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About Ideali
- What is Ideali 1 min read
- Why Ideali is different 3 min read
- Who can use Ideali? 1 min read
- $0 Platform fees 3 min read
- Payouts and instant payouts, how you get paid 5 min read
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Getting started with Ideali
- Creating your Ideali account 2 min read
- Setting up your organization profile 1 min read
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Dashboard
- Navigating your Ideali dashboard 4 min read
- Viewing and managing notifications 2 min read
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Campaign Management
- Creating a donation campaign 2 min read
- Customizing your thank you email 2 min read
- Managing your campaign after publishing 3 min read
- Share your campaign 2 min read
- Duplicating or cloning your campaign 2 min read
- Managing your archived campaigns list 2 min read
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Finances & Payments
- Setting up your payment account 3 min read
- Preset donation amounts, fixed & recurring 2 min read
- Viewing and filtering payments 2 min read
- Payment methods accepted on Ideali 2 min read
- Why payments fail and how to fix them 2 min read
- Managing your donors list 2 min read
- Managing recurring donations 2 min read
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Tap to pay
- What is tap to pay 2 min read
- Setting up Ideali tap to pay 2 min read
- Tap to pay troubleshooting 3 min read
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Integration & Embeds
- Embedding your donation campaign in WordPress 2 min read
- Connecting quickBooks in Ideali 2 min read
- Connecting constant contact in Ideali 1 min read
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Account Management
- Sub profiles to manage multiple campaigns 2 min read
- Setting up roles & users 3 min read
- Securing your Ideali account 2 min read
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Memberships
- Creating and managing membership types 5 min read
- Managing members profiles 2 min read
- Reviewing pending membership 3 min read
- Membership payments and invoices 3 min read
- Membership Custom Lists 3 min read
- Documents 3 min read
- Member Alerts 4 min read
- How to Share a Membership Type 2 min read
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Ideali for Donors
- Make a donation through Ideali 3 min read
- Optional donor tips 1 min read
- Make a recurring donation 1 min read
- Your donation receipt 2 min read
- How to Register for a Membership 3 min read
- Using the Member Portal 3 min read
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Events & Tickets
- Getting Started with the Events Module 5 min read
- Creating an Event with the Event Wizard 8 min read
- Adding Sessions with the Session Wizard 6 min read
- Creating and managing Event Venues 2 min read
- Event payments and invoices 4 min read
- Payment processor fees 3 min read
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AI & Tools
- Using the AI description and banner generator 4 min read
- Building custom forms 4 min read
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Auctions
- Getting Started with the Auction Module 5 min read
- Creating an Auction with the Auction Wizard 6 min read
- Monitoring and Sharing Your Auction 3 min read
- Managing Bidders 2 min read
- Editing, Cancelling, Archiving and Deleting an Auction 3 min read
- How Bidding Works for Supporters 3 min read
Sessions are the parts of your event, each with its own description, venue, date and time, schedule and tickets. The session wizard walks you through setting one up, step by step. You can complete it in one go, or save your progress and come back later.
Important: Tickets are set per session, not per event. The Tickets step in this wizard is where you create the ticket tiers attendees will buy, so every session you want to sell needs at least one ticket.
Opening the Session Wizard
You can open the session wizard in two ways.
From the event wizard
- On the Sessions step of the event wizard, click +.
- Enter a session name and click Add & Configure. To configure a session you already added, click Edit next to it.
From the Sessions page
- Go to Events in the left sidebar and click Sessions. The page lists all your sessions with their event, venue and booking status.
- Click + Create Sessions in the top right of the page.
- In the Start Session Wizard window, select the Event the session belongs to and enter the Session Name (up to 80 characters).
- Click Start Wizard.


