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.

1. Determine the fields for your Registration Form - 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?
2. Create your Registration Form - View FAQ
3. Determine what, if any discounts and types of discounts you want to make available - View FAQs
4. Create your Discount codes - View FAQs
5. Determine 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 FAQs
6. Determine if a single tax rate is applicable to your Registration and setup your Tax Settings
7. Determine what contact profile fields are relevant for your registrants - View FAQ
8. Test your Registration Form - View FAQ
9. Open your Registration site - View FAQ

• Related Articles

• Beginner's Guide: Preparing your Exhibitor Registration Form

  The purpose of this article is to provide a series of steps in the process of preparing your Exhibitor registration site. This article is useful for beginners, but also to those who may need a refresher. Each of the below steps correspond to one or ...

• Manage Event Registrations

  During the registration period, most of your users will require very little attention: they enter the system, select their items, make a payment, and will see you at the event. However, there are always users who, for various reasons, will require a ...

• 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 Click ...

• Exhibitor Registration Information and Help

  A company will have its own company profile in the system and one or more people associated with the company profile who has the admin rights to the company profile to register the company, update the company details, add or remove staff affiliated ...

• Registration Form

  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 ...