Eventleaf How To Guides

How to Screen and Approve Event Registrations

Sometimes you want to check each registration before you confirm it. For example, your event may be for members only, or it may have only a few seats. By default, Eventleaf confirms every registration right away.

Registration screening holds each new registration until you approve or deny it. The registrant gets a confirmation email only after you approve. This guide shows all the steps.

  1. Setting up registration screening, step by step

    1. Open the registration settings

    Log in to Eventleaf and click your event. Then, go to Registration Steps › Settings.

    Open the registration settings

    2. Turn on screening

    Scroll down to the Screening section. Select Screen pending registrations.

    From now on, new registrants see this message after they complete the registration process:

    Turn on screening - pending registration message

    Note: If your event charges a registration fee, registrants pay only after you approve their registration.

    3. Set up the screening emails

    Click CONFIGURE NOTIFICATIONS.

    Under Pending Email, check the Subject and Body. Eventleaf sends this email to each new registrant. The default subject is "Your registration is being reviewed."

    Set up the screening emails - Pending Email

    Scroll down to Denied Email. Select Send email to registrant when request is denied.

    Set up the screening emails - Denied Email

    Check the subject and body, then click SAVE.

    4. Approve or deny each registration

    To see who is waiting:

    1. Click the Reports tab.
    2. In the Reports dropdown, select Registrations - Pending. Approve or deny each registration

    Approving a registration

    To approve a registration:

    1. Click the ••• button next to the registrant.
    2. Click Approve Registration. Approving a registration
    3. A popup shows the registrant's name and email. Click APPROVE. Approving a registration - confirm popup

    The registration moves to Registrations - Completed. Eventleaf sends the confirmation email to the registrant.

    Denying a registration

    To deny a registration:

    1. Click the ••• button next to the registrant.
    2. Click Deny Registration. Then click DENY in the popup. Denying a registration

    The registration moves to Registrations - Denied. Eventleaf sends the rejection email to the registrant.

    That's it. Each new registration now waits for your decision before it is confirmed.

  2. Troubleshooting

    Problem Fix
    A denied registrant got no email. The denied email is off by default. In Configure Notifications, select Send email to registrant when request is denied, then click SAVE.
    The registration total doesn't include pending registrants. This is expected. A registration counts only after you approve it.
    I denied someone by mistake. In the Reports dropdown, select Registrations - Denied. Click ••• next to the registrant, then click Approve Registration.

START MANAGING EVENTS

Launch your event registration site in just 2 minutes!

TRY FOR FREE REQUEST A QUOTE REQUEST A DEMO