Checklist
Simple checklist to help conventions ensure that they have everything they need to get started with a convention.
Before opening for registration
Discuss policy about refunds
Discuss refund policy for attendees who do not attend the convention
Discuss if the end of the pre-registration period (Or if the registration can remain open all the way up to the convention)
Discuss pre-registration discount date ranges
Update the registration flags settings. (Settings > Reg flags)
- Verify that the convnetion is okay with having user's accounts redacted after the convention is over (The 'nukeme' setting)
Add additional addons for swag pickup for Sponsor+ registration levels. It is recommended that only a single "Swag" bag product is added, as the cashiers will have to individually mark each item as picked up.
Check your Stripe payoff schedule. ConCat recommends to have daily automatic transfers.
Before first day of registration
Go over the cashier interface.
Verify that the convention has a badge design that needs to be printed. (Settings > Badge Designer)
Verify that the printer works with the cashier station.
Verify that driver license's scanner is working.
Have a method to collect payments at the convention. ConCat does not yet have a method to directly collect payments, but orders can be mark as paid from an external 'cash' or 'card' method.
Verify that all dealers have paid for registration. (Check Attendee Statistics > Dealers)
Verify that the correct label sizes have been bought for the printer.
After the event
Go over any outstanding refund requests.
Discuss with ConCat if a mass refund needs to be performed for attendees who did paid, but did not attend.
Discuss with ConCat if user information needs to be redacted.
Discuss with ConCat for creating a new convention for the next year.