Where to start? Atendee Registration Checklist
The purpose of this article is to provide a series of steps in the process of preparing your registration site. This article is useful for beginners, but also for those who may need a refresher.
Each of the below steps corresponds to one or more detailed articles within the Attendee Module itself.
Print this list off and check off the items as you follow the steps.
- Determine the fields for your Registration Form - View FAQ
Create your Registration Form - View FAQDetermine what, if any discounts and types of discounts you want to make available - View FAQsCreate your Discount codes - View FAQsDetermine which online payment provider you want to use, obtain your online payment provider setup information and update your Payment Settings to link to your payment provider - View FAQsDetermine if a single tax rate is applicable to your Registration and setup your Tax SettingsDetermine what contact profile fields are relevant for your registrants - View FAQTest your Registration Form - View FAQOpen your Registration site - View FAQ
- What will be your main registration field?
- How many different registration types and rates do you have?
- Which registration fields are required?
- Do you want to combine/separate registration items into different menus/screen?
- e.g. Social Tickets, Guest Registration, Add-on purchases?
- Do you have conditional Display If type fields?
- Is there a maximum limit of how many times a registration item may be selected?
How to Manually Add an Attendee Registration
You may add an attendee using two different methods: Adding the attendee manually using the Admin Dashboard OR Logging in as the contact and completing the attendee registration form Manually Adding an Attendee through the Admin Dashboard ...
How to create a Registration Form? Click Dashboard Click Attendee Module Click Settings Click Registration Setup Select Registration Fields Click + Add New Field button Select the Field Type Enter a label for Field Label Click Add Field If ...
How to search for an Exhibitor's Registration?
Click Dashboard Click Exhibitor Module Click Manage Locate the Company Name in the grid or use the search field to enter part of the company name Click on the Row to open/view the Company Registration
How to set the logout back to Registration Module login screen?
Click Dashboard Click Attendee Module Click Settings button In the Module Settings Screen, locate the field called 'Logout Back to Start' Click Yes = on logout will return user to the module login page Scroll down and Click Update button to apply ...
How to setup multiple screens for a Registration Form?
If you have a lot of items on your Registration Form and want to break up content into smaller sections, you may do so by defining Registration Menus. Also, an advantage of multiple screens is to prevent a long screen form from an end user's ...