Getting Started: Onboarding Your Conference
This guide walks through every step of getting your conference up and running on Conference Suite — from your initial account registration through to connecting your Stripe account and accessing your organization dashboard for the first time.
Step 1: Creating your account
Head to the Conference Suite sign-up page to get started. Spots are available on a first come, first served basis — once the current tier is full, new organizations will be added to the waitlist. If a spot is available, you can register immediately with no prior contact needed.
You'll be asked to provide:
- First and last name
- Email address — this becomes your login and the address we use for account communications
- Institution or organization affiliation
- Your role — student, professional, or postdoctoral
- Password
Once you submit, check your inbox for a confirmation email and click the verification link to activate your account. After verification, you'll be redirected to log in.
Step 2: Your first login
Log in at the Log In page with the email and password you just created. You'll land on your Member Dashboard — a clean overview of all the conferences you're associated with.
At this point, the dashboard will be empty. That's expected. The next step is to create your organization.
Step 3: The Create Organization wizard
Click Create Organization from your dashboard. This launches a four-step wizard that builds out your Conference Suite workspace.
Step 3a — Feature overview
The first screen gives you a quick overview of what's included in your plan: form submissions, member management, conference scheduling (coming soon), and payment integration. There's nothing to fill in here — just review and click Next when you're ready.
Step 3b — Conference details
This is where you define your organization's identity within Conference Suite. You'll fill in:
- Conference Name — the full name of your conference or society (e.g. International Symposium on Genomics 2026). This appears throughout the platform and in member-facing communications.
- Short Name / Abbreviation (optional) — a concise label like ISG 2026 that appears in compact UI spaces like tags and sidebar headers but also in email notifications sent to members.
- Organization URL — your conference's public website, starting with
https://. This is the URL members are directed to from public-facing form pages and confirmation screens. - Country — your organization's operating country. This determines which bank transfer payment methods are available to your attendees (e.g. ACH for US accounts, SEPA for European accounts, Bacs for UK accounts). Card payments are available in all countries.
- Organization type — choose from Company, Government Entity, Individual, or Non-profit. This is passed to Stripe during account setup.
Click Next once all fields are valid. This creates your organization record on our end — from this point forward, the wizard is resumable. If you close the tab mid-way, you can return to where you left off.
Step 3c — Connect your Stripe account
This step sets up the Stripe Express account that will process attendee payments for your conference. When you click Connect to Stripe, you'll be redirected to Stripe's secure onboarding flow.
Inside Stripe's KYC (Know Your Customer) onboarding, you'll be asked to provide:
- Legal business or personal details (name, address, tax ID depending on your country and entity type)
- Bank account information for payouts
- Identity verification documents if required by your country
This process is handled entirely by Stripe — Conference Suite never sees your banking or identity information. The level of detail required varies by country; US and UK accounts typically take 5-10 minutes. Once you complete (or partially complete) Stripe's forms, you'll be automatically redirected back to Conference Suite.
You can return later. If you're not ready to complete the Stripe KYC right now, use the Skip for now link. You can come back to this step from your organization's Settings page at any time. Some features (Forms, Members, Promotions) will be locked until billing is fully connected.
Step 3d — Choose a subscription plan
After returning from Stripe, you'll be shown the Conference Suite subscription pricing table. Select the plan that fits your conference and complete the Stripe Checkout flow.
Once payment is confirmed, your organization is activated and you're taken to the success screen.
Step 4: Your organization is live
The success screen confirms your conference has been created. From here you can:
- Go to your dashboard — your organization's home base, with access to all features
- Create your first form — jump straight into building an abstract submission form, session proposal form, or a blank form from scratch
Step 5: Your organization dashboard
Your org dashboard is where everything happens. Depending on your billing status, you'll have access to:
- Forms — build and publish registration, abstract submission, and session proposal forms; review submissions from members
- Members — view and manage registered attendees; update roles, track fee payments, invite new members
- Promotions — create percentage or fixed-amount discount codes for registration fees; set redemption limits
- Settings — update your organization details, manage billing, and configure per-tier registration pricing
Forms, Members, and Promotions are unlocked once your Stripe account is connected and your platform subscription is active. Settings is always accessible, so you can return to complete billing setup at any point.
Need help?
If anything in the onboarding flow doesn't behave as expected, contact our support team. We monitor closely and typically respond within a few hours.
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