Use a third-party service for event registrations

Learn how you can use third-party services to handle your event registrations and payment processes.

Though Wajooba offers its own payment processing feature, we understand that you may need to use other payment services that you’re already comfortable to use. We’ll help you create, facilitate, and host your events while using your preferred payment service to handle your registrations and payments.

💡 This concept is very similar with promoting a partner or other organization’s event on your account. We created a separate guide to further discuss it and help you promote their event. Make sure to check it out!


Create an event

We’ll create an event like we usually do. Go to  Events and select the plus ➕ icon from the upper right corner of the page.

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Step 2: Add info

Add the basic information of the event. This will help your participants know more about the event and its details.

  1. In the Title field, enter the name of the event. For example, “Webinar on New Image Editing Software.”
  2. From the Categories dropdown, select a category where the event will fall under. Categories help you group your events accordingly. For example, you can group all annual events or all monthly events into one category to help you manage the schedule of your events.

    💡 To add a new category, select the  plus ➕ icon next to the dropdown. Enter the name of the category in the Name field and select Submit.

  3. Select a color. This is how your event will show on your monthly calendar.

You can set specific dates or a weekly schedule for your event. Under Frequency, select  Specific Dates or Repeats Weekly On.

Commonly, we use specific dates to host private classes and events as they are usually held one-time. For example, a two-day in-person bootcamp that your organization is hosting or a 3-hour webinar you will hold on the first Saturday of next month.

However, you can always set up your events on a repeating weekly basis. This can be based on the event's objectives or the number of participants you have.

⚠️ Note that the start and end time of your event is very important when you’re setting up a Zoom online meeting. The Zoom meeting exactly starts and terminates the meeting at the schedule you set.

Specific dates

  1. Under Frequency, select Specific Dates.
  2. In the schedule box, set the date and time schedule of the class or event.
  3. (Optional) To allow registrations for new students, select the Allow New Registrations checkbox.
  4. To add or remove a date, select the plus ➕ or trash 🗑️ icon, respectively, next to the schedule box.

Repeats Weekly On

  1. Under Frequency, select Repeats Weekly On.
  2. Select the date when the weekly schedule will start. This also indicates which days of the week the class or event will recur.
  3. Select how you plan to end the weekly class or event.
    • Valid for weeks: You can set how many weeks the class or event will recur.
    • Till date: Select this option to select a specific date to end the class or event.
    • Ongoing: Select this if you want the class or event to be available weekly with no specific end date.
  4. Select the start and end time schedule of the weekly class or event.
  5. (Optional) To allow registrations for new students, select the Allow New Registrations checkbox. 

You can host an online or in-person event based on your preference. If the meeting is mostly composed of discussions and presentations, some conduct online classes as there is usually no need for a meet up. For some, however, they conduct in-person classes to facilitate their lessons such as yoga activities, culinary lessons, swimming lessons, and so on.

💡You can set up both online and in-person setup for your classes and events. Some facilitators do this to provide convenience to those who can’t attend in-person due to some reasons. For example, some users follow a hybrid setup to allow social distancing and safety protocols for their students. So, half of the class is in the venue and the other half joins the meeting online.

Create online meeting

  1. Under Location, select the Create Online Meeting checkbox.
  2. Select how you want to add an online meeting.
    • Auto-generated: Select this to create a new meeting. Make sure that you have already integrated your Zoom account with Wajooba. Otherwise, this will be shown as greyed out.

      ⚠️ Note that the start and end time of your event is very important when you’re setting up a Zoom online meeting. The Zoom meeting exactly starts and terminates the meeting at the schedule you set.

    • Manual URL: Select this option if you haven’t integrated your Zoom account yet or you’re using other applications such as Google Meet, Microsoft Teams, and so on. Use this option as well if you’re creating an event organized and will be facilitated by a partner training brand since they’ll use their own meeting link most of the time.

Set in-person location

  1. Under Location, select the Set in-person location checkbox.
  2. Enter the room name and the address of the venue in the Room Name and Location fields.

Of course, an event won’t be complete without a speaker to facilitate it. You have two options when adding a host: teacher and organizer. 

Both of them will have the administrator permissions to facilitate the online meetings such as screen recording, screen sharing, sharing of files, and so on, unless they assign someone else to be the host.

