Registration and Payments

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.

Legacy feature enabling custom questions to be assigned to agenda items to support event policies such as ticketing.

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...

A brief PDF guide describing how to set up Promo Codes for use in an event.

Help article describing Pending Roommates in the event planning platform.

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.

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.

An illustrated PDF guide to setting up and using Registration Groups in an event, including how to enable the Registration Groups sub-module and acces...

Information about the Group Reports page in the Certain platform, including Group Summary Report, filtering, columns, and export options.

Learn how to assign a group to selected registrations in Certain's Help Center, including filtering and group selection.

Custom Fields for groups enable storing extra information about each group via the Groups > Group List page for the same event.

Guide to creating and managing registrant groups for events, including assigning attendees and configuring related options.

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

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.

Documentation of online and offline payment options, security settings, tax codes, and related financial configurations for events in Certain.

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.

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.

Guidance for configuring e-commerce accounts, processors, currencies, and payment options in Certain.

Details on Custom Event Data in Certain: access, usage, questions, and management per account.

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

Guide to using the Registration Groups sub-module in Certain, including setup, usage, and reporting.

Guide on creating and applying percentage-based discounts to event registrations, including promo codes and logic-based discounts.

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.

Troubleshooting steps for changing an event's E-Commerce account in Certain, including currency lock and restoring deleted accounts.

Guidelines for handling chargebacks, adjustments, test payments, and refunds within payments and transactions.

Overview of common Cybersource payment errors and steps to resolve them.

Information for administrators on how e-commerce works and how to configure within Certain.

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.

FAQ about collecting multi-event data for Consolidation Reports and using custom questions in Certain.

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

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

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

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.

Overview of account-level profile data, default fields, and how to manage custom questions and mappings in Certain Platform.

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

Guidance on Pay.gov Response 4054 data validation errors and fixes.

Information about ACH refunds when using Certain Platform and instructions for processing refunds outside the platform.

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

Instructions for using an agenda item and a logic rule to apply discounts on a registration form.

Explains how fees expire and how to change fee amounts in Certain, with examples and screenshots.

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 #4 (8.3.40), including enhancements, bugs, tool tips, and user updates.

Fall 2025 release notes for version 8.3.38, detailing bug fixes across Content Blocks, Forms, Attendee Types, Payment Processing, and Reporting.

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 the 2025 Summer Release #3 (8.3.33.1), detailing enhancements, On-Demand Badges, and bug fixes.

Release notes for the 2025 Summer Release #1 (8.3.31) in the Certain Help Center.

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.

Instructions for adding optional options to an event in Certain, including Agenda, Accommodation, Payments, Logic, Additional Registrations, Entry, an...

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.

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.

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

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

Group List enables managing registrant groups for events, including adding, editing, importing, and assigning attendees, with optional agenda items, s...

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.

Guide to using the Registration Groups as Promo Codes 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 six-section guide detailing practical ideas to boost engagement with mobile event apps through personalization, gamification, agenda management, cro...

Certain’s integration with Stripe enables fast, familiar payments for event registrations, sessions, and add-ons with secure, global infrastructure.

Training resources to maximize event success on the Certain platform, including Certain University and Training Webinars.

Certain announces expanded Stripe payments integration to support 100+ methods, global payments, and real-time analytics.

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...

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