Create, Edit, and Delete Products in Regpack

to create a new product, go to settings → products → create new product regpack supports five distinct product types, each with its own use case and configuration options offering with sessions 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 step 1 initial product setup on the first setup panel, the only required fields are product name overall session price other optional settings include product description visibility quotas default on settings only one session can be selected users will be able to choose only one session (recommended if sessions overlap) this setting cannot be changed after orders have been placed visible to users enables users to view and select sessions and their sub sessions step 2 session creation in the session creation panel, the required fields are start date end date duration (single, daily, weekly, bi weekly, monthly) individual session price optional setting allow users to sign up for only part of the session default on setting auto prorate on past dates automatically adjusts pricing based on the user’s join date (e g , if a session is monday–friday and a user registers on wednesday, they are only charged for wednesday–friday) click create session to finalize the session the system will generate the sessions based on your inputs https //help regpack com/managing session based products recurring / donations / memberships / subscriptions recurring products in regpack are ideal for managing donations subscriptions renewals memberships annual plans to set one up, go to settings → products → create new product , and select recurring as the product type core recurring product settings recurrence frequency set how often the system adds the product to the cart (daily, monthly, annually, or custom interval) unsubscribe/renewal option allow users to unsubscribe or opt in to renewal stop conditions never after a specific number of occurrences on a fixed date upgrade/downgrade features next billing cycle new product starts after the current plan ends immediate switch (now) system prorates the price difference between current and new plans based on daily cost disable prorating full cost is charged regardless of overlap automatic upgrades auto transition users from one plan to another (e g , free trial → paid plan) autocharging decide whether users are autocharged when the product is added recommended set to “on” set a charge delay (grace period) after adding the product to the cart user must have a saved payment method set a payment grace period before marking a subscription invalid recommended grace period should be ≥ autocharge delay auto renewing options enabled only when “stop after x occurrences” is selected turn auto renew on to repeat after the initial cycle set a limit on renewal cycles (e g , 2 year plan = 12 occurrences + 1 renewal) subscription completion settings choose how the system defines a “completed” subscription recommended when the date of the last occurrence passes when all occurrences (not disabled) are added to the cart when all occurrences (not disabled) are added and paid for user cart management actions from the user's cart, click view subscription or subscription management to pause select a pause start and resume date edit dates adjust the subscription start date auto renew options 1) auto renew now with prorating starts today, adjusts past billing 2\) auto renew at end of cycle starts new billing cycle at original end date unsubscribe/remove the product from the cart filter by subscribed/unsubscribed status track user subscriptions in user management use the search bar → click products select the recurring product filter by subscribed or unsubscribed one time events / all day activities / services use this product type for events that occur on specific, fixed dates and require users to register for the entire date range these products are ideal for single session events, all day activities, or one time services important if you need users to select individual days, set specific times, or allow prorating, use a session based product instead how to create this product type navigate to settings → products → create new product choose one time event / all day activity / service as the product type enter required product details and configuration options note this product type is designed for simple, full date events and should only be used when partial attendance is not allowed merchandise merchandise products in regpack are ideal for selling non date based, non recurring items , such as t shirts water bottles stickers printed materials this product type is designed to handle one time purchases with simple pricing and no scheduling how to create this product type navigate to settings → products → create new product select merchandise as the product type enter the product title and price configure additional settings as needed discount navigate to settings → products → create new product select "discount" as the product type after creation, configure the following required fields discount amount enter a flat dollar amount or a percentage (e g , 35% = enter “35” and select the % option) discount allocation choose whether the discount applies to the entire cart a specific product a category of products a selected group of products discount application notes packages discounts cannot be applied directly to packages use the built in package pricing options instead visibility discounts are admin only by default they will not appear on the front end unless manually added by an admin triggered automatically through user conditions to set up a coupon or promo code , create the discount as described above, then use the triggering system to assign a discount code that will trigger a discount for the user when the code is entered general product details set activity dates define the fixed start and end dates can only be ordered once – restricts quantity to 1 per user visible to users – turn off to limit ordering to admins or triggers assign admins / set instructors – notifies assigned admins of changes and allows front end filtering description – add text, images, or videos using the source tab filter and reporting options – create filters for users and reporting purposes internal id – appears in the product report location – enables