Information for Event Planners | Connect Space, Inc. Help Center

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!

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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!

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How to Create an Event

Learn how to add a new event.

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How to Clone an Event

Learn how to clone an existing event as an alternative to creating a brand new event!

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How to Unarchive an Event

Want to unarchive an event? Read here!

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Pre-Event, Post-Event and General Pages

Add Pages to your event site to create a more engaging experience!

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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!

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Event Permissions

Event Permissions allows you to add team members and event collabrators to your event team!

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How to Edit Permissions

Learn how to edit permissions for your Team Members.

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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.

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How to Edit Your Profile

Learn how to add contact information, a profile image, and change your password from within Connect Space.

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CS Team

Connect Space Dashboard Overview

Here's an explanation of the dashboard in Connect Space

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CS Team Registration

Building Your First Registration

Here's a quick-start guide to help you get your first registration up and running.

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How to Create Logic Questions in Your Registration

This article will cover how to create logic (if-then) questions in your registration.

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How to Set Up Registration Notifications

This article covers how to set up email notifications when people register for your event.

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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.

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How to Hide Your Registration

This article covers how to unpublish your registration.

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How to Create a Code-Protected Registration

Here's a cool tip on creating a private event registration.

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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.

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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!

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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!

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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.

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Written by Kurt Kowitz
Updated over a week ago

How to Issue A Registration Refund

Learn how to refund a registration.

Written by Quin
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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!

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How to Check if a Registration Transaction Failed

Here's how to check for failed transactions in your Stripe Connect Account

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CS Team Registration Price Tiers

How to Create a Price Tier

This article describes how to use Price Tiers in your registration.

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How to Change the Price of a Price Tier.

Check this article out to learn how to change a Price Tier's price.

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How to Use Price Tier Quantities

Learn what a quantity is and how to use them with Price Tiers!

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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!

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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.

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How to Create a Group Discount

You can use group discounts to offer your registrants a discount for purchasing a quantity of tiers.

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How to Import Discounts

If you want to add more than one discount at one time learn how to do so here.

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CS Team Registrant Types

How to Create a Registrant Type

Here's a quick start guide to understanding and using Registrant Types

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How to Associate a Custom Question with a Registrant Type

Learn how you can create customized registration experiences with Registrant Types and Custom Questions!

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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!

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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!

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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!

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How to Add Your Agenda to Another Website

You can iframe a clickable agenda to another website, read here to learn how!

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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!

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How to Import an Agenda

Learn how to use our agenda import template to speed up your planning process!

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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.

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CS Team Surveys

How to Create a Survey

Read here to learn how to gather feedback from your attendees.

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How to Access Survey Responses

Read here to learn how to see responses to your survey!

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CS Livestreaming

Session Livestream

Engage more of your audience by livestreaming Sessions within your Event!

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Event Livestream

Everyone can't meet in person? Keep everyone connected to your event with CS Livestreaming for Events!

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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!

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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.

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How to Use an Image in an Event Invite

You can add an image to your event invite! Learn how here.

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How to Add Images to your Email Body

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How to Create an Attendee Update

Use Attendee Updates to send an email to people that have completed their registration.

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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!

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CS Team Contacts

How to Add a Sponsor

Learn how to add sponsors to your event.

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How to Add a Speaker

Read here to learn how to add speakers that can be added to multiple events!

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How to Change the Event Contact

Learn how to edit the contact person for your event.

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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
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How to Import a Contact List

You use contact lists to send Event Invites, read here to learn how to import a list.

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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!

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How to Transfer Funds Through Stripe Connect

Learn how to transfer funds to your bank account

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How to Enable Offline Payment

Learn how to offer offline payment to your attendees!

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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!

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How to Cancel an Offline Payment

Learn how to cancel an offline payment registration

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CS Team Reporting

How to Build Custom Reports

Learn how to use our Report Builder!

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The Generated Reports Window

Here's an brief article explaining the Generated Reports window!

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How to Export Reports

Learn about the types of reports we offer and how to export them.

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CS Team mobile app

The Basics of the CS Team mobile app

Here's an overview of the CS Team mobile app.

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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.

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How to Send a Bulletin to Your Attendees

Learn how to notify your attendees with Bulletins.

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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!

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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.

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CS Matched Meetings

What is an Account in CS Matchmaking?

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How to Create a Personal Profile in CS Matchmaking

Use this article to help individuals create a personal frofile in the ecosystem.

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What is a Company in CS Matchmaking?

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How to Create a Company in CS Matchmaking

Learn how to create a company from within Connect Space.

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How to Invite Users to a Company

Learn how to invite Team Members to a Company from within the CS Matchmaking Ecosystem

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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
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The Basics of Creating a Form

Learn everything you need to know about creating a form.

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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.

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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.

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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.

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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!

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The Form Review Process

Learn how you and your team can review form submissions.

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How to Pre-Schedule for Companies in CS Matchmaking

Learn how to curate which matches your buyers see when choosing who to meet with.

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Common CS Matchmaking Ecosystem Issues

Here are solutions to some basic issues your ecosystem members may run into.

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Badge Printing and Check-In

CS Desk Attendee Badge Printing

This article describes the use of the CS Team App for attendee badge printing.

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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!

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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
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Timesheets

How to Track Time With Timesheets

Learn how to keep track of how long attendees spend time in a session.

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How to Review Your Timesheets

Learn how to view Time Sheets for each attendee inside of Connect Space.

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How to Run a Time Sheets Report

Learn how to run a report for your Time Sheets

Written by Quin
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Integrations

Eventbrite Integration

Eventbrite Integration to import and sync your existing events

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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
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