Setup Dashboard

The Setup Dashboard is the planner’s home page for an event.

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

Equivalent links are available via Plan > Event Setup menu.

The dashboard remembers your preferred view.

You can switch to the Registration View by clicking Dashboard at the top of the page.

Details common to both Setup and Registration Dashboards

Header

Header displays the Event Name, Dates and Times, Location, and Mode (e.g., Test or Live).

The outline star icon in the header marks the event as a favorite.

Marking an event as a favorite makes it available from the Favorites global navigation icon or the star icon at the upper left side.

The solid star icon unfavorites an event.

Unfavoriting removes the event from the Favorites list.

Event Details

Event Details allow you to edit those details and many more.

Go to Event Details to edit those details and related information.

Standard Modules

Each panel shows the total number of items, such as Attendee Statuses and Attendee Types.

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

If there are no items yet, you see a Setup button.

Click the Setup button to add those items.

On landing pages, use the navigation links on the left to go to related setup pages, as described below.

Attendee Types and Statuses

Attendee Statuses are custom statuses to apply to your attendees in addition to (or instead of) the built-in default statuses.
Attendee Types are the type assigned to each person at an event.
Examples: Attendee, Exhibitor, Visitor, Staff, etc.

Questions

Registration Questions are 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 refers to the time- and location-based parts of your event.
Examples: Workshops, Meals, Activities, Tours.

Fees & Discounts

Fees & Discounts are fixed fees, discounts, taxes, and surcharges used mainly to adjust the amounts attendees pay for your event.

Merchandise

Merchandise consists of physical items; usually takeaways.
Examples include: t-shirts, books, posters, CDs, etc.

Speakers and Session Management

Sessions are the sessions to be presented.
Speakers are the speakers who’ll present those sessions.
Reviewers are the reviewers who’ll review the papers, usually using the Reviewer Portal.
Availability: Reviewers option is available only if the session layout is “Conference Sessions.”

Custom Reports

Custom Reports allow configuring and running custom reports.

Registration Forms

Forms are 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, such as Attendee Type and Registrant Details.

Email Communications

Email Templates set up templates for emails to be sent individually or in bulk.
Examples: an invitation to attend, or confirmation of registration.
Scheduled Emails allow scheduling 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, Badges, Accommodation Blocks, Travel

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

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