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Eventdex

Event Registration Platform Features

Which features should an event registration platform have?

An event registration platform is the software that collects sign-ups for an event, takes payment where there is a charge, and gives you a clean attendee list to work from afterward. Platforms look alike in a demo and differ in the details, such as how forms branch, how payments settle, what happens at the door and what you can export.

This guide is a buyer's list. It sets out the features worth comparing, separates the must-haves from the nice-to-haves, gives you a scorecard to fill in for each vendor, and lists questions to ask any of them. Use it to write your requirements before you book a single demo.

Updated by the Eventdex team

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4.7/5 from 39 reviews on each

A person holding a tablet that shows a Register form, with an application form open on a laptop

Start with your event, not the feature list

Every platform has a long feature list. Most of it will not matter to your event. Before you compare anything, write down four facts: how many people you expect, whether any of them pay, how many different kinds of attendee you have, and what must happen on the day, such as scanning tickets or printing badges.

A single free webinar needs a simple form and a confirmation email. A paid conference with members, speakers, sponsors and workshops needs different paths for each, several ticket types, payment handling and check-in. A trade show adds exhibitors and booth sales. The feature list you build from your answers is the one to score vendors against.

When you have it, check which features are required to run the event at all and which would only be pleasant to have. The table later in this guide separates them. If you are new to the form itself, start with the guide to the event registration form.

The features to compare

These are the areas where platforms most often differ. Ask for each one to be shown, not described.

  • Forms and registration paths

    Can different attendee types see different questions and ticket choices? Can people pick sessions at registration? Can you add custom questions, make fields required and change them later?

  • Ticket types

    Free, paid, early, group, member, multi-day and donation options, each with its own price, quantity and sale dates.

  • Payments and refunds

    Which payment gateways it connects to, whether money reaches your own account, which currencies it supports, and whether you can refund and partially refund from the registration record.

  • Promo codes and discounts

    Codes for sponsors, speakers and members, with limits and end dates. If your event depends on them, ask for a demonstration.

  • Waitlists and capacity

    What happens when a ticket type or the whole event sells out, and how released places are offered.

  • Confirmation and reminder emails

    Confirmations with the ticket, reminders before the event and updates when details change, with text you can edit.

  • Check-in

    Scanning tickets on a phone or tablet, self check-in, and whether it works when the venue's internet is weak.

  • Badges

    Designing badges, printing on demand at the desk, and the printers and label sizes supported.

  • Reports and exports

    Live registration numbers, revenue by ticket type, payment status and an export of every field in the form.

  • Integrations

    A connection to your CRM and the tools you already use, so attendee data does not have to be retyped.

  • Event page or website builder

    A branded page where people register, which you can edit without a developer.

  • Support and training

    Who helps you before and during the event, how to reach them, and what training is included. Ask what is promised in writing.

Must-have or nice-to-have?

Your answers will differ from this table, but it is a sound starting point. Mark each row for your own event before you meet a vendor.

Registration platform features by priority
FeatureMust-have whenNice-to-have when
Custom registration questionsYou need session choices, dietary needs or role-based dataA name and email are enough
Separate registration pathsYou have several attendee types with different ticketsEveryone registers the same way
Paid tickets and paymentsAny attendee paysThe event is free
Refunds and partial refundsYou sell tickets, workshops or membershipsThe event is free
Promo codesSponsors, members or speakers get discountsOne price for everyone
WaitlistPlaces are limited and demand is likely to exceed themYou expect to have spare capacity
QR check-inYou need a fast, accurate door countA staff member ticks a list
Badge printingBadges carry names, roles or session accessA pre-printed name tag is acceptable
Offline check-inThe venue's wifi is poor or crowdedThe venue has reliable internet
CRM integrationSales or membership teams follow up after the eventA spreadsheet export is enough
Website builderYou have no web team to build a pageA web team will build the page elsewhere
Live reports and dashboardsYou report registration progress to a board or sponsorYou review numbers after the event

A scorecard to compare vendors

Copy this scorecard once for each vendor. Score each line from 0 to 5 after you have seen the feature in a demonstration or in a test event, not from a brochure.

Registration platform scorecard

EVENT REGISTRATION PLATFORM SCORECARD
Vendor: [Name]   Date of demo: [Date]   Scored by: [Name]
Score each line 0 (missing) to 5 (shown and fits our event).

FORMS AND PATHS
Custom questions: [  ]   Separate paths by attendee type: [  ]   Session selection: [  ]

TICKETS AND PAYMENTS
Ticket types we need: [  ]   Our payment gateway supported: [  ]   Refunds and partial refunds: [  ]
Promo codes: [  ]   Waitlist: [  ]

EMAIL
Confirmation and reminder emails: [  ]   Editable text: [  ]

ONSITE
QR check-in: [  ]   Offline mode: [  ]   Badge design and printing: [  ]   Walk-in registration: [  ]

DATA
Live reports: [  ]   Full export: [  ]   CRM integration: [  ]

EVENT PAGE
Branded page without a developer: [  ]

SUPPORT
Training offered: [  ]   Support terms in writing: [  ]

COST
Total cost for our event, written down: [  ]   Contract length: [  ]

TOTAL: [   ]
Must-haves missing: [List]
Notes: [Anything unclear to ask the vendor]

Questions to ask any vendor

Put these to every vendor in the same words so the answers compare. Ask for the answers in writing.