Teacher

A teacher is someone who belongs to your organization. They facilitate one or more of your courses and its classes, events, and contents. They can have any roles in your account as long as they have the “teacher” permission enabled.

  1. Under Host, select Teacher.
  2. From the Teachers dropdown, select the name of the teacher who will facilitate the class or event.

    💡 If they are not in the list, make sure that they have the “teacher” permission enabled in your user account settings.

Organizer

Organizers, on the other hand, are individuals or organizations who partnered with you to conduct a class or event. For example, you can create and promote an event hosted by a partner organization to your students, especially if it is related to a topic you’re teaching. 

  1. Under Host, select Organizer.
  2. In the Host field, enter the name of the partner individual or organization facilitating the class or event.

You can set the number of maximum attendees who can attend your classes or events. 

This is important as some of the online meeting platforms have a maximum number of users it can accommodate in a single meeting, usually depending on the subscription you have with them. 

Similarly, when hosting online or in-person classes or events, you would want to consider the capacity of the venue. For example, if the auditorium you’ll use for your event can only cater to 100 participants, you would also want to accept registrations for 100 participants only.

Under Max Attendees, enter the maximum number of people who can attend your class or event in the  Max Attendees field.

Select  Next.

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Based on your organization's purpose and marketing strategy, Wajooba allows you to create different payment options that your members can avail when they register for the event.

You can create and host paid events, offer it for free, or host it through donation-based events. In addition, you can promote a partner or other organization’s event through your account.

Since you'll be using a third-party service for your event registration and ticket payments, we'll add it as an external link.

  1. From the payment options, select External Link.
  2. In the Link field, paste the link to your third-party service's website.

    💡 Once a participant registers, they'll be directed to the payment service's website to complete their registration and payments.

  3. Once you're ready, select Next.

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Step 4: Add more info

You can add a banner image to provide more design and info about the event.

  1. To add a banner image, select Upload Image then open a file from your computer.

    💡 To make sure that your cover is clear and not distorted, use horizontal images instead of vertical ones. We recommend an image with 16:9 ratio and a resolution of 740 x 340 pixels.

  2. In the Additional Info textbox, add a one-line short description about the event. For example, "3-day event."

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Step 5: Create and customize the event page

Your event sales page will be published on your public website. This serves as the landing page for your participants looking to register and see more information about the event.

  1. Choose a sales template, then select Next.

    💡 If you don’t intend to have a page online, you can skip this step. You can always go back and edit your donation campaign’s page if you need to

  2. Edit the design and layout of your page. Use the available tools to customize it based on how you want to present the event to your participants.
  3. Edit the contents of the page to add more details about the event, the speaker, and/ or your organization. 
  4. (Optional) If you want to save this edit as a template for future use, select the Save as Template 💾 icon above the page editor. 
  5. Select Next.

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Step 6: Submit and publish

Make sure that all information you provided is correct. 

  1. Review its details.
  2. Select Submit.

    💡 To see how it looks before you publish, open the event and go to the  Preview Sales Page tab.

  3. When you’re ready, toggle the Publish button next to the event's title.

🎉 Great job! You just finished creating your event.

The event will show on your public calendar, and you can start accepting registrations for your event.

Since you've used a third-party service to handle your event registration and payments, you'll need to refer to them for a list of participants who registered for your event.

Since you've used a third-party service to handle your event registration and payments, you'll need to refer to them for a list of participants who registered for your event.

Don't worry! If you need it to reflect the same list of attendees on your Wajooba account, here's what you can do.

As soon as you get the list of attendees from your third-party payment service, follow these steps.

  1. From your Wajooba account, go to Events and select your event.
  2. Go to the Sign In And Register tab and select the correct schedule date under Event Dates.
  3. Under Attendees, select Add Contact (➕👤).
  4. Enter the attendee's details: first and last name, email address, and phone number.
  5. Select Submit.

The attendee you just added should already show on the list of your event attendees and your Contacts menu.

💡 If they're a new contact to the organization, they'll receive a welcome email with their login credentials to access their Wajooba account as soon as they get added. This helps them get reminders about the event and see more of its details. Existing contacts should be able to use their existing credentials to access their account.

Follow the same steps for the rest of attendees who registered through the third-party payment service.

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Created by: Paul Romuel Danila
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