Important Note: This feature is still in BETA. We’re excited to release this functionality in our public beta. During this phase, we are collecting feedback and working to deliver the perfect command center functionality.
The Registration Approval feature allows you to review which registrants, speakers, and exhibitors you want to join your event. Instead of giving them instant access, there will be a screening process before they are granted event tickets, a slot to talk in a session or set up a booth in your event.
What Happens When the Registration Approval Feature is Turned on?
Once you enable the attendee registration approval, all event registrants will be screened first before they can proceed with buying a ticket. And so, the "Buy Tickets" button from the event landing page will disappear and be replaced by a "Register" button.
After they click the "register" button, they will select the ticket type they want, enter their personal information, and submit the request. Since this process screens them before buying, they are not asked to enter their payment information if they selected a paid ticket.
If you approve their request, they will get a confirmation that their request has been approved, and they can now claim their spot by purchasing the ticket.
A "Register as a Speaker" button and / or "Register as an Exhibitor" button will appear on the event landing page if you enable it for speakers and exhibitors, where they are asked to enter their information and submit their requests.
For speakers, you'll need to add them as a speaker to a session so that they can access it after you approve them.
While for exhibitors, once you approve them, they can automatically access the booth, as approving them automatically creates the booth and adds them as exhibitor admins.
Enabling The Registration Approval
To start, go to Registration > Registration Approval in your admin console. Select whether you want to screen Attendees, Speakers, or Exhibitors, then turn on the toggle to enable the registration approval.
Approving Registration Requests
Once enabled, 2 tabs will appear: Requests and Setup & Customization. The Requests tab will show all registration 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, or Approved. If it's your first time changing a status, you will be asked whether you want to send automatic emails for the changes or if you'll send them manually. You will have the option to change this setting later from the Setup and Customization tab.
If you select Send Automatically, the registrant will receive an email update depending on the selected status.
Approved Attendee
When you approve registrants, they will get a second email with a "Claim Your Spot" button where they can purchase the allotted ticket.
Approved Speaker
When you approve a speaker, this does not mean they will get access immediately. You will need to create the session and add them as a speaker to the session, and then they will get an email to access it.
Approved Exhibitor
When you approve an exhibitor, the exhibitor booth will be created, and the exhibitor will get a second email immediately to access their booth.
Note: Once you approve, you can no longer change the status.
Other Registration Approval Settings
When you click a registrant request, a menu will open showing all the request details with options to change the status, add notes, send the status email, download the request, and delete the request. The History Log tab will log all the status changes for the request.
Setup & Customization
The Setup & Customization tab allows you to customize what questions you want to ask registrants, show them an instructional guide before proceeding, and edit the emails they will receive.
Information
This part is just like the order form; you can include and require questions in the registration and add custom questions depending on what information you need from registrants.
For speakers, there is a separate tab where you can include and require questions about the session.
For exhibitors, there is a separate tab where you can include and require questions about the booth.
Introductory Page
The Introductory Page is a page a registrant will see after they click the register button. Instead of proceeding immediately to register, they will see instructions and an explanation of how to process works.
You can edit the banner image, title, and description.
Sample Introductory Page:
Post Registration Emails
Customize the message for each email and select whether to send emails automatically or manually.