  1. What is the total cost for an event like mine?

    Give your attendee count and ticket price. Ask for platform fees, payment processing, add-on modules and any per-attendee charges.

  2. Which payment gateways do you connect to, and where does the money go?

    You want payments to reach your own account, and you want to know how and when refunds are handled.

  3. Can you show my registration paths in a test event?

    Describe your hardest attendee type and ask to see it built, not described.

  4. What happens at the door if the internet fails?

    Ask whether check-in keeps working and how the data syncs afterward.

  5. What can I export, and in what format?

    Ask for every registration field, payment status and check-in time, and whether the export reaches your CRM.

  6. How do I change a form after people have registered?

    Real events change. Ask what happens to existing registrations when you add a question or ticket type.

  7. How is attendee data protected, and who owns it?

    Ask about payment security, access controls and what happens to the data when the contract ends.

  8. What support do I get, and what is in the contract?

    Do not rely on a promise in a sales call. Ask for the support terms in the agreement.

Mistakes buyers make when choosing a platform

Most poor choices come from the same few habits. Avoid these and the comparison gets easier.

  • Buying for the demo, not the event

    A polished demo shows the easy path. Ask to see your hardest case, such as a member who gets a discount, books a workshop and pays by invoice.

  • Comparing headline prices

    One vendor charges per ticket, another per event, another per attendee. Compare the written total for your own numbers, including payment processing.

  • Ignoring the door

    Registration feels finished when the form works, but the day itself depends on check-in, badges and what happens when the internet drops. Score those features as seriously as the form.

  • Skipping the export test

    Your data is only useful if you can get it out. Run a test registration and export it before you commit.

  • Letting one person decide alone

    Finance cares about payouts and refunds, the event team about forms and check-in, and sales about the CRM. Have each score the sheet.

  • Leaving it to the last month

    Setting up forms, payments and badges takes time, and a gateway may need approval. Choose the platform well before registration opens.

What Eventdex registration covers

Eventdex describes its registration software as sign-up end to end on a branded event registration page, with multi-day and multi-track events supported. These are the features its pages state, so you can check them against your own list.

  • Paths, session selection and ticketing

    Personalized registration paths, session selection, ticketing and payments, with attendees able to register and pay at their convenience.

    Event registration software
  • Payments and refunds

    The registration page says Eventdex is PCI compliant, works with 10+ payment gateways including Stripe, Square and Authorize.net, and can collect, refund or partially refund payments.

    Event registration software
  • Ticket types and waitlists

    The 0% commission ticketing page says you can create unlimited ticket types, offer early bird rates, group rates and multi-day passes, and handle waitlists for oversubscribed events.

    0% commission ticketing
  • Check-in, badges and walk-ins

    QR and barcode check-in, offline check-in and on-demand badge printing are on the check-in page. The registration page covers walk-in registration with payment onsite.

    Check-in and badge printing
  • Reports and CRM

    Real-time registrant data you can export, customizable dashboards and reports, and integration with leading CRM solutions.

    Integrations
  • Limits to check

    The registration pages do not describe how promo or discount codes are set up, so ask for a demonstration if you rely on them. Ask for support terms and pricing in writing.

4.7/ 5From 39 reviews on Software Advice, Capterra and GetAppCustomer Support 4.8Value for Money 4.8Features 4.7Ease of Use 4.6
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“We really appreciated the adaptability of the software to meet our changing needs. For example, we liked being able to create promo codes to offer reduced rates to conference attendees with special circumstances.”
University at Buffalo - Ryan R. Assistant Professor Higher Education
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FAQ

Event Registration Platform Features: common questions

What is an event registration platform?

It is software that collects sign-ups for an event, takes payment where needed, confirms each person and keeps the attendee list. Many also handle check-in, badges and reports.

Which features are essential?

It depends on the event. A free event may only need a form, a confirmation email and an export. A paid event needs ticket types, payments and refunds. Events with a door need check-in, and often badges.

Do I need a platform for a small event?

Not always. A simple form can work for a small, free gathering. A platform pays off when you take payments, limit places, run several attendee types or need check-in and reports.

Can I move registration data to another system later?

Ask before you sign. A platform should let you export every field, payment record and check-in time. Test the export during a demo.

How do I compare platforms fairly?

Write your requirements first, ask each vendor the same questions, see each feature in a demo and score them on the same sheet. Compare the total cost for your own event, not a headline price.

See Eventdex registration against your scorecard

Start with a free interactive floor plan, or talk to an event specialist on +1 (866) 434-5088.