Setup Dashboard

Event Dashboard is the planner’s “home page” for an event.

This is its Setup Dashboard view from which you can set up many aspects of your event. Alternative access

Equivalent links are also available via the Plan > Event Setup menu.

The dashboard remembers this as your preferred view until you next choose to switch back to the Registration View (by clicking Dashboard at the top of the page).

Details common to both Setup and Registration Dashboards

Header.
Displays the Event Name, Dates and Times, Location, and Mode (e.g., Test or Live).
Favorite event.
Click the outline star icon in the header to mark the event as a favorite.
Making the event available from the Favorites global navigation icon or the star icon at the upper left side.
Click the solid star icon to "unfavorite" an event.
Unfavoriting removes the event from the Favorites list.
Event Details.
Go to Event Details where you can edit those details and many more.

Standard Modules

Follow the links in these panels to set up the following features, as described on the page.

Each module shows the total number of each item. Examples include Attendee Statuses and Attendee Types.

Click such a number to view, edit, or delete those items. Click such a number to add more items.

If there are no such items yet, the module shows a Setup button. Click Setup to add those items.

On some landing pages, use the navigation links on its left to go to related setup pages.

Attendee Types and Statuses

Attendee Statuses – Custom statuses to apply to your attendees in addition to (or instead of) the built-in default statuses.
Attendee Types – Each person at an event is of one Attendee Type. Examples: Attendee, Exhibitor, Visitor, Staff, etc.

Questions

Registration Questions – Custom questions for your attendees to answer on registration forms and in Certain Check-In, etc.

Agenda Items

Agenda Items define additional options available to your attendees.

Scheduled – The time- and location-based parts of your event. Examples: Workshops, Meals, Activities, Tours
Fees & Discounts – Fixed fees, discounts, taxes, and surcharges. These settings are used mainly to adjust the amounts attendees pay for your event.
Merchandise – Physical items. These items usually takeaways. Examples: t-shirts, books, posters, CDs, etc.

Speakers and Session Management

Sessions – The sessions to be presented.
Speakers – The speakers who'll present those sessions.
Reviewers – The reviewers who'll review the papers. Reviewers usually use the Reviewer Portal. Reviewers are available only if the session layout is 'Conference Sessions'.

Custom Reports

Custom Reports – Configure and run custom reports.

Registration Forms

Forms – Online forms to collect attendee data, especially to register.
Click a form to edit it: see Form Setup.
Click Elements to see the sections comprising a form.
These include the pages and the sections of each page.
Examples include Attendee Type and Registrant Details.

Email Communications

Email Templates – Set up templates for emails to be sent individually or in bulk.
Examples include an invitation to attend, or confirmation of registration.
Scheduled Emails – Schedule emails to be sent at a specific date and time or relative to your event dates.

Additional Modules

A section is shown only if that module is enabled for the event on Plan > Configure > Options.

To add others (if they're enabled for your account), click the link at the end of the Setup Dashboard page to go to Plan > Configure > Options.

Check-In – Basic Configuration for Certain Check-In.
Includes links to other configuration pages for Check-In.
Sessions, Questions, Profile, Kiosk, Alerts, Insights.
Badges – Badge Layouts.
Accommodation Blocks – Room blocks at hotels.
Travel – Travel configuration for use with flights and flight packages.