The 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. 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).
Alternative access
Alternative access is available. Equivalent links are also available via the Plan > Event Setup menu.
Details common to both Setup and Registration Dashboards
Header
The header displays the Event Name, Dates and Times, Location, and Mode (e.g., Test or Live).
Favorite event controls
Click the outline star icon in the header to mark the event as a favorite. Favorites are 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 an event removes the event from the Favorites list.
Event Details
Event Details is 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. In each module, a landing page shows the total number of each item. For example, the landing page shows how many Attendee Statuses and Attendee Types have been set up. Click such a number to view/edit/delete those items. Click such a number to add more items. If there are no items yet, a Setup button appears. Click Setup to add those items. On some landing pages, use the navigation links on its 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 used for each person at an event. Each person at an event is of one Attendee Type. Examples include 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
Scheduled defines the time- and location-based parts of your event. Examples include Workshops, Meals, Activities, Tours.
Fees & Discounts
Fees & Discounts define fixed fees, discounts, taxes, and surcharges. Fees & Discounts are used mainly to adjust the amounts attendees pay for your event.
Merchandise
Merchandise defines physical items. Merchandise usually takes the form of 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. 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 are online forms to collect attendee data. Forms are especially for registering.
Click a form to edit it. Form Setup is where form editing is described.
Click Elements to see the sections comprising a form. Form sections include the pages and the sections of each page. Examples of sections 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. Scheduled Emails also support sending 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 other modules (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
Check-In is basic configuration for Certain Check-In. Check-In includes links to other configuration pages for Check-In. Check-In configuration pages include Sessions, Questions, Profile, Kiosk, Alerts, Insights.
Badges
Badges are badge layouts.
Accommodation Blocks
Accommodation Blocks provide room blocks at hotels.
Travel
Travel provides travel configuration for use with flights and flight packages.