Information for Event Planners

Everything Event Planners need to know about using the Connect Space ecosystem

Quin avatar J K
90 articles in this collection
Written by Quin, Jeremy Wdowik, and Kurt Kowitz
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!
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Written by Quin
Updated over a week ago

How to Create an Event

Learn how to add a new event.
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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!
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Written by Quin
Updated over a week ago

How to Unarchive an Event

Want to unarchive an event? Read here!
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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!
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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!
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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!
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Written by Quin
Updated over a week ago

How to Edit Permissions

Learn how to edit permissions for your Team Members.
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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.
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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.
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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.
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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.
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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.
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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.
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Written by Quin
Updated over a week ago

How to Hide Your Registration

This article covers how to unpublish your registration.
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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.
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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.
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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!
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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!
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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.
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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.
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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!
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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
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Written by Quin
Updated over a week ago
CS Matched Meetings

What is an Account in CS Matchmaking?

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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.
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Written by Quin
Updated over a week ago

What is a Company in CS Matchmaking?

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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.
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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
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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!
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Written by Quin
Updated over a week ago

The Basics of Creating a Form

Learn everything you need to know about creating a form.
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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.
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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.
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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.
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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!
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Written by Quin
Updated over a week ago

The Form Review Process

Learn how you and your team can review form submissions.
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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.
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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.
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Written by Quin
Updated over a week ago