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docs/en/modules/admin/pages/spaces/conferences/registrations.adoc
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# Registrations | ||
= Registrations | ||
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As an administrator of a conference you can manage the registrations for the conference from the platform. | ||
== Understand the basics | ||
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For doing so, you have these admin sections: | ||
As an administrator of a conference you can manage the registrations for the conference directly from the platform. | ||
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. xref:admin:spaces/conferences/registrations/types.adoc[**Registrations Types**] allows you to define which ways of registering participants | ||
will have. For instance if there are a number of prices depending if the attendees are students or workers. | ||
. xref:admin:spaces/conferences/registrations/users.adoc[**User Registrations**] allows you to confirm the requests for attending the conference. | ||
. xref:admin:spaces/conferences/registrations/invites.adoc[**Invites**] allows you to invite participants to the conference. | ||
. xref:admin:spaces/conferences/registrations/certificates.adoc[**Certificates of Attendance**] allows you to configure and send certificates | ||
of attendance in PDF format to people that has gone to the conference. | ||
To do so, you can use these administration sections: | ||
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* xref:admin:spaces/conferences/registrations/types.adoc[**Registrations Types**]: to define the ways to register. | ||
* xref:admin:spaces/conferences/registrations/users.adoc[**User Registrations**]:to confirm the registrations. | ||
* xref:admin:spaces/conferences/registrations/invites.adoc[**Invites**]: to invite participants to the conference. | ||
* xref:admin:spaces/conferences/registrations/certificates.adoc[**Certificates of Attendance**]:to configure and send certificates | ||
of attendance in PDF format to participants to the conference. |
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docs/en/modules/admin/pages/spaces/conferences/registrations/certificates.adoc
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# Certificates of Attendance | ||
= Certificate of attendance | ||
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Administrators can create Certificates of Attendance to participants. | ||
== Understand the basics | ||
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image:spaces/conferences/certificates_of_attendance.png[Conferences Certificate of Attendance (backend)] | ||
For some events, participants may want to have an attendance certificate, to certify to their employer that they attended, | ||
or to certify they followed a training for example. | ||
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For this, administrators can create Certificates of attendance. | ||
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== Create certificate of attendance | ||
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To access the certificate of attendance configuration, click in the secondary navigation panel on the "Certificate of attendance" item. | ||
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image:spaces/conferences/certificates_of_attendance.png[Conference Certificate of attendance backend] | ||
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.Certificate of Attendance form | ||
[cols="20h,10h,~"] | ||
|=== | ||
|Field |Type |Description | ||
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|Main logo | ||
|Required | ||
|Logo of the conference of the organization that makes the certificate of attendance. | ||
|Logo of the conference or of the organization that makes the certificate of attendance. | ||
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|Signature | ||
|Required | ||
|Image of the person that signs the certificate. | ||
|Image of the person signature that signs the certificate. | ||
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|Sign date | ||
|Required | ||
|Date of the signature. Expected format: dd/mm/yyyy | ||
|Date of the signature. Expected format: dd/mm/yyyy. | ||
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|Signature name | ||
|Required | ||
|Name of the person that signs the certificate. | ||
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|=== | ||
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After the form is filled then there's a button to "Send certificates of attendance" to all the confirmed xref:admin:spaces/conferences/registrations/users.adoc[registrations] of the conference. | ||
== Send the certificate | ||
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image:spaces/conferences/certificates_of_attendance_button.png[Conferences Certificate of Attendance send button] | ||
Once the certificate of attendance form is done, you can see a "Send certificates of attendance" button on the top right. | ||
This button allows administrators to send the certificate to all the *confirmed* | ||
xref:admin:spaces/conferences/registrations/users.adoc[registered users] of the conference. | ||
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Once it's sent it can't be resent. | ||
image::spaces/conferences/certificates_of_attendance_button.png[Conferences Certificate of Attendance send button] | ||
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image:spaces/conferences/certificates_of_attendance_button_disabled.png[Conferences Certificate of Attendance send disabled button] | ||
NOTE: Once the certificate has been sent it can't be resent. | ||
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The certificates of attendance are sent to the participants by email in PDF format. | ||
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image:spaces/conferences/certificates_of_attendance_pdf.png[Conferences Certificate of Attendance (frontend)] | ||
image:spaces/conferences/certificates_of_attendance_pdf.png[Conferences Certificate of Attendance frontend] |
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96
docs/en/modules/admin/pages/spaces/conferences/registrations/types.adoc
