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Information for Event Planners
Information for Event Planners
Everything Event Planners need to know about using the Connect Space ecosystem
J
K
95 articles in this collection
Written by
Quin,
Jeremy Wdowik,
and
Kurt Kowitz
Account Management
Using Time Zones
Holding an event on the west coast and you're on the east coast? Not a problem with the Time Zone selector!
Written by
Quin
Updated over a week ago
The Connect Space Introduction tab - an Overview for Quick Onboarding
Introduction summarizes the CS ecosystem functionality -- great for new users or those needing a refresher!
Written by
Quin
Updated over a week ago
How to Create an Event
Learn how to add a new event.
Written by
Quin
Updated over a week ago
How to Clone an Event
Learn how to clone an existing event as an alternative to creating a brand new event!
Written by
Quin
Updated over a week ago
How to Unarchive an Event
Want to unarchive an event? Read here!
Written by
Quin
Updated over a week ago
Pre-Event, Post-Event and General Pages
Add Pages to your event site to create a more engaging experience!
Written by
Quin
Updated over a week ago
Using the Event Details Page and the New Look Feature
You have options when it comes to how your event looks to attendees on your landing page!
Written by
Quin
Updated over a week ago
Event Permissions
Event Permissions allows you to add team members and event collabrators to your event team!
Written by
Quin
Updated over a week ago
How to Edit Permissions
Learn how to edit permissions for your Team Members.
Written by
Quin
Updated over a week ago
How to Add a Team Member
Remember, there's no limit to the number of Team Members you can have! Here's how to add them.
Written by
Quin
Updated over a week ago
How to Edit Your Profile
Learn how to add contact information, a profile image, and change your password from within Connect Space.
Written by
Quin
Updated over a week ago
CS Team
Connect Space Dashboard Overview
Here's an explanation of the dashboard in Connect Space
Written by
Quin
Updated over a week ago
CS Team Registration
Building Your First Registration
Here's a quick-start guide to help you get your first registration up and running.
Written by
Quin
Updated over a week ago
How to Create Logic Questions in Your Registration
This article will cover how to create logic (if-then) questions in your registration.
Written by
Quin
Updated over a week ago
How to Set Up Registration Notifications
This article covers how to set up email notifications when people register for your event.
Written by
Quin
Updated over a week ago
How to add an Image to Registration Instructions
The registration instructions section isn't just for text! Learn how to add an image in this article.
Written by
Quin
Updated over a week ago
How to Hide Your Registration
This article covers how to unpublish your registration.
Written by
Quin
Updated over a week ago
How to Create a Code-Protected Registration
Here's a cool tip on creating a private event registration.
Written by
Quin
Updated over a week ago
How to Edit 'From' Sender Name in Confirmation Emails
Registrants may ignore confirmation emails from an unfamiliar sender. You can change the sender name so they know it's you.
Written by
Quin
Updated over a week ago
How to Remove the Barcode From Confirmations
If you don't want to have the barcode in your registration confirmation, we've made it simple for you to remove it!
Written by
Quin
Updated over a week ago
How to Import Registrations
Need to add a lot of registrations (VIPs, Sponsors, Team Members, etc)? Read here to learn how to add registrations in bulk!
Written by
Quin
Updated over a week ago
How to Cancel a Paid Registration
Have a registrant that has canceled prior to the day of the event? Cancel their paid registration without issuing a refund.
K
Written by
Kurt Kowitz
Updated over a week ago
How to Issue A Registration Refund
Learn how to refund a registration.
Written by
Quin
Updated over a week ago
How to Resend a Receipt Email
Have your registrants contacted you saying they haven't received their receipt email? Read here to learn how to resend it!
Written by
Quin
Updated over a week ago
How to Check if a Registration Transaction Failed
Here's how to check for failed transactions in your Stripe Connect Account
Written by
Quin
Updated over a week ago
CS Team Registration Price Tiers
How to Create a Price Tier
This article describes how to use Price Tiers in your registration.
Written by
Quin
Updated over a week ago
How to Change the Price of a Price Tier.
Check this article out to learn how to change a Price Tier's price.
Written by
Quin
Updated over a week ago
How to Use Price Tier Quantities
Learn what a quantity is and how to use them with Price Tiers!
Written by
Quin
Updated over a week ago
How to Create Hidden Price Tiers
Learn what a Hidden Price Tier is, how to create it and why you'd even want to use one in the first place!
Written by
Quin
Updated over a week ago
CS Team Registration Discounts
How to Create a Discount
In this article you'll learn about the different things you can do with discounts in Connect Space.
Written by
Quin
Updated over a week ago
How to Create a Group Discount
You can use group discounts to offer your registrants a discount for purchasing a quantity of tiers.
