Checklist
Everything an organizer does, in order, on one page. Each line links to how.
Weeks before
- Create the event: name, photo and who can see it.
- Set the date, time and place, and add sessions if the night has parts.
- Set the capacity. Turn on the waitlist if you expect to fill up.
- Add your registration types, tables and add-ons, with their questions.
- Review and publish.
- Copy the registration link into your email, newsletter and social posts.
While registrations come in
- Open the event page and clear Needs attention.
- Add registrants who pay by check or cash, and your comps.
- Send a payment reminder to anyone who did not finish checkout.
- Offer spots to people on the waitlist when spots open.
The week of
- Ask table hosts for names for their open seats.
- Ask for missing answers, such as meal choices.
- Read the meal totals under Responses and give them to the caterer.
- Export the guest list.
At the door
- Open Check in guests on a tablet, signed in as an owner or admin.
- Choose the session, if the event has more than one.
- Check each guest in by name or QR code.
After
- Read the final numbers on the event page.
- Export the list with check-in times.
- Archive the event when you no longer need it in your list.
Updated
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