# Shop

Access from homepage: Select your event > Event > Shop

The shops feature allows you to sell items to your registrants through your registration form.

# Design and set up a shop

Shops have several elements:

  • Items are the key piece. Visit displays them on the shop page on registration forms, for registrants to buy. There are three types of shop item:
    • Normal: use this for most items.
    • Seminar: use this to add a seminar item.
    • Bundle: use this to bundle other items, creating a single shop item comprised of multiple normal and seminar items.
  • Groups allow you to organise the items into categories.

Work through the steps in the following order:

  1. Configure shop settings
  2. Add and edit groups
  3. Add and edit items (including ticketing products)
  4. Create a shop

After setting up the shop, the next step is to add it to a registration form. Refer to Adding the shop for more information.

# Configure shop settings

Access from homepage: Select your event > Event > Shop > Settings

# Set up a payment service provider

Provide the following details:

Setting Description
Live PSP profile / Test PSP profile Select a PSP profile. Refer to Add payment service providers to set up PSP profiles.
Payment period How long the PSP should wait to receive a registrant's payment before automatically cancelling their order.
Payment profile This should be the name you used in your payment service provider's configuration portal.
Payment code prefix This prefix appears in payment reports.
Enable API invoicing Select this to allow invoicing as an alternative payment mechanism. Only use this if you can use the web service to update payment statuses. Contact your client manager for access to the API.

# Price and currency settings

You can:

  • Choose whether to show prices including VAT, or excluding VAT.
  • Set the shop currency. You must select a PSP profile to enable this.

Select Save to apply your settings.

# Add and edit groups

Access from homepage: Select your event > Event > Shop > Groups

Groups help organise your shop items. They are optional: you can create and display shop items as a single list.

There are two types of group:

  • Category: you can use this to sort your shop items. For example, you could have a "Merchandise" category to group all the physical merchandise you sell.
  • Seminar track: use this to organise seminars. For example, you could have a "Management" track, a "Technical" track, and so on.

# Add a shop group

  1. Select the Groups tab.
  2. Select + Add.
  3. Complete the shop group form. Visit uses the Name to display the group in the Visit UI, and the Title appears on the registration form's shop page.
  4. Select Save.

# Edit a shop group

  1. Select the Groups tab.
  2. Hover over the group you want to edit.
  3. Select Edit
    .
  4. Change the group settings. Visit uses the Name to display the group in the Visit UI, and the Title appears on the registration form's shop page.
  5. Select Save.

# Add and edit items

Access from homepage: Select your event > Event > Shop > Items

# Add an item

  1. Select the Items tab.
  2. Select + Add.
  3. Select the item type. There are three types of shop item:
    • Normal: use this for most items.
    • Seminar: use this to add a seminar item.
    • Bundle: use this to bundle other items, creating a single shop item comprised of multiple normal and seminar items.
  4. Enter the item settings. Refer to the details for your item type:
  5. Select Save to add the item and return to the Shop Items list.

# Normal item settings

  1. Provide the following item settings:
Setting Description
Name Visit uses this name to display the item in the Visit interface. Not visible to registrants.
Title Item title. Visit displays this on the shop page on the registration form. Visible to registrants.
Available from / Available to Use this to limit when the registrant can purchase the item.
  1. Optional: add pricing schemes. Leave this blank if the item is free. Pricing Schemes have the following settings:
Setting Description
VAT rate, Price (excl. VAT) and Price (incl.VAT) Enter the VAT rate, and either the price before VAT, or the price including VAT. Visit calculates the other price.
Name Enter a name/description for your price item (e.g 'Early Bird/Regular')
Use shop item as transaction cost When selected, the item always shows in the shop, and is always selected. The registrant cannot deselect it.
Available from / Available to Visit enables these fields when you add more than one pricing scheme.
  1. Optional: set the item as a ticket item. Leave blank if this is not a ticket.

TIP

Most events do not use ticketing. Refer to Set up ticketing for information on when to use ticketing.

Ticketing has the following settings:

Setting Description
Ticketing document Link to the ticket document. For information on creating documents, refer to Add and configure documents.
This product grants access to the event Select this if the item acts as an entrance ticket.
+ Add dates Limit ticket validity to a date range. If you do not set this, the ticket is valid for the entire event.
  1. Optional: add restrictions. There are two types of restricted items:
    • The registrant must select the current item to gain access to these items.
    • If the user selects the current item, they cannot select these items.
  2. Optional: add images. Add or upload item images.

# Seminar item settings

  1. Provide the following item settings:

    Setting Description
    Name Visit uses this name to display the item in the Visit interface. Not visible to registrants.
    Title Item title. Visit displays this on the shop page on the registration form. Visible to registrants.
    Description Item description. Visit displays this on the shop page on the registration form. Visible to registrants.
    Prerequisites Provide any seminar prerequisites, such as technical knowledge. For example, a coding workshop that requires an intermediate level of a coding language can state that requirement.
    Groups Add the item to a group. Refer to Add and edit groups for more information.
    Restrict order quantity The default is Variable: range. You can then enter a minimum and maximum number below.
    Minimum per registrant / Maximum per registrant Enter the minimum and maximum amounts of the item that a registrant can have.for seminar items, you must enter 1 for the maximum per registrant.
    Unlimited maximum per registrant Deselect this option.
    Unlimited items available Deselect if the item quantity is limited.
    Total available items How many of this item are available.
    Available from / Available to Use this to limit when the registrant can purchase the item.
  2. Select Seminar Details to add seminar information:

