Managing recurring sessions Registration Settings

The Registration Settings tab for recurring sessions events is where you can add your privacy policy, manage your event's registration window, and manage other registration-related customizations. You can also create custom registration questions for attendees.

Learn more about how you can create a recurring sessions event.

This article covers:

• How to access the Registration Settings tab for recurring sessions
• How to manage the Registration Settings tab for recurring sessions
  • Manage event capacity
  • Select registration options
  • Use group join link actions
  • Customize Registration Questions
  • Manage the Privacy Policy Link
  • Manage marketing consent
  • Set the Registration Window
  • Create custom host message for registrants
  • Create a Message for Confirmation Email
  • Copy the Ticket Type ID
  • Manage registration for users without Zoom accounts

Prerequisites for managing recurring sessions Registration Settings

• Pro, Business, Enterprise, or Education account
• Zoom Sessions Unlimited or Zoom Sessions Pay Per Attendee license
• Stripe or PayPal Business account is required to create paid events

How to access the Registration Settings tab for recurring sessions

1. Create a recurring sessions event or edit an upcoming event to access event setup.
2. In the navigation menu, click Registration then click Registration Settings.

How to manage the Registration Settings tab for recurring sessions

Manage event capacity

Overselling is allowed when creating free events, and event organizers will see a notice with a toggle to allow overselling for each session. Controlling overselling numbers allows event organizers to control their oversell ratio, and their budget/spend amount for an event’s capacity.

1. Access the Registration Settings tab in the recurring sessions event setup.
2. (Optional) Edit the number of attendees who can join the event to reduce the maximum number of attendees.
3. (Optional) Click the Allow Oversell toggle to enable or disable it.
   When enabled, this allows more than your capacity to register for each session. Some organizers do this to account for no-shows on the day of the session. If you choose to oversell each session, some registrants may be prevented from joining if the session is full.
4. Under Registration Limit, enter the registration limit for your event. You can also use the up  and down  arrow buttons to set the limit. When you're finished setting the registration limit, click Save.
5. (Optional) Click Customize a message for attendees that join after the session is full to create a customized message, then click Save.
   A panel will appear where you can customize your message.
   
   1. In the panel's text box, enter a message.
   2. Click Save.
6. (Optional) Select the Email me when the event has reached the registration capacity checkbox to receive a notification email.
7. (Optional) Click View Event Performance to view your event's overall progress.
   You will be directed to the host Overview tab.

Use group join link actions

When hosts create an event, they will receive a join link(s) that corresponds to their event type. When hosts publish an event, the one join link corresponds to the host’s selected authentication method; the host will receive a universal join link for all registration and roles and for their entire event.

Registration is waived for the attendee group specified by the event authentication of your choice. Attendees in the group will join after being authenticated.

1. Access the Registration Settings tab in the recurring sessions event setup.
2. Under Group Join Link, click the following actions:
   • Copy Group Join Link: After copying the link, invite your audience to the event using the join link. This link will provide your attendees access to the event with this ticket permission.
   • Copy Invitation: In the pop-up window, preview the event invitation that attendees will receive, then click Copy to copy the event invitation to your clipboard.
   • Send Invitation to Me: Send a preview of the event invitation to your email.

Select registration options

If registration is required, event organizers have 3 registration options to choose from:

• Attendees register once and can attend any of the occurrences: Registrants can attend all of the occurrences. All dates and times of the webinar will be listed and the registrant will be registered for all occurrences.
• Attendees need to register for each occurrence to attend: Registrants need to register separately for each occurrence to attend. They can only choose one date and time on the registrant page.
• Attendees register once and can choose one or more occurrences to attend: Registrants register once and can choose one or more occurrences to attend. They will need to select which dates and times they would like to attend and they will only be registered for those occurrences. They can choose multiple options.

Customize Registration Questions

Registration questions can be created or modified to include future registrants at any time during an event's lifecycle (in draft phase, after publication, or up until the lobby closes).