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= Registration types | ||
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You can enable registrations in conferences, so it's easier to register to the whole conference, or by days, rather than | ||
going meeting by meeting to enable registration for that particular event. | ||
== Understand the basics | ||
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After enabling registrations participants will have a button to register to the conference in the landing and the conference's header. | ||
Registrations are one of the specificity of the conference space, as they can allow participants to register to the whole conference, | ||
to certain days only, or to specific tracks for example, rather than registering meeting by meeting. | ||
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image:spaces/conferences/registration_landing01.png[Registration button on landing page] | ||
NOTE: If you want to enable registration you'll need to define and publish at least one registration type. | ||
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image:spaces/conferences/registration_landing02.png[Registration button on landing page] | ||
Administrators can configure those different types of "tickets" in the registration types section: | ||
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If you want to enable registration you'll need to define and publish at least one registration type. | ||
. Define the registration types | ||
. Enable registrations when it's ready | ||
. Participants are then able to register and choose the fit type of registration | ||
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image:spaces/conferences/registration_types_frontend_wo_user.png[Select registration type without a user account] | ||
Once registrations are enabled, participants can click a button to register to the conference in the landing page | ||
and the conference's header. | ||
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== Create a new registration type | ||
image::spaces/conferences/registration_button_hero.png[Registration button on hero section] | ||
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image::spaces/conferences/registration_button_landing.png[Registration button on landing page details] | ||
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image::spaces/conferences/registration_button_landing_footer.png[Registration button on landing page register section] | ||
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== Manage registration types | ||
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To access the registration types configuration, click in the secondary navigation panel on the "Media links" item. | ||
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image::spaces/conferences/registration_types_backend.png[Manage registration types] | ||
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=== Actions | ||
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NOTE: Once participants register to a registration type, it can't be edited nor deleted. | ||
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|=== | ||
|Icon |Name |Definition | ||
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|image:icons/action_edit.png[Edit icon] | ||
|Edit | ||
|To edit this registration type. | ||
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For adding a new registration type, you need to: | ||
|image:icons/action_activate.png[Publish speaker icon] | ||
|Publish | ||
|To publish this registration type (when not published) | ||
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. Sign in as administrator | ||
. Go to the conferences section in the sidebar | ||
. Click on the conference Edit action | ||
. Click on the "Registration types" link in the sidebar | ||
. Click on the "New Registration type" button | ||
. Fill the form | ||
. Publish the registration type | ||
|image:icons/action_unpublish.png[Unpublish speaker icon] | ||
Check failure on line 46 in docs/en/modules/admin/pages/spaces/conferences/registrations/types.adoc GitHub Actions / prose
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|Unpublish | ||
Check failure on line 47 in docs/en/modules/admin/pages/spaces/conferences/registrations/types.adoc GitHub Actions / prose
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|To unpublish this registration type (when published) | ||
Check failure on line 48 in docs/en/modules/admin/pages/spaces/conferences/registrations/types.adoc GitHub Actions / prose
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image:spaces/conferences/new_registration_type.png[Create a new registration type form] | ||
|image:icons/action_delete.png[Delete icon] | ||
|Delete | ||
|To delete this registration type. | ||
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image:spaces/conferences/registration_types_backend.png[Manage registration types] | ||
|=== | ||
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== Create a new registration type | ||
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To create a new registration type, click the "New registration type" button in the top right of the page. | ||
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image::spaces/conferences/new_registration_type.png[Create a new registration type form] | ||
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.Create a new registration type | ||
[cols="20h,10h,~"] | ||
|=== | ||
|Field |Type |Description | ||
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|Title | ||
|Required | ||
|What is the title of this registration type. | ||
|The title of this registration type. | ||
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|Weight | ||
|Which order will it have in relation to the other types. Having a lower number means a higher priority. For instance, if you have two types, "Day 1" with weight "10" and "Day 2" with weight "0", then "Day 2" will be first when ordering. | ||
|Order position | ||
|Required | ||
|Which order it has in relation to the other types. Having a lower number means a higher priority. For instance, if you have two types, "Day 1" with weight "10" and "Day 2" with weight "0" then "Day 2" is first when ordering. | ||
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|Description | ||
