In this article
The following article explains how you can create and assign different registration policies to your events.
- Overview
- Self-cancellation overview
- Self-transfer overview
- Terms and conditions
- Set up your default registration policy
- Add additional registration policies
- Apply a registration policy to an event
- Change an event's existing registration policy
Registration policies are available on the Arlo Professional and Enterprise service plans. Contact Arlo Sales if you would like to upgrade.
Overview
A registration policy in Arlo forms the basis for what a registrant must agree to before they can register on a particular event. It's made up of two things, the terms and conditions on that event, and the behaviour for self-transfers and self-cancellations (if enabled).
Arlo allows you to create and store a number of registration policies on your platform which you can apply to individual events as needed.
Examples: Registration policies
- Allow self-cancellations and self-transfers up to 1 day before an event starts
- Allow self-cancellations up to 5 days before an event starts only
- No self-cancellations or self-transfers allows
Self-cancellations
Arlo allows your customers to cancel their own registrations on some or all of your events. Registrants will be given the option to cancel their registration entirely on the event instructions email (registration confirmation). You can allow your registrants the ability to self-cancel up to one day before an event starts.
When registrants self-cancel, Arlo will correctly update the registrations count, places remaining, and waiting list feature as applicable. It will also send a cancellation notice to the registrant, and an order change notification to the billing contact if an order is associated with the registration (to state which registrations have been cancelled).
Important: Order states will not change and refunds will not be applied automatically. All optional extras tied to a registration will also be cancelled (if used on an event with optional extras). Self-cancellation is not supported on elearning activities.
Example: Self-cancellation section on event instructions sent to registrants
Self-transfers
Arlo gives you the ability to allow your customers to transfer themselves to another date, on some or all of your events that have more than one date available. You can allow your registrants the ability to self-transfer up to one day before an event starts. Registrants will be given the option to transfer to another date/time on the event instructions email (registration confirmation).
When registrants self-transfer, Arlo will correctly update the registrations count, places remaining, and waiting list feature as applicable. The following article describes how to allow self-transfers on your events.
Important: Self-transfers is not supported on private events, GoToWebinar events, multi-session events with a choice of options, or elearning activities.
Example: Self-transfer section on event instructions sent to registrants
Terms and conditions
Your platform can have multiple sets of terms and conditions, which are tied to separate registration policies. If a registrant adds multiple events to their cart with different registration policies, the checkout will display the terms and conditions for each policy separately.
Example: Multiple terms and conditions in the checkout
Set up your default registration policy
You can modify your default registration policy to enable self-transfers or self-cancellations on events by default.
- Open the Settings menu.
- Select Registration Policies.
- (Optional) Rename the default policy by pressing Rename.
- Tick enable self-cancellation to allow registrants to cancel their registrations themselves. You can also specify the number of days before the event to allow self-cancellations.
- Enter the text you wish to be displayed above the cancellation link in your event instructions.
- Tick enable self-transfer to allow registrants to transfer their registrations themselves. You can also specify the number of days before the event to allow self-transfers.
- Enter the text you wish to display above the transfer link in your event.
- Edit the terms and conditions on the policy if required.
- Press Save.
Example: The self-cancellation and self-transfer links in the event instructions (registration confirmation email) sent to registrants. 
Add additional registration policies
Additional registration policies must be created before you can apply them to events. To set up your additional registration policies follow the instructions below.
- Open the Settings menu
- Select Registration Policies
- Press Add new
- Give your additional registration policy a name
- Tick enable self-cancellation to allow registrants to cancel their registrations themselves. You can also specify the number of days before the event to allow self-cancellations.
- Enter the text you wish to display above the cancellation link.
- Tick enable self-transfer to allow registrants to transfer their registrations themselves. You can also specify the number of days before the event to allow self-transfers.
- Enter the text you wish to display above the transfer link.
- Set the terms and conditions for this additional policy. Registrations on events that use this policy, will display these terms and conditions in the checkout and event instructions.
- Press Save.
Example: The self-cancellation and self-transfer links in the event instructions (registration confirmation email) sent to registrants.
Apply a registration policy to an event
You can choose which registration policies to use for each event.
- In the event wizard, on the Registrations step, click the Registration Policy drop-down, and select the registration policy to apply to the event.
- Press Save or Save and close.
Change an event's registration policy
The following process describes how to change an existing events registration policy. You also can choose the registration policy an event should use when setting up the event.
- Open the Events menu.
- Find and select the event you would like to edit.
- Press Edit.
- Select the Registrations tab.
- From the Registration policy drop-down, select the policy you would like to apply.
- Press Save or Save and close.
