How can I Manage Surcharges for Registration?

Surcharges are an additional cost that can be applied to registration orders at the Event Administrator’s discretion. This is commonly used for cancellation or late fees, donations, service, badge reprints, and many more. Surcharges can be charged at a flat rate or a percentage of the order.

Creating Surcharges

1. From the Event Dashboard, navigate to Registration > Surcharges

2. Above the Surcharges table, select Create

   

3. Under the Name field, enter the name of your surcharge
4. Under the Flat Rate field, enter the dollar amount you would like to charge
5. Under the Percentage field, enter a percentage of the order amount
   1. Only a flat rate or percentage can be applied to one surcharge. Both fields cannot be used.

6. Select Save Changes

   

Applying Surcharges

Surcharges can be configured for multiple locations within the Event Dashboard.

1. From the Event Dashboard, navigate to Registration > Orders
2. Select the order you wish to adjust from the list

3. Scroll down to Surcharges
4. Select Add Surcharge

5. Under the Please select the surcharge you would like to apply to this registration field, select the surcharge you wish to add
6. Select Save Changes

Quick Tip - If you would like to delete a surcharge, select Actions > Delete Surcharge next to the surcharge you wish to remove.

Applying Surcharges when cancelling an Order

When cancelling an order, you will receive a prompt to add surcharges. This prompt only appears if surcharges are added to your Event Dashboard. surcharges only apply to the Purchase Total and do not account for taxes, promotions, or other fees added on top of the initial cost.

1. From the Event Dashboard, navigate to Registration > Orders
2. Select the order you wish to adjust from the list

3. Above the Orders table, select Actions > Change Status > Canceled

4. Select Yes on the Cancel Ticket Purchase prompt

5. Under the Please select the surcharge you would like to apply to this registration field, select surcharge you wish to charge
6. Select Save Changes

Applying Surcharges when cancelling a Ticket

When canceling a ticket, you will receive a prompt to add surcharges. This prompt only appears if surcharges are added to your Event Dashboard. 

Percentage-based surcharges are calculated only on the ticket’s value. Taxes, fees, and the cost of other tickets are not included.

If you'd like to apply the surcharge to a specific ticket only, please follow the steps below:

1. From the Event Dashboard, navigate to Registration > Orders
2. Select the order you wish to adjust from the list

3. Scroll down to Tickets
4. Next to the ticket, select Actions > Toggle Cancellation Status

5. Select Yes on the Cancel Ticket Purchase prompt

6. Under the Please select the surcharge you would like to apply to this registration field, select surcharge you wish to charge
7. Select Save Changes

Quick Tip - You can also apply access surcharges from the Ticket Purchase page and achieve the same result as the above steps.

Bulk Uploading Surcharges

Multiple Surcharges can be uploaded simultaneously into the Event Dashboard.

1. From the Event Dashboard, navigate to Registration > Surcharges

2. Select the Upload button

   

3. Select Download Template

   

The Staff Members template will now be downloaded onto your device.

1. Open the Surcharges template file
2. Fill out the information outlined in the Headings in the Surcharges Upload Template step below
3. Save the document as a CSV file
4. From the Event Dashboard, navigate to Registration > Surcharges
5. Select the Upload button
6. Select the Drag and drop some files here, or click to select files button

7. Select Submit

   

Headings in the Surcharges Upload Template