Organizer handbook

This section is the organizer handbook: setup and manage events, and see how dashboard settings and workflows affect the public event page and registration flow. It covers everything from the event dashboard and setup to attendees, finance, check-in, and more.

Image placeholder: Organizer dashboard or event list with one event selected, showing high-level navigation. Add screenshot when ready.

Start here

Topic	Description
Event lifecycle	How event status and "live" work from creation to finished. Includes diagrams.
Event dashboard	Overview of the event dashboard and sidebar sections.
Creating events	5-step wizard to create and publish your first event.

Organizer workflow

Follow the sidebar sections in order for a smooth setup:

1. Organization — Set up your org (members, banking, documents, contracts, profile, settings) before or alongside events.
2. Event setup — Configure the event (setup, categories, whitelist, seated layout).
3. Attendee management — Manage who registered, generate passes, send updates, handle pass actions.
4. Marketing & sales — Coupons, addons, UTM links, tracking pixels, widget embed.
5. Content & branding — Email templates, gallery, whitelabel.
6. Day-of & operations — Check-in, chat, access control.
7. Finance & analytics — Revenue, payouts, analytics, reviews.

Use the sidebar to jump to any section. The diagram below shows how these phases connect.

flowchart LR
  subgraph org [Organization]
    Org[Org setup]
  end
  subgraph setup [Event setup]
    S[Setup & Categories]
    W[Whitelist & Seated]
  end
  subgraph manage [Attendees]
    A[Attendees & Passes]
  end
  subgraph market [Marketing]
    C[Coupons & UTM]
  end
  subgraph day [Day-of]
    G[Check-in & Chat]
  end
  subgraph money [Finance]
    F[Revenue & Analytics]
  end
  org --> setup --> manage --> market --> day --> money

Quick reference

I want to …	Go to	See also
Control who can register	Setup → Settings (Whitelist), Whitelist Requests	Whitelist & Pre-registration, Settings to Attendee Experience
Curate attendees across events	Attendee Insights	Attendee Insights
Create promo/comp passes manually	Event dashboard → Pass Generator	Pass Generator
Track ad/campaign performance	Event dashboard → UTM Tracking	UTM Short Links
Add tracking pixels or analytics code	Event dashboard → Marketing Tracking	Marketing Tracking
Invite team members to my org	Organization dashboard → Members	Organization Members
Add bank account for payouts	Organization dashboard → Banking	Organization Banking
Upload org documents	Organization dashboard → Documents	Organization Documents
Configure pass actions (transfer, survey)	Event dashboard → Ticket Actions	Ticket Actions
Embed buy button on my site	Event dashboard → Widget Integration	Widget Integration
Customize event branding	Event dashboard → Whitelabel	Whitelabel
Change how the event page looks	Setup → Settings (template, Seated), Seated Events, Image Map	Setup & Settings, Seated Events, Settings to Attendee Experience
Change the registration form per ticket type	Categories & Pricing (registration type, fields)	Categories & Pricing, Settings to Attendee Experience
Give a link straight to one category	Categories & Pricing (Allow direct on category)	Categories & Pricing