EventReference Approval Process
Automatically or manually verify registrants based on criteria
EventReference Approval Process
When you have a large number of registrations to process, it's easier and more efficient to use an approval process. With EventReference, it's easy because you can automatically approve registrants, automatically decline them, or mark them as awaiting approval when they register.
The EventReference Approval Process is available through our Project Managed Service.
Automatic approvals and declines
The EventReference automatic approvals and declines can instantly verify registrants based on pre-defined criteria. For example, for high security events, you may want to automatically decline certain types of email domain address. For other circumstances the answers given on the registration form can result in an automatic approval or decline.
Manual approval and declines
Sometimes a manual approval and decline method is required where decisions need to be made on the whole registration. In this case, workflows can easily be run on registrants awaiting approval, either individually through buttons or on mass through batch processing. This process allows multiple tasks to be actioned against records in a single click. For example, set a new status, upgrade or downgrade to a new badge type, or generate a particular email content.
The EventReference Approval Process allows you to easily manage registrations in the way that best suits the needs of your event.
With EventReference Project Managed Service you get access to many more online event registration features and functions.
As well as the Approval Process, you might also be interested in:
Best Match / Matchmaking feature that matches buyers and exhibitors or suppliers depending on their preferences.
Exhibitor Manual keeps your exhibitor information and documents in one place and helps keep them on track.
Got a question or want to send us a brief for your event?
Call our expert team on +44 (0) 1827 61666 or send us a message
Client testimonials
I just have to say, having the support of Alex leading up to the show was first class. In addition, Alex and Penny were fantastic on the day of the show. Nothing was an effort and they just got stuck in on the front line along with our team. They both are a credit to Reftech. We all would just love to work with both of them at our October Show and indeed all future shows.
Steve Hanbury, National Landlord Investment Show 2025 – July 2025
Reftech continue to be the best supplier for on-site registration!! Ansar was fantastic on site, and both Sarah and Charles were fabulous as always in sales stages
Fresh Group, AAN & T Level Conference - March 2025
The RefTech matching portal has been a remarkable asset for our best match Hosted Buyer program. Not only is the customer service outstanding, but the intuitive design of the portal ensures a seamless experience for our attendees. The appointments generated through this best-matching platform have forged valuable connections and established lasting relationships, all while maximizing time. It's an essential tool for anyone looking to efficiently drive business success through hosted buyer appointments.
Allison B., Director of Exchange Programs - March 2025
Case studies
Read how some of our customers are using RefTech for successful event registration, badging and attendee management.