Events
Event registration, ticketing, communications, and day-of operations for small businesses.
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Attendee management
8- AttendeesThe Attendees tab lists every registration placed for your event, with server-side search and filters, inline approvals, and per-row actions.
- CSV exportsExport your registration data as a CSV file from the Attendees table. The file contains one row per ticket, including all standard fields and any custom question responses.
- CancellationsCancel an individual ticket, or cancel the whole registration at once. Neither action triggers a Stripe refund or sends a notification email to the attendee.
- DisputesSee which orders have a Stripe chargeback against them, right on the Attendees table, and know when to go resolve it in Stripe.
- Manual registrationsIssue tickets from the back office without sending an attendee through public checkout: comp lists, phone signups, offline payments, and sponsor blocks all go through the Manual Registration modal.
- RefundsIssue refunds inline from a ticket card, or through the two-step approval queue on the Refunds tab. Attendees can request one too, per ticket, from their own portal.
- Registration detailClick any row in Attendees to open the registration in the inspector panel, where you can review every ticket, edit attendee data, and manage refunds, transfers, and notes.
- Ticket transfersReassign a ticket to a new attendee without cancelling the registration or issuing a refund. Either you or the ticket holder can start one, and Mercleo now nudges a recipient who hasn't accepted.
Audience & access
3- Access codesAccess codes gate entry to your registration form: attendees must enter a valid code before they can register. Use them for private or invite-only events.
- Audience gatingMercleo Events has three tools that control who can register and what they see: registration paths, access codes, and per-ticket visibility. They solve different problems and can be layered together.
- Registration pathsRegistration paths let you show different ticket types to different audience segments, such as Members vs Guests or Speakers vs Attendees, on the same event.
Communication
7- AnnouncementsSend updates to your event registrants via email, SMS, their portal, or any combination, and target by registration status, ticket types, price tiers, registration paths, or enrolled sessions.
- Attendee messagesAttendees can message you directly about their registration from their portal, and you answer from the event's Messages inbox, with email notifications on both sides.
- Automatic remindersFour reminder emails go out for every event with no campaign to create; here's what each one sends, how org defaults and per-event overrides combine, and how to reword or turn one off.
- Confirmation emailsEvents sends a confirmation email automatically on registration. The template itself is fixed; the logo is the one thing you control here, and the automatic reminder emails are customizable elsewhere.
- RemindersSend timed reminder emails to confirmed registrants and nudge people who haven't claimed their ticket, and see the automatic reminders that go out for every event with no setup at all.
- SMSEvents can text your attendees through Twilio on the announcements channel, and it now handles STOP and START replies for you automatically.
- Test emailsEmail branding lets you preview any attendee email template against your event's real data and send test copies to any address, without creating a registration.
Day of event
8- BadgesDesign badge templates, assign them by ticket type, registration path, or price tier, and print them through the Cockpit badge queue on the day of your event.
- Capacity monitoringThe Cockpit Dashboard shows live check-in, arrival rate, and queue counts on the day of your event, updating in real time as attendees arrive.
- Check-in consoleThe check-in console gives your team a real-time view of who has arrived, with a ticket-code entry field, live attendance stats, and a searchable attendee roster, all on one screen.
- CockpitThe Cockpit is your live, day-of command centre for an event: real-time attendance, check-in, badges, and walk-ins in one modular screen.
- Cockpit invitesCockpit invites give a helper without a Mercleo account a PIN-protected link scoped to only the Cockpit modules they need.
- Kiosk modeKiosk mode turns any tablet at the door into a self-service check-in and walk-in registration station, with no attendee login and no staff Mercleo account required.
- Session check-inThe session attendees page shows who RSVP'd for a session and lets you export that list. To record who physically attended, use the Cockpit's Session scan module, which tracks session attendance separately from event check-in.
- Walk-insEvents handles walk-in registrations three ways: from the check-in console, from an attendee-facing kiosk, or through an approval queue in Cockpit, depending on who is doing the registering.
Event website
6- Cover imageThe cover image is the hero of your event's public page, and also appears on portal cards and embeds.
- Custom builderDesign your event's public page block by block, with your own layout, colours, fonts, and extra pages.
