Online-Registration-Part-2-Event-Settings - Registration settings and communication steps

Sep 12, 2026

Step-by-step instructions for configuring online registration settings when creating an event after the Program Profile is set up. Covers enabling built-in online registration, defining whether registration is required, setting participant limits, registration start and end dates, and controlling when the event is shown. Guides configuration of confirmation and reminder email text, required attendee fields, registration fees and coupon-based hidden fees, optional additional items, and the submission workflow, including reviewing and managing registrations.

LanguageEnglish

CategoryForms

FormatPDF

Pages6

Reading Time2 min

AccessFree to download

Event Details Prior to Online Registration Settings

Check whether registration is required

Enable Online Registration

Set free vs paid events

Define registration period and visibility

Configure registration emails and text

Text & Email Communication

Email content for review and confirmation

Attendee Details

Required attendee data fields

Registration Options

Add fees and coupon codes

Set fee dates and hidden coupon-based fees

Additional Items

Add additional purchase or information items

Submit Event

Save and review, then agree to terms and submit

Review and Manage Registration

Preview, edit setup, manage emails, and share registration URL

Once your Program Profile online registration settings are set up, you have the option when creating an event to choose to use online registration. This guide will walk you through the basic settings to schedule an event with online registration. Please read the Tips and Tricks: Schedule Event with Online Registration document for more in-depth suggestions on each setting. For more information on general event submission, see Training Entry Part 2: How to Submit an Event. STEP 1: Event Details Prior to Online Registration Settings 1 2 1. Check YES that Registration is Required 2. Select BUILT-IN ONLINE REGISTRATION to use Registry Online Registration STEP 2: Enable Online Registration 1. For Free Events, make sure to check the THIS IS A FREE EVENT. If there is a Fee, do NOT check this box so registration fees can be collected. 2. Enter the Max Number of Participants if there are any. This is NOT required. 3. Enter the REGISTRATION START DATE and REGISTRATION END DATE. 4. You can choose to show the event as soon as it is approved or show it once registration starts. To wait until registration starts, check this box. 5. Confirmation Emails and Reminder emails go out automatically. Click the REGISTRATION EMAILS AND TEXT to set the text to be sent to individuals registered. STEP 3: Text & Email Communication These communication settings are for this event only. Information you may need to communicate to attendees includes: directions to building, contact information for the trainer or training organization, procedure in the situation where the event needs to be cancelled or the attendee is unable to attend, preparation material or training organization’s policies, etc. 1a 1b 1c 1d 2 3 1. Fill out the text you would like displayed in each of the emails or page displays. The Review and Confirmation page are only displayed when registering for the event. Important reminders for attendees should be included in the Confirmation Email and Reminder Email, as attendees can keep this for their records. 2. An individual can be copied on the confirmation emails. This means an email is sent every time an individual registers for the event. 3. Select SAVE at the bottom of the page. STEP 4: Attendee Details 1 1. The Registry ID, Name and Email Address are required by each attendee automatically. Click any or all additional data elements you would like to also be required for attendees to provide. STEP 5: Registration Options 1. Select +OPTION to add registration fees and coupon codes. You can add more than one fee. See Tips and Tricks: Schedule Event with Online Registration for entering multiple fees. 2. Each fee listed must be labeled with a REGISTRATION NAME. Some examples of types of fees collected include regular registration, early bird registration, conference registration, keynote, etc. 3. The REGISTRATION FEE minimum is $1.00. See Managing Payment Guide for more details on setting up fees and collecting payment. 4. Select the start and end date for this specific fee. 5. There is an option to create a hidden registration fee. This fee will only be visible to individuals who enter the correct coupon code. To enable this option, check the box to USE COUPON CODE and type in the exact coupon code you will provide to certain attendees. The Coupon is case sensitive. This coupon code is for this event ONLY. 6. Select SAVE. STEP 6: Additional Items In addition to the registration fees, if your event has other items available for purchase OR to collect additional information. Items to be purchased may include lunch options and merchandise from the event. Additional items to collect additional information may include language accommodations, dietary accommodations, an acknowledgement to technology requirements, etc. 2 3a 3b 1. To add additional items, select +ITEM. 2. Enter the name of the Additional Item. 3. Additional Item Category options: a. Select from existing

FAQs

How do I enable online registration for an event?

In the event setup, check that registration is required, then select BUILT-IN ONLINE REGISTRATION. Next, enable the online registration settings and define the registration start and end dates.

What settings control whether registration fees are charged?

For free events, check THIS IS A FREE EVENT. If there is a fee, do not check that box so registration fees can be collected, then add registration fees and label each fee with a registration name.

How can I create a hidden registration fee using a coupon code?

Add the hidden fee option by checking USE COUPON CODE and entering the exact coupon code. The coupon is case sensitive and this code applies only to the current event.

Sep 12, 2026

Upload by Emma Mercer