This guide provides essential checklists to review to ensure a seamless setup for a Hybrid or Onsite event.
Basic event setup
Have you…
Step 1: Created the event? Creating a Hybrid event OR Creating an Onsite event
Step 2: Configured registration settings and landing page?
- Setting up landing page: Classic layout
- Setting up landing page: Advanced layout (formerly Canvas)
- Creating a registration form
Step 3: Created ticket types? Creating tickets
Step 4: Added registrants? Use one or several of the following options:
- Setup RingCentral Events Registration: How to create a registration form
- Bulk upload: Uploading registrants in bulk
- Magic links: Using Magic Links
Step 5 (optional): Added floor plans (max of 10)? Adding floor plans
Check-in
Tracking onsite event attendance
Step 1: Are check-in areas created? Creating and managing check-in areas
Step 2: Is the check-in journey decided? Staff-led check-in can be tested in the RingCentral Events Organizer App.
IF attendees self-serve check in using Kiosk Mode, then…
Step 3 (optional): Is any signature collection set up? Setting up signature collection
Step 4: Is the kiosk mode configured and tested? Setting up a kiosk & Checking in at a kiosk.
Segment check-in
Tracking onsite segment attendance
Step 1: Are check-in areas created? Creating and managing check-in areas
Step 2: Are the onsite segments added accurately to the schedule? Adding a hybrid or onsite segment to schedule
Lead Retrieval
Setting up Lead Retrieval for Exhibitors
Step 1: Are licenses purchased? Contact your RingCentral Events Success manager or Sales team for a quote.
Step 2: Are the Booths created and exhibitors invited? Expo tutorial & Inviting Exhibitors to set up an Expo Booth.
Step 3: Are licenses assigned? Enabling Lead Retrieval for Expo Booths
Step 4: Are Exhibitors registered for an event as attendees?
Step 5: Are Exhibitors trained and booths set up? Exhibitors: Setting up an Expo Booth & Exhibitors: Using the RingCentral Events Attendee app.
Badge printing
Step 1: Is the printer determined? Hardware compatibility for RingCentral Events Onsite
Step 2: Are registration consumables (badges, lanyards, badge holders, etc.) ordered? Certified in-person logistics suppliers for RingCentral Events Onsite
Step 3: Are the badge types created and designed? Creating and designing a badge
Step 4: Are check-in areas created? Creating and managing check-in areas
Step 5: Is the printer connected? Organizer app: Connecting a printer
Step 6: Have you tested the printing journey?