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How to set up user registration and ticketing from Dashboard
How to set up user registration and ticketing from Dashboard

How to set up registration for users and enable badges and ticketing via dashboard

Mini Chaturvedi avatar
Written by Mini Chaturvedi
Updated over a week ago

BADGES are a unique series/tags assigned to a particular user at the time of registration which helps to identify the user at the event and track the user.

The benefits of activating badges via our system are as follows:

  1. Badges help you to keep an account of the number of visitors

  2. It helps the visitors to have a hassle-free experience at the event as they can avoid the on-site registration process. In addition, it will help you as well in the registration process by avoiding the multiple registrations of the user.

  3. Badges help you in increasing more interest.

  4. Maximize conversion and minimize drop-offs with immediate badge assigning.

Organizers can do the required settings from the Dashboard itself, for user registration and setting up badges/ ticket IDs/ pins for them to sign in.

Kindly follow the below steps in order to enable badges:

Step 1: Badge Setup

Enabling this feature will make the user's entry to the event restricted to a validated passcode. Therefore, users only with valid passcode will be allowed to enter. The passcode can be badge id, ticket id, or common pin code (as applicable).

  • Go to Registration & Settings from left panel menu

  • Go to Badges & Access Setup

You will have two options to restrict event access

1. Manually Assign Badges: With this option, you can assign badges with a unique id to selected attendees (manually through the lead section)

2. Enable auto Badging: You may enable this toggle option in case you want automated assigning of a unique badge-id to users on successful RSVP registration. This enables faster onsite check-ins & tracking.

Step 2: Badges can further be assigned to users in two ways:

a. Auto: With this option, the badges will be assigned automatically to the users once they sign in.

b. Custom Series: This option will assign badges to the selected number of users in the pre-defined series. For instance, you selected series as abc1,abc2,abc3...abc10. In this case, the system will assign these badges to the first 10 users and then will stop assigning for the rest of the users.

Note: You will still be able to capture leads in the form of RSVP irrespective of whether this functionality has been enabled or disabled. Go to RSVP settings for more details.

Step 3: Enable Badge Types

1. Select the new badge type you wish to assign from the available options.

2. After making your selection from the multi-select list, click on "Odesk" from the left panel and then choose "Register New Attendee”.

3. In the registration form, enter the badge number or the registration email ID of the visitor and press search.

4. Then use the drop-down menu to select the specific type of badge you wish to assign to the user, ensuring that the chosen badge type matches the intended purpose for the visitor.

5. After selecting the badge type, click on the Arrow icon next to Print and select Update. This process will successfully update the visitor's badge type in the system.

Step 4: Enable Common Pin Code

This common Pin is for users who could not be assigned badges so they can use this pin to log in, instead.

Step 5: Ticketing Setup: This pertains to paid events

To setup ticketing, first you need to enter Tickets prices and details from the below highlighted steps.

Registration & Ticket > Ticket & Booths > Add New

Step 6: Setup Payment Method

Click on Sign-in & Ticket Setup refer to the below screenshot.

You will land on this page and choose the second option Ticket setup as highlighted in the below image:

Setup your payment processing method as how you would like to collect your payment proceeds by clicking on "Ticket Setup ".

  • In case you already have a stripe account then just configure your payment gateway by clicking on "Connect with Stripe".

  • If you do not have a stripe account then create one, by clicking on "Setup here" and then configure your payment gateway.

Important: Kindly click on "Update Settings" after you choose any of the above options

Note: Once the payment method is set up, you would see the updated details in the format below

Step 7: Create Tickets

This will let you select ticket types to allow attendees for its use to check-in

Step 8: Click on Update Settings

Note: To set up sign-in methods, Floor Check-in Validity and Domain restrictions, kindly refer to this article.

Please refer to the below video for more understanding:

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