ⓘ This article is for Event Organizers
With Expo Pass, creating a registration form is simple and flexible — allowing you to collect attendee data, set pricing, manage session access, and more.
Follow these steps to create and launch your registration form.
Step 1: Access Your Registration For
Log into Expo Pass and select your event.
Click Registration from the left-hand menu.
If you haven’t started yet, a pop-up will appear — click Start.
If a form already exists, you’ll see Manage Form instead. You can click it to edit.
Step 2: Select Attendee Fields
You can include any combination of:
Standard Fields (e.g., Name, Email, Company, Job Title)
Custom Fields (must be created before they appear here)
❗ Important: You will need to create your Custom Attendee Fields before they will be available for selection on your registration form.
Custom Attendee Fields are any additional data points you wish to collect on registration outside of the Expo Pass Standard Fields:
First Name, Last Name, Email, Company, Job Title, Phone, Street, City, Zip Code, State, Country
When prompted, you’ll see two columns:
Left = available fields
Right = fields included on your form
Drag fields from left to right to include them.
Use checkboxes to mark fields as Required.
Drag fields within the right column to change their order.
❗Important Notes:
First Name and Last Name are required and cannot be removed.
Email is optional — but required for Mobile App access, and strongly recommended for Lead Retrieval.
To remove Email, drag it back to the left column or uncheck if you do not wish it to be required.
Once complete, click NEXT.
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If you already have a registration form created, you will be able to preview your form from the Attendee Fields screen.
This button will populate once the registration form is complete
Step 3: Registration Form Basics
Set up each Registration Level with key details.
What to include:
Name of the Registration Level
Description (what’s included, who it’s for, etc.)
Pricing
Required even for free levels (set price = $0)
Use “+ Add Price” to add Early Bird, Standard, or Onsite pricing
Maximum Registrants (optional — leave at 0 for no limit)
Session Access
If sessions are already created, assign or remove access per level
1. At the top of the page you will see tabs. Click on Basic to set a custom Registration Level name.
2. Registration Level Description: Include basic information, what's included with this level, etc.
💡 Bonus Tip: If this is your Recommended Registration Level, check the box under the description.
3. Level Pricing: Add a price name and cost.
Even if this is a free event, you must add a price name (general, price, etc) and a $0 cost
If you would like to add early bird pricing, click on the + button and a new box will open where you can enter the name, price and dates it's effective
Early Bird, Standard, Onsite Pricing, etc.
❗ Important: If you add a price to any registration level, you will be required to connect a bank account to the event before you can complete your form. You can do this through the Expo Pass Merchant Agreement or Connect Your own Stripe Account.
Expo Pass uses Stripe as our Credit Card Processing partner and the fee is 4.95%
5. Max Registrants: Indicate the total number of people that are permitted for each specific Registration Level.
If you leave at 0, there will be no limit to how many attendees can register for this level.
6. If your sessions are created, you can add or Remove Session Access per Reg Level
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If you do not have sessions created yet, you can come back later to edit these at a later time.
By default, all registration levels are automatically eligible for all Sessions. If there are certain Sessions that should not be made available to that specific registration type, you will need to remove access during this step.
💡 Tip: You can choose to create "Add-On Sessions" by removing them from the standard access.
7. Click Next to continue.
Step 4: Additional Registration Options
This screen includes optional configurations:
Add-On Sessions
Removed sessions from each registration level can be added back here as Add-On Sessions.
Session Pre-Registration
Select YES if you want attendees to choose sessions during registration.
❗ Important: You must have your session schedule created BEFORE enabling this option.
Attendee Guests
This is used when you would like to allow attendees to bring guests as a +1. Many event organizers use this for numbers on networking events, dinners, etc.
❗ Important: If you are looking to have your attendee register other registrants in one transaction, you will NOT use this feature.
Guests will only have First Name, Last Name and Email (if you select YES) collected. This is meant as a +1, not additional registrations.
At the end of their registration, they will click "Register Another Person?" at the end of their registration.
1. Select the number of guests to be allowed per registrant.
2. Select the cost for each guest ticket
3. Select if you would like to have them include the guest Email
Member Verification
Under Member Verification, you can add or upload Event Members for exclusive registration levels.
When a registrant enters their email on the registration form, and it is included in the Member Verification, they will have the option to select that Registration Level. This level will otherwise not public.
You must have email required on your registration form for this to work.
First Name, Last Name, and Email are required for all attendees being added to member verification.
When uploading or adding members, all email characters must be lowercase.
❗ Important: If someone registers with a different email address, they will not be able to access the level.
💡 Tip: This feature can also be used to "close" or hide a registration level.
Once all of the Additional Options are complete, click the green Next for the final steps.
5. Upload Legal Documents
Each attendee must agree to your legal terms during registration.
Upload the following as .txt files:
1. Upload your Terms and Conditions in .txt format
See Sample T&Cs HERE
2. Upload your Refund Policy in .txt format
If your event is free, the refund policy can simply state that there is not one due to the event being free of charge.
See Sample Refund Policy HERE
3. Once you preview these and are complete, click NEXT.
6. Finalize and Create the Form
Review your registration levels and settings.
If everything looks correct, click Create Form.
✅ Your registration form is now live!
Common Mistakes to Avoid
Forgetting to create Custom Fields before starting: They won’t appear unless built first.
Leaving Email off the form: Required for Mobile App and Lead Retrieval functionality.
Not assigning sessions by level: All sessions are available by default unless adjusted.
Trying to register multiple people via “Guests”: Guests are limited to +1s only, not bulk registrations.
Skipping pricing for free events: You must still assign a price label and $0.
Uploading PDFs or Word Docs for legal terms: Only .txt files are accepted.