Moving Through the Wizard
The Form Steps column on the left shows every step. Completed steps are marked with a green check, and you can click any step to jump back to it. A live preview on the right shows how your session will look to attendees as you build it.
At the bottom of each step you will find:
- Save & Next or Save & Continue — Saves the step and moves to the next one.
- Save & Exit — Saves your progress and closes the wizard.
- Skip — Moves past an optional step without filling it in.
- Back One Step — Returns to the previous step.
Fields marked with a red asterisk (*) are required.
Step 1: Basic Info
Enter the session name, for example “Opening Ceremony.” If you started from the Start Session Wizard window, the name you entered there is already filled in.
Step 2: Description
Describe what happens in this session and why attendees should come. Use the rich text editor to format your text, add links, images or videos, or type /ai to generate a description with AI. Learn more about the AI tools. The description can be up to 2,000 characters.

Step 3: Genre
Choose up to 5 genres that describe the session, such as Charity, Conference or Workshop. Genres help attendees understand what kind of session it is. Your own genres appear first in the list.
- Use the Search genres box to find a genre quickly.
- The counter shows how many genres you have selected, for example 3/5 selected.
- Click + to add a genre of your own.
This step is optional.

Step 4: Banner
Add a banner image for your session using one of three tabs:
- Drag & Drop — Upload your own image.
- Generate Using AI — Describe the image you want and AI creates it for you.
- Stock Images — Browse free stock photos. Suggested searches based on the genres you picked appear above the search box, so you can find a relevant image in one click. Click Load More to see more results.

Step 5: Event
Select the event this session belongs to. This step is required and links the session to the event.

Step 6: Venue
Choose where this session takes place. Attendees will see the venue on the session page. This step is required.
- Click the Select venue dropdown and pick a saved venue.
- If your venue isn’t listed, click +, enter the venue name, and save it.
Venues you add are saved, so you can reuse them for other sessions and events. Learn how to manage venues.

Step 7: Membership Access
Choose which membership types can book this session. Leave it empty to keep the session open to everyone. If you select one or more memberships, only members on those plans can book. Learn about membership types.

Step 9: Dates & Time
Set when registration is open and when the session takes place. Both fields are required.
- Booking Window — The start and end date and time when registrations open and close for this session.
- Session Date/Time — The start and end date and time of the session itself.
Click Save & Continue when you’re done.

Step 10: Schedule
Add agenda items so attendees know what happens and when. This step is optional.
- Click + to open the Add schedule item window.
- Enter a Name for the item, for example “Welcome Speech,” and its start Time.
- Click Add item. Repeat for each item on the agenda.


Step 11: Tickets
Create the ticket tiers attendees can buy for this session, such as General Admission or VIP.
- Click + to open the Add ticket window. The session’s booking window is shown at the top for reference.
- Fill in the ticket details:
- Name — The ticket name attendees will see, for example “VIP Tickets” (up to 50 characters).
- Active — Turn on to make the ticket available for sale.
- Description — Optional details about what the ticket includes.
- Total Tickets — How many of this ticket are available.
- Price ($) — The price of one ticket.
- Minimum Purchase / Maximum Purchase — The fewest and most tickets of this type one buyer can buy in an order.
- To offer early-bird or other discounted pricing, click + under Pricing Windows and add a discounted amount with a start and end date and time. You can add several windows to one ticket.
- Click Save & Exit to save the ticket. Repeat for each ticket tier.


Step 12: E-Ticketing
Choose whether attendees receive digital tickets for this session:
- Enable digital ticket — Turn on to issue each attendee a digital ticket with a unique QR code.
- Require attendee info — Turn on to collect each attendee’s details while issuing e-tickets.

Step 13: Review
Check your session setup before publishing. The summary shows each step’s details, such as the name, genres, event, venue, membership access, dates, schedule, tickets and e-ticketing. Click the pencil icon next to any item to go back and change it.
- Turn on Ready For Sale? to release the session for sale, or leave it off to keep it in review.
- Click Finish review.
- In the Confirm Finish window, check the Target State and click Finish.


After You Finish
Your session appears on the Sessions page with its booking status:
- Upcoming — The session hasn’t started yet.
- Started — The session is in progress.
- Ended — The session is over.
Tip: Set each session’s booking window to close when the session starts, so no one can buy a ticket after it has begun.