Written by
Quin
Updated over a week ago
How to Import Discounts
If you want to add more than one discount at one time learn how to do so here.
Written by
Quin
Updated over a week ago
CS Team Registrant Types
How to Create a Registrant Type
Here's a quick start guide to understanding and using Registrant Types
Written by
Quin
Updated over a week ago
How to Associate a Custom Question with a Registrant Type
Learn how you can create customized registration experiences with Registrant Types and Custom Questions!
Written by
Quin
Updated over a week ago
CS Team Agenda
How to Build Your Agenda
Check out this article to learn how to create an agenda and breakout sessions for your event!
Written by
Quin
Updated over a week ago
How to Publish Your Event
By default, your event is unpublished. Once you've finished updating your event the next step is to make it public!
Written by
Quin
Updated over a week ago
How to add an Image to Agenda Instructions
Learn how to add more flavor to your event agenda by adding an image to your Agenda Instructions!
Written by
Quin
Updated over a week ago
How to Add Your Agenda to Another Website
You can iframe a clickable agenda to another website, read here to learn how!
Written by
Quin
Updated over a week ago
How to Change the Time Format of Your Event
Not all organizations use the 12-hour format as their standard time format, if you use the Military or 24-hour time formats, read on!
Written by
Quin
Updated over a week ago
How to Import an Agenda
Learn how to use our agenda import template to speed up your planning process!
Written by
Quin
Updated over a week ago
How to Create a Series of Sessions (Tracks) for Your Event
You can enable guests to register for a series of sessions using one Price Tier by creating a track! Learn how here.
Written by
Quin
Updated over a week ago
CS Team Surveys
How to Create a Survey
Read here to learn how to gather feedback from your attendees.
Written by
Quin
Updated over a week ago
How to Access Survey Responses
Read here to learn how to see responses to your survey!
Written by
Quin
Updated over a week ago
CS Video
Virtual Meetings in Connect Space
Networking in the virtual age? Connect Space allows you to give your attendees a powerful, virtual networking tool!
Written by
Quin
Updated over a week ago
Basics of Setting up a Virtual Event in Connect Space
Powering up virtual events is easy as pie!
Written by
Quin
Updated over a week ago
Session Livestream
Engage more of your audience by livestreaming Sessions within your Event!
Written by
Quin
Updated over a week ago
Event Livestream
Everyone can't meet in person? Keep everyone connected to your event with CS Livestreaming for Events!
Written by
Quin
Updated over a week ago
CS Team Binder
How to Create a Binder Folder and Add Files
Have files specific to your event you want to keep track of? Read here to learn how to create a binder!
Written by
Quin
Updated over a week ago
CS Team Send Email
How to Create an Event Invite
Do you have a contact list you want to send an email invite to? Read here to learn how.
Written by
Quin
Updated over a week ago
How to Use an Image in an Event Invite
You can add an image to your event invite! Learn how here.
Written by
Quin
Updated over a week ago
How to Add Images to your Email Body
Read more if you want to add an image to your Attendee Update or Event Invite
Written by
Quin
Updated over a week ago
How to Create an Attendee Update
Use Attendee Updates to send an email to people that have completed their registration.
Written by
Quin
Updated over a week ago
How to Send a Test Email
Want to make sure you're satisfied with the look of your email? Read here to learn how to send a test email!
Written by
Quin
Updated over a week ago
CS Team Contacts
How to Add a Sponsor
Learn how to add sponsors to your event.
Written by
Quin
Updated over a week ago
How to Add a Speaker
Read here to learn how to add speakers that can be added to multiple events!
Written by
Quin
Updated over a week ago
How to Change the Event Contact
Learn how to edit the contact person for your event.
Written by
Quin
Updated over a week ago
How to Import Speakers
Do you have a large list of speakers to add? Read here to learn how to add speakers in bulk!
Written by
Quin
Updated over a week ago
How to Import a Contact List
You use contact lists to send Event Invites, read here to learn how to import a list.
Written by
Quin
Updated over a week ago
CS Team Payment
How to Create a Stripe Connect Account
You need a Stripe Connect account to process payments. Learn how to do so here!
Written by
Quin
Updated over a week ago
How to Transfer Funds Through Stripe Connect
Learn how to transfer funds to your bank account
Written by
Quin
Updated over a week ago
How to Enable Offline Payment
Learn how to offer offline payment to your attendees!
Written by
Quin
Updated over a week ago
How to Track Offline Payments
So you want to give your attendees the option to pay offline. Read here to learn how to track offline payments!
Written by
Quin
Updated over a week ago
How to Cancel an Offline Payment
Learn how to cancel an offline payment registration
Written by
Quin
Updated over a week ago
CS Team Reporting
How to Build Custom Reports
Learn how to use our Report Builder!
