Organizer handbook

This section is the organizer handbook: setup and manage events, and see how dashboard settings and workflows affect the public event page and registration flow. It covers everything from the event dashboard and setup to attendees, finance, check-in, and more.

Image placeholder: Organizer dashboard or event list with one event selected, showing high-level navigation. Add screenshot when ready.

Start here

Topic	Description
Event lifecycle	How event status and "live" work from creation to finished. Includes diagrams.
Event dashboard	Overview of the event dashboard and sidebar sections, with a structure diagram.

Guide overview

The diagram below groups the main organizer tasks. Each box corresponds to one or more dashboard sections and a guide in this docs.

flowchart TB
  subgraph setup [Setup and configuration]
    SetupGuide[Setup and Settings]
    CategoriesGuide[Categories and Pricing]
    EmailGuide[Email Templates and Content]
  end
  subgraph audience [Audience and registration]
    WhitelistGuide[Whitelist and Pre-registration]
    AttendeesGuide[Attendees and Passes]
  end
  subgraph money [Finance and sales]
    FinanceGuide[Finance]
    CouponsGuide[Coupons and Combo Tickets]
    AddonsGuide[Addons]
  end
  subgraph dayOf [Day-of and operations]
    CheckinGuide[Check-in and Gate Management]
  end
  subgraph optional [Optional features]
    SeatedGuide[Seated Events]
  end
  setup --> audience
  audience --> money
  money --> dayOf
  setup --> optional

Guides (detailed)

Guide	Description
Setup & Settings	Event information, content, registration fields, and all settings (registration, whitelist, fees, notifications, etc.). Includes tabs diagram and placeholders.
Settings to Attendee Experience	Reference table: which dashboard settings and category options affect what attendees see on the event page and during registration.
Categories & Pricing	Add and edit ticket categories, prices, quantities, and registration types.
Whitelist & Pre-registration	Run whitelist-only events and manage pre-registrations. Includes workflow diagram.
Attendees & Passes	Attendee list, pass generator, and sending event updates.
Finance	Revenue, payouts, refunds, and ticket transfers. Includes flow diagrams.
Check-in & Gate Management	Scanner and check-in at the gate.
Coupons & Combo Tickets	Discount coupons and combo/bundle tickets.
Addons	Add-on products and addon sales.
Email Templates & Content	Customize confirmation and other emails; lineup and gallery.
Seated Events	Seat map and seat management for reserved seating. Includes seat flow diagram.

For creating your first event, see Creating events.

Quick reference

I want to …	Go to	See also
Control who can register	Setup → Settings (Whitelist), Whitelist Requests	Whitelist & Pre-registration, Settings to Attendee Experience
Change how the event page looks	Setup → Settings (template, Seated), Seated Events, Image Map	Setup & Settings, Seated Events, Settings to Attendee Experience
Change the registration form per ticket type	Categories & Pricing (registration type, fields)	Categories & Pricing, Settings to Attendee Experience
Give a link straight to one category	Categories & Pricing (Allow direct on category)	Categories & Pricing