If QC Process is implemented, create a secondary FINAL confirmation that would be sent once the registration record is approved.This would include their registration information and hotel instructions if applicable. Create HTML automatic email confirmation that will be sent to attendees automatically following registration.Test online processing prior to going live (Charges and refunds)Ĭreate confirmations, reminders and other email communications.Set up Merchant Account and Link to software for online cc processing Create process for handling of check payments if applicable.What payment types are accepted (check, credit card, etc.).Should specialty reg types be created for comps such as staff, press, VIPs or do you prefer to use codes.Are there discounts that require discount or access codes.What are the established fees (early bird vs late registration).Any documentation required for attendance that should be uploaded during the registration process such as visa letter or verification policy.Terms/conditions - Are there any specific policies such as photography or anything additional to the above that should be reviewed and acknowledged?.Cancellation policy/Refund policy - do you want them to review and acknowledge during registration?.Transportation Information if required for transfers or toursĭetermine registration policies and guidelines:. Hotel information (location, rates, call in number or booking link).Names, dates, times, description, speaker info.Branding for registration form and communications.Agenda items such as workshops, sessions, courses, events, meals, tours, etc.Required documentation to attend such as visa or student ID.Name, Title, Company, Address, Phone, Email etc.Registration categories/types (this can be based on package types, or a specific group of people).Select registration vendor (if outsourcing)ĭetermine if you will be doing Pre-Printed badges or Print-On-Demand Badging.ĭetermine if there will be scanning of sessions or RFID scanning or Lead Retrievalĭetermine what information you want to collect on your registration form and which questions/information is applicable based on registration types: Set up toll-free number to accept phone registration, determine fax-in number, email and mail-in address Payment gateway/merchant account information required if taking online paymentsĭetermine how registrations will be taken:.Do you need to collect any required documentation to attend event such as visas or student ids.Do you need to collect of hotel information or transportation.Pricing deadlines such as early bird vs.Terms/Conditions applicable to event/your organization.Registration categories/types & any special rules/events applicable to each category.Assess if there is a need for any platform integration(s).Determine who will champion the registration processĭetermine registration policies and guidelines
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