Written by
Quin
Updated over a week ago
The Generated Reports Window
Here's an brief article explaining the Generated Reports window!
Written by
Quin
Updated over a week ago
How to Export Reports
Learn about the types of reports we offer and how to export them.
Written by
Quin
Updated over a week ago
CS Team mobile app
The Basics of the CS Team mobile app
Here's an overview of the CS Team mobile app.
Written by
Quin
Updated over a week ago
How to Create a CS Team mobile app Profile
Use this article to help your registrants create a CS Team mobile account from within the app.
Written by
Quin
Updated over a week ago
How to Send a Bulletin to Your Attendees
Learn how to notify your attendees with Bulletins.
Written by
Quin
Updated over a week ago
Mobile Event Check-In With the CS Team mobile app
Want to get data on who actually attended your event? Use the CS Team mobile app to quickly check in attendees!
Written by
Quin
Updated over a week ago
How to Enable Planner Support for the CS Team mobile app
Learn how to enable your attendees to send support requests to your Event Contact.
Written by
Quin
Updated over a week ago
CS Matched Meetings
What is an Account in CS Matchmaking?
Written by
Quin
Updated over a week ago
How to Create a Personal Profile in CS Matchmaking
Use this article to help individuals create a personal frofile in the ecosystem.
Written by
Quin
Updated over a week ago
What is a Company in CS Matchmaking?
Written by
Quin
Updated over a week ago
How to Create a Company in CS Matchmaking
Learn how to create a company from within Connect Space.
Written by
Quin
Updated over a week ago
How to Invite Users to a Company
Learn how to invite Team Members to a Company from within the CS Matchmaking Ecosystem
Written by
Quin
Updated over a week ago
How to Customize Messaging in CS Matchmaking
The right messaging to both Buyers and Suppliers can help increase participation rates and make your matchmaking event even more successful!
Written by
Quin
Updated over a week ago
The Basics of Creating a Form
Learn everything you need to know about creating a form.
Written by
Quin
Updated over a week ago
How to Create a Buyer Form in CS Matchmaking
See how to create a form that allows Buyers to detail the needs they are seeking to fill.
Written by
Quin
Updated over a week ago
How to Create a Supplier Form in CS Matchmaking
Se how to create a form that allows Suppliers to detail what Buyer Needs they are able to fulfill.
Written by
Quin
Updated over a week ago
What are Categories and Tags in CS Matchmaking and How to Create Them
Tags are descriptors that detail what a business does, and Categories are folders used to organize those Tags around common themes.
Written by
Quin
Updated over a week ago
What is a Qualification in CS Matchmaking and How to Create One
Looking to further specify what you're looking for in a Company selection? Use qualifications!
Written by
Quin
Updated over a week ago
The Form Review Process
Learn how you and your team can review form submissions.
Written by
Quin
Updated over a week ago
How to Pre-Schedule for Companies in CS Matchmaking
Learn how to curate which matches your buyers see when choosing who to meet with.
Written by
Quin
Updated over a week ago
Common CS Matchmaking Ecosystem Issues
Here are solutions to some basic issues your ecosystem members may run into.
Written by
Quin
Updated over a week ago
Badge Printing and Check-In
CS Desk Attendee Badge Printing
This article describes the use of the CS Team App for attendee badge printing.
Written by
Quin
Updated over a week ago
CS Desk Attendee Check-in
This article describes the use of the CS Desk App for attendee check-in.
Written by
Quin
Updated over a week ago
CS Team Event Check-In and Check-Out
Want to use CS Team to check-in and check-out attendees? Learn how here!
Written by
Quin
Updated over a week ago
CS Team Breakout Session Check-In and Check-Out
You can use CS Team to check attendees into breakout sessions, learn how in this article.
Written by
Quin
Updated over a week ago
Timesheets
How to Track Time With Timesheets
Learn how to keep track of how long attendees spend time in a session.
Written by
Quin
Updated over a week ago
How to Review Your Timesheets
Learn how to view Time Sheets for each attendee inside of Connect Space.
Written by
Quin
Updated over a week ago
How to Run a Time Sheets Report
Learn how to run a report for your Time Sheets
Written by
Quin
Updated over a week ago
Integrations
Eventbrite Integration
Eventbrite Integration to import and sync your existing events
J
Written by
Jeremy Wdowik
Updated over a week ago
How to Integrate with Slack
If your team uses Slack, you can create a channel and integrate with Connect Space to get registration notifications.
Written by
Quin
Updated over a week ago
How to Integrate With Google Analytics
Learn how to track your event sites with Google Analytics.
Written by
Quin
Updated over a week ago