Attendee Management

GraphQL Attendees Query for Touchpoint. Includes gatheringId and filters plus curl request examples and Attendee attributes such as createdAt, updated...

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

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

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...

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

Session Mass Actions (in Speaker and Session Management) explains Mass Actions for updating Sessions fields, including Publish to Attendee Types and S...

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

An event website is a collection of web pages that display event content for prospects or attendees. This page lists websites for the current event.

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...

Event FAQ help topic. Updated content includes a “How do I...” list covering basic event settings, attendee types, event status designations, agenda, ...

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

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

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,...

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

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

Attendee types identify attendee categories in an event. The page explains how to add, edit, delete, configure registration fees, cancellation fees, c...

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

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

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

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

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...

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

Attendee Types identify participant types in an Event. This page covers possible uses and step-by-step setup, including fees, capacity limits, and mod...

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

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

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.

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

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...

How to Configure Settings in Greet. Learn how to set Access, Attendee Statuses, Check-in Workflow, Notifications, Kiosk Branding, QR Code, Synced Ques...

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 ...

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

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

This article explains Printer Settings in Greet, including how administrators access Printer Settings, add a printer, and how PrintNode Printers appea...

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

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

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...

Instructions for managing Check-In badge printing quality on Windows devices, including Printing Differences and Positioning steps for Display Setting...

Guidance for selecting on-site badge printers for iOS, Android, and Network Issues, including AirPrint-certified printers and WiFi AP Isolation settin...

Learn how to print badges on Avery templates not available in the Certain Badge Layout Editor using Avery’s online tool, including the upload steps fo...

Introducing Greet: the check-in and badge intelligence layer that works with anything. It captures scan signals, delivers to Salesforce, HubSpot, Mark...

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...