The Registration Approval Process

Once you enable attendee registration approval for a ticket type, everyone who selects it during registration will be screened before they can buy a ticket. The ticket types with registration approval enabled will have an "Approval Required" label on the ticket selection part of the registration process.

After they select a ticket, they will enter all the buyer and holder information and submit their application. Since this process screens them before buying, they are not asked to enter their payment information if they select a paid ticket.

When you approve their request, they will receive a confirmation that it has been approved. They can now claim their spot by purchasing the ticket. If the ticket is free, you can give it to them automatically, or they will have to get their ticket after approval, just like for paid tickets.

All requests can be found in Registrations > Registration Approval > Attendee > Requests. If it's a new request, their status will be Pending.

Click the dropdown on the Status column to change their status from Pending to Waitlisted, Denied, Approved, or Approve and Assign Ticket.

Every time the status is changed, they will receive an email. After approval, they will get a second email to claim their spot, which will be valid for 72 hours.

After changing the status, they will receive the Post Registration Email to inform them that their request has been updated. You can customize the subject and message per status in the Setup & Customization tab. You can also disable the automatic sending of these emails.

Approved registrants will receive a second email with a button to Claim Your Spot, where they can purchase the allotted ticket. If you choose to Approve and Assign the Ticket, the attendee will receive the Order Confirmation for the free ticket.

If the registrant has been approved and has not claimed their spot, you can click the 3 dots in their request and click Send claim spot email to remind them to purchase the ticket.

If they have not claimed their spot after 72 hours, the link in the claim your spot email will be invalid. To give them a valid link, click the 3 dots and click Resend approval.

You will know it's past 72 hours when you see the yellow circle next to their name.

If you approve registrants based on their answers in the order form, click Edit Column to show those fields in the Requests tab so you can easily review them before changing the status. Note that the ticket buyer's information is shown here.

Click on a request to open the side menu. Here, you can see which ticket type the user chose and other information included in the request.

Modify the received requests by selecting the three-dot icon and choosing 'Edit Request.' Updates in the registrant details and responses to order form questions will only apply to the ticket buyer.

When you click a request, a menu will open showing all the request details. You can change the status, add notes, send the status email, download the request, or delete it. The History Log tab will log all the status changes for the request.

If you enable the registration approval for sessions, a "Submit Session" button will appear on the event landing page's About tab. After they click the button, they will be asked to enter their personal information, session details, and speaker(s) information.

When you approve their request, they will get an email that their session proposal is approved and to wait for more instructions. The speaker(s) will also get the speaker invite email - we suggest to turn this off before approving and send it to them when you've adjusted the session to its correct schedule. A regular session will be automatically created in draft state and they will added as speakers to the session. The session schedule will be the first hour of the event. If they have indicated the duration in minutes in the request, the duration will be considered in the session creation.

You can customize the questions to be asked in the Form tab. You can include and require questions in the registration and add custom questions depending on what information you need from them.

After submitting, they will get a submission request confirmation email. This can be edited in the Settings tab, along with the other emails that they will receive when the status of their request changes. You can also disable the automatic sending of these emails.

The Submit Session button will appear on the landing page's about tab where interested parties can enter the session and speaker information.

You can also get the direct link to the form in the Settings tab. When you enable the introductory page, this page will show before they can enter their information. You can edit the image, title and description of the introductory page.

The status of a new request will be Pending in the Submissions tab. Click the dropdown menu in the Status column to change it from Pending to Waitlisted, Denied, or Approved.

When you approve a session, the requestor will be notified through email if you have the automatic emails turned on. The session is created automatically, speakers are added to the session, and the speaker invite email will automatically be sent if it's enabled.

The session that will be created is a regular session and is scheduled for the first hour of the event. If this is not the desired schedule, we suggest turning off the speaker invite email before approving requests. This way you can make the necessary session adjustments and send the invite at a later time when all the details are added.

If you're using the advanced website builder, you can add the Sessions Approval widget to the page.

You can also add it to your website by copying the embeddable widget code from Settings > Widgets

A "Register as an Exhibitor" button will appear on the event landing page's About tab if you enable it for exhibitors. After they click the button, they will be asked to enter their personal and booth information. They will be required to upload their logo and enter the booth name.

When you approve their request, the booth will automatically be created. They will receive an email stating they have been approved and another email with instructions on accessing the booth for editing.

You can customize the questions to be asked in the Setup & Customization tab. You can include and require questions in the registration and add custom questions depending on what information you need from them.

After submitting, they will get a submission request confirmation email. This can be edited in the Post Registration Emails section of Setup & Customization tab, along with the other emails that they will receive when the status of their request changes. You can also disable the automatic sending of these emails.

The Register as an Exhibitor button will appear on the landing page's about tab where interested parties can enter the booth information.

You can also get the direct link to the form in the Customization section in the Setup & Customization tab. When you enable the introductory page, this page will show before they can enter their information. You can edit the image, title and description of the introductory page.

The status of a new request will be Pending in the Requests tab. Click the dropdown menu in the Status column to change it from Pending to Waitlisted, Denied, or Approved.

After changing the status, they will receive the Post Registration Email to inform them that their request has been updated. You can customize the subject and message per status in the Setup & Customization tab. You can also disable the automatic sending of these emails.

When you approve an exhibitor, the exhibitor booth will be created, and the exhibitor will get a second email immediately to access their booth.

If you're using the advanced website builder, you can add the Exhibitor Approval widget to the page.

You can also add it to your website by copying the embeddable widget code from Settings > Widgets

Event admins can add reviewers and assign them to review session proposals. The reviews will get access to the review portal and rank the sessions assigned to them.

When a Reviewer is added, they will receive an email notification with a button that lets them access the Review Portal.

The Review Portal will show all the session submissions assigned to them. They can see the Session Title and Session Description and can rank it according to Event Fit, Topic, Creativeness, and Trendiness.