Event Registration and Check-in

Guide to managing education credits, credit types and certificates for sessions.

Documentation on creating and using Attendee Types for event management, including setup, uses, and configuration options.

Guidance on creating registrations from existing data via external files or profile-based methods.

Details about managing profiles and their relation to registrations in the Certain Help Center.

A PDF guide in the Certain Help Center that explains how to build dynamic email templates using Content Blocks and Display Rules, driven by registrati...

Help article describing Pending Roommates in the event planning platform.

Instructions to import attendees' accommodation reservations via Excel or CSV into an event.

Guide to importing accommodation blocks via CSV into events, including preparing files, mapping fields, and post-import steps.

Documentation on setting up hotels for events, including hotel details and venue information.

Overview of the Meeting Requests List page with filters, columns, and actions.

Guide to managing attendee room reservations, sharing, confirmations, and room guarantees.

Mass actions enable bulk updates to registrations; the article explains updating a group of registrations and contrasts with editing each record indiv...

Guide to matching unmatched roommates for room reservations in Certain's Help Center.

Help article describing the Matched Roommates feature in the Certain platform, listing matched roommate pairs and related behaviors.

FAQ page listing questions about managing registrations in the Certain Help Center.

Step-by-step instructions to import and update accommodation details for registrations in the Certain platform.

Instructions to search registrations across events and accounts, including criteria, operators, wildcards, paging, and navigation.

Instructions to link a Certain form from an external website by copying the form URL from the plan form preview.

Guidance on configuring Section Header fields for form sections, including Text Above Header, Header Text, and Text Below Header.

Instructions and details for creating and managing accommodation blocks for events, including prerequisites, block information, utilization reports, a...

Instructions for adding and configuring Custom HTML sections within a registration form.

Documentation for adding an Event Waitlist form section and configuring its text, header, and behavior.

Documentation for adding accommodations in the Attendee Form, including setup, entry, selection, and customization options.

Instructions to configure the confirmation page for an attendee registration form, including email confirmations, itinerary, calendar additions, and s...

Instructions for the Verify/Edit Info page of the attendee form, including features, labels, and section headings.

Instructions and options for using the Questions section in a registration form, including prerequisites, sections, verify and confirm, and backward c...

Documentation on configuring and displaying Attendee Types in the Attendee Form for event registrations.

The registration page contains attendee contact information and basic registration details, including Attendee Type and Status.

Guide to creating and configuring a new registration form within a Certain event.

Overview of the Forms List feature in the Certain Help Center, including how to use the list, configure form sections, and common tasks.

Overview of managing scheduled agenda items, including types, grouping by groups/locations/tracks, and actions like add, edit, delete, search, and imp...

Guide to attendee types, their configuration, and related fees in an event.

Help page detailing how to edit or add supplier information, including required fields and related hotel and venue details.

Guides detailing Check-In configuration and Quickstart, plus printer and device recommendations.

Instructions to configure VIP alerts in Certain Check-In, including basic configuration, triggers, organizations, attendee types, attendees, and conta...

Guidance for using the VIP alert creation wizard in Certain Check-In, including steps to configure alert name, date range, organizations, attendee typ...

Overview of subtotals in reports, including display formats, per-group counts, grand totals, and how to enable and configure subtotals.

Email template sent to new registrations for digital events; defaults created when the Digital Events module is enabled; editable; includes best pract...

A summary of the numbers of attendees registered for each instance of the event's sessions.

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

Overview of the Registration Dashboard in the Event Dashboard, including access, header details, actions, and charts/tables.

Guidance to create or edit a profile, including required fields, contact data, addresses, and notes.

Documentation for creating and editing account-level custom reports, including visibility, report types, and changes-tracking.

Configuration options for branding and settings of the Certain Check-In app, including account logo, header/footer background, and event list display.

Certain's enterprise-grade event management platform orchestrates attendee journeys, AI-powered personalization, and data-driven insights to drive ROI...

Overview of how to create and manage image maps and street maps in Touchpoint, including adding maps, pins, and locations.

Overview of exhibitor feature options including check-ins, related links, videos, comments, favorites, attendees, and lead capture in the Touchpoint a...

Attendance Tracking enables scanned check-ins for sessions by matching QR codes to Lead Codes, with authorized users, badge printing guidance, and att...

Details on agenda feature settings and management in Touchpoint.

Instructions to manage attendees in the CMS, including adding attendees, setting passwords, checking messages, and managing credits, check-ins, badges...

Instructions for scheduling sessions using the Session Scheduler, including location-based and location-free scheduling, automatic publishing, and mas...

Instructions to add existing Profiles to a new Event either by importing Registrations or by inviting Profiles.

How Certain uses the ISO Country list to determine which countries are available in the Country drop-down and how to enable the Country field in regis...

Guide to creating and managing custom registration statuses in Certain's event planning platform.

Overview of the Accommodation Module in Certain, including enabling, workflow, hotels, room types, blocks, sub-blocks, forms, roommates, and registrat...

Guide on locating potential duplicate registrations when an event has many registrations, including using Excel for large data sets.

Instructions to locate and modify a registration in Certain.

Step-by-step troubleshooting for payment processing on complete registrations in Certain's form-based payments.

