Require Registration for a Scheduled Training Session

You can require training session attendees to register for a training session before they can join it. Requiring registration allows you to:

  • View a list of attendees to determine whether they have registered for the training session.

  • Obtain attendees' names, email addresses, and, optionally, more personal information before they can join the training session, and accept or reject individual registration requests.

If you invite an attendee to a training session that requires registration, the attendee receives an invitation email message that includes:

  • Information about the training session, including the registration password if you specify one.

  • A link that the attendee can select to register for the training session.

  • If you accept registration requests automatically for a training session that requires a password and an attendee registers after the training session has already started, the attendee can join the training session immediately, without providing the password. Therefore, to secure a training session from unauthorized access, clear the Automatically approve all registration requests box, and manually accept or reject all registration requests.

  • If you do not accept registration requests automatically for a training session that requires a password and an attendee registers after the training session has already started, the attendee cannot join the training session until they receive a registration confirmation email message and can provide the training session password.

  • If you do not check for registration requests in your email program during the training session, and accept the attendee's request, the attendee cannot join the training session.

  • If you require registration for a training session that has reached its maximum attendee registrants, you can allow attendees to register for a waiting list.

1

On the Schedule Training Session or Edit Scheduled Training Session page, scroll to Registration.

2

Next to Attendee Registration, check Require attendee registration.

3

(Optional) To customize the registration form to obtain additional information about each attendee, select Customize form. For details, see Customize a Registration Form.

4

Do one of the following:

  • To accept or reject each registration request, uncheck Automatically approve all registration requests.

  • To accept registration requests automatically without accepting or rejecting them individually, check Automatically approve all registration requests.

5

(Optional) Specify a password that registrants must provide to register for the session.

If you invite attendees to register, each invitee receives an invitation email message, which contains the registration password.

6

Specify a date or time on which you no longer accept registration requests.

7

Specify a maximum number of registration requests. Leave the box blank for unlimited registrations.

8

If you specified a maximum number of registrations, select whether to allow attendees to register for a waiting list.

9

Specify whether an attendee can cancel registration.

10

Select Schedule or Update.

Customizing a Registration Form

If you require attendees to register for a live or recorded training session, you can customize the registration form on which attendees must provide information.

For each option that you add to the form, you can specify whether attendees must provide the information to register for the live or recorded training session.

1

On the Schedule Training Session or Edit Scheduled Training Session page, select Registration > Customize form.

Under Standard Options, the following options appear:

  • First and last name (always appears on the Registration page)

  • Email address (always appears on the Registration page)

  • Phone number

  • Fax number

  • Company

  • Title

  • Address information

2

(Optional) Under Standard Options, do the following:

  1. For each option that you want to appear on the registration form, check the check box under.

  2. For each option for which you want to require attendees to provide information, check the check box under.

3

(Optional) Add custom options to the form by selecting one of the following:

  • Text Box

  • Check Boxes

  • Radio Buttons

  • Drop-Down List

4

To save the customized registration form so you can use it for future scheduled sessions, select Save As.

  1. Type a name for your form in the Form Description box.

  2. Select Save.

You can save up to five customized forms on this page.

5

Select OK to save your changes and close the Customize Registration Form page.