A smooth registration process is one of the first impressions your attendees will have of your event—and it can make or break their decision to attend. Whether you’re planning a corporate seminar, trade show, or virtual workshop, understanding the core steps of event registration can help ensure a seamless experience from start to finish.
Here’s a checklist version for onboarding new event planners:
✅ Event Registration Process Checklist
✔ Step 1: Define Event Registration Goals
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Determine what data you need from attendees
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Decide if you’ll offer paid tickets or free registration
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Identify the types of attendees (e.g., general, VIP, speakers)
✔ Step 2: Select a Registration Platform
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Choose a platform (e.g., Eventbrite, Cvent, Whova, RegFox)
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Ensure it’s mobile-friendly and secure
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Look for features like analytics, payment integration, and email automation
✔ Step 3: Build and Test the Registration Form
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Keep it simple—collect only essential information
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Customize form fields to match your audience
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Test the form across devices before going live
✔ Step 4: Set Up Automated Communications
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Create a branded confirmation email
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Schedule reminder emails (1 week, 3 days, and 1 day before the event)
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Include calendar links and contact information
✔ Step 5: Configure Ticketing & Payment (if needed)
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Set up different ticket tiers or categories
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Add promo codes or discounts
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Connect a secure payment gateway (Stripe, PayPal, etc.)
✔ Step 6: Monitor Registration Progress
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Track registration numbers in real time
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Identify and troubleshoot drop-off points
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Adjust marketing strategy or pricing as needed
✔ Step 7: Prepare for Check-In
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Enable QR code or digital badge access
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Assign staff for in-person or virtual support
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Do a tech dry-run if using virtual tools
🎯 Bonus Tips
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Use social proof (e.g., number of registrants or testimonials) in promotions
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Offer group registration or referral incentives
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Survey attendees post-registration to gather insights