Hosting a Hybrid or an Onsite event? Below are some essential checklists to review before your event setup day to ensure a seamless setup.
Any Hybrid or Onsite Event
Have you…
Step 1 → Created the Event? Creating a Hybrid event OR Creating an Onsite event
Step 2 → Configured Global Registration Settings? Advanced event registration settings
Step 3 → Created Ticket Types? How to create tickets
Step 4 → Added Attendees? Use one or several of the following options:
- Setup RingCentral Events Registration: How to create a registration form
- Bulk Upload: How to bulk upload registrants
- Magic Links: How to create and use Magic Links
Step 5 (optional) → Added Floor Plans (max of 10)? How to add floor plans to your event
Specific Checklists by Solution
Ensure you can confirm all of the below is completed BEFORE Set up Day!
Check In
Track Event Attendance Onsite with Check In
Step 1 → Are Check-in Areas setup? Creating and managing Onsite Check in areas
Step 2 → Is the Check In Journey decided? Staff-led Check In can be tested Using the RingCentral Events Organizer App
IF attendees self-serve check in using Kiosk Mode, then…
Step 3 (optional) → Is any signature collection setup? How to setup signature collection for your event
Step 4 → Is the Kiosk Mode journey tested fully? How to set up Kiosk Mode
Segment Check In
Track Segment Attendance Onsite with Segment Check In
Step 1 → Are Check-in Areas setup? Creating and managing Onsite Check in areas
Step 2 → Are the Onsite Segments Added accurately to the Schedule?
Lead Retrieval
Offer Exhibitors Tracking Onsite with Lead Retrieval
Step 1 → Are Licenses Purchased? – To obtain a quote schedule a call with our sales team through the contact form on our website.
Step 2 → Are the Booths Created? Use one of the following options:
- Bulk Upload How to upload a list of Exhibitors
- Added manually Expo Tutorial
Step 3 → Are Exhibitors Invited? How to invite Exhibitors to set up and manage an Expo Booth
Step 4 → Are Licenses Assigned? How to enable and assign Lead Retrieval Credits
Step 5 → Are Exhibitors Trained and Booths Setup? – We recommend sending exhibitors Setting up an Expo Booth as an Exhibitor.
Badge Printing
Streamline Badge Production with On-demand Badge Printing
Step 1 → Is the Printer Determined? Hardware Compatibility for RingCentral Events Onsite
Step 2 → Are the Badge Types Created? How to create a badge
Step 3 → Are the Badge Designs Created? How to use the badge designer
Step 4 → Have you tested the Printing journey? How to setup Badge Printing for an Onsite Event