filtering by location misc 1 & 2 – custom filters labeled in the product widget product locking settings locking products prevent users from being able to remove products from their cart once added the locking products functionality is essential to ensuring that users receive the proper items in their cart and that they are able to make edits to some products, but not others product locking settings img2 png product locking settings lock for changes once any amount is allocated to the product use this option when you enable autobill with split payments or when you auto split the payments between products this will make sure that the product is locked once funds are allocated to it if you are allowing auto pro rating of sessions, it’s highly advised to set this to “on” lock for changes once fully paid turning this on will ensure that your registrants cannot change what they’ve selected after the product has been paid for completely this is selected by default lock once added to cart turning this on will ensure that once this product has been added to a cart, it cannot be removed this is especially useful for registration fees in user management under the cart tab, you’ll be able to see a padlock icon next to products that are set to lock once added to a user’s cart only admins will be able to remove this product from the cart or unlock the product below is what a user will see on the project's front end users can only remove products that are unlocked product locking settings img3 png fund allocation settings force funds to allocate to the product first (not recommended) default allocation is top down based on cart order date product type restrictions specify whether head units , sub units , or both can order the product both this product will be available for selection by both parent and child level users as an example, this can be useful for a class that both parents and children can attend this will typically not be used as your registrants will most likely be on the sub unit level head unit/parent this product will only be available for selection by parent level users this type of product has been especially useful for items such as exhibitor fees or overall company fees it can also be of use for parents attending classes sub unit/child this product will only be available for selection by child level users this will be the most common type of product in a family system as registrants are typically on the sub unit/child level this level is used for everything from courses, classes, lessons, conference attendance, and many other purchases and selections made by your registrants time conflict & purchase protection purchase protection – toggle opt in for this specific product time conflicts – allow or prevent users from selecting overlapping offerings availability and expiration an availability date can be applied to prevent classes, courses, or events from being registered for before the date you wish to provide them as options to add an availability or an expiration date to products and discounts, navigate to product management settings > products click the edit button to the right of the product name you wish to add an availability or expiration date to a separate menu will allow you to edit your product click on the availability/expiration drop down to expand your options and add your availability or expiration dates avalibility expiration date here, you can add a date for your product to become available or expire if you add an availability date, that product will not be presented to your registrants until that date if you add an expiration date, that product will not be presented to your registrants on and after that date dates adjust according to u s central time if you do not add an availability or an expiration date, the products will always appear (unless hidden using conditional logic) this feature can also be used to hide discounts from appearing until a particular date expiration dates provide the same function — they can be used to hide various discounts once the last day they are allotted has passed (i e early bird discounts) quota settings & waitlist hover over the product that you want to add a quota to click the edit button to the right of the product name a menu will appear to the right of the page that will allow you to make changes to your product scroll to the bottom and click the quota settings drop down item in user’s cart if you’d like your registrants to take up a spot in your quota right after they have selected this product, enter the quota number in the box note when using this quota, registrants will not be required to pay anything before taking up a spot to require payment in order for the user to count towards a quota, set the quota then https //help regpack com/project settings or product settings tab#set timer on user orders paid for quota waitlist you’ll also see an option here to allow waitlist on specific product types checking this box allows registrants to select this product even if the quota has been met, but will add them to a waitlist you can determine later if you’d like to allow waitlisted users to add this product for products that are sessions, locate the specific session you’d like to add a quota to and click edit session under the options tab, scroll down and click on quota settings adding quotas to products img5 png edit or delete a product in product management , hover over a product and click on edit to start editing the product click delete to delete a single product products cannot be deleted if there are user orders, and the button will not show you can either remove the product from the user's carts, or make it admin only by turning off visible to users the visible to users setting refers to product selection if the user has the product in their cart, it will be visible in their cart product settings bulk delete multiple products select multiple product that you'd like to delete the option to delete will appear in the upper left corner products cannot be deleted if there are user orders, and the button will not show you can either remove the product from the user's carts, or make it admin only by turning off visible to users the visible to users setting refers to product selection if the user has the product in their cart, it will be visible in their cart