New Button

New Title

Most settings here are checkboxes or short text fields, and almost everything autosaves the moment you change it — you'll see a small "Saving..." pill in the bottom-right confirm. The search box at the top filters across all section cards in real time; type any setting name and irrelevant cards collapse out of view.


What's in each section

  • Common Options. The settings most events touch — use discount codes, allow attendees to return and edit, force descriptions to show, enable file uploads, and other broadly-used toggles.
  • Emails & Notifications. Confirmation email behavior (who gets it, what it says), admin alerts when new registrations come in, from-address overrides.
  • Projects & Communities. Auto-link registrants to Communities or Projects based on the packages or fields they pick.
  • Miscellaneous Options. A grab-bag of behavior toggles — preview mode, registration groups, sign-in agreements, certificate awards, and more.
  • Access Restrictions. Lock the form down by membership status — Members Only Registration, Make Event Invitation Only, restrict to specific member types, board members only.
  • Cross-Reference & Prospects. How registrations flow back into Member or Prospect records — matching, merging, and follow-up automation.
  • Invoice and Payment Options. Payment methods accepted, partial-payment behavior, late fees, pay-by-check details, accounting overrides.


Favorites

Next to every setting on the Advanced Options tab is a small heart icon. Click it to favorite that setting. Favorited settings get pinned to a Favorites block at the top of the General Information tab on every event, so the handful you tweak most are always one click away instead of buried in Advanced Options.


The recommended workflow:


  1. Use Advanced Options for the initial event setup — visit every section card, configure the settings that matter for the event.
  2. Favorite the handful of settings you find yourself changing most often (e.g. the registration cutoff date, the confirmation email subject, capacity warnings).
  3. For subsequent edits, work from the Favorites block on the General Information tab without opening Advanced Options at all.


Favorites are saved per-organization and apply to every event your organization runs. Each user manages their own list independently.


Organization-wide configuration

The global Event Registration configuration page lives at Configuration > Event Registration in the main MemberLeap menu (the exact menu path depends on your organization's permission structure). Settings here apply across every event in your organization and act as defaults for new events you create.



You can also reach the global config from the breadcrumb action bar on most event-registration pages by clicking the Config icon (gear).

get started

Membership Management

Advertising network

Badge Builder

Last Update : August 2026

The Badge Builder is a visual editor for designing the printed name badges your attendees receive at registration check-in. You drag elements onto a badge layout, set page size and badges-per-page, and the builder generates a print-ready PDF with one badge per attendee. Each event can have its own custom badges, or you can build organization-wide templates that apply to every event.


Use the Badge Builder when the standard pre-built nametag templates don't fit your needs — when you want your branded colors, your sponsor logos, custom layouts, QR codes for check-in scanning, or any combination of attendee data that isn't on the default badges.


Getting to the Badge Builder

From the event list, click the Event Hub link on the event's card, then click Reporting Dashboard from the Attendees section. In the Reporting Dashboard, switch to the Nametags tab and click Badge Builder.

The Badge Templates landing page

The Badge Builder home page is organized into three sections.


Your Templates for This Event

The top section lists every badge template you've already saved on this specific event. Each card shows the template's name, dimensions, badges-per-page count, and column count, plus three action buttons:


  • PDF. Generates the print-ready PDF with one badge per attendee. Opens in a new tab so you can preview before sending to your printer.
  • Edit. Opens the template in the visual editor.
  • Delete. Removes the template from this event (with a confirmation prompt).


If you haven't created any event-specific templates yet, this section won't appear.


Start from a Template

The second section shows two kinds of starting points:


  • Global Templates (marked with a gold star). Templates created at the organization level that are available on every event. Click Use This Template on any global template to copy it into the current event — the copy is yours to customize without affecting the global original.
  • Default Starters. Four pre-built layouts MemberLeap ships with: Standard (6 per page), Large (4 per page), Compact (8 per page), and With QR Code (6 per page). Use these as a starting point when you don't have an existing template that fits.


Picking a starter or copying a global template lands you in the editor with the layout pre-populated. You can keep, modify, or replace anything in the design.


Create New Badge Template

At the top right of the page are two action buttons:


  • Create New Badge Template. Starts a blank template just for this event.
  • Create Global Template (super-admins only). Starts a blank template available across every event. Use this for an organization-wide standard you want everyone to be able to choose from.


The template editor

The editor splits into three areas: a toolbar on the left for template settings, a canvas in the middle for placing badge elements, and a properties panel on the right that appears when an element is selected.

