Account Settings and Reports -

Common Questions:

• How to connect your existing merchant gateway into RegOnline
• What is a merchant gateway, and why would I need one?
• How do I create a new user role?
• What permissions do the different system roles have?
• How do I move an Existing user to another account?
• How do I add a new user to my RegOnline account?




Account Information -

• Primary Contact Information - View and edit the Primary Contact, or administrator, of the RegOnline account.
• Billing Contact Information - View and edit the Billing Contact information. This is where you can change the credit card that is billed for your account's activity.
• Account Defaults - Edit the Name, Currency, Time Zone, Bounceback Email and Default Pricing for your account.



Account Reports -

• Detailed Account Activity -


• Forms activated - Displays all forms activated within the Date Range, and the RegOnline fees for those Activations.
• Registrations - Displays all registrations within the Date Range, and the RegOnline fees for those registrations.
• Credit card transactions - Displays all credit card transactions within the Date Range, and the RegOnline fees (if applicable) for those transactions.
• Additional services - Displays any Professional Services performed within the Date Range.


• Last Payment / Invoice - Displays your Account number, Current Balance and your Last Payment.


• Cross-Event Reports -


• Agenda Item Snapshot - Displays the Agenda item selections for multiple events.
• Cross-Event Snapshot - Displays the number of Registrations, Cancellations, Revenues and Invitations for multiple events.
• Participant History - Displays a list of Registrants and their activity within your events.
• Participant Roster - Displays all Registrants of the selected events.


• Users - Create and edit the users, logins, and passwords of your account.


• How do I add a new user to my RegOnline account?
• How do I move an Existing user to another account?


• Roles - Create and edit the permission Roles of your account.


• What permissions do the different system roles have?
• How do I create a new user role?


• Merchant Gateways - Set up and configure the merchant gateway(s) in your account.


• How to connect your existing merchant gateway into RegOnline
• What is a merchant gateway, and why would I need one?



Please note that Hotels can no longer be found in the Account section. Access your hotels through the Lodging and Travel section of your registration form.