Welcome to Eventsquid. We're excited to have you use our platform for registration. If you're reading this article, you're either:
1) Looking to register for an event and need some help
2) Hosting an event on our platform and would like to better understand the registration process
You're in the right place! We're happy to help explain.
EVENTSQUID USER ACCOUNT
Before we dive in, you must wrap your tentacles (if you will) around this idea:
Every registration needs an account on Eventsquid. Period.
However, we say "registration" and NOT "registrant" very much on purpose. Behind every registration, there is an underlying account. The reason for this is so that registrants can re-access their registration record and account information beyond the initial registration.
This enables certain abilities, including the following examples:
- Instantly summon event personal data entered on a previous event on a new registration
- If allowed by the event host, checkout and opt to pay for your registration at a later date
- Not sure who your guests are? No worries, checkout and return to enter them at a later date
The unique identifier to each account on Eventsquid is the email address that was used to generate the account. For a first-time Eventsquid user, they will be asked to generate an account.
SIGNING IN AND OUT
One of the most common mistakes we see users make is they are attempting to register someone else, yet they create an account AS IF they ARE that person. This makes the process very confusing and is NOT the recommended way of registering someone else.
In our system, the general expectation (minus rare circumstances) is that if you are interacting with our platform, create an account for yourself. From there, you can make the appropriate call as to whom you are registering (Myself? Someone Else?).
Take a look at the upper right corner of your screen - you will see 1 of 2 things:
- 1) The words "SIGN IN" - this indicates you are not currently signed in
- 2) Someone's name - this indicates you are signed in as that person
If you aren't signed in and have an existing account, click SIGN IN to access your account! From there you can carry on with your registration duties.
If you ARE signed in, make sure it's you! If not, no worries. Just click the name and then select SIGN OUT. From there, you can carry on with registration as yourself, create a new account for yourself, or simply sign in to your existing account!
Now, let's take a look at each of the 3 key Registration Methods. We'll talk through what to expect as a brand new user and existing user, as well as when to use each method in real-life scenarios.
COMMON REGISTRATION MISTAKES
1) You're signed in as someone else
We see this all the time. Just take a peek at the upper right corner of the screen.... do you see someone else's name? If so, SIGN OUT! Click the name and then select Sign Out from the dropdown menu. Acting on behalf of someone else, especially when signed in as that person, can cause quite the confusion.
2) You create yourself as a sub-account
In the pass, we have seen people register themselves as a sub-account... of themselves! Do not do this. Sub-Account registration is meant to register someone else for the event.
3) You're signed in as someone else and try to register them as "someone else"
This is perhaps the most common error... you're signed in as the person you are trying to register (aka someone else). Then, when logged in as that person, you click to register SOMEONE ELSE. Inception! Don't do this.
If you're already logged in as someone else, at the very least, just click the Myself button. Since the system already thinks that you are person X (since you are logged in as that person), then you could just act as if you are that person X and click the Myself button to register.
Or, you could sign out of person X's account, then sign in as yourself (or create your own account) and finally proceed to register Someone Else.
4) You already have an account but create a different one
So you're registering yourself for an event... you get to the form, enter your email address and then WHAM! You see the GOOD NEWS! pop-up and you become startled. Don't be! The system is alerting you that you already have an account with us and prompting you to sign in to that account, so that you can access the data you've already entered into the system. We're just trying to help!
Click to sign in to your account. After signing in, you'll be looped back around to the beginning. Just click Myself and you'll be back on your way to registering for your event.
REGISTRATION METHODS
There are three key methods by which you can enter a registration. Said another way, you can create a registration on our platform in one of three ways.
MYSELF
This is the most common method of registration and is quite self-explanatory! If you are registering yourself for an event, you will use the Myself Method.
When to use this Method: when you are registering yourself for an event!
First-Time User Path: Upon entering the registration form as a first-time Eventsquid user, you will be asked to enter your email address, as well as create a password that will protect the account data. Simple as that! No added steps, the account creation process is WITHIN the registration form itself.
See below - you can click the "Why do I need to create a password?" link within the registration form in order to see the following graphical explanation:
Upon moving to the next step of registration, your account will be officially generated in our system and you will technically be logged in under your account.
Returning User Path: If you are a returning Eventsquid user, welcome back! Now that you have an account, you'll want to get logged in so that you can re-access the information you already entered on a previous registration. That way, you won't have to enter information into the form that our system already has a record of.
You can sign in to your existing account in 1 of 2 ways:
1) Proceed through registration! Upon entering your email address in the first field, our system will recognize your email and prompt you to sign in:
2) Click SIGN IN in the upper right corner. You'll be able to login, then re-access the event registration. Once logged in, you'll see your name in the upper right corner (instead of "SIGN IN"). Easy enough!
SOMEONE ELSE UNDER MY EMAIL
Also known as sub-account registration, this method allows you to register another person for an event using your own email. In this instance, you are using your email to generate a registration that doesn't have an email itself.
All event communications from the host will be delivered to you, the Master Account.
When to use this Method: when you are tasked with registering one or more people that don't need to submit email addresses or that don't possess an email address.
Common Examples:
- Registering a team - all event communications go to 1 point of contact (i.e. HR person completing the registrations)
- Registering family - there is no need to submit email addresses for partners and/or children
- Registering exhibitors - need quick and easy way to add staff to your team without necessarily entering an email and generating an account for each team member
First-Time User Path: As a first-time user, upon clicking the the "Someone Else Under My Email" registration button, the system is going to prompt you to create an account or sign in.
Returning User Path: As a returning user, if accessing registration when signed out of the system, you will see the exact same prompt as pictured above. The only difference is that this time, you will click the SIGN IN button. Alternatively, you could also sign in to the system before accessing the Sub-Account registration method, by clicking the SIGN IN button in the upper right corner of the screen.
SOMEONE ELSE UNDER THEIR EMAIL
Also known as Third Party registration, this method allows you to register someone else on their behalf, using THEIR email.
All event communications from the host will be delivered directly to the registrant themselves, not you (at the keyboard, completing the registrations).
When to use this Method: when you are tasked with completing registrations for others and each needs their own registration account.
Common Examples:
- Registering your boss for an event that he/she needs all communications from
- Registering a colleague for your event that may not have had time to do it themselves
- Registering someone else when the event does not allow sub-account registration!
First-Time User Path: As a first-time user, upon clicking the the "Someone Else Under My Email" registration button, the system is going to prompt you to create an account or sign in.
Returning User Path: As a returning user, if accessing registration when signed out of the system, you will see the exact same prompt as pictured above. The only difference is that this time, you will click the SIGN IN button. Alternatively, you could also sign in to the system before accessing the Sub-Account registration method, by clicking the SIGN IN button in the upper right corner of the screen.