1. Access the Registration Settings tab in the recurring sessions event setup.
2. In the Registration Requirements section, click Customize Registration Questions to select the details you want registrants to include during the registration process and to create a questionnaire for them to answer during the registration process.
   Note: Once an event is published, an event organizer will be able to add, change, or delete registration questions.
   • Registrant's Details tab: Under the Field column, select the checkbox(es) next to the detail(s) you want registrants to provide when they register for the event; if the registrant is required to provide the detail(s) you selected, select the checkbox under the Required column.
     • (Optional) At the top of the window, select the box next to Field and/or Required to select all the boxes under their respective column.
   • Custom Questions tab: Click + New Question to add questions to your survey; you can use different question formats to get feedback on what's most important to you.
3. Click Save All to save your settings.

Manage the Privacy Policy Link

You can upload up to 3 privacy policies for your event. Your organization’s privacy policy will appear when users register for your event.

1. Access the Registration Settings tab in the recurring sessions event setup.
2. In the Registration Requirements section, under Privacy Policy Link, click + Add.
   A text box will appear.
3. In the text box, enter the URL of your privacy policy.
4. (Optional) Repeat steps to add up to two more privacy policy links.
5. (Optional) Click the delete icon  to delete a privacy policy link.
6. Click Save.

Manage marketing consent

1. Access the Registration Settings tab in the recurring sessions event setup.
2. In the Registration Requirements section, under Marketing Consent, give external registrants the option to receive marketing communications when they register for your event:
   • I want to ask external registrants to opt-in or opt-out for marketing communications: Select to allow Zoom Events to capture marketing consent from attendees.
     • Opt-in: Select to give external registrants the option to receive marketing communications. Opt-in checkbox will not be selected by default on the registration page. Attendees will need to check a box to opt-in to marketing.
     • Opt-out: Select to give external registrants the option to not receive marketing communications. Opt-in checkbox will be selected by default on the registration page. Attendees will need to uncheck a box to opt-out of marketing.
   • I don’t want to ask external registrants to opt-in or opt-out for marketing communications: Select if you do not need Zoom Events to capture marketing consent from attendees. Attendees will not be asked if they want to opt-in to marketing.
3. Click Save.

Set the Registration Window

1. Access the Registration Settings tab in the recurring sessions event setup.
2. In the Registration Window section, under Registration Starts, set the start date and time when the tickets will be available for purchase.
   Notes:
   • The attendee-paid ticket registration is limited by the hub’s payment provider requirements. Availability for the paid ticket registration will follow the payment provider’s (Stripe or PayPal) requirements.
   • Attendees can view the paid event registration open date and choose to receive an email reminder to return to the paid event page to complete registration once it’s available.
3. (Optional) Click Customize... to set the Registration Ends date and time when the ticket sale will stop.
   Notes:
   • The Registration Ends date of paid tickets must be set to close on a date that is no later than the event's end date.
   • Before the event lobby is closed, you can set any free ticket type's Registration Ends date to end after the event is over and before the lobby closes, allowing users who did not attend the event to purchase tickets to view the video recordings from the event.
   • You can also click Default to set your Sale date and time to the end of your event.
4. Click Save.

Create custom host message for registrants

This message will be shown to registrants before they complete registration.
Note: There is a 2,000-character limit.

1. Access the Registration Settings tab in the recurring sessions event setup.
2. (Optional) Under Custom Host Message for Registrants, enter a message for your registrants.
3. Click Save.

Create a Message for Confirmation Email

1. Access the Registration Settings tab in the recurring sessions event setup.
2. (Optional) Under Message for Confirmation Email, enter a message for your registrants.
3. Click Save.

Copy the Ticket Type ID to an External Registration Form

1. Access the Registration Settings tab in the recurring sessions event setup.
2. Under External Registration Form, to the right of Ticket Type ID, click Copy.
   The ticket type ID will be copied to your computer's clipboard.
3. Add the ticket type ID to an external registration form.

Manage registration for users without Zoom accounts

Note: This section only appears for public recurring sessions events.

You can enable or disable the option to allow users without a Zoom account to access and join a public recurring sessions event by using their email addresses. Users who register may sign up for a Zoom account or allow Zoom to store their emails and profile information for use at future events.

1. Access the Registration Settings tab in the recurring sessions event setup.
2. Under Users Without Zoom Accounts, click the Allow users without Zoom accounts to register and join event toggle to enable or disable it.
3. Click Save.