    Setting Description
    Seminar code Your organisation's code or reference number.
    Points Use this if the seminar awards points for continuing professional development. Check the programme or professional accrediting body for details.
    Location The seminar location in the conference, for example a room in the venue.
    Seminar track Select an existing seminar track, or select Create new track to add a new one.
    Language The language used to teach the seminar.
    Start time / End time Seminar start and end time.
    Speakers Select seminar speakers from your list of visitors. Visit creates this list from the visitors you register through the Service Centre. Refer to Manage visitors for more information.
  3. Optional: add pricing schemes. Leave this blank if the item is free. Pricing Schemes have the following settings:

    Setting Description
    VAT rate, Price (excl. VAT) and Price (incl.VAT) Enter the VAT rate, and either the price before VAT, or the price including VAT. Visit calculates the other price.
    Use shop item as transaction cost When selected, the item always shows in the shop, and is always selected. The registrant cannot deselect it.
    Available from / Available to Visit enables these fields when you add more than one pricing scheme.

    Select Add new scheme to add more price schemes.

  4. Optional: add restrictions. There are two types of restricted items:

    • The registrant must select the current item to gain access to these items.
    • If the user selects the current item, they cannot select these items.
  5. Optional: add images. Add or upload item images.

# Bundle item settings

  1. Provide the following item settings:

    Setting Description
    Name Visit uses this name to display the item in the Visit interface. Not visible to registrants.
    Title Item title. Visit displays this on the shop page on the registration form. Visible to registrants.
    Description Item description. Visit displays this on the shop page on the registration form. Visible to registrants.
    Groups Add the item to a group. Refer to Add and edit groups for more information.
    Minimum per registrant / Maximum per registrant Enter the minimum and maximum amounts of the item that a registrant can have.
    Unlimited maximum per registrant Select to allow registrants to add as many of the item as you want.
    Unlimited items available Select if the item quantity is unlimited.
    Total available items The number of the item available.
    Available from / Available to Use this to limit when the registrant can purchase the item.
  2. Select Bundles > + Add shop item to add items to the bundle.

    TIP

    Visit does not display individual item details (such as item title or description) on the shop page. Your bundle title and description must contain any necessary item descriptions.

  3. Optional: add pricing schemes. Leave this blank if the item is free. Pricing Schemes have the following settings:

    Setting Description
    VAT rate, Price (excl. VAT) and Price (incl.VAT) Enter the VAT rate, and either the price before VAT, or the price including VAT. Visit calculates the other price.
    Use shop item as transaction cost When selected, the item always shows in the shop, and is always selected. The registrant cannot deselect it.
    Available from / Available to Visit enables these fields when you add more than one pricing scheme.

    Select Add new scheme to add more price schemes.

  4. Optional: add restrictions. There are two types of restricted items:

    • The registrant must select the current item to gain access to these items.
    • If the user selects the current item, they cannot select these items.
  5. Optional: add images. Add or upload item images.

# Edit an item

  1. Select the Items tab.
  2. Hover over the item you want to edit.
  3. Select Edit
    .
  4. Change the item settings. Refer to Add an item for more information about the settings.
  5. Select Save.

# Export, edit and import items

Access from homepage: Select your event > Event > Shop > Shop Items

You can edit existing items using the export and import feature. You can also create new items using import.

TIP

This feature is primarily intended for editing existing items.

# Edit existing items

  1. Select the Items tab.

  2. Select Export. Visit prepares an .xlsx file listing your shop items.

  3. When the download is ready, select Download

    to view the list of available downloads.

  4. Select Download

    beside the spreadsheet you want to download.

  5. Edit the items in the file.

    TIP

    You cannot set or change the item description or translations when importing.

  6. Select Import.

  7. Select Upload file to find and select the spreadsheet.

  8. Select Import to upload your items spreadsheet.

# Create new items

  1. Select the Items tab.

  2. Select Import.

  3. Select Download to download a template. You can read instructions for how to use the template in the file itself.

    TIP

    You cannot set or change the item description or translations when importing.

  4. Select Upload file to find and select the spreadsheet.

  5. Select Import to upload your items spreadsheet.

# Create a shop

Access from homepage: Select your event > Event > Shop > Shop

An event can have multiple shops. This allows you to show different purchase options to different registrants.

# Add a shop

  1. Select + Add.

  2. Enter the following settings:

    Setting Description
    Shop name Visit uses this name when displaying the shop within Visit. Users do not see this name.
    Filter panel Choose how registrants can filter shop items. The options are:None: no filters.Simple: a search box.Advanced: search box, price slider and other filters.
    Default view Choose whether to display the shop items in a list or a grid.
    Registrants should select at least one shop item Select this if you need all registrants to purchase at least one item. For example, if the shop includes tickets for the event, and all registrants must purchase a ticket.
  3. Select the items you want to include in the shop.

  4. Select Save to create the shop and return to the Shops tab.

# Edit a shop

  1. Hover over the shop you want to edit.
  2. Select Edit
    .
  3. Change the shop settings. Refer to Add a shop for more information about the settings.
  4. Select Save.

# Set up ticketing

Visit assumes that you control access at your event with personalised vouchers and badges. Each visitor gets a voucher with their name on it, which they exchange for a personal badge at the event. Your staff scans the barcode on the badge when a visitor wants to get in.

At consumer events, however, there are often no badges. Instead, each visitor gets a generic voucher (or ticket) that they hand in at the entrance. Visit calls this approach "ticketing", and an event that uses it a "ticketing event".

To use ticketing, you must:

  1. Design a voucher that will serve as the admission ticket. Refer to Add and configure documents for more information.
  2. Create a shop item with ticketing enabled. Refer to Add and edit items for more information.

When a registrant buys the shop item containing the ticket item, they receive the admission ticket voucher.