Knowledge Base

Attendee Settings


Frequently Asked Questions

#1 How to Open / Close my Registration Site?

  1. Click Dashboard
  2. Click Attendee Module
  3. In the System Status section of the window, click System Open toggle button
    NOTE: Green = Open toggle button / Red = Closed toggle button.

Any one trying to access the registration link will no longer be able to register for your event.

As an administrator, you may still manually register individuals by using the ‘Add Attendee’ left side menu option.


#2 How to Restrict Access to Admin Only?

  1. Click Dashboard
  2. Click Attendee module
  3. Click Settings button
  4. In the Module Settings screen, set the 'Site Open to Admins Only' = Yes
    • NOTE: Only individuals with administrative access will be able to access the module.
  5. Scroll down, click Update Settings button to save changes

#3 Where is the link to our registration site?

  1. Click Dashboard
  2. Click Attendee Module
  3. Locate the Front End Landing URL
    • This is the link to your registration page for end users. Post this link to the website or send it in an email message.


#4 How to change my Invoice Header / Footer / Email confirmations?

  1. Click Dashboard
  2. Click Attendee Module
  3. Click Settings button
  4. Click Settings in horizontal menu
  5. Select Payment Settings
  6. Scroll down to Invoice Statement Header/Footer/Confirmation Email text and make revisions.
    TIP: Customize the text, images, and formatting of the invoice header and footer. 
  7. Scroll down and Click Update Payment Settings button

#5 Is it possible to download a list of all Discount Codes?

At this time, it is not possible to download a list of all of your discount codes.

You may take screen shot of the discount code window or from your browser, select Print while you are in the screen.


#6 How to setup a free conference registration system?

Your form is basically the same as a normal registration - Add fields that you want to collect. None of the fields will be a financial field.

But you will need to mark one of your radio fields as the Main Registration Field (or create a single check box type field)

To do this, first consider your form.

You must have a required radio button field. A radio button (or check box) is a mutually exclusive question - i.e. the user can answer one of the options.

You may already have this type of question on your form - e.g. "Type of Registration". If you do not have one, please create a new field.

When editing this field, check this option to Yes.

When you have a "Main Registration Field" = "Yes" - and the user has filled in this field on the front-end - when they get to the normal 'Checkout' page - the system will automatically display a 'Complete Your Registration' button instead of the more typical payment options.


#7 How to I add a link to our hotel room block?

  1. Click Dashboard
  2. Click your Attendee Module
  3. Click Settings button
  4. Click Settings in horizontal menu
  5. Select Payment Settings
  6. Scroll down to Hotel Link field and enter the url to your hotel group booking site


#8 How to set what contact fields are applicable to the attendee registration contact profile?

  1. Click Dashboard
  2. Click Attendee Module
  3. Click Settings
  4. Click Contact Profile in horizontal menu
  5. Set the Display Field
    • Yes = Shows the field on the attendee contact profile when accessing the registration
    • No = means the field will not appear on the attendee contact profile when accessing the registration
  6. Set the Required Field
    • Yes = Field is mandatory and must be completed
    • No = Field is optional
  7. If applicable, click Horizontal format the display of up to 3 fields in a row
    • Start Row = indicates this field will appear as the first field of the row
    • End Row = indicates this field will appear as the last field of the row
  8. Click Save Changes button for EACH corresponding field that has been updated to save changes
    • Note: Only click the Save Changes button for the fields where the attributes have been changed. If no changes are made to a field, it is not necessary to click Save Changes button for that specific field.


#9 How to unhide the Public Link?

Your site may be open, but the public link is hidden for testing purposes.

When ready to open registration, follow the below steps to unhide the public link.

  1. Click Dashboard
  2. Click Attendee Module
  3. Click Settings button
  4. For the Hide Public Link field, click No
  5. Scroll down, click Update Event button to save changes


#10 How to add text to the Attendee login screen?

  1. Click Dashboard
  2. Click Attendee Module
  3. Click Settings button
  4. In the Module Description field, enter content to appear on the login screen, if applicable
  5. Click Update Setting button to apply changes.

#11 How to setup an admin email notification when a registration has been paid

  1. Click Dashboard
  2. Click Attendee Module
  3. Click Settings button
  4. Click Settings in horizontal menu
  5. Select Payment Settings
  6. Scroll down to Admin Payment Notification field, click Yes
  7. In Payment Notice Email(s) field, enter the email address(es)
    • Tip: to add more than one email address, separate emails by ;
    • e.g. name1@email.com;name2@email2.com


#12 How to change the reply to name that appears on system generated emails from the attendee module?

  1. Click Dashboard
  2. Click Attendee module
  3. Click Settings
  4. In the Module Short Name field, update this text
  5. Scroll down, click Update Settings button to save your changes.

#13 How to block an attendee from changing their registration post-registration?

  1. Click Dashboard
  2. Click Attendee Module
  3. Click Settings button
  4. Click Settings in horizontal menu
  5. Select Payment Settings
  6. Set Restrict Access After Payment field to:
    • Fully Block Changes: User may not re-enter the shopping cart and must contact admin.
    • Allow Limited Changes: Certain screens (i.e. Registration Menus) may be accessible as per the settings set on the Registration menu. For example, if you have event tickets on a separate menu screen and want to prevent those from being removed from the registration, edit the Registration menu, set Hide if Complete = Yes and set Restrict Access After Payment in the payment settings = Allow Limited Changes.
      • NOTE: Fully Block Changes or Allow Limited Changes will force a user to the 'View Registration' page first.
    • No Blocking: User may re-enter the shopping cart and modify anything.
  7. Scroll down and Click Update Payment Settings button

#14 How to change the Attendee Registration module email address?

  1. Click Dashboard
  2. Click Attendee module
  3. Click Settings
    • NOTE: if the Settings button does not appear, this mean the module has not been not fully setup yet
      • Click Menu Setup
      • Click Settings in horizontal menu
      • Select Module Settings
  4. Update the Contact Email field
  5. Scroll down, click Update Event button to save changes
Overview

From your attendee module dashboard, if you click on the  button, you will be able to edit many of your attendee module settings, including:

Overall Conference Settings - Event name, template theme, start/end date, conference website, event description).

Attendee Module Settings - (primary contact info, event name, site status, start/end dates, start page link text etc).

Registration Menu - These are the menu tabs or pages of your registration form. 

Registration Fields - This is where you can edit, add or delete fields on your registration form. 

Payment Settings - Hotel link, billing information, invoice information, check or P/O information, payment screen text, invoice statement header, invoice statement footer and all payment/payment processor settings. 

Manage Discounts - Create, edit, delete and manage your registration discounts and codes.

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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