When you publish your Registration Event, new pages and menus become available. Some of these options let you configure your registration page further, and the rest let you monitor registrations as they come in. This article touches briefly on each of these options and provides links to complete instructions for each one. Let's dive in! 🏊

Screenshot of the Registration toolbar.

Configuration pages

Consider the options on these pages before you start publishing registration links and widgets because they may impact the registrant experience.

Checkout Forms

Checkout forms let you customize what optional or required questions an attendee answers when checking out with a specific ticket. Build a single form for everyone or craft multiple forms tailored to different audiences.

To learn about setting up checkout forms, check this out.

Promo Codes

Use Discount Codes to provide discounts or special offers to specific registrants that have the code or use Access Codes to provide access to hidden Ticket options. 🤫

To learn about using promo codes, check this out.

Settings

The Settings menu contains many options that you should consider before you publish registration links and widgets. The Settings menu has 3 options:

  • General - Customize button and heading labels and social links and adjust page timeout duration, ticket inventory counts, and duplicate email policy.

  • Checkout - Manage custom messaging in automatic registration emails.

  • Payments - Set your registration terms & conditions. If your registration will be paid, set your refund policy, and link to Stripe.

For more info on all of these registration settings, check this out.

Interaction and monitoring pages

Emails

Keeping in contact with your registrants after they sign up can be crucial if you need to make any changes to your event, or if you simply want to keep excitement bubbling.

To learn how to use Emails, check this out.

Orders

Screenshot of the Attendee Profile page.

The Orders page is where you can view order info and take actions such as resending confirmation emails and refunding or canceling orders.

To learn more about managing orders, check this out.

Attendees

Screenshot of the Attendees page.

The Attendees page lets you view attendee information, add attendees, and take actions on their profiles. For more info on managing attendees, check this out.

You can also use the Integration button to link your Registration to a Socio event if you started the Registration "from scratch".

Link Registration

If you chose the Start From Scratch option when you made your Registration, it won't be linked to an actual Socio Event. If you want to link it to a Socio Event/Community or Onsite after the fact, go to your Registration's Attendees page and click Integration.

Screenshot of the Attendees page.

In the modal that appears, use the drop-down to link your Registration to any Event, Community, or Onsite event you have access to. Click Save Changes when you're done.

⭐ Keep in mind, you can only link your Registration to Events or Communities that are in Building or Published status.

Lite Check In

Screenshot of the Lite Check In page. The Check In menu is expanded, and the Lite Check In option is indicated.

Lite Check In is a simple tool that lets you easily check attendees in or out of your event. Check In is only available in a desktop browser and isn't meant for session check in or badge printing.

For more info on using Lite Check In, check this out.

Instead of Lite Check In, you can also use our robust Socio Onsite product, which is a combination check in and badge printing app. For a complete look at Socio Onsite, check this out.

Metrics

Screenshot of the Metrics page for a Registration event.

The Metrics page is where you can review and share your registration dashboard and reports. This is the perfect place to go for a quick snapshot of your event activity or a deep look at report exports, both during and after your event.

Now that you know all about how to manage your event registration, it's a great idea to learn more about registration metrics.

Questions? Chat Us or Email support@socio.events

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