Attendee Management

Touchpoint Ignite delivers personalized, data-driven event experiences at scale with a mobile app and AI-powered insights.

Create Highly Engaging and Memorable Attendee Experiences for event professionals using Certain, with PCI DSS, GDPR, SOC 2 security and live event ope...

Learn how to configure the confirmation page of a registration form, including Section Header, Settings, Adding to Calendar, Select Confirmation, Conf...

The verify/edit page of an online form enables registrants to review information and make changes prior to completing registration. It covers Text and...

Event FAQ page listing Help Center links for managing events, including Edit Basic Event Settings, Create Attendee Types, Event Status designations, a...

Attendee Overview is an admin page that shows a summary of a selected attendee’s details, including printing, favorites, one-click actions, profile, r...

The Registrant Details section of the registration form collects a registrant's personal contact information, including Section Header, Select Fields,...

The Attendee Profile page contains contact information and basic registration information, including Attendee Type and status. It also includes regist...

This Certain platform-support guide explains how Attendee Types work in an event, including registration statuses, capacity, registration fees, cancel...

Step 2: Fill in Basic Details. Guidance for Certain page sections: Plan > Event Setup > Details, Plan > Configure > Options, Plan > Event Setup > Atte...

A Participant type groups users by role or classification in the Touchpoint system. It controls feature access and restricts which features or agenda(...

Instructions for managing attendees, including adding an attendee, setting an attendee password, checking viewed messages, managing continuing educati...

Attendee Types identify participant types within an Event. Learn possible uses and the steps to create new Attendee Types in Plan > Event Setup > Atte...

The Alert notification feature enables email notifications to recipients when an Attendee Type or an Agenda Item inventory limit reaches a percentage ...

Speakers can be added as Registrants/Attendees in the same event. The article explains how to create a “Speaker” Attendee Type and auto-assign it via ...

Manual Attendee Type Waitlisting setup instructions, including Event Dashboard Pending column behavior, Form Reg status set to (Do not change), waitli...

Forms FAQ - Editing Forms explains how to edit a certain form and describes the left navigation links such as Setup, Entry, Registrant Details, Attend...

General FAQ for setting up an event in Certain. Learn how events define registration foundations, then configure event setup, attendee types, statuses...

The Completed Registrations by Attendee Type summary report groups complete registrations by attendee type using a bar chart, a pie chart, and a repor...

Guide to creating and managing groups for registration groups in events, including assignment and group details.

Create VIP Alert (wizard) in Certain Check-In by selecting Organizations and/or Attendee Types, then choosing specific attendees and contacts.

Cancellation fees are not assigned if a Registration is incomplete. The article explains how to check the Registrant Profile *Complete* property and r...

Touchpoint Support Center article: Troubleshooting On Site. Includes issues checklist and steps for adding information to the Dashboard, managing atte...

Instructions for configuring Accommodations (Attendee Form) in Certain, including Accommodations Entry, dates, list setup, payment guarantees, room/ro...

Notification Setup explains how to configure email notifications based on capacity or inventory thresholds for attendee types, agenda items, events, r...

Using Event Reports in Greet explains the Reports section, the Stat Tiles, the Overview, Attendees, and Sessions tabs, and exporting to CSV or Excel.

Guide for setting up the Badge Setup page in Greet by connecting badge templates to attendee types, customizing assignments, using multiple templates,...

Session Information, Attendee (in Speaker and Session Management) explains Background, Prerequisites, Session Information icons and Status rules, Add ...

Custom fields allow you to add additional information to Attendees and Exhibitor Leads. The page lists Custom Field Types and Read/Write Settings, plu...

How to import attendees in Greet using a CSV file, including before-you-import checks, the import modal steps, the required CSV columns, and how to fi...

Create an account level report to extract attendee agenda and session information, then run it for each event and export it as an Excel File.

Meeting Invites help article explains how attendees send meeting invites, how attendees accept, and how accepted or maybe responses make meetings appe...

The Additional Registrations section enables primary registration and additional registrations on a single order form, including form setup, transfer ...

Create a Registration page help content covering attendee Contact Information and Registration Information, including Attendee Type and Status, fee ru...

Fees can be added to Agenda Items, Attendee Types, and Sessions. The article explains how fee expiration works and how changing fee amounts affects re...

Field Day by Certain brings Express, Greet, and Signal Connect together on one plan so intent signals from registration and check-in reach your CRM an...

Video On Demand: Check-In, Reinvented: A Live Look at Greet with AMI. Certain and AMI show how automation and mobile tech eliminate long lines and syn...

Check-In, Reinvented: A Live Look at Greet with AMI covers badge scan to Salesforce in under 10 seconds, VIP alerts on Slack, and how check-in data re...

Field Day combines registration, check-in, badge printing, and data orchestration for smaller events, with Express, Greet, and Signal Connect plans fr...

Lead Retrieval - Feature Overview explains the Administrator/VIP portal process and the Lead Scanning Instructions for exhibitor attendees and adminis...

This page lists the profiles in the current account. It defines what a “Profile” is and explains how to add, find, import from Salesforce, and edit pr...

Room Sharing and Roommate Matching (RSRM) enables event tracking for two attendees sharing the same hotel room. It lists the plan and interface areas ...

Certain tracks changes to a person's profile on the History page. Profile History contains profile changes and emails sent outside events, and it supp...

Pending Roommates page content explains roommate pair states and table columns for Accommodation > Roommates, including Approve All and Decline All ac...

The Reports FAQ - All Registrations by Status Report explains how All Registrations By Status groups complete and incomplete registrations by registra...

The Certain meeting requests Help article explains the Meeting Requests List, the Filter options, and the Meeting Requests List View columns and Actio...

Configuration details for the Attendee Type section in the Attendee Form. Includes Section Header, Attendee Type Display Settings, Waitlist Options, a...

Instructions for configuring the Groups (Attendee Form) section, including Section Header and Field Display Options for group code or group lists, plu...

The standard summary report All Registrations By Status shows complete and incomplete registrations grouped by registration status, with two pie chart...

This Suppliers (List) page lists the suppliers in the current account. It defines suppliers, explains search, add/edit, delete/restore behavior, and t...

Profiles FAQ - Searching Profiles: planners can search for profiles they can access, using Standard Filters, Advanced Filters, and the % wildcard for ...

Check-In: Basic Configuration explains Certain Check-In Basic page settings, including Temporary Access Code, registration statuses after check-in, ch...

Check-In Insights page describing the Dashboard graphs for check-ins, including Filter options, Check-Ins Over Time, Check-Ins by Attendee Type, and Q...

Complete walkthrough for connecting an onsite badge printer to Greet, using dedicated PrintNode credentials, installing the PrintNode client, adding t...

Learn how to use Kiosk Mode in Greet for Event Check-In and Session Check-In with Exit PIN, printer selection, templates, QR scan, and offline cached ...

Instructions for creating a Badge Template, including Configure Badge Dimensions, Select a Layout Mode, and Customize the Badge Design in Greet.

Learn how to configure Printer Settings in Greet for badge and label printers, including connection methods, PrintNode printers, double-sided badges, ...

Devices and Printer Recommendations for using Certain Check-In, including AirPrint certified printers for Apple iOS, USB printing for Windows 10/11, a...

When an Event has more than 5,000 Registrations, Registrations do not appear under Registrations to Review - Potential Duplicates. Search for potentia...

Learn how the Giveaways feature in Greet ties prize drawings to event check-in. Create giveaways, add prizes, open for entries, draw winners, manage w...

Manage attendee records in Greet. Learn how to use the Attendees table, Status Filters, search, Print Badges, Import Attendees, Export, Select Printer...