Setup Dashboard

Access

Jump to: Additional Modules

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.
[Alternative access]

The dashboard remembers this as your preferred view until you next choose to switch back to the  DASHBOARD" style="display: inline; font-family: Lato, Verdana, Arial, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, sans-serif; font-size: 10pt; color: rgb(22, 7, 255); text-decoration: underline;"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).

  •  Click the outline star icon in the header to mark the event it as a favorite, making it available from the  Favorites global navigation icon.

  •  Click the solid star icon to "unfavorite" an event,  removing it from the Favorites list.

• Event Details – Go to  Details" style="display: inline; font-family: Lato, Verdana, Arial, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, sans-serif; font-size: 10pt; color: rgb(22, 7, 255); text-decoration: underline;"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.

In each one you see the total number of each item; e.g., how many  Attendee Statuses and Attendee Types have been set up. Click such a number to view/edit/delete those items or to add more.

If there are no such items yet, you see a Setup button: click that to add those items.

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

Attendee Types and Statuses

• Custom Statuses" style="display: inline; font-family: Lato, Verdana, Arial, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, sans-serif; font-size: 10pt; color: rgb(22, 7, 255); text-decoration: underline;"Attendee Statuses – Custom statuses to apply to your attendees in addition to (or instead of) the built-in default statuses.

• Event Setup Attendee Types" style="display: inline; font-family: Lato, Verdana, Arial, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, sans-serif; font-size: 10pt; color: rgb(22, 7, 255); text-decoration: underline;"Attendee Types – Each person at an event  is of one Attendee Type. Examples: Attendee, Exhibitor, Visitor, Staff, etc.

Questions

• Event Setup Questions" style="display: inline; font-family: Lato, Verdana, Arial, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, sans-serif; font-size: 10pt; color: rgb(22, 7, 255); text-decoration: underline;"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.