Payments & Session Catalog

Guidance on scheduling sessions and publishing them using the session scheduler and mass actions.

Instructions for configuring online and offline payment options for an event, including selecting a processing account, processing options, and transa...

Documentation for managing conference catalogs, including Catalog List, syncing sessions and speakers, and adding catalogs.

Guide to set up and edit a Session Catalog using the Session Catalog Designer in events with Speaker and Session Management.

Information about tiers for reviews in the Speaker and Session Management module.

Instructions for managing session reviews in the Certain Speaker Portal, including acceptance, rejection, review routing, and filtering.

A summary of all payments and refunds for all events in the current account, grouped by payment type and date processed.

A summary of all payments and refunds for all events in the current account and its sub-accounts, grouped by payment type and date processed.

Step 7 provides a readiness checklist for online registrations.

Step 4 covers adding options to an event registration form, including agenda items, accommodations, payments, and logic settings.

Release notes for Certain platform version 7.1.3 including enhancements and bug fixes.

Release notes for Certain 7.1.2 covering enhancements and bug fixes across payment processors, digital events, form sessions, API, email, event lists,...

Release notes for Certain platform version 7.0.5 detailing enhancements and bug fixes.

Release notes for Certain 7.0.4 including enhancements and bug fixes.

Release notes for Certain 7.0.3 covering enhancements to attendee type inventories, session catalog improvements, and bug fixes.

Release notes for Certain 7.0.1 detailing enhancements and bug fixes.

Overview of Certain 7.0 release notes including accessibility updates, Digital Events enhancements, webinars integration, speaker management, data obj...

Overview of attendee financials including transactions, payments, refunds, invoices, and general ledger setup.

Guide to managing attendee sessions within Speaker and Session Management, including assigning sessions, statuses, and filtering.

Instructions to update full capacity or inventory messages for sessions and agenda items in the Certain Help Center.

Outline of setting up digital events in Certain, including prerequisites and steps for Zoom, ON24, and Certain Platform.

Instructions for editing a form in the Certain platform, including left navigation functions and split-screen preview tips.

Guidance on configuring and using Session Sections, Session Templates, and Speaker templates within Attendee Forms on the Certain platform.

Configuration guide for email notifications when event capacity thresholds are reached.

Guide for adding and editing conference sessions in Speaker and Session Management, including session details, scheduling, webinars, and additional de...

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

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

Help Center article detailing how to view, filter, and manage sessions and session instances in Speaker and Session Management, including types, level...

Documentation for configuring e-commerce accounts in the Certain platform, including processor options and account settings.

Instructions for managing tags in the Certain platform, including adding, listing, importing, and exporting tags for accounts and sub-accounts.

Details of the 2025 Summer Release #3 (8.3.33.1), including Stripe Standard Connect enhancements, On-Demand Badges, and bug fixes.

Article describing how to tag attendee statuses and sessions for attendees in Touchpoint.

Overview of speakers and sessions from Platform to Touchpoint, with related articles and feedback.

Guide to applying percentage discounts to event registrations via promo codes or logic-based rules.

Documentation on creating and managing custom registration statuses for attendees.

Instructions to troubleshoot when payments saved on a form are not processed during complete registrations.

Tips on chargebacks, adjustments, test payments, and refunds for payments and transactions.

Overview of common Cybersource payment errors and how to resolve them for e-commerce accounts.

Step-by-step iOS quickstart for the Certain Check-In app, including prerequisites and how to use the guest list, check-ins, and sessions.

Overview of the Single Event View in Event Intelligence, including charts and metrics for single-event analysis.

Instructions for assigning speakers at the session level or per-instance level, including master speakers and per-instance speakers.

Instructions for filtering and displaying sessions in the Session Catalog, including Highlighted, Promoted, and General sessions and default filter op...

Overview of three display styles for session catalogs: Magazine, Promoted, and General; guidance on where to configure and how to highlight sessions.

Guidance on creating multiple catalogs for a single event, syncing data, and configuring catalogs in the Certain platform.

Documentation on login options, My Sessions, and session catalog layout for registrant experiences.

General tips and best practices for Session Catalog, including themes and branding considerations.

FAQ about Session Advisor AI, its workflow, integration, and data privacy within the Session Catalog.

Documentation for creating, editing, and managing the Advanced Template in Certain's Help Center.

Instructions for issuing and processing partial refunds in the Certain platform

Details about how event fees expire and how to change fee amounts on items and registrations in Certain.

Guidance on sharing webcast join details via email templates and linking to the Session Catalog for Digital Events.

Instructions for assigning master and specific speakers to sessions and their instances in the Certain platform.

When adding Speakers to a Session with Instances, an Alert will display to give the option of including that Speaker to associated instances.

Instructions to enable and configure session check-ins for the Certain Check-In app, including walk-in permissions and capacity limits.