Setup Dashboard
The Event Dashboard is the planner’s “home page” for an event. It is the Setup Dashboard view from which you can set up many aspects of your event.
Equivalent links are also available via Plan > Event Setup.
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).
- The outline star icon in the header marks the event as a favorite, making it available from the Favorites global navigation icon or the star icon at the upper left side.
- The solid star icon unfavorites an event, removing it from the Favorites list.
Event Details
- Go to Event Details where you can edit those details and many more.
Standard Modules
In each module the page shows the total number of items, for example Attendee Statuses and Attendee Types. Click such a number to view/edit/delete those items or to add more.
If there are no such items yet, a Setup button is shown; click that button to add those items.
On some landing pages, use the navigation links on the left to go to related setup pages, as described below.
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
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: used mainly to adjust the amounts attendees pay for your event.
Merchandise
- Physical 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, usually using the Reviewer Portal. (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, 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
- 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.
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