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Companies & CE Providers

How to set up Marketplace Registration (V2)

Setup additional offerings such as special events, services, merchandise, attendee sponsorships, or donations.

Note: Before setting up marketplace registration, you must first begin creating your course or event. This feature is part of the overall course setup flow and becomes available once an event is in progress.

How to add a Live Course

How to add a Self-Study Course

How to add a Multi-Course Event/Conference

Marketplace - Basic Marketplace Information

1. Do you want to add marketplace items?

By default, the setting is set to "No" and Marketplace options are disabled.
If you want to add items such as special events, services, tickets, merchandise, or donations:
- Toggle the switch to "Yes".
Once enabled, click “Continue” to begin setting up your Marketplace items.

Marketplace - Marketplace Items

All current marketplace items are listed below with their name, purchase stats, availability, and pricing.

2. Add a Marketplace Item

- Click the “Add New Item +” button to add a item.
- Choose between
  - Single Item: A single-item marketplace ticket allows attendees to purchase only one instance of a particular item. i.e. CE Zoom lanyard.
  - Mulitple Choice Item: A multiple-choice empowers attendees to select from a variety of options, making it ideal for offering diverse selections such as meal choices for lunches or dinners, or different sizes for merchandise. This approach provides flexibility and customization, ensuring that attendees can tailor their experience to their preferences, enhancing satisfaction and engagement with the event or product.
Select a ticketing style below to view step-by-step setup instructions:
Choose the option that best matches the type of marketplace item you're offering.
- Single Item Setup – For standalone opportunities with a fixed price.
- Multiple Choice Setup – For customizable options where attendees can select one or more items, each with its own price (e.g., tee shirts w/ sizes, multiple lunch options).

How to Add a Single Marketplace Item

A. Name event, ticket, merchandise

In the "Single Item title" field, type the name of the item you are adding to the marketplace.
This could be the name of an event, ticket, or merchandise.

💡 This title will appear in the registration process for attendees, so keep it clear and recognizable.

B. Single Item Settings

Check the box if your item is associated with a date and time.

⚠️ By unselecting this box, no date or time will be associated with this item, which is best for items like fundraiser ticket sales, merchandise, or other offerings not tied to a specific date and time.

C.Special Event Links

By default, this is set to “No.”

Toggle Yes if you are offering this Item virtually

Choose the Link Type
- Select “Direct joining link only” if attendees can join without a passcode and enter the webinar conference joint link.
- Select “Joining link with a passcode” if the attendee needs a passcode and enter the webinar conference joint link and passcode.
Add Optional Joining Instructions

- Use the text editor to provide any additional information attendees may need, such as:
  - How to log in
  - What to expect
  - Troubleshooting tips
Set Maximum Attendance
- Use the plus (+) or minus (–) buttons to set a limit (default is 500).
- Or check the “Unlimited” box to allow unlimited participants.
Schedule Automatic Webinar Reminders
- You can select up to two notification times to automatically remind attendees of the event.
- Toggle “Yes” or “No” for each time option:
  - 24 hours prior
  - 1 hour prior
  - 30 minutes prior
  - 15 minutes prior

D. Special events, tickets, and/or merchandise description, add an overview

Attendees will see this overview when they view the details of this item. This is the main area where you can describe your item in detail in a free format.

E. Sponsor of these special events

Use this section to indicate if the course is being sponsored and how you'd like to present the sponsor's information.

Is this item sponsored?
- The toggle is set to “No” by default.
- Switch to “Yes” if you want to include sponsor information.
Display Options:
- Text – Only displays the name of the sponsor(s) as entered in the input field.
- Logo – Allows you to upload the sponsor’s logo image and include their name (ideal for marketing or branding).

F. Special Events, Tickets, and/or Merchandise additional information.

The coordinator's name and email will auto-populate from your course wizard contact info from a previous step.
- If this is not the correct name and email for this inquiry, update it here.
Select which registration categories are allowed to purchase this item.
- Check the boxes next to the categories allowed to purchase this special event, ticket, or merchandise.

G. Pick-up Information

By default, this is set to “No.”
Toggle Yes to add Special pick up instructions. Attendees will see these instructions when they view the details of this item.

Marketplace Item - Pricing

H. Member Discounts

Visibility of This Option
This section only appears if you selected “Yes” to offering membership discounts during the Course Registration – Basic Information step.
Default Setting
The toggle will be set to “Yes” by default. This assumes you want to continue applying membership discounts to this item.
Changing the Setting
If you do not want to offer a member discount for this specific item:
- Simply switch the toggle to “No.”
Important Note for Percentage Discounts
If you've set up percentage-based membership discounts, leaving this toggle on will cause the system to automatically apply the discount to this item.
If the discount should not apply here, be sure to toggle it off to avoid unintended pricing changes.

I. Sales Tax

Toggle Yes to apply sales taxes to this item if applicable, and select the appropriate product code from Stripe.

- If you do not see the sales tax option, you either stated you were exempt or did not want to collect tax.
  - If you do not see this option and want to collect tax return to Registration - Settings and toggle Yes to collecting tax
- If you selected yes to sales tax you will be asked if you want to apply sales tax to individual course pricing.
  - Toggle Yes to activate stripe tax for individual course pricing
  - Select the product code that best describes individual course pricing from the drop down menu. All codes are from stripe.

J. Pricing Setup

Enter Pricing by Category and Tier
- For each attendee registration category (e.g., Dental Hygienist, Dental Assistant, Dentist), enter the item price for every pricing tier (e.g., Early Bird, Regular, Late) that you previously selected.
Use “Set All” Buttons to Save Time
- Click the “Set all [Tier] pricing to” button to automatically apply the same price to all categories for that tier. This saves time if the pricing is consistent across groups.
Membership Pricing (If Applicable)
- If you’ve offered custom membership discounts, you’ll see additional fields next to applicable categories (like “AGD” in the Dentist section) to enter those custom prices manually.
- If you choose a percentage-based membership discount, the system will automatically calculate the discount from the standard price.
- If you chose a fixed discount, you won’t see a membership pricing field here since the discount will be deducted from the total during registration.
Clear All will remove all pricing entries across every pricing tier for that registration category.
Use this if you want to reset all entered prices and start fresh.

⚠️ This action cannot be undone, so double-check before clearing your entries.

K. Set Quantity Available

- Max allowable items to be sold: Total number of this sponsorship available.
- Max per company/attendee: How many any one person or company can buy (e.g., limit to 1 per exhibitor).
Once all options and pricing are set, click the Finish button.
Repeat for each Marketplace Item

How to set up Multiple Choice Marketplace Items

Finished adding marketplace items?

Click Promo to proceed to the next step in the registration setup process

How to add a Multiple Choice Marketplace Item

A. Multiple Choice Title: Name event, ticket, merchandise

In the "Mulitple Choice Title" field, type the name of the item you are adding to the marketplace.
This will be the main name of an event, ticket, or merchandise.