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Managing Session Based Products
12 min
creating offerings with sessions in regpack use this product type to set up single sessions, multiple sessions, or allow a choice of individual days within a range of dates additionally, select this product type if tracking attendance is required for your offerings these products are ideal for camps, courses, retreats, or trips that are held across several days, weeks, or months where you'd like to provide flexibility of choice you can create a new "offering with sessions" product by navigating to settings → products → create new product and selecting "offering with sessions" as the product type session management tools copy sessions in bulk from the main product page, open a session by clicking edit session click copy session , enter the number of copies, and confirm close a session use the availability/expiration date setting to hide a session after a specific date if you don’t allow partial selections, sessions will automatically close after the start date alternatively, set a session to admin only to hide it from users time slot and quota management to create time slots with quotas create a separate session for each time slot name each session appropriately set the quota under the options tab enable waitlist , if needed use copy session to create additional slots and adjust times prorating settings auto prorate enabled by default calculates a new price based on the date of registration disable prorating users will be charged the full session price regardless of when they register surcharge options (optional) appear only when "allow users to sign up for part of the session" is on add a surcharge as a dollar amount or percentage set minimum/maximum days required to complete the order retreat function enable to format session selection like a booking system edit daily prices individually or in bulk (e g , higher weekend rates) users will see per day pricing and an average price per day you must set the initial daily price when turning this on available additional settings general settings can only be ordered once limits to one per user visible to users turn off to restrict to admin only access or trigger based assignment assign admins / instructors link products to specific team members for alerts and filtering description add custom text, images, or videos via the source tab filter and reporting options create filters for reporting and front end display internal id used for reporting and data sorting location add for user facing filters misc 1 & 2 custom filters labeled in your product form widget locking options lock once any amount is allocated useful for partial payment or autobill plans lock once fully paid prevent changes after complete payment lock once added to cart prevent cart edits for required products (e g , application fees) fund allocation settings choose whether this product should receive funds before others (not recommended for most setups) product type assignment define which users can order head units, sub units, or both time conflict & purchase protection time conflict disabled by default purchase protection make opt in (manual selection by user) overlapping times allow or prevent users from choosing products with overlapping dates availability & expiration set visibility dates to automatically show/hide the product pair with triggers to offer early bird discounts or late fees quota & waitlist settings set a quota limit for product orders use a cart timer to count only users with paid (or partially paid) orders enable waitlist to allow registration after the product sells out