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

Account Management

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.

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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!

Written by Quin
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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!

Written by Quin
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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.

Written by Quin
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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 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
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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.

Written by Quin
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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.

Written by Quin
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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!

Written by Quin
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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 Mobile

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 Connect Space Mobile Profile

Use this article to help your registrants create a Connect Space 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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How to Enable Planner Support for Connect Space Mobile

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!

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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.

Written by Quin
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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
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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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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.

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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
Updated over a week ago