|Required | ||
|Description for this registration type | ||
|Description for this registration type. | ||
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|Price | ||
|Optional | ||
|Define a price for this registration type. If you don't define a price, the price will be "Free". | ||
|Define a price for this registration type. If you don't define a price, then it's free. | ||
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|Select conference meetings | ||
|Optional | ||
|Which meetings defined in the program will this registration type have access to. | ||
|The meetings this registration type gives access to. | ||
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|=== | ||
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If the participant is already logged in then they will see their username and email in the registration page. | ||
== Register as a participant | ||
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If the participant isn't logged in, when clicking on one of the "Register" buttons, they can log in or create an account, | ||
and see the registration types. | ||
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image:spaces/conferences/registration_types_frontend_wo_user.png[Select registration type without a user account] | ||
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If the participant is logged in, when clicking on one of the "Register" buttons, they can directly register. | ||
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image::spaces/conferences/registration_types_frontend_w_user.png[Select registration type with user account] | ||
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When clicking on the Register button for a registration type, a pop-up is displayed with the registration terms | ||
from the conference configuration form. | ||
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image:spaces/conferences/registration_types_frontend_w_user.png[Select registration type with user account] | ||
image::spaces/conferences/registration_pop_up.png[Pop up with registration terms] |
58 changes: 39 additions & 19 deletions
58
docs/en/modules/admin/pages/spaces/conferences/registrations/users.adoc
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# User registrations | ||
= User registrations | ||
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After participants have registered, they will appear in this section. | ||
== Understand the basics | ||
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image:spaces/conferences/user_registrations.png[Conferences user registrations (backend)] | ||
After participants have registered, administrators can have access to their registration information. | ||
It allows the conference organizers to efficiently manage the participants to the conference, its tracks, etc. | ||
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As an administrator, you can: | ||
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* Export the registrations | ||
* Confirm a registration | ||
## Export | ||
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It's possible to export the registrations in multiple formats: CSV, JSON, and XLSX (Excel). | ||
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## Flow | ||
For example, it can follow this flow: | ||
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. A participant registers to the conference | ||
. They receive a pending registration notification | ||
image:spaces/conferences/user_registration_pending_notification.png[Notification for pending user registration] | ||
. They receive a pending registration email | ||
image:spaces/conferences/user_registration_pending_email.png[Email for pending user registration] | ||
. An administrator reviews and confirms the registration with the image:action_check.png[Confirm] button | ||
. An administrator reviews and confirms the registration with the image:icons/action_activate.png[Confirm] button | ||
. The participant receives a confirmed registration notification | ||
image:spaces/conferences/user_registration_confirmed_notification.png[Notification for confirmed user registration] | ||
. They receive a confirmed registration email with an calendar file (.ICS). | ||
image:spaces/conferences/user_registration_confirmed_email.png[Email for confirmed user registration] | ||
. They receive a confirmed registration email with a calendar .ics file | ||
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== Manage the registrations | ||
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To access the user registrations configuration, click in the secondary navigation panel on the "User registrations" item. | ||
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image::spaces/conferences/user_registrations.png[Conferences user registrations (backend)] | ||
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=== Actions | ||
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|=== | ||
|Icon |Name |Definition | ||
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|image:icons/action_activate.png[Confirm registration icon] | ||
|Confirm | ||
|To confirm the user registration | ||
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|=== | ||
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== Confirm a registration | ||
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Registration confirmations can be used before or after the conference. | ||
They can allow administrators to confirm participants that their registration was taken into account, or | ||
that they indeed attended the conference after it happened. | ||
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Confirming registrations allow administrators to send a | ||
xref:admin:spaces/conferences/registrations/certificates.adoc[**Certificates of Attendance**] after the conference to | ||
all confirmed participants to the conference. | ||
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== Export the registrations | ||
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It's possible to export the registrations in multiple formats: .CSV, .JSON, and .XSLX. | ||
The file with all the registered participants is directly downloaded on the administrator device. |
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