Instructions to set up cancellation fees, cancel registrations and agenda items, and process refunds.

Steps to auto-assign a Speaker Attendee Type to speakers via form logic in Plan.

Instructions for manual waitlisting: identify waitlisted attendees, set Reg status, configure rules, and notify waitlisted attendees via custom HTML.

Guide to enabling the Forgot Password reset link for Registration Forms on the Certain platform.

Guide to creating and configuring custom registration questions for events, including question types and display options.

Overview of how registrations and profiles are created and managed for events in Certain.

Overview of online registration forms and their sections for event registration.

Instructions for creating and using online registration forms, including form sections and setup details.

Comprehensive guide to setting up an event in Certain, including event details, attendee types, agenda items, and display settings.

The All Registrations By Status report shows complete and incomplete registrations grouped by registration status for an event.

Overview of the Event Program Analysis dashboard within Certain's Event Intelligence, detailing how it tracks registrations, attendees, and cost metri...

Guide to using the Performance Dashboard for a single event in Event Intelligence, including totals, demographics, and session data.

High-level Key Metrics dashboard for event performance across registrations, attendance, engagement, and ROI.

Instructions for importing and updating Registrations using key fields such as Profile Unique ID, External ID, and Username.

Instructions to create or link a Registration Profile for an existing Speaker in an Event, using a Form or not using a Form.

Instructions for deleting and restoring test registrations in an Event, including single registrations and multiple registrations.

Guide on adding Custom Profile and Registration questions to a form using Registrant Details, Question Sections, and Logic Rules.

Cancellation fees are not assigned for incomplete registrations; guidance to ensure fees apply by marking Complete and reviewing Attendee Type.

Guidance on managing partial payments for additional registrations, including marking registrations complete and handling separate payment and registr...

Instructions to mass download attendee profile images by creating a Registrations report and adding a custom column for image file paths.

Step-by-step guide to creating a Registration Changes Report in the Certain platform, including setup, locking, wizard steps, and export formats.

Release notes for 2025 Fall Release #1 (8.3.37), including bug fixes for Agenda Display Options, Registration search, and Session Import.

Release notes for Summer 2025 Release #4 (8.3.34) covering fixes across Agenda Sections, Country List, Email, Forms, Locations, Session Blocks, Speake...

Release notes for 2025 Spring Release #1 (8.3.24) covering enhancements, bugs, and new features for Admin-Side Save Buttons, Display Rules, and Hotels...

Post-event tasks including closing registrations, refunds, and reporting for the Certain event platform.

Instructions to publish an event for live registrations, including updating status, opening registration forms, and preparing for live use.

Guidance for planning and creating registration reports for events in the Certain platform.

Checklist to get ready for registrants before accepting online registrations.

Step 6 explains how to create marketing elements for an event, including links, website integration, and email templates.

Step-by-step guidance to fill in basic details for an event in the Certain platform.

Instructions to enable automated waitlist processing for session registrations in Certain 8.0.

Summer Release 8.3.8 introduces an Inline Addl Registrations feature to capture multiple attendees on a single form page with up to 200 additional reg...

Step-by-step instructions for creating and customizing registration forms in the Certain platform.

Explanation of Room Sharing and Roommate Matching (RSRM) and where to enable and configure the feature in the Certain platform.

Instructions to enable and use the waitlist option for full agenda items in agenda forms.

Instructions for emailing a group of event registrations using templates in Certain.

Configure VIP alerts for Certain Check-In, including alert name, active dates, triggers, attendees, and contacts.

Instructions to configure profile fields shown in the Certain Check-In app.

Configuration page for the Check-In Basic settings, including Temporary Access Code, Guest List options, and related features.

Instructions to enable session check-in and manage walk-in attendance for sessions in Certain Check-In.

Overview of how to use custom questions to collect event-specific registration data in Certain, including definitions, types, headers, and profile que...

Warning about using Sel? and Web? options for Agenda Item Questions and how these options can remove agenda items from registrations.

Guide to configuring and using Flights and Flight Packages within the Travel Packages sub-module of the Travel Module in Certain.

Overview of recurring sessions, delayed creation, fees, conflict checks, check-in, and edits.

A concise guide listing ten key features to evaluate in an event management platform.

A practical guide for marketers on using attendee data to personalize engagement and drive measurable event outcomes.

A six-section guide detailing practical ideas to boost engagement with mobile event apps through personalization, gamification, agenda management, cro...

An ebook outlining how to blend in-person and digital event experiences into a hybrid strategy.

Certain’s integration with Stripe enables fast, familiar payments for registration, paid sessions, and add-ons, backed by Stripe’s secure global infra...

Capture Technologies delivers efficient on-site event solutions, specializing in badge printing, registration, and attendee management, with access co...

Definition of hybrid event management software and how it enables in-person and virtual participation.

FAQ page answering what a hybrid event is.

Definition and overview of event intelligence software, including its purpose and capabilities across events.

Demonstration of the Touchpoint mobile event app by Certain, showing attendee engagement before, during, and after events.

Certain helps run engaging events, personalize attendee experiences, and turn engagement into buying signals to accelerate buyer journeys and deliver ...