Event Registration – Sched

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

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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

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How Does Sched Registration Work? #

If an attendee has signed in but has not registered for an event, a registration pop-up will appear for any events with registration turned on. This feature applies to events that offer ticket sales, whether the tickets are free or require payment. Additionally, the registration form can still be used even if the event does not have tickets. This allows event planners to ensure that all attendees complete the event’s registration form.

How to Set Up and Customize the Registration Form #

Use this guide to configure how attendees and speakers register for your event in Sched. You’ll be able to control access, customize forms, and manage ticketing requirements.

Enable Registration #

In your event’s Control Panel

1. Click the Registration tab
2. Then, the Enable Sched Registration button.

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Add an Intro Message #

At the top of your registration form, you can include a brief welcome message to greet attendees and provide context before they begin filling it out. This helps set the tone and clarify the purpose of the form.

Example:
“Please complete this form so we can better prepare for your arrival.”

Optional Tools Inside the Text Box:

• AI: Let Sched draft a message for you to use as a starting point.
• TONE: Adjust the tone of your message (e.g., friendly, professional).
• STYLE: Select the writing style that suits your brand or audience (e.g., Business, Creative, Technical).

Add Registration Fields #

Sched automatically includes the following required questions:

• First Name
• Last Name
• Email Address

These cannot be modified or removed.

To Add Your Questions:

• Click + Add Form Question button

Creating Registration Form Questions #

Build your form by adding questions to collect important attendee details. Each question can be customized based on what information you need and how you want it answered.

Adding a Question

When creating a new question:

• Question Field – Write what you want to ask.
  Example: “What’s your job title?”

• Description (optional) – Add extra context to help attendees understand why you’re asking.
  Example: “This will appear on your badge.”

• Question Type – Choose the response format (see types below).

• Required Toggle – Make a question mandatory if it must be answered before submitting the form.

• Options Menu (⋯) – Duplicate or delete the question as needed.

Navigation Tips: At the bottom of the form page, use:

• Back – Return to the Intro Message section.

• Next Step – Move forward to the Confirmation Message section.

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Question Types #

Choose a format that fits the kind of information you’re collecting

• Text – Short, open-ended answers.
  Best for fields like “Company Name” or “Job Title”

• Multiple Choice – One answer from multiple options.
  Supports conditional logic for follow-up questions.

Example:
Main Question: Are you of legal age?
→ If Yes: No follow-up needed
→ If No: Ask for the parent/guardian’s name and email

• Check Boxes – Multiple selections allowed.
  Each option can also trigger follow-up questions.

• Dropdown (Single Select) – One answer from a dropdown list.
  Does not support follow-up questions.

• Dropdown (Multi-Select) – Multiple answers from a dropdown list.
  Supports conditional logic.

• Upload – Attendees can upload a file (e.g., resume, signed waiver).
  Max file size: 10MB

• Email – Used to collect an additional email address, such as an emergency contact.
  Note: This will not replace the attendee’s login email.

Confirmation Message #

After someone submits their registration form, they’ll see a confirmation message. Use this space to thank them, confirm their submission, or provide next steps, like event check-in instructions or contact details.

You can also use built-in AI, tone, and style tools to help craft the perfect message.

Example:
“Thanks for registering! You’ll receive a confirmation email shortly. Be sure to check your inbox for event updates.”

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Final Steps #

At the bottom of the confirmation message page:

• Back – Return to the registration questions to make changes.
• Done – Save and publish your complete registration form.

Once you click Done, your form will go live and be ready to accept registrations.

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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

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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.

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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“

Please note that purchasing multiple tickets of the same type does not allow your attendees to attend different sessions. Instead, it reserves the same number of slots for a single session. Please ensure your attendees are aware of this to avoid overbooking and the need for ticket refunds.

ie.,
An attendee bought 3 tickets, entitling them to 3 slots for one session.

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Limit Attendee To Purchase One Ticket #

This feature allows you to limit each attendee to purchasing only one ticket for your event. Please note that while this feature is active, transferring tickets to other attendees will be disabled.

Need to transfer an attendee ticket? Reach out to us at support@sched.com for further assistance.

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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 default to an unlimited quantity for sale.
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 must connect to your Stripe account before you can set the ticket prices and start selling them!
7. Click on the ‘Save Ticket’ button.

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

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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

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Types Of Ticket Warnings #

Two possible messages show up, depending on whether they hit the set ticket limit or 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.

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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 Day, Type, Number 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.

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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.

Please note that manually adding tickets to your participants may cause discrepancies in the ticket count.

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

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View who completed the registration #

Below are the two ways to view the list of participants who registered for your event. The list also includes the date and time they completed and submitted the registration form. Through the ‘Registration Form’ section:

1. Go to your event’s Control Panel
2. Under Registration, click on Registration Form

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Through Registrants section:

1. Go to your event’s Control Panel
2. Under Attendees, click on Registrants

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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 account is connected” message displayed once successfully connected.
5. Toggle on/off Sched Service Fee to have this added to the ticket price and charged to attendees OR absorbed within the ticket price and deducted from your ticket revenue
6. Select your preferred Ticket Currency using the drop-down

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Managing Payments #

Your Stripe account can manage most of the common tasks related to collecting payments, including payouts, declined payments, receipts, and refunds.

Check out this Stripe setup guide to begin collecting payments for your event.

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Adding a Coupon Code #

• On your events page, you can include coupons that attendees can use. These coupons can be either a percentage discount (e.g., 50% off) or a specific amount discount (e.g., $50 off). Share the codes with your attendees so they can apply the discount when they make a purchase.
• You can create coupons immediately after electing to use Sched ticketing, regardless of tickets created or stripe connection status.
• You can add a Coupon Code that can be applied to any ticket type or a coupon code for a specific ticket.

Steps to use it in your event:

1. Go to Control Panel > Registration > Coupons

2. Click on the ‘+‘ button to add new coupons

3. After filling out the fields, click the ‘Add Coupon’ button

Or watch it in action here:

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Adding a Secret Ticket Coupon Code #

The hidden tickets will be visible in the checkout interface only when an attendee enters the secret coupon code to unlock them.

How to add a secret coupon code

1. Go to your event’s Control Panel > Registration
2. Under the Coupons section, click on the ‘+‘ icon to add a coupon
3. In the Coupon Type, select Reveal Hidden Ticket option from the dropdown menu
4. Fill out the fields, and when done, click on the Add Coupon button

Here’s how the secret coupon code unlocks a hidden ticket on our checkout flow

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Domain Whitelisting #

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

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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
5. Or through the Microsoft SSO option

The steps attendees will go through to register:

1. After creating their Sched profile or signing into their existing Sched account, they will be routed to the events page where they can purchase a ticket:

2. When they are ready to purchase, they can click the Reserve Tickets button, which will take them to the ticketing and registration interface. Once done, they can then select sessions for their schedule.

Here’s how an attendee can purchase, register for an event, and share their ticket: