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How To: Manage Event Registrations

Updated March 15, 2026 1 views

Goal

Set up and manage trade fairs, conferences, or corporate events with full attendee, booth, session, and sponsor management.

Steps

Step 1: Create the Event

  1. Go to Events in the sidebar under Marketing
  2. Click "Add Event"
  3. Fill in: name, description, venue, dates, capacity, ticket price
  4. Save the event

Step 2: Configure Event Details

The event management system has 7 tabs:

  1. Overview: General event information
  2. Attendees: Register and manage participants
  3. Booths: Set up exhibition spaces with pricing and assignments
  4. Sessions: Schedule talks, workshops, and breakout sessions
  5. Sponsors: Manage event sponsors and tiers
  6. Activities: Track event-related activities
  7. Files: Attach event documents (floor plans, schedules, etc.)

Step 3: Register Attendees

  1. Go to the Attendees tab
  2. Click "Add Attendee"
  3. Enter attendee details: name, email, company, ticket type
  4. The system tracks registration status: Registered, Confirmed, Attended, Cancelled

Step 4: Set Up Booths

  1. Go to the Booths tab
  2. Add booths with: booth number, size, location, price
  3. Assign booths to sponsors or exhibitors

Step 5: Schedule Sessions

  1. Go to the Sessions tab
  2. Create sessions with: title, speaker, time, room, capacity
  3. Track session attendance

Cancellation

If an attendee cancels, the system records the cancellation reason for audit purposes.

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