Help Center

Instructions to send emails from the Certain Platform to a single registrant or a group.

Overview of the All Registrations By Status report, including status classifications and comparisons with Completed Registrations by Attendee Type.

Overview of administrative sections including Account, Sub-Accounts, Users, Display, and Account Usage in Certain's Admin Center.

Guide to configuring the Reviewer Portal for reviewing sessions, including Session Details and Review Details fields.

Guidance for enabling and configuring the Reviewer Portal in events using the Certain Help Center.

Instructions for managing account-wide Room Types used in Accommodation Blocks.

Instructions for the Events Calendar Web Page: how it displays active events and how to filter by Live status or by a report.

Overview of the Event Details Page in the Certain Help Center, including access path and dynamic data fields for event information.

A generic Home page to place static content for display on the public side of the website.

Frequently asked questions about profiles in the Certain Help Center.

Instructions for locating and copying an event in Certain's Help Center.

Steps to delete an event or program from an account or organization, including locating the event, adjusting pagination, and deletion with a note abou...

Overview of the Meeting Requests Home page in the Certain Help Center, detailing list view, filters, and actions.

Instructions to invite or register profiles for an event in the Certain Help Center.

Instructions for customizing the registration assistance message shown to attendees in the Certain Help Center.

Message labels and default values for required fields in the Certain Help Center forms.

Help center article describing Meeting Requests for Websites, including page content, labels, and viewing options.

Frequently asked questions for managing an event in the Certain Help Center.

Overview of the standard header shown on admin-side Registration pages and navigation to Financials and handling multiple registrations.

Overview and quick-start topics for using Certain Platform to manage events.

Warning about using Sel? and Web? options for Agenda Item Questions and their impact on registrations.

FAQ covering how to create, find, edit, import, and manage registrations within the Certain platform.

Background and steps for assigning roles to events in Certain's Help Center.

Instructions to mark an event as a favorite from the Event's Dashboard by clicking the star icon; the event appears in global navigation for quick acc...

Explanation of how multi-page data-list pages function in Certain, including pagination, filtering, and remembering user preferences.

Definition and behavior of Username (PIN) fields in the Certain platform.

Overview of access to the Certain Support Site and the available support channels.

Overview of the global navigation icons in Certain Help Center, including the Support bot, Recent Items, Favorites, and Page Help.

Instructions for searching for Websites across events and accounts in the Certain Help Center.

Guide to searching for profiles across accounts using fields, operators, text, and pagination in the Certain Help Center.

Guide to using the Search feature across Registrations, Profiles, Events, Forms, and Websites.

A generic page for static content displayed on the public side of the website.

Instructions for reviewers using the Event List in Certain, including access, sorting, and event column details.

Help article describing how Reports-Only users access and use the Event List, roles, users, reports, and filtering within Certain.

Documentation describing Travel Entry, Travel Requests, traveler information, flight options, and transportation preferences for the Attendee form.

Configuration details for the Forgot Password workflow in the Certain Help Center.

A brief PDF guide to the cookies added to registrants' browsers by forms and webpages created with Certain; highlights essential cookies for admin-sid...

Documentation for creating and editing custom Suppliers reports in the Certain platform, including page sections and controls.

Page describing how to edit or add supplier details, including standard fields, hotel information, and venue information.

Email template automatically sent to new digital event registrants; editable when the Digital Events module is enabled.

A help-center article that directs users to the PDF guide explaining the process of scheduling emails in Certain.

An illustrated PDF guide describing how to manage Sessions and Speakers in an event.

Concise overview of the Speaker and Session Management module provided as a PDF, with access instructions and links to related articles.

Instructions to select, reorder, and customize data columns for profile reports in the Certain platform.

Overview of the Profile details page in the Certain Help Center, including profile basics and related sections.

Release notes for 2025 Summer Release #5 (8.3.35) including fixes for Forms>Inline Additional Registrations, Attendee Types to Display, and updates to...

Release notes for the 2025 Spring Release #6 (8.3.29), detailing enhancements and bug fixes.

Help Center article describing account information, required fields, and how to update account details.

Help article detailing access and sub-modules for Privacy Compliance in Certain.

Settings to configure branding and behavior for the Certain Check-In app.

Instructions to enable Attendee-to-Attendee Messaging in Touchpoint.

Instructions for adding display logic to Speaker Portal pages in the Certain Help Center.

Error message and steps to resolve when a mass action is currently running in another active request.

Instructions for administrators to deactivate a user from a Certain account, including limits and steps to remove a user.

This article explains how to use agenda items and logic rules to apply discounts to registrations in the Certain platform.

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