How to start using Corsizio

Corsizio offers you and your attendees a modern platform with a clean user interface, that is quick and easy to use for online registrations and payments to events. Now that you have created a Corsizio account, here is how to start using it to get the most out of all that Corsizio offers.

Step 1: Configure Your Account

The first, and most important, thing that you should do when you create a Corsizio account for the first time is to explore the Account Settings and configure your new account. Here you will find many options and customizations that will be applied account-wide to all of your events. Seeing what is possible within this section will answer many of your initial questions about using Corsizio.

The Main Settings page provides you with an overview of your account settings.
The User Profile and Account Profile must contain the requested and correct information in order for you to be able to access and use Corsizio properly, including a full legal name and email address of the user and official business name for the account.

WARNING — The user login name must be the name of the actual person who will be logging into and using the account. The user login cannot be named as a job title or position (i.e. Director, Admin, Webmaster, etc.) or named as the business name or anything other than the actual person's name who will use the account in order to abide by the Terms of Use. Any account that violates our terms of use risks having its service suspended and being blocked from using our platform.

The User Profile Image for your Corsizio account is strictly for internal use only. The user profile image does not show up on any of the public pages or outgoing messages. It is very helpful to have it when there are two or more users on the account to easily differentiate between who is using the account.
Visit the Users List if you work with a team and need to add more people to manage the account or create events along with you. Each user is given a specified role by you that defines what they can and cannot do within the account.
Refer to Step 4 below to configure your Billing & Usage.
The Configurations area is the most elaborate part of your account settings and the one that will require the most setup work. It is here that you can configure things like the terminology for your account that best applies to your business, default event contact information, event locations, event categories, and other filters, global custom form fields, certificates of completion, attendee self-serve page, and your auto-generated event portal site setup. Most of these areas should be configured right upfront, while others can be done as you need them.
Configure your Payment Settings to set the account's currency, tax information, and to enable accepting online payments from your attendees. Refer to step 3 below to configure online payments for your events.
Visit the Integrations area to see what other services you may wish to integrate your Corsizio account with at a later time.
If at any time you feel that Corsizio is not the right fit for your business needs, you have options under the Danger Zone to delete an account or your entire user login. (There can be more than one account associated with the same user login.)

NOTE — If you receive a message that "This account is still pending review", you can configure it and create events but not yet process registrations or payments until the review process is complete, which normally takes less than 12 hours.

Step 2: Explore the Sample Data

Every new Corsizio account includes sample data to quickly show you what event and attendee data can look like. Go through this sample data to familiarize yourself with the many fields, features, and functions that are part of the event creation process and attendee registration records. It is also recommended that you experiment with this sample data by registering yourself to the sample event, in order to experience the registration process from the perspective of your attendees, and preview what emails and other notifications look like. To learn more, read the help doc Testing with sample data.

When you no longer need the sample data, you can remove it by going to your Account Settings. There, in the Account & User Profile section, you have an option to remove and reinstate the sample data anytime you like.

Step 3: Set Up Online Payments

If you are planning on accepting any online payments, you need to connect your bank account to Stripe — the payment processor Corsizio uses, in order to receive your money. This is a simple one-step process from within your account Payment Settings that is fully explained in the help doc Connecting a bank account for online payments. It is also recommended that you read the help doc Accepting online payments to learn how they work on specific events.

If your events are free or you have no plans for accepting any online payments and will only rely on offline payments, then you can skip this step.

Step 4: Set Up Your Billing

In order to prevent any registration interruptions to your events, the next most important thing is to set up your Billing & Usage from within your Account Settings. You will not be billed anything if your registrations are within the free low-usage allowance within any given month, and will only be billed for those months when your usage is above the free threshold. Read our comprehensive help doc about usage billing to learn more about registration pricing and how it works.

Step 5: Create Your First Event

You are now ready to create your first event using Corsizio and its simple 5-step event creation process. This can be a real event or a test event for practice. If it is a test event, you can register yourself for it in order to exactly know what your attendees will see and experience. If it is a real event, you can start accepting registrations and payments to your event in minutes. When you create and publish events, they are all automatically aggregated on your event portal site, which can be used instead of or in addition to your website to share your events with your audience.

Here are some more tips:

Create effective and visually appealing event pages by providing a large-enough event cover image and an event description to entice and properly inform your attendees about the content and logistics of your events.
Create event templates and use the clone feature if you run many events or similar events, which will quickly replicate and pre-populate subsequent events with common configurations. You can still always edit each event as needed. You can also just clone any old event, without relying on an event template.
Keep your event registration forms as simple as possible by choosing to collect only the most essential information required for your event. This can help prevent attendees from getting discouraged from registering for your events due to long or detailed forms. You can always have them fill out a questionnaire or additional information that is not essential once they are at your event.
For more guidance and any questions, learn how Corsizio's various features work and how they can best be used by exploring our comprehensive help site.
If your newly-created account has a message that it is pending a review, it will not be able to receive registrations or payments until the review process is complete, which normally takes less than 12 hours.

You can use Corsizio as often as your event needs dictate without any commitments, knowing that you can always count on an easy, professional, and technologically-advanced way of accepting event registrations and payments from your attendees.