Event Registration – Sched

This is a guide for using Sched to collect registrations / sign ups for your event.


Registration & Event Privacy Settings #

Set the privacy of your event to allow attendees to register for your event directly on Sched:

  1. Go to Settings > General in your event Control Panel
  2. Select Edit in the Privacy section
  3. Select Public event with open signup
  4. Click Save

Attendee Registration Form #

Enable and customize an attendee registration form to collect additional info from your attendees.

Setup #

  1. Go to the Registration tab in your event’s Control Panel
  2. Under the Registration Form section, enter an Intro Message (optional)
  3. Enter a Confirmation Message (optional)
  4. Click the Save Messages button
  5. Add + New Field (optional)
    • Enter a Field Caption
    • Enter a Field Description
    • Click Add Field button
  6. Use ▲▼ arrows to modify the order of fields (optional)
  7. De-select Required Field if you do not want a field to be mandatory (optional)
  8. Click Save Fields
  9. Toggle ON Enable attendee registration form

Reporting #

Access the registration form data for an individual attendee:

  1. Go to the Attendees section in your event Control Panel
  2. Find the Attendee
  3. Click on their Name
  4. Go to the Registration tab

Access the registration form data for all attendees:

  1. Go to your Settings > Attendees in your event Control Panel
  2. Click on the Cloud Icon to access Exports 
  3. Download the Registrations file

Things To Keep In Mind #

  • The First Name, Last Name and Email fields on the Attendee Registration Form are mandatory. It is not possible to remove these.
  • Information provided on the Attendee Registration Form is viewable to Admins only. It will not display on Attendee Profiles.

 


Adding a Ticket #

Attendees can add unlimited sessions of any kind if no tickets are created and no ticket rules are set up. If you have groups or segments of attendees that have access to days or activity types, set up tickets and create ticket rules to limit what attendees can add to their personal schedules.

To add your event tickets
1. Go to Control Panel > Registration
2. Toggle on the ‘Enable Registration‘ button under the Registration Form tab
3. Click Tickets and choose Sched (as your ticketing platform) then click on the “+” button to add your first ticket
4. Click ” add ticket


Customize Your Ticket #

Once you have set your ticket types, you can now customize each ticket.
1. Click on the added ticket that you’d like to customize.
2. Ticket Name and Description  Enter your preferred ticket name and add your ticket description.
3. Ticket Key – If you want to assign a specific ticket to an attendee using the attendee spreadsheet, you can use a unique ticket key per ticket which you can later input in the ‘Ticket‘ column in your attendee spreadsheet.
4. Start/Stop Sales – Set the start and end date for the ticket selling.
5. Quantity – Set the number of tickets that you want to sell.
Note: If you don’t set a number of tickets available, that will automatically mean that it is unlimited.
6. Price – You can set the price for the ticket, but when the field is blank, it means your ticket is for FREE.
Important: You’ll need to connect to your Stripe account before you can set the ticket prices and start selling them!
7. Click on the ‘Save Ticket‘ button.

Note: Video shows ticket type that was set to unlimited and free and one ticket type that is paid and has limited slots. This will also show how the ticket type will appear on the attendee’s end.


Ticket Warnings #

Ticket warnings are shown when an attendee doesn’t have permission to add a session due to ticket rules. You may customize your own ticket warnings or use the default warnings we have in this feature.

Set Your Ticket Wanings
1. Go to Control Panel Registration
2. Click Tickets > “” button on the upper right part
3. Customize Ticket warning
4. Click Save


Types Of Ticket Warnings #

There are two possible messages that show, depending on if they hit the set ticket limit or if they don’t have a ticket at all.

1. Ticket Warning: Count Exceeded
If an attendee has used up their session allotment.

Sample pop-up message:
You’ve reached the limit for this activity type.
Please unschedule an existing activity if you’d like to add this one.

