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New financial options need to be created for each new season you create. In other words, editing the season for an old financial option is not the same as creating a new financial option and should not be done.
| 1. | Go to Settings > Program Setup > Financial Options. |
| 2. | Click the gold 'Add' button. |
| 3. | Enter all the required information: Financial option name, Option type (see below), Selection method, and Amount. |
| 4. | You can make the Amount of the financial option "user-defined" by checking the box, which means that the registrant will be able to edit the amount. This is often used for internal-only financial options, such as for discount amounts that vary. |
| 5. | Enter any additional information you want to include, such as a description or assign a required deposit. You can either assign an existing deposit by utilizing the drop down box to the right of the word Deposit. You can also create a new deposit or edit existing ones by clicking the Manage button. |
| 6. | Click the gold 'Save' button. |
| 7. | You can designate which programs get this financial option by clicking on the "Event Assignment" tab. Simply select from the available programs on the left and move it to assigned programs on the right by highlighting the options and clicking the right arrow or dragging and dropping. . |
| 8. | To control the availability of the financial option click the 'Display" tab to the right. In this area you can control whether a financial option shows up internally, externally, or both. You can also set the how many times the financial option will appear: 'Once per Participant' or 'Once per Account'. By default a financial option will display once per event. |
| 9. | The “Display” tab also allows you to manage coupon codes and conditional display logic. If you are creating a cart-level discount, you must select an option from the “Conditional Display” drop down list and create the conditional display logic as it applies. You can select the wizard by choosing logic wizard from the drop down list. This will guide you through the logic that will set the rules for when this particular financial option should be applied. |
| 10. | You can control the quantities and the capacities by clicking on the "Quantity & Capacity" tab. On this tab you can designate wether the financial option should be a fixed quantity or a user defined quantity. Also you can set the capacity for the financial option either globally across all programs or individually for specific programs. |
| 11. | The “Custom Fields” tab allows you to set the financial option to a season and enter a GL/Tracking #. |
| 12. | The Advanced settings tab allows you to make this financial option available online in your customers account, apply directly to a participant, exclude from a discount, and exclude from fee %. |
| 13. | When you are finished, click the gold 'Save' button above. |
NOTE: You can create one financial option and have it apply to multiple events.
 CLICK HERE TO WATCH A VIDEO ON CREATING A NON REFUNDABLE FEE
NOTES ON CHOOSING A FINANCIAL OPTION'S SELECTION METHOD
| □ | Radio Button (base): This is a fee that all registrants need to pay, such as tuition. If you have multiple radio button financial options assigned to an event, registrants will be required to select only one (it displays as a radio-button list). Please submit a support request (Help > Support Requests > Submit Request) if you need multiple categories of radio button financial options. |
| □ | Check Box (add-on): This is an item that is optional to registrants and can be selected but is not required to purchase. It shows online as a checkbox and is great for e-commerce products. |
| □ | Check Box Pre Checked (add-on): Same as above, however this financial option is pre checked; a registrant can uncheck this financial option if they do not wish to purchase this option. |
| □ | Check Box Required (automatic): This is a fee that is required but different from a base, such as a registration or other administrative fee. It displays as a checkbox that cannot be unchecked. |
| □ | Auto Apply in Cart: This is for financial options that will display only on the Cart page. Any financial option that uses logic (such as a multiple-registrant discount) must be set to Auto Apply in Cart. If a Cart financial option has no dynamic display logic, it will automatically apply to every participant in the cart. Discount financial options that have coupon codes attached to them should also be set to Auto Apply in Cart. |
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