Appearance
Event Setup
For the short, step-by-step version, see Run your first event.
Creating an event
Check the organizer first
An event's organizer cannot be changed after the event is created. Delegates see the organizer's name and email. See Organizer & Account Settings.
- Organizer menu > Events > Create Event.
- Event Name, Event Category, Event Description, Start Date & Time, End Date & Time (optional).
- Click Continue Setup. The event opens on its Dashboard.
The event joins the organizer you are in. The Who is organizing this event? picker shows only when you create an event from outside an organizer.
It starts in Draft. Delegates can't register until you publish it (see below).
Event Settings
Event menu > Event Settings. One page. The side menu jumps to each section.
At the top: the Organizer card. It shows the organizer name and email delegates see. Click Edit to change them. This changes the organizer for every event it runs, not only this one.
Main sections, in order:
| Section | What it sets |
|---|---|
| Event Details | Name, category, description, start and end date, currency, timezone |
| Event Features | The three switches that change how the event works (see below) |
| Location | Venue and address, or This is an online event with Connection Details |
| Checkout | Messages before and after registering, what to collect per delegate |
| Email & Templates | Support email, sender name and email, footer, notifications, email templates. See Communication |
| Payment & Invoicing | Payment methods. Only matters for paid events |
Advanced settings are collapsed under Show more. You rarely need them. They hold SEO, Miscellaneous (price display) and Waitlist.
Danger Zone is last. It deletes the event.
Event Features
Turn on only what this event needs, then click Save. Each feature adds screens or steps.
| Switch | What it does |
|---|---|
| Require approval for registrations | Holds every new free registration for review. Adds Approvals to the event menu. See Invitation-Only and Approval |
| This event uses DTCM codes | Adds a DTCM code field to each delegate, the import and the export, and makes the DTCM code available on badges |
| Enable Abstract Management | Adds Abstracts, Reviewers and Abstract Settings to the menu and opens the public submission page. See Abstracts & Reviewers |
Setting a conference's sender ("From") email
Under Email & Templates. See Communication for the fields and the Mailjet domain check you need first.
Registration types
Event menu > Registrations & Add-ons:
- Click Create, then Registration or Add-on.
- Product Type: Registration.
- Price Type: Free Product, or Paid Product with a Price.
- Name and Quantity Available.
- Click Create Product.
Paid registrations go to Stripe checkout. Use free registrations for test runs.
Need a registration type that only invited people can see? See Invitation-Only and Approval.
Homepage Designer
Event menu > Homepage Designer:
| Section | Fields |
|---|---|
| Images | Cover Image |
| Theme & Colors | Background (color, or Use cover image), accent and background colors |
| Typography | Font family |
| Button Text | Continue Button Text (the button delegates click to register) |
Click Save Changes. The preview updates as you edit.
Registration Questions
Event menu > Registration Questions > Add Question. Custom questions delegates answer when they register, beyond name and email.
Publishing
- Click Draft - Click to Publish at the top of the event and confirm.
- The event is now Live. Click Share Event to copy the public link.
To take it offline again, click Live - Click to Unpublish.
Then see Registrations & Check-in.