2. Ticket Warning: No Ticket
If an attendee doesn’t have the correct ticket.

Sample pop-up message:
Adding this requires a ticket.
Contact the event organizer for ticket details
and try adding this again after you obtain one.


Set Up Ticket Rules #

Attendees can add unlimited sessions if no ticket rules are set. You can set ticket rules to limit ticket holders from what sessions they are allowed to access. They could be limited to by days, activity types, or by the number of sessions. Add rules for all ticket types, if you add them for one.

You can limit rules by DayTypeNumber of Sessions, and Number of Sessions For Selected Days and you can also add multiple rules under one ticket.

Scenario: The event organizer wants the General Admission ticket holders to only be allowed to pick 2 sessions across October 5, 2022, under Keynote and Workshop session types only.

*See where to set rules, and the ticket rule settings for this scenario in this video.


Ticket Holder/Ticket Sold Section #

To view the list of ticket holders per ticket, you may go to the Ticket Holder section under the Registration tab. And in the same section, you can also view the total number of tickets sold per ticket.


You can also send messages to all the ticket holders through the mail icon here:

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Collect Payments #

Collect payment from attendees when they register for your event. To use this feature first create an account with Stripe (or use an existing account) and then connect this with your Sched event. Stripe is a world-leading payment processing platform that processes payments on your behalf. Sched is integrated with Stripe to allow your attendees to quickly and seamlessly pay your event registration fee.

Note: Connecting to Stripe for payments is only available in Essentials, Plus, and Premium plans.


Stripe Setup #

If you DO NOT have an existing Stripe account:
  1. Go to Stripe’s Getting started support guide
  2. Follow the steps outlined under Setting up your account
  3. If you need any help with this process you can Contact Stripe Support
  4. Once your Stripe account has been approved then continue onto Sched Setup below.

Sched Setup #

  1. Go to the Registration tab in your event’s Control Panel
  2. In the Payments tab Click on Connect with Stripe (Note: If you see a ‘Please enable Ticket API to continue’ message, contact our Support Team to have this enabled.)
  3. Login to your Stripe Account
  4. In Sched, confirm you have a Stripe Connection Status: Active message displayed once successfully connected.

Image 1

This is when you’re Stripe account has been successfully connected:

Image 2


Managing Payments #

Most of the common tasks related to collecting payments can be managed via your Stripe account. This includes pay-outsdeclined paymentsreceipts, and refunds.
  1. Go to stripe.com/login and sign into your account
  2. Search support.stripe.com if you need help

Things To Keep In Mind #

  • Collecting payments is currently only available for organizers with a Stripe account in the United States. 
  • Additional fees will apply when collecting payments:
    • Sched service fee:
      • $1.9% + $0.99 per ticket
      • Added to the ticket cost and charged to attendees
    • Stripe transaction fees:
      • 2.9% + $0.30 per transaction
      • +1% for international cards (non-U.S.)
      • +1% if currency conversion is required (to USD)
      • Taken from the pay-out into your Stripe account
  • All major credit or debit cards are accepted, including Visa, Mastercard, American Express, Discover & Diners.

Domain Whitelisting #

Restrict sign-up and login to your event to those with specified email domains (eg. @yourorganization.com).


Attendee Experience #

Where attendees can register:

  1. Your Sched Event Website – eg. yourevent.sched.com/signup
  2. Your Own Website – if you are using the website embed option
  3. Either the Sched Mobile Apps or your Branded/Native Mobile Apps (if purchased)

How attendees can register:

  1. An Email address
  2. An existing Sched account
  3. Their Google account
  4. Their Facebook account

The steps attendees will go through to register:

  1. Go to the Signup Page on web or mobile and select their preferred registration option
  2. Complete the Attendee Registration Form (if enabled)
  3. Provide credit / debit card details for Payment (if enabled)
  4. Once complete they will have Access to the Event

Here is a example video walk-through of the process (with Registration Form and Payment enabled):

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