Knowledge Base

Beginner's Guide: Preparing your Exhibitor 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 Exhibitor 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 Exhibitor Module itself.

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

  1. Determine the fields for your Exhibitor Registration Form
    • How many different registration types and rates do you have?
    • Which fields are required?
    • Do you want to combine/separate registration items into different menus/screen?
      • e.g. Advertising Opportunities, 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 Exhibitor Registration Form - View FAQ
  3. Determine what, if any Registration discounts and types of Registration discounts you want to make available
  4. Create your Exhibitor Registration Discount codes - View FAQ
  5. If you are using the Booth Management feature: - View FAQs
    • Define your Booth pricing and booth sizes
    • Determine if your Booth related discounts
    • Create Booth Discounts
    • Provide your Booth floor plan to X-CD for implementation
  6. 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 FAQ
  7. Determine if a single tax rate is applicable to your Registration and setup your Tax Settings
  8. Test your Exhibitor Registration Form
  9. Open your Exhibitor 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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