Session Registration in Zoho Backstage

Session Registration – Setup and Management

Session registration allows you to manage how attendees sign up for individual sessions in your event. You can enable or disable registrations, set attendee limits, collect payments, and export registration data for tracking and reporting.

Prerequisites

Before enabling session registration, make sure your event has the basic setup in place. This ensures registrations are processed smoothly without interruptions or errors. Before setting up session registration, ensure the following:
  1. A ticket class has been set up for your event.
  2. Payments and taxes are configured.
  3. Registration approval is enabled if your event requires it.
  4. Your agenda and sessions (including location, speakers, and date/time) are already created.
You can edit the above settings later. 

Setting Up Session Registration 



You can configure session registration after creating a session. Registration settings let you define attendee limits, pricing, registration windows, and visibility options. This ensures each session has the right participation controls and supports payment collection when required.
  1. Navigate to Manage > Agenda from the Dock.
  2. Double-click the session you want to configure. The Edit Session panel will appear.
  3. In the Session Configuration section, click Configure. The Manage Registration panel will appear.



  4. Set Attendee Limit for the session.
  5. Choose if the session is Free or Paid.
    1. For paid sessions, enter the Price.
  6. Set the Registration Start Date and Time.
  7. Set the Registration End Date and Time.
  8. Select the Hide this registration from attendees checkbox if you don’t want the session to be visible.
  9. Enable the Enable check-in for this session toggle if you want to track attendance.
    1. This speeds up check-in by allowing you to add attendees directly by their ticket ID or email address.
  10. Click Done to apply your changes.

Removing Session Registration



If you no longer want to collect registrations for a session, you can remove its registration setup. Once removed, the session becomes open for all attendees without any restrictions. If there are registrations already for this session, you will be warned. 
  1. Navigate to Manage > Agenda from the Dock.
  2. Hover over the session and click the Menu icon associated with it.
  3. Click Remove Session Registration. The Remove Session Registration confirmation dialog box will appear.



  4. Click Delete Registration to confirm.
Notes
Once removed, the session will no longer require registrations. Any attendee can join without registering.

Closing Registrations 



Instead of removing registration entirely, you can close it when you want to stop new sign-ups but still allow existing registrants to attend. This is useful when the session is full or registration deadlines have passed. To close registrations for a session that already has registration enabled:
  1. Navigate to Manage > Agenda from the Dock.
  2. Hover over the session and click the Menu icon.
  3. Select Manage Registration. The Manage Registration panel will appear.



  4. In the Registration Status section, select Closed.
This will stop new attendees from registering while retaining existing registrations.

Editing Session Dates

You may need to adjust session dates and times after registration is set up. Updating this information keeps attendees informed and ensures the registration reflects the correct schedule. If you need to update session dates or times:
  1. Navigate to Manage > Agenda from the Dock.
  2. Hover over the session and click the Menu icon.
  3. Select Manage Registration. The Manage Registration side panel will appear.
  4. Adjust the date and time as required.
  5. Click Done to save your changes.

Registering a New Attendee 



Organizers can manually register attendees for sessions when needed. This is helpful for last-minute sign-ups, walk-ins, or when attendees face difficulties registering on their own.
  1. Navigate to Registrations > Registration > Session Registrations from the Dock.
  2. Click Register New Attendee. The Register New Attendee dialog box will appear.



  3. Select the Track and Session from the drop-down menus.
  4. Click Continue.
  5. Search for the attendee using their name, email, mobile number, ticket ID, or order ID.



  6. Select the checkbox next to the attendee’s name and click Continue.
  7. Enter the requested attendee details and click Continue. These fields can be updated from the registration form.



  8. Choose the Payment status:



    1. Pay Later
    2. Mark as Paid (select a payment mode and enter notes if applicable)
  9. Click Continue.
  10. Review the registration summary and click Done.
Notes
The attendee information collected during ticket registration on the event website will be applied automatically if those details were already provided.

Exporting Session Registrations 



You can export session registration details for reporting, record-keeping, or sharing with your team. Exports are available in multiple formats and can be secured with a password for added protection.
  1. Navigate to Registrations > Registration > Session Registrations from the Dock.
  2. Click View Attendees for the session.
  3. In the top-right corner, open the menu and click Export Attendees. The Export Attendees dialog box will appear. 



  4. Choose the export format (XLSX or CSV).
  5. Optional) Select Password protect the file and enter a Password.
  6. Click Export.
The file will be generated and available for download.

If you have any questions, please contact support@zohobackstage.com.

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