After you've created a registration event, added some tickets, and set up a form or two, you can fine-tune some behavior, terminology, and visual elements of your registration page, emails, and more. These customization options can be accessed from one of the three Settings pages - General, Checkout, and Payment. Let's take a closer look.

Contents

General

This page lets you adjust messages about ticket availability, add social and calendar links to the post-registration page, and customize the labels of each page and button.

General Settings

Screenshot of the General Settings panel.
  • Show Registration Time? - When enabled, a reservation timer is shown on the checkout page. Users must check out within the timer limit or they must start over, and their ticket will no longer be reserved. We recommend a minimum time limit of 15 minutes to ensure that users have enough time to enter payment and attendee information for themselves and others on the order.

  • Show Remaining Ticket Count? - When enabled, the number of remaining tickets is shown on the registration page. This is useful if you have a limited number of tickets and want to generate a sense of urgency.

  • Show Available Dates? - When enabled, the date range of a ticket's availability is shown. This is useful if you have certain tickets only available in different sale windows.

Social Settings

Screenshot of the Social Settings panel.
  • Social Sharing - When enabled, the Social Sharing buttons are shown in the Organizer section on the registration page, as well as the checkout confirmation page.

    Screenshot of the Social Sharing buttons as they appear on the registration page.
  • Add to Calendar - When enabled, the Add to Calendar link is shown on the registration page, as well as the checkout confirmation page. When a user clicks this link, they can select from the available calendars to add this event to.

    Screenshot of the Add to Calendar link as it appears on the registration page.

⭐️ Keep in mind, if you change the date or time of your registration after attendees have added it to their calendar apps, their calendars won't be automatically adjusted. Attendees will have to either re-add the event to their calendar, or manually update their calendar app.

Custom Labels

Screenshot of the Custom Labels panel.

Here, you can easily modify all of the section headers on your registration page as well as the Get Ticket button and Terms & Conditions link.

⭐ Keep in mind, the Organizer section only appears if you filled in information on your Registration page's basics under Organizer Information.

Screenshot of some of the labels appearing on the registration page.

Click Publish Changes at the bottom of the page when you're done making adjustments.

Checkout

Screenshot of the Confirmation panel. The Custom Message toggle is set to 'Yes', and a message has been started.

Confirmation

This section lets you add a custom message to the confirmation page and choose to also include it in the confirmation email. This is a great place to give attendees some additional information and get them hyped for the event.

⭐️ Keep in mind, app download instructions won't be sent to your attendees automatically, so we suggest adding the app download instructions we've provided in this article to the Confirmation email if you'd like to get registrants into the event right away.

Along with your custom message, you can add call-to-action (CTA) buttons! The available CTA buttons include links to your event app on the App Store and Google Play Store or a custom button which you can use to link to the Web App or some other website.

If you add either of the Store buttons, you'll still have to supply a Button Link. It's easiest to get these by copying the URL from the buttons on the Promo Page for your event.

Click the preview button in the upper-right to review your changes.

Screenshot of the PDF Tickets panel.

PDF Tickets

A Download Ticket button that opens a PDF of the ticket is automatically sent with every Confirmation Email. This section lets you choose whether to include the Ticket Description, Event Description, and Checkout Confirmation Message in this PDF.

⭐️ Keep in mind, you can disable the Download Ticket button on a per-Ticket basis when you create a ticket.

Cancellation Email and Refund Email

An email is automatically generated and sent when you cancel or refund an order. Click the toggle to add a custom message to these emails, and click the preview button to preview your changes.

Payments

Screenshot of the Payments settings page.

Terms & Conditions and Refunds

Click the Add Terms & Conditions button to add your own terms and conditions to the ones already shown for Socio.

Click Select Refund Policy, and in the modal that appears, choose from three possible preset refund policies. Your selection is simply the stated policy on your registration page. You maintain full control over refunds as needed in the Socio Platform, and choosing one of these options doesn't restrict you in any way.

Screenshot of the Refund Policy modal.

⭐ Keep in mind, Socio doesn't offer a formal refund request process attendees can take advantage of. Consider including the best email to reach you in the confirmation email so that, if life happens, attendees know who to ask for a refund.

Payment (Stripe)

Stripe is a technology-first approach to payments that makes moving money as simple, borderless, and programmable as the rest of the internet. Stripe’s products power payments for all kinds of companies, including Socio Registration!

If you need to connect to a different Stripe account than what you used previously, click the Disconnect Stripe Account button. All paid tickets will be Closed and Hidden for the duration that a Stripe account is disconnected. Then, connect Stripe to your correct account.

Refunds won't include Stripe's processor fees, but will include Socio's service fees.

⭐️ Keep in mind, you must connect your Registration event to Stripe before you can publish your event.

Tax

Screenshot of the Add Tax modal.

To add tax charges to a ticket, click the Add Tax button. You can assign one tax type to multiple tickets.

Additional Payment Options (Invoice and Check)

Enable Invoice or Check to let attendees pay for their registration fee with cash, check, or via some other medium. To learn all about offline payments, check this out.

Screenshot of the Additional Payment Options section of the Payments page.

Questions? Chat Us or Email [email protected]

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