PRESENTS
Payment Functionality
Table of Contents
Introduction to Payment Functionality
Enable payment functionality
Admission charge
Admission charge – Pricing levels
Enable payment functionality – cont’d.
View registration form
Add multiple registrants to card payment.
System recognizes the member number is not for a discount
grade
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Table of Contents
Make payment through PayPal
Successful registration and payment
View payment details
E-mail Meeting Statistics
Reservation Confirmation
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Introduction to Payment
Functionality
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Enable payment functionality
In this example, we’ll set up a
new meeting and enable
payment functionality for it.
Click on “Schedule Meeting”
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Enable payment functionality –
cont’d.
Provide all required meeting information
marked with an asterisk (*).
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Enable payment functionality –
cont’d.
Set Meeting date and time
For specific details on registration
functionality, please refer to the tutorial titled
“Registration Functionality and Meeting
Statistics.”
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Admission charge
Select “admission charge” or “optional
charges” radio button to show payment
options.
Specify “Pricing” levels. Note that you can
have multiple price levels.
Specify who qualifies for a given price level
based on association with IEEE or member
grade. As an example, you can provide
discounted pricing to IEEE members with
deepest discount offered to IEEE student
members. Registrants will be required to
provide their member number to qualify for
the discounted price level. The system will
use the member number to check the
registrant’s member status (active/inactive)
and current member grade.
Specify the fee level effective dates. This
optional feature can be used to offer
discounts for early registrations. You can
set both start and end dates, just a start
date, or just an end date.
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Click here for additional pricing options
details.
Admission charge – Pricing levels
Specify “Time of payment.” You can
use this setting to require users to pay
before they can register, or give them
an option to bring a check or cash to
the meeting.
Specify if this registration fee is
optional, for example if you are
collecting payments for an optional
dinner.
Specify if you allow refunds and set an
optional deadline after which refund
requests won’t be accepted. If you
allow refunds, the system will show a
message advising registrants that
refunds can be requested by emailing
the meeting organizer. If you leave
this checkbox un-checked, the
registrants will be advised that there
are no refunds.
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Admission charge – Pricing levels
Let’s set a few price levels with various
effective dates and discounts based on
member grade. Let’s also make this a
required fee and offer refunds.
To add levels, click on
“add level.”
Review the pricing options and then finish
setting up the meeting.
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Enable payment functionality –
cont’d.
Finish filling out the
required information.
When using built-in registration, you
can specify the maximum number of
registrations allowed. You might want
to use this when there is a limited
capacity at your meeting. Leave this
field blank if there is no limit on the
number of registrations.
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Enable payment functionality –
cont’d.
Provide a meeting contact email address.
Registrants will use this address to ask
questions regarding the meeting itself,
registration, or payment.
Save the changes by clicking the “Create”
button.
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Enable payment functionality –
cont’d.
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View registration form
Click here to view what the registrants will
see
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View registration form
Note the refund policy
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View registration form
The registration form is
simple. Fields highlighted
in red with an “*” next to
them are required to be
filled in.
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Add multiple registrants
Let’s fill in the required fields
The event registration form
allows you to register
multiple meeting attendees
with a single credit card
payment. Let’s add
another registrant.
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Add multiple registrants
Selecting a price level that
is member grade specific
will make the member
number field required.
Save this registrant
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Add multiple registrants
Click on “Register and pay
the fee now” to submit the
information.
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System recognizes the member is not
qualified for the selected discount
The system detected that the provided member number is
not associated with a student member grade. Therefore,
the registrant is not qualified for the selected discount
price.
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Edit the registration data for this registrant
System recognizes the member is not
qualified for the selected discount
Correct the member
number and click on the
register button again.
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Make payment through PayPal
Note the correct total
amount
Meeting registrants can pay with a credit
card or their Paypal account.
For the purpose of this tutorial, we’ll pay with a
credit card.
Fill in all of the fields and select “Review Order
and Continue.”
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Make payment through PayPal –
cont’d.
This section can be expanded to view details by
clicking on this triangle.
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Make payment through PayPal –
cont’d.
Submit the payment data.
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Make payment through PayPal –
cont’d.
Review the details and confirm
payment.
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Make payment through PayPal –
cont’d.
Click here to return to vTools.
Click here to print a receipt.
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Successful registration and
payment
A separate message regarding
payment status will be sent once
the payment is processed by
Paypal.
Click “Continue”
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View payment details
If you are logged in as a
volunteer, you can view payment
and registration statistics. Let’s
log back in and open the meeting
to view the payment details.
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View payment details – cont’d.
Click on “View Meeting Statistics”
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View payment details – cont’d.
This page will show you registration for your meeting
attendees.
You can download this information in CSV or TSV
formats.
You can also edit the information(excluding payment
status) if needed by clicking on the “Edit” link.
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View payment details – cont’d.
Let’s download and open the CSV file
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View payment details – cont’d.
CSV data can be viewed in Excel.
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E-mail Meeting Statistics
Finally, let’s look at an e-mail receipt
sent by vTools to each registrant.
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Reservation Confirmation
Meeting registrants receive payment confirmation details
via e-mail. Note links to the meeting, meeting organizer’s
e-mail, and IEEE address.
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Thank you!
Thank you for viewing the tutorial. Please remember to visit vTools’
site (http://vtools.ieee.org) to learn more about our projects. If you
have any questions regarding vTools.Meetings, please e-mail us at:
[email protected].
Thank you!
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