🧭 What is the Registered for Info Session stage? #
The Registered for Info Session stage is used for recruits who have taken the key step of signing up for an upcoming Info Session (also referred to as a One to Many Appointment). This stage helps track who’s registered and ensures timely communication leading up to the event.
✅ How does a recruit enter the Registered for Info Session stage? #
Recruits enter this stage automatically when they register for an Info Session using the Info Session Calendar integrated into your recruiting system.
Once they register, the system handles the following:
- Sends a confirmation email with details about the session
- Sends reminder emails leading up to the event
- If the recruit opts in, they’ll also receive text reminders
No manual entry is required to move someone into this stage — the calendar does it for you.
🚀 What happens when a recruit is in this stage? #
While in the Registered for Info Session stage:
- The recruit is queued to attend the scheduled Info Session.
- They receive automated email and optional text reminders to increase attendance likelihood.
- The system expects a manual update from the leader hosting the session after the event to confirm attendance.
This stage plays a key role in bridging interest to engagement — so timely communication and attendance tracking are essential.
🔄 How does a recruit leave this stage? #
A recruit leaves the Registered for Info Session stage in one of three ways:
- They cancel their registration:
- This can be done via the cancellation link in their email reminders.
- They are automatically moved to the No Showed/Cancelled Info Session stage.
- This can be done via the cancellation link in their email reminders.
- They attend the Info Session:
- Attendance is tracked manually by the leader running the event via the Info Session Calendar system.
- Once marked as attended, the recruit is moved to the Attended Info Session stage, triggering the next phase of the recruiting journey.
- Attendance is tracked manually by the leader running the event via the Info Session Calendar system.
- They do not show up:
- If a recruit is marked as a No Show, they are also moved to the No Showed/Cancelled Info Session stage.
- If a recruit is marked as a No Show, they are also moved to the No Showed/Cancelled Info Session stage.
⚠️ Important:
Taking attendance is a manual step and must be completed by the session leader to ensure recruits continue through the pipeline correctly.
💡 Pro Tip: #
After each Info Session, block 5–10 minutes to record attendance right away. Accurate tracking ensures the right follow-up automations are triggered — whether someone shows up, cancels, or no-shows.
Related Resources #
👉 How to Set Up & Manage Info Session Calendars
👉 How to Take Attendance
👉 NS – No Showed/Cancelled Info Session
👉 NS – Attended Info Session
👉 Market Center Sites Playbook PDF
