Using Zoom Events registration management
Zoom Events registrant management provides a single location for the event organizer to easily manage their registrants and event registration, helping them create successful events. Zoom Event organizers can access registrant information to manage tasks related to individual or group registrants and the registrants made by them. They can also use registration tools to create a direct join link for speakers or use attendee source tracking.
The registrant management feature provides support for hosts and event organizers to manage their registrants at the event level. Hosts and event organizers can view, sort, and filter their events’ special roles and regular attendees' info and registration status.
Learn more about creating a Zoom Event.
Requirements for using registration management in Zoom Events
Note: For access to the latest Zoom Events and Webinar features, we strongly recommend hosts to update to the latest version of the Zoom desktop/mobile application.
How to access registration management in Zoom Events
The Manage Registrants page solely focuses on registration for your upcoming and past events.
- Create a Zoom Event or edit an upcoming event to access the event setup.
- In the event creation flow navigation menu, click Registration & Join, then click Manage Registrants.
The registration management page will be displayed.
On this page, you can access the following tabs:
How to manage the Orders tab
In the Orders tab, you can view the following information:
- Order Number: This includes the registrant’s order number.
- Order Time: This includes the date and time that the order was completed.
- Tickets Sold: This includes how many tickets were sold.
- Purchaser: This includes the purchaser’s email address.
- Status: This includes their order status. Their status can display as:
- Completed: The registrant successfully bought their ticket and no refund or ticket changes are needed.
- Ticket Status Changed: When multiple tickets are registered or bought, this status appears if the tickets have different statuses.
- Order Canceled: The registrant canceled their order/ticket.
- Event Canceled: The Host canceled the event.
View registrant ticket status
- Access the Manage Registrants page.
- Click the Orders tab.
- In the Orders tab, find the registrant order that you want to view.
- Click the right arrow
to display more ticket information.
The following details will appear:
- Ticket: Shows the name of the ticket that the registrant bought.
- Registrant: Shows the registrant's email.
- Status: Shows the ticket status details.
Types of ticket status
- Completed: No refund or ticket changes are needed.
- Voided (Attendee canceled ticket): The registrant voided their ticket by canceling it.
- Voided (Host canceled event): The Host voided the registrant’s ticket by canceling the event.
- Voided (Host canceled order): The Host canceled an order from the Manage Registration page.
- Voided (Attendee was reported): The ticket is voided because the ticket holder was reported by Host in meeting
- Voided (Host refunded): Host approved a refund request.
- Voided (Host refunded 50%): Host approved 50% of a refund request.
Export registrant order information
Use the Export button in the Orders tab
You can export registrants' order information. In the top-right of the Orders tab, click Export. A CSV file with orders and registration information will be displayed. Some information will be included or excluded, depending on if hosts have custom questions and the registrant's opt-in status.
For upcoming or current events, the CSV file will display the following columns:
- Order ID
- Order Time
- Tickets Sold
- Purchaser Email
- Marketing Opt-In
- Order Status
- Display Name
- Ticket Type
- User Selected Question (will display, depending on if Hosts have custom questions and the registrant's opt-in status)
- Custom Question (will display, depending on if Hosts have custom questions and the registrant's opt-in status)
For paid events, the CSV file will display the following columns:
- Order ID
- Order Time
- Tickets Sold
- Purchaser (email)
- Marketing Opt-In
- Gross Income
- Payment Provider
- Status
Export reports from Registration & Ticketing page
- Access the Manage Registrants page.
- Click the Orders tab.
- At the top of the page, click Download CSV here.
You will be directed to the Analytics Registration & Ticketing page, and a Download CSV panel will appear with reports you can choose to download
.
Search for registrant orders
- Access the Manage Registrants page.
- Click the Orders tab.
- In the search box, search by a registrant’s name or email.
Note: The search is also a fuzzy search, which matches an entered term closely instead of exactly. You can search by a partial name or email. Additionally, if you enter a few letters of a registrant’s name, you can view all emails that include those letters.
Cancel an order for an event
For more information, please visit the support article on how to cancel an order for an event.
How to manage the Refunds tab
In the Refunds tab, you can view the following information:
- Refund ID: This includes the registrant’s refund ID.
- Refund Time: This includes the date and time of the refund.
- Order Number: This includes the registrant’s order number.
- Refund Ticket: This includes the number of refund tickets the registrant receives.
- Payment Provider: This includes the registrant’s payment provider, Stripe or PayPal.
- Purchaser: This includes the registrant’s name or email address.
- Status: This includes the status of the registrant’s refund process.
Types of refund status
- Refunded: The attendee was refunded by the host successfully.
- Refund Requested: Attendee submitted a refund request.
- Refund Request Rejected: Host rejected a refund request.
- Refund Failed: The refund failed.
- Refund in Progress: The host approved a refund, but the refund is being processed.
- Refunded (50%): The host partially refunded the registrant.
Refund a registrant
For more information, please visit the support article on how to refund a registrant.
Search for refunds
- Access the Manage Registrants page.
- Click the Refunds tab.
- In the search box, search by a registrant’s order number.
Note: The search is also a fuzzy search, which matches an entered term closely instead of exactly. You can search by a partial number.
Filter refunds
- Access the Manage Registrants page.
- Click the Refunds tab.
- By the search box, click the All Status dropdown to filter by refund status.
You can filter by All Status, Refund Requested, Refunded, Refund Failed, or Refund Request Rejected.
Sort refunds
- Access the Manage Registrants page.
- Click the Refunds tab.
- To the right of the filter dropdown, click the Start date or End date box.
- Select a date range from the pop-up calendar.
Your results will be filtered by your selected date range.
Export refunds
- Access the Manage Registrants page.
- Click the Refunds tab.
- At the top of the page, click Download CSV here.
You will be directed to the Analytics Registration & Ticketing page, and a Download CSV panel will appear with reports you can choose to download
.