- Design and typographySet your event website's colours, fonts, and type scale from the custom builder's Design and Typography panels.
- Embed widgetsPaste a code snippet into any external website to put your event's registration form directly on your own pages.
- Event websiteEvery event gets a public website automatically, built from the event's own data, with one field you write yourself.
- Social cardsControl how your event looks when its link is shared on Slack, LinkedIn, or any platform that reads Open Graph tags, and know when it won't have a preview image at all.
For attendees
5- CancellingCancel your registration or request a refund from your confirmation email or from the ticket itself. The organizer reviews every request before money moves.
- RegisteringWalk through the registration form: pick your tickets, verify your email, add your details, and review before you submit or pay.
- TransferringGive your ticket to someone else through the portal. You send the transfer, they sign in and accept, and the ticket moves to them.
- Updating your detailsChange the details on a ticket, or claim a ticket someone bought for you. Each ticket is edited on its own.
- Your ticketsEvery ticket you hold lives in three places: a wallet across all your events, this event's own tickets list, and the ticket's own page with its QR code.
Getting started
5- Announced eventsAnnounce an event before you have a date or venue, collect early interest, then publish and notify everyone who signed up.
- Creating eventsSet up an event's basics, format, and publishing choice in a single form, then add tickets, branding, and schedule once it exists.
- Event formatsSimple, Multi Day, and Advanced formats unlock different feature sets, picked at creation and upgradable later within your plan.
- PublishingAn event moves through five statuses; publishing makes its public page reachable, and cancelling notifies attendees by default.
- Stripe paymentsConnect Stripe once at the account level, either through a Mercleo-managed account or your own, to accept paid tickets across every event you run.
Program
6- Linked eventsA linked event is a separate event with its own landing page, schedule, and tickets, kept under a parent event so you can manage and order them together.
- Schedule gridThe Schedule tab lays out every session on a day-tabbed grid, one column per room, and lets you reschedule a session by dragging it to a new time or room.
- SessionsSessions break a Multi Day or Advanced event into named blocks, each with its own time, room, and optional RSVP or capacity limit.
- TalentTalent (formerly called speakers) are the people who present at your event — track them on an event roster and an org-wide directory, then assign them to sessions.
- TracksTracks group sessions by theme so you can organize and filter a large schedule as an operator. Attendees see the track name as a plain label, not a filter.
- Venues and roomsBuild a directory of real venues and rooms with capacities, then attach them to an event so sessions can be assigned to a real room instead of a free-text label.
Registration form
4- AttestationsAttestations are statements attendees must read before completing registration, sourced from org-wide defaults and event-only additions, with required ones blocking registration if left unchecked.
- Custom questionsCustom questions let you collect extra information from attendees at registration, configured per ticket type so different ticket tiers can ask different things.
- Email verificationEvery attendee must verify their email address before completing registration. There is no setting to disable this — verification is always on.
- Marketing consentMarketing consent is the opt-in attendees give to receive future emails or texts from your workspace. You configure it once, and the setting applies to every event you run.
Reporting
2- AnalyticsAnalytics gives you a full breakdown of registrations, ticket performance, conversion funnel, session attendance, code usage, and demographic aggregates, drillable per ticket type, session, and code.
- OverviewThe Overview tab is the default view for every event: a single screen showing setup progress, registration health, revenue, capacity, and check-in status at a glance.
Settings
2- Question bankThe question bank is where you define reusable registration questions for your workspace, so answers from every event land in the same column for cross-event filtering.
- Team accessControl which workspace members can view or edit an event in the dashboard. Private events are visible only to the creator, org admins, and teammates you explicitly invite.
Tickets & pricing
4- Discount codesDiscount codes let attendees reduce their ticket price at checkout by entering a code you create and share. You can scope each code to specific ticket types, price tiers, or email domains, and set expiry dates or use limits.
- Price tiersPrice tiers let you charge different prices for the same ticket type by buyer type, such as Student vs Professional, and the attendee picks their tier at registration.
- Ticket packagesA package bundles several copies of one ticket type into a single purchase at a flat price, like a 5-pack for the price of 4.
- Ticket typesTicket types define what attendees can buy: name, price, capacity, tax, and sale window. Free or paid, public or unlisted, audience-segmented or universal.