximum Quantity Per Purchase | Highest amount of tickets allowed to be sold per transaction. |
Promo Codes
Promo Codes allow for your audience to redeem customized discounts on ticket purchases. To add, select+Add Promo Code.
Field | Details |
---|---|
Active | If unchecked, this Promo Code will no longer be available to your audience. |
Code | This is free-text, which means it can be any combination of letters or numbers. |
Discount Type | Select Amount ($5 off) or Percent (5% off). |
Expires | Specify the last date this Promo Code can be used. |
Number of Uses | Specify a maximum number of Promo Code redemptions. |
Associated Tickets | Select the tickets this Promo Code can be used on. |
Attendee Questions
Attendee Questions are any question you’d like to ask your audience prior to them attending your event. These are defined on aper-eventbasis, not on a per-ticket basis.
Field | Details |
---|---|
Question | In the Question Type dropdown, select to make this field either short answer which is a free-text field, or multiple-choice where you can set options for attendee responses. |
Require Response | You can specify whether an answer is optional or not. |
Keep in mind, the more required questions you require, the higher the chances are for your audience to abandon the ticket buying process.
Event Registration Settings
These are settings that are defined on a per-event basis, not on a per-ticket basis.
Field | Details |
---|---|
Event Capacity | This is the overall number of all tickets that can be sold. |
Reset Quantities Per Instance | If unchecked, this will spread the number of tickets sold across all event dates. |
Registration Notifications | If checked, the Event Owner will receive an email notification each time someone registers or purchases a ticket. |
Payout Account | This is the account that receives the proceeds from ticket sales. The platform’s default account will be automatically selected. If the payoff account you need is not listed, please contact a Platform Admin at your organization to see that it is added. |
Attendee Experience
When a user visits an event landing page, they will see the various ticket kinds and prices immediately:
Purchasing a Ticket (End-User workflow)
- Click the Register/Buy Tickets button on an event listing
- Choose tickets
- Select which tickets and in what amount.
- Select Continue
- Complete Attendee Questions
- These are custom per-event, but may be required for a user to complete
- Select Continue
- Add payment information
- Enter a valid credit or debit card number, expiration date and CVC
- Select Pay - The payment will be processed through Stripe, Authorize.net, or Touchnet payments, whichever payout account has been added previously.
Ticket Confirmation & Check In
Confirmation
Once an attendee has purchased a ticket, they will see a registration confirmation on the event details page.
Confirmation Email and QR Code
Users who register for an event will also receive a confirmation email which contains a confirmation number, as well a a unique QR code. This QR code will be scanned on the day of the event upon entry.
Checking In
Event organizers can scan this QR code using any mobile device or tablet with access to Localist and a camera via the Organizer Check In. This can be found on the Event Details Page for that specific event.
The Organizer Check In button and QR code scanning functionality are not available until 48 hours before the event is set to take place. Once a QR code is scanned, attendance will be automatically logged in the Admin Dashboard via the Confirmed Tickets page for that event.
Testing Stripe
If you are planning on using Stripe’s test feature you will need to do this in the Staging Environment. Since the Staging Environment is linked up with Stripe’s ‘test mode’, you can use a test card (no money will transfer). Your production platform is synced with Stripe’s ‘live mode’, which means you will have to use a real card, make a purchase, and then refund the money to your account in order to test any transactions.
Processing Refunds
While refunds will need to be completed within either Stripe or Authorize.net's dashboards, you can start the process in the Localist Admin Dash!
Start by clicking on Events > Live > Select the Event > Tickets & Registration tab > View Confirmed Tickets > Select the ticket's Confirmation number > Refund dropdown.
Improved Attendees Report
We’ve expanded the functionality of the existing attendees report for events! You can now:
- See attendees by event instance
- Search/sort/filter based on responses to your attendee questions
These enhancements make it easier to manage and analyze attendee data. Whether you’re looking to tailor your events based on attendee responses or need detailed reports for specific event instances, these new features will help you efficiently find what you need.
You can see and sort by the specific event instance an attendee is going to in the Confirmed Tickets page.
You can display, sort, filter, and search through responses to attendee questions right in the Confirmed Tickets page.
Easy Free Ticket Cancellations
Canceling free tickets just got a lot easier! Instead of contacting the event organizer, attendees can now cancel tickets the same way they’d request refunds for Register tickets. These cancellations are automatically processed, and your events’ capacities will be updated to reflect the new available number of tickets.
Better Register Checkout Experience for Free Events
Free events using Register now have a clearer user experience. We’ll continue to ask for a “Billing Contact” for paid events, but now we’ll ask for “Contact Information” for free events instead.
“Contact Information” displays if the order is completely free.
Register Receipts
As we continue to improve the Register experience for both event organizers and attendees, a common theme emerged: the need for more transparent and detailed information regarding tickets and ticket orders. Having clear receipts is important for everyone, especially those buying and expensing their tickets, so we’re excited to announce a few new updates to Register:
- Itemized Fees: Any associated fees now have their own line items on both the order confirmation page and email. Whether it’s ticket fees or payment processing fees, attendees will know exactly what they’re paying for.
- Refund Amounts: Understanding how much has been refunded is crucial, so we’ve added a new line item for any approved refunds in both the order confirmation page and email.
The order confirmation page displays any associated fees and refunds on separate lines now.
Emailed refund notifications will show which tickets were refunded on a separate line underneath.
Self-Service Refunds
We are committed to enhancing the Register experience and are thrilled to introduce Self-Service Refunds in Localist, making the refund process easier and more convenient for both event attendees and organizers:
Simplified Refund Requests: Attendees can now independently request refunds directly from their ticket emails. They’ll also receive confirmation emails once a refund request is approved, allowing for a more direct and hassle-free refund process.
Real-Time Notifications and Dashboards: Event organizers will receive instant notification of refund requests, enabling them to quickly approve or deny the requests through their ticketing dashboards.
Automated Processing: Refunds are processed automatically once approved, ensuring a quick and smooth experience.
Platforms using TouchNet, Stripe, and Authorize.net to process payments for their events will be supported.
Self-Service Refunds significantly enhances the efficiency of managing your events’ tickets and offers a straightforward, user-friendly process for refund requests for your attendees. We’re excited for you to give the new flow a try and, as always, appreciate any feedback as we work to continually improve Localist for you!