Core Concepts

Statuses and Lifecycle

Forge uses status fields to model the lifecycle of events, attendees, tickets, and sessions. Understanding what each status means — and what transitions are allowed — helps you manage your events correctly.

Event status

StatusDescriptionRegistration open?
DraftEvent is being configured. Not visible to registrants.No
ActiveEvent is live. Registrations are open (if Visible is true). Default status on creation.Yes
CompletedEvent has passed. New registrations are closed.No
CanceledEvent has been canceled. Attendees should be notified and refunds processed manually.No
Salesforce Field Mapping
ForgeSF ObjectSF Field
Event statusconference360__Event__cconference360__Status__c

Attendee tracking uses two separate status fields, not one

conference360__Attendee__c has independent Registration Status and Attendance Status fields — they are not the same field and don't move in lockstep. A person can be Registered (registration status) and still Pending (attendance status) until they're checked in at the door.

Registration status

StatusDescription
LeadAttendee record linked to a Lead rather than a Contact; has not yet registered.
To InviteQueued to be invited but the invite has not been sent yet.
InvitedInvitation sent; has not yet registered.
PendingRegistration in progress or awaiting a downstream step (e.g. payment).
RegisteredRegistration complete (and payment captured, if required).
Waitlisted - PendingEvent or ticket is at capacity; person is on the waitlist awaiting a spot.
Waitlisted - RejectedPerson was on the waitlist but was not offered a spot.
Awaiting ApprovalRegistration requires manual approval before it's confirmed (invite-only / approval-gated events).
RejectedRegistration was declined during the approval step.
DeclinedPerson declined an invitation.
CanceledRegistration was canceled. Associated transactions may be refunded separately.

Attendance status

StatusDescription
PendingDefault. Has not been marked as attended or a no-show.
AttendedChecked in at the event. Set automatically by the mobile check-in app, or manually.
No-ShowRegistered but did not attend. Set manually or by a Salesforce automation.
Salesforce Field Mapping
ForgeSF ObjectSF Field
Registration statusconference360__Attendee__cconference360__Registration_Status__c
Attendance statusconference360__Attendee__cconference360__Attendance_Status__c

Ticket / Item status

StatusDescription
PlannedTicket is configured but not yet on sale.
On SaleTicket is available for purchase.
Sold OutQuantity is exhausted. Waitlist may apply depending on event settings.
ClosedSales window has ended (or was manually closed).
UnavailableTicket is hidden from the registration page.
Salesforce Field Mapping
ForgeSF ObjectSF Field
Ticket statusconference360__Event_Item__cconference360__Status__c

Speaker / Sponsor confirmation status

StatusDescription
PendingInvitation sent; awaiting confirmation.
ConfirmedSpeaker or sponsor has accepted. Displayed on the event page if configured.
DeclinedSpeaker or sponsor declined.

Transaction status

A Transaction tracks two independent dimensions, not one combined status — the overall transaction lifecycle, and the underlying payment/capture state.

Transaction StatusDescription
OpenCreated but not yet processed. Default on creation.
Process / Pending / Pending Payment IntentPayment is being processed by the gateway.
CompletedPayment successfully captured.
On HoldHeld for manual review or action.
Needs ReviewFlagged for manual review (e.g. a gateway dispute or mismatch).
CanceledTransaction was canceled before completion.
FailedPayment attempt failed. Registrant was not charged.
Payment StatusDescription
Authorized / UncapturedFunds authorized on the card but not yet captured.
Captured / PaidPayment captured successfully.
Partially CapturedOnly part of the authorized amount was captured.
Refunded / Partially RefundedFull or partial refund issued.
Disputed / Dispute WarningCardholder disputed the charge with their bank.
Transferred / In TransitFunds moved toward payout.
Reversed / Partially ReversedA prior transfer or payout was reversed, fully or partially.
Salesforce Field Mapping
ForgeSF ObjectSF Field
Transaction statusbt_stripe__Transaction__cbt_stripe__Transaction_Status__c
Payment statusbt_stripe__Transaction__cbt_stripe__Payment_Status__c