Attendee Identity
Collect full legal name, preferred badge name, professional affiliation, job title, and contact email; ensure match with payment and travel documents to avoid reconciliation issues.
A clear, complete registration form reduces processing errors, supports accurate badge production, and documents attendee consent and payment terms. Using an e-signature-capable workflow aligned with ESIGN (15 U.S.C. ch. 96) and applicable state law preserves legal enforceability while speeding confirmations.
Lead organizers, school or district representatives, and individual educators commonly fill and submit the ISTE Conference Registration Form.
Secondary users include exhibitors, presenters, and administrative staff who process payments, generate materials, and handle refunds or substitutions.
Collect full legal name, preferred badge name, professional affiliation, job title, and contact email; ensure match with payment and travel documents to avoid reconciliation issues.
Allow selection of pass type (conference/one‑day/workshop) and concurrent sessions with capacity checks and waitlist options to prevent overbooking and support accurate session planning.
Include payment method, invoice or PO number, and refund policy. Capture billing name and address clearly to support accounting and tax reporting when required.
Provide checkboxes and free‑text fields for dietary restrictions, mobility or AV needs, and accommodation requests so organizers can plan accessible facilities and catering.
Add consent checkboxes for code of conduct, photo/video release, and data-processing policy; ensure consumer-facing disclosures meet ESIGN consent expectations where applicable.
Collect emergency contact name and phone and optional medical notes to support on-site safety and first-responder coordination if needed.
| Workflow Setting | Recommended configuration |
|---|---|
| Field Validation | Require email, name, and ticket type |
| Conditional Logic | Show accommodations only when requested |
| Payment Routing | Send receipts to accounting email |
| Confirmation | Auto-send PDF and confirmation link |
Choose a platform that supports common file formats, integrates with your payment and CRM systems, and stores a tamper-evident audit trail.
Verify the platform supports your required integrations (CRM, accounting, badge printing), provides secure storage, and meets any applicable compliance obligations before collecting sensitive attendee data.
Cutoff for discounted rates, typically weeks before the event
Final online registration cut-off prior to on-site sales
Date by which payment or valid PO must be received
Last date to request a refund per published policy
Whether and when walk-up registration will be accepted