Fees & Discounts (Agenda Items)

Access via: (Event) > Plan > Event Setup > Agenda > Fees

Jump to:  ||  List  ||  Custom Types  ||
See also: ||  Details panel  ||

The fees you set up on this Agenda > Fees page are used mainly to adjust the amounts attendees pay for your event.

They include: fixed fees, discounts, taxes, and surcharges. These are usually referred to generically as "fees".

Note: These fees are separate from those belonging to  Attendee Types" style="display: inline; font-family: Lato, Verdana, Arial, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, sans-serif; font-size: 10pt; color: rgb(22, 7, 255); text-decoration: underline;"Attendee Types,  Aenda Scheduled" style="display: inline; font-family: Lato, Verdana, Arial, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, sans-serif; font-size: 10pt; color: rgb(22, 7, 255); text-decoration: underline;"Scheduled items,  Merchandise" href="https://community.certain.com/pagehelp/event/agendamerchandise.htm" style="display: inline; font-family: Lato, Verdana, Arial, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, sans-serif; font-size: 10pt; color: rgb(22, 7, 255); text-decoration: underline;"Merchandise,  Agenda Other" style="display: inline; font-family: Lato, Verdana, Arial, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, sans-serif; font-size: 10pt; color: rgb(22, 7, 255); text-decoration: underline;"Other agenda items,and  Speakers and Session Management Sessions" style="display: inline; font-family: Lato, Verdana, Arial, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, sans-serif; font-size: 10pt; color: rgb(22, 7, 255); text-decoration: underline;"Sessions (in Speaker and Session Management).

Note: Discounts (negative fees) may also be created when you create promo codes in the Promo Code Wizard; they are still shown on this page.
(Caution: If a discount was created in the Promo Code Wizard, do not modify its Expiration Date and Time date here.)

• To Add an item: click Add New in the Item List header. The Details pane opens.

• To Edit an item, click  in the Item List. The Details pane opens.

• To Delete  or Copy  an item, click the icon in the Item List.

Item List

A list of the Fee items in this event. This may be a multi-page list.

Click  to collapse the list.

Click  to expand a collapsed list.

• Add New – Create a new fee, in the Details pane that opens.

• If the list is collapsed, click  to expand it and show the Add New button.

• Search – You can search for a fee by typing any part of its name.

• Filter By – You can limit the list by selecting a Type.

• All fees are listed unless you apply a filter.

• See Custom Fee & Discount Types below for standard and customized types.

Click  above a column to sort the list by that data:

• Fee Item Name

• Type

• Amount

 – Edit the fee in the Details panel that opens.

( on hover) – Delete the fee.
   Note: You cannot delete a fee that's assigned to an attendee.

 – Copy the fee.

Best Practices:

Percentage Fee and Discount calculations need to be in separate logic rules from Tax calculations. Charges may not be calculated correctly if both percentage calculations and tax are combined in the same logic rule.

Assign any Percentage Fee or Discount in a form via logic earlier in the form sequence than the Tax, using separate form sections (although using the sort order will also work within a section).

The general rule is to add tax to a registration via form logic at the end of the last page before Verify.

Custom Fee & Discount Types

Every Fee and Discount item is of one type. (See the Fees & Discounts Details topic.)
This may be the default type, Fee, or a custom type that you add in this section.

1. The existing custom types are listed.

2. Click  to collapse the list.

3. Click  to expand a collapsed list (and show the Add New button).

4. To add a new Type to the list:

1. Click Add New

2. A pop-up Add New Custom Type window opens

3. Type a Name for the new Type

4. Click Save

5. The pop-up window closes, and your new Type is included in the list.
   
    Video: Adding a Custom Fee or Discount Type

• To edit a custom type, click 
  Note 1: You can only edit the Name.
  Note 2: You could, however, use Organize Agenda Categories on  Event Setup Agenda" href="https://community.certain.com/pagehelp/event/agenda.htm#organize" style="display: inline; font-family: Lato, Verdana, Arial, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, sans-serif; font-size: 10pt; color: rgb(22, 7, 255); text-decoration: underline;"Event Setup > Agenda to move a custom type from "Fees" to a different category, such as  Agenda Merchandise" href="https://community.certain.com/pagehelp/event/agendamerchandise.htm#types" style="display: inline; font-family: Lato, Verdana, Arial, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, sans-serif; font-size: 10pt; color: rgb(22, 7, 255); text-decoration: underline;"Merchandise. Caution: That would also change the category of all the Fees items of that custom type. For example, instead of being Fees they would become Merchandise.

• To delete a custom type, click  ( when you hover over the icon).
  Note: You cannot delete a type that's in use (assigned to a Fee).

• To copy a custom type, click .