Registration
Support articles for registration events
By Kim and 1 other2 authors141 articles
- How to reschedule or postpone an event
- How to inform attendees about a rescheduled or postponed event
- How to create and duplicate an event
- Registration mode (identify attendees using...)
- Event access (public, private, invitation only)
- How to set up attendee categories
- How to set up invitation only attendee categories
- How to restrict an attendee category with an access code
- Using personal links to control access to events
- How to test your event
- How to make an event live
- How to add capacities
- How to change the registration open and close dates
- Why can't I change the event start date?
- How to manage questions and answers in your database
- Attendee passwords (Reference)
- What are guests in Eventsforce?
- How to allow different number of guests per attendee
- Group registrations (Reference)
- How to use QBIs to create real attendees
- Controlling day selection using day packages
- How to set up custom event fields
- Supported file formats
- How to show and hide questions for attendee categories
- How to add a bookable item
- How to add quantity bookable items
- How to add a registration question
- How to add the US State question
- How to use the cc email question
- How to add a price and capacity to a bookable item
- Why can't I delete a question?
- How to set up dependent questions
- How to delete a registration question
- How to create and link registration pages
- How to add a file upload question
- How to add social media icons to an event
- How to add content to website pages
- How to create and edit tables
- How to change your website banner
- How to change the website appearance
- How to change your website template
- How to change the look and feel of your event website using CSS
- How to change the look and feel of your agenda using CSS
- How to configure your external website to host Eventsforce in an iframe
- How to use personal links with an iframe
- How to create direct URLs to website pages
- How to create and preview website pages
- How can I customize the URL or web address of my event
- How to use anchors on your website pages
- How to embed a map on your website
- How to edit the website menu block
- How to track website activity using Google Analytics 4
- Session selection vs. sessions in registration pages
- How to add sessions
- How to set up sessions in registration pages
- Configuring your session import file
- How to import sessions
- How to use session labels
- How to add and use presenters
- How to use session codes
- How to preview your agenda or program
- How to publish sessions
- Changing session capacity in bulk
- How to deliver virtual event content in Eventsforce
- What is PSD2 (European Union Payment Services Directive) and SCA?
- Why did the credit card payment fail?
- How to add or edit a price
- How to add cancellation fees
- How to set up a VAT code or Sales tax
- How to enable payment methods
- How to add a payment details page
- Discount types
- How to create direct URLs to discount codes
- How to edit a discount start date
- Why is my discount not applying?
- Invoice generation and delivery
- How to create and edit an invoice template
- How to set up category specific discounts
- How to link a discount to a bookable item
- How to send the invoice email (batch emails)
- How to add an invoice download link to an email
- Finance integration (reference)
- Finance integration process flows
- Finance integration definitions
- Finance integration API
- How to request payment from unpaid attendees
- How to set up a payment gateway using Shuttle
- Email Campaigns
- How to add a calendar link in emails
- How to use dependent text blocks in emails
- Automatic emails (Reference)
- How to test emails
- Why can't I edit my emails?
- How to create an invitation list
- How to edit and send an invitation email
- How to create and send an ad hoc email
- How attendees can unsubscribe or opt out of receiving emails
- How to use reminder emails
- How to add personal links to an email
- How to schedule an email
- How to view email history and resend emails
- How to add email tags
- Password Reset Link
- SendGrid
- Expiring tokens (personal links)
- What are abandoned registrations?
- How to remove or cancel an attendee in a group registration
- How to edit a registration
- How to cancel a registration
- How to login as an attendee, submitter, reviewer, judge, or impersonate any person
- How to reset an attendee's password
- How to create an admin registration
- How to add a payment or refund
- How to apply a discount to a registration
- How to access the personal details page for an attendee
- How to change an existing email address
- How to use discounts and surcharges to change registration cost
- How and when to use admin price override
- Registrations page (Reference)
- How to import a list of people
- Import list of people (Reference)
- Import list of people (Troubleshooting)
- How to update registration data using person ID
- How to substitute a registration
- How to track registrations using marketing codes
- How to use people de-duplication