The settings toolbar

Top to bottom, the toolbar holds:


  • Save / PDF / Delete buttons. Save commits your changes; PDF generates the print-ready output; Delete removes the template.
  • Template Name. Internal name shown in the template list and at the top of the editor.
  • Page. Letter (8.5×11), A4 (8.27×11.69), or Custom (you set the width and height in inches).
  • Orientation. Portrait or Landscape.
  • Layout. Number of columns and badges per page. The builder auto-calculates badge dimensions, margins, and gutters from these two numbers, so for most templates you only need to set page + layout and you're done.
  • Style. Background color for each badge (color picker) and a checkbox to draw a border around each badge.
  • Advanced Options (collapsible). For fine-tuning when the auto-calculated dimensions aren't quite right: manual Badge Size, Margins, and Gutters (the spacing between badges on the page). Also includes a Recalculate link that resets these values back to the auto-calculated defaults.
  • Copy to Global Template (for event-specific templates only). Promotes your current event template to a global template, leaving the event copy in place.


The badge canvas

The center area is a live preview of one badge at the current dimensions. Whatever you place on this canvas is what every attendee's badge will look like — the data fills in per attendee when you generate the PDF.

Above the canvas is the Add Element button. Click it to open a picker with three groups of elements you can place:


  • Attendee. Data pulled from each attendee's registration — First Name, Last Name, Full Name, Organization, Position, Email, Phone, City, State, City + State, Package.
  • Design. Layout elements that don't depend on attendee data — Custom Text (any static text you type), Image (upload your own), QR Code (encodes the attendee's check-in code), Horizontal Line, Rectangle.
  • Custom Fields. Any custom field you've added to the event. Useful for printing meal selections, session picks, table numbers, ribbons, or any other registration data on the badge.


After you place an element, drag it to position it anywhere on the badge. Click an element to select it; the properties panel on the right opens with controls for that element.


The properties panel

Each element type has its own set of properties. Common ones:


  • Position — X and Y coordinates (auto-updated as you drag, or set numerically for precise placement).
  • Size — Width and height.
  • Font — Font family, size, weight, and color (for text elements).
  • Alignment — Left, center, or right (for text elements).
  • Custom Text — The actual text content (for Custom Text elements).
  • Image source — Which uploaded image to use (for Image elements).
  • Line style / fill color — Stroke and fill controls for Lines and Rectangles.


Changes save when you click Save in the toolbar. The editor doesn't autosave, so save often.


Generating the PDF

Click the PDF button anywhere it appears (toolbar, template card on the landing page, or the matching link on the Reporting Dashboard tile). MemberLeap renders the badges for every attendee on the event and returns the result as a PDF in a new tab.


The PDF is organized one attendee per badge slot, arranged across the page according to your columns + per-page settings. Attendees are sorted by the template's configured sort order — last name ascending by default, but configurable.


Print the PDF on whatever stock you typically use for nametags. The dimensions are exact, so as long as your printer doesn't auto-scale, badges will line up correctly with pre-cut Avery-style sheets or perforated badge stock.


Global templates

Templates marked as global (with the gold star) are available across every event in your organization. Building one is the same process as building an event template — only the access scope is different.


Two ways to create a global template:


  • Create Global Template from the landing page (super-admins only). Starts a blank global template.
  • Copy to Global Template from inside an event template's editor. Promotes the current design to a global template, leaving the event copy intact.


When you edit a global template, the editor shows a yellow banner reminding you that changes affect every event using that template. Be especially careful with changes if any current events are about to use the template for badge printing.


Tips and patterns

  • Start from a default starter. The four built-in starters cover most common needs. Pick the closest one, then customize from there — faster than designing from scratch.
  • Test print on plain paper first. Before running 500 badges on $30 of nametag stock, print one page on a regular sheet of paper and hold it up to a blank sheet of your badge stock to verify the alignment.
  • Use QR codes for fast check-in. Adding the QR Code element to your badge gives you a printed badge that the Camera Scanner in the Attendance Hub can read. Attendees walk up, you scan their badge, they're checked in.
  • Sort attendees thoughtfully. The default sort is last-name ascending, which works for most events. For golf foursomes or table-numbered events, you may want to sort by something else — that's a per-template setting in Advanced Options.
  • Global templates are the org's brand library. If your organization has a standard badge design used across every event, build it once as a global template. Event-specific overrides (sponsor logos, conference titles) can then start from the global and customize as needed.