The event wizard walks you through setting up an event in 15 steps, from naming it to releasing it for sale. You can complete it in one go, or save your progress and come back later.

Important: Tickets are set per session, not per event. Each session has its own ticket tiers, prices and limits. Plan your sessions before you start the wizard, or add and configure them when you reach the Sessions step. An event cannot sell tickets until it has at least one session with tickets set up.

Opening the Event Wizard

1. Go to Events in the left sidebar. The Events page lists all your events as cards or a table, with each event’s status, dates and venue.
2. Click + Create Event in the top right of the page.

Moving Through the Wizard

The Form Steps column on the left shows all 15 steps. 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 event page will look to attendees as you build it.

At the bottom of each step you will find:

• Save & Next — Saves the step and moves to the next one.
• Save & Exit — Saves your progress and closes the wizard. The event stays on your Events list as Setup in Progress until you finish it.
• 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: Name

Enter the name of your event, for example “Annual Community Gala.” This name appears on event previews, registration pages and your event management lists. The name can be up to 80 characters.

Step 2: Description

Tell attendees what the event includes and why they should register. Use the rich text editor to format your text, add links, images or videos, or type /ai to generate a description with AI. The description can be up to 2,000 characters.

Step 3: Terms & Conditions

Add your participation rules, refund policy, attendee expectations, and any legal or operational notes. On the registration page, attