Note: This feature may not be part of all X-CD plans. Please reach out to your account rep or sales to activate this feature.
This option enables a company approval workflow within the Exhibitor Module. Exhibitors can complete their setup as usual, but cannot proceed to checkout until their application has been reviewed.
When enabled:
Companies will see a “Submit Company Application” screen instead of the checkout page.
Administrators can then approve or reject each application.
If approved, the company gains access to the checkout.
If rejected, the checkout remains locked and a rejection message is displayed.
Automated Email Notifications (customizable):
Sent to Admin when a new company application is submitted.
Sent to Company when their application is submitted.
Sent to Company when their application is accepted or rejected.
Screen text and email templates can be customized as needed.
Go to Exhibitor Settings → Company Approvals
Toggle Company Applications to “On”
Go to Settings → Advanced → Company Approvals