Knowledge Base

Beginner's Guide: Preparing your Registration Site

Frequently Asked Questions

#1 Checklist

The purpose of this article is to provide a series of steps in the process of preparing your registration site. This article is useful for beginners, but also to those who may need a refresher.

Each of the below steps correspond to one or more detailed articles within the Attendee Module itself.

TIP: Print this list off and check off the items as you follow the steps.

  1. Determine the fields for your Registration Form - View FAQ
    • What will be your main registration field?
    • How many different registration types and rates do you have?
    • Which registration fields are required?
    • Do you want to combine/separate registration items into different menus/screen?
      • e.g. Social Tickets, Guest Registration, Add-on purchases?
    • Do you have conditional Display If type fields?
    • Is there a maximum limit of how many times a registration item may be selected?
  2. Create your Registration Form - View FAQ
  3. Determine what, if any discounts and types of discounts you want to make available - View FAQs
  4. Create your Discount codes - View FAQs
  5. Determine which online payment provider you want to use, obtain your online payment provider setup information and update your Payment Settings to link to your payment provider - View FAQs
  6. Determine if a single tax rate is applicable to your Registration and setup your Tax Settings
  7. Determine what contact profile fields are relevant for your registrants - View FAQ
  8. Test your Registration Form - View FAQ
  9. Open your Registration site - View FAQ

X-CD Technologies (pronounced "Exceed"!) has been supporting the association and conference industry since 1995. All of our software modules are proprietary and developed in-house which gives us the flexibility to make customized changes to meet all of our clients unique needs.

We have offices in both San Francisco and Toronto and a network of conference management organizations and suppliers worldwide that can help and serve your needs wherever your next conference venue is located.

Our clients include both small and large associations and conferences and events range from as small as 100 to 5,000 attendees. Our client base includes universities, corporations, associations, private companies, conference management groups and government.

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