How can I pre-qualify someone before allowing them to register?

  • Profile Image
    Asked on August 02, 2018 at 10:17 AM

    I need to pre-qualify each registration as there is no fee for attendance. How can I do that? I have set up the registration form, but I want them to receive a thank you saying this is an application not a registration. Once, we verify that you are a family office, we will confirm your registration

    I would like to keep the same form, and confirm to the individual that they can attend.

    How can i do that?

    Hope this is clear?


  • Profile Image
    Answered on August 02, 2018 at 12:15 PM

    So, is it like an approval process? Say, the user fills and submits the form, then you receive the submission, and verify it, if it is approved/verified to be a family office, the user receives a notification letting him know that he can attend. 

    If that is correct, you can apply the basics of the following workaround: 

    Let us know if you have more questions.

  • Profile Image
    Answered on August 02, 2018 at 12:43 PM
    Perfect. Thanks