Quick Start Guide

You've opened up your EasyREG account ... now what?  Here's a guide to getting started.

Create Your Registration Event

First step is always to create a new event that you want to accept registrations for.  Click on the "Create New Event" link at the top of the main page.

• Once on this page the first step is actually step  2 ... Setup Email Accounts (since this is your first time).  Click on the "Add an Email" link and add an email to the drop down list.  This person will be the administrator for this particular event.  The administrator knows the login info and will do the approving and updating for the registrations as they come in.
• Next go back to the "Create New Event" and fill out:
  • Step 1 (Year & Name)
  • Step 2 (Setup Email Accounts)
• If you have a Paypal account and wish to accept credit card payments for your event, fill out Step 6 (Online Payments).  Otherwise you can choose the default settings for the rest of the choces and click on the "Create New Registration" button at the bottom.

Build your registration form & create your email templates

• Once the event is created you will be directed to either creating your registration form or editing your email templates ... it does not matter which one you do first. 
• Use the "Build a Form" tool to create your registration form.  Edit, Preview, Add to, and Update your form until you are satisfied with all of your fields.
• Click on "Edit Emails" link to edit your pending, approved and paid email templates.  Use these email to send to your registrants as they pass from one status to the next.  Be sure to turn on the sending of emails for each email template that you wish to use.

Ready to Go!

• Now that the form is built, test it with some dummy registrations to make sure you are gathering all the information that is important to you for this particular event.
• Happy with the output?  You are ready to start excepting registrations .. it's that easy!

Questions?

Still have some questions?  If so, check out our online tutorial and Frequently Asked Questions pages.