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Registrations:
Approve, Deny, Edit or Mark as Attended  

Accessing Event Registrations from the Dashboard

  • Login to access your EventBuilder dashboard.
  • If your Event is occurring 'today' locate the it in the  Event List.
  • Click into the Event Title to view registrations.

A screenshot of EventBuilder software

Accessing Event Registrations from Event Page

  • Navigate to the Events Step on the outer navigation area. 
  • Locate the event you wish to manage from the list and click on it's name.

A screenshot of EventBuilder software

  • Once it has opened select the  'Registrations Step' from the inner navigation area.

A screenshot of EventBuilder software

 


 

Managing Registrations 

From the registrations area, you may:

  • Approve or deny registrants.
  • Mark registrants as attended.
  • Export a single registration report or set up recurring reports.
  • Manage attendance on event day

A screenshot of EventBuilder software

 


 

Approve, Deny, Edit or 'Mark as Attended' 

To approve, deny or cancel a Registration click the left hand button to select the record and chose your action:
A screenshot of EventBuilder software

Or use the ellipsis (three dots) to access these, and other options, from a dropdown list.
A screenshot of EventBuilder software

To view specific registrant details prior to approval, click on the name or email of the registrant. 
Example of Registrant Record:  
A screenshot of EventBuilder software


 

Exporting Registration Reports 

Click the Export button in the top right corner of your screen to request a registration report. 

A screenshot of EventBuilder software

To customize your reports, select your desired data fields from the variables available (example shows approximately half of selectable fields):

A screenshot of EventBuilder software

To schedule recurring reports, toggle the 'Recurring' option to ON, select your parameters, customize data fields and export:

A screenshot of EventBuilder software

  • The first report will be automatically exported and downloaded via your browser.
  • If recurring reports are enabled, a link to download the report will be delivered to your inbox according to the requested cadence.