The Registration section is the place where you manage all things related to event registration and forms.
Common activities that you can complete in the Registration section include:
Monitoring registration progress.
Creating and publishing custom registration forms to accept event registrations & gather registrant details.
Reviewing/approving received registrations.
Editing registrant details.
Issuing registration refunds.
There are five main tabs in the Registrants section:
Get Started tab
If you're new to registration, the Get Started tab offers useful articles to help you to get your event registration up and running in no time!
Overview tab
The Overview tab provides a summary of registration data and registration trends. Visit this page regularly to keep up to date with registrant activity for your event.
Registrant Status
Displays a summary of the registration progress for each registrant type tracked against registrant target and capacity goals. The progress bar displays a breakdown of pending and approved registrants.
For each registrant type, the following progress bar details are displayed:
The total count of registrants (🟩Approved, and 🟨Pending)
The total count of all checked in registrants
If available, the Target registrant count for the registrant type
If available, the Capacity set for the registrant type
Filtering the list of registrant types
You may filter the Registrant Status widget contents using the Show dropdown filter.
Filter | Description |
All | (Default) Shows metrics for all registration forms. |
Pinned Forms | Shows the top 25 "pinned" registration forms. Use this filter to create a focused view of metrics for specific registration forms.
💡To pin a registration form, go to the Event Manager App > Registration section > Forms tab and click on the 📌Push Pin button for the desired registration form. |
Published Forms | Shows only forms that are currently published. |
Unpublished Forms | Shows only forms that are not currently published. |
Published Forms (Open only) | Shows only forms that are currently published and open to accepting registrations. |
Published Forms (Closed only) | Shows only forms that are currently published but are closed and not accepting registrations. |
Private Forms | Shows only private registration forms. |
Public Forms | Shows only public registration forms. |
Recently Active Forms (Past X days) | Shows only registration forms associated with registrants that have recently been received or have had their registration |
NOTE: Only data for a maximum of 25 registration forms will be displayed in the Registrant Status widget. Should you need to display specific registrant type metrics, consider changing the filter to display only pinned forms.
Approved Registrants widget
Displays status details over the selected Date Range of Approved registrations for each registrant type. Easily spot trends over time by seeing when registrations are received and approved. Only approved registrations are displayed in this chart.
Filtering the list of registrant types
Filter Name | Description |
All | (Default) Shows metrics for all registration forms. |
Pinned Forms | Shows the top 25 "pinned" registration forms. Use this filter to create a focused view of metrics for specific registration forms.
💡To pin a registration form, go to the Event Manager App > Registration section > Forms tab and click on the 📌Push Pin button for the desired registration form. |
Published Forms | Shows only forms that are currently published. |
Unpublished Forms | Shows only forms that are not currently published. |
Published Forms (Open only) | Shows only forms that are currently published and open to accepting registrations. |
Published Forms (Closed only) | Shows only forms that are currently published but are closed and not accepting registrations. |
Private Forms | Shows only private registration forms. |
Public Forms | Shows only public registration forms. |
Recently Active Forms (Past X days) | Shows only registration forms associated with registrants that have recently been received or have had their registration |
💡When filtering the Approved Registrants widget, you may choose a different filter criteria than the Registrant Status widget. If you do, please be aware that data contained in each widget may not align if different filters are selected.
Selecting a Date Range
Use the Date Range filter to change the lookback period for the chart timeline. For example, you can choose "Last 60 days" to see registrations trends over the past 60 days.
Metric Summary widgets
These widgets display a quick summary of the following key registration metrics:
Approved widget
Shows the current number of registrations that have been approved. Click this widget to see a filtered list of approved registrants.
Pending widget
Shows the current number of registrations requiring manual approval. Click this widget to see a filtered list of pending registrants that require approval.
Cancelled / Declined widget
Shows the number of canceled registration. Click this widget to see a filtered list of canceled registrants.
Checked-In widget
Shows the number of registrants that have been checked in to the event. Click this widget to see a filtered list of checked-in registrants.
Quick Actions
The Quick Actions widget provides shortcuts to common registration tasks, such as managing registrants, exporting data, managing forms, and configuring registration settings.
Insights
The Insights widget highlights important registration trends and activity, helping you quickly identify items that may need attention.
Registration Revenue
The Registration Revenue widget provides an at-a-glance summary of registration revenue, including collected, refunded, and outstanding amounts.
Forms tab
The Forms tab is where you create and manage registration forms for your event. Create separate forms for different registrant types, such as attendees, speakers, volunteers, competitors, VIPs, media, vendors, and sponsors.
Using separate forms for each registrant type also makes it easier to customize the registration experience and send targeted communications.
Common Activities
Create, edit, copy, and organize registration forms.
Add custom fields to collect the information you need.
Set registration fees and sell add-ons such as event merchandise or parking passes.
Configure automatic or manual registration approvals.
Control which forms are published and accepting registrations.
Arrange how forms appear in the Event Portal and pin important forms to dashboard widgets.
Collect registrant availability to help with job assignments.
Configure notifications for new registrations.
Registrants tab
The Registrants tab lists all registrations submitted for your event. Each time someone submits a registration form, a new registration is added to the list.
Common Activities
Browse and filter registrations to see who has registered for your event.
Approve, Decline, or Cancel registrations.
Check-In registrants to track attendance.
Find registrations using Show, Sort By, and Search options.
View payment and refund details for a registration.
Edit existing registration data.
Export registration data.
Worksheet tab
The Worksheet tab provides a spreadsheet-like read-only grid that displays all registrant data (including registration answers) for a selected registrant type. Advanced sorting, filtering and column re-ordering allows you to build optimized views of your registration data.
Common Activities
You can build customized views (by registrant type) to filter or sort registration data using answers provided by the registrant.
Quickly see registration answers across multiple registrants.
Click here to learn more about the Worksheets tab.
Settings Tab
This is where the settings are found to enable and configure Mobile Registration Check-in.
Common activities:
Enable/Disable the mobile check-in app feature.
Set your early check-in window for your event.
Test your mobile check-in devices ahead of your event.
Still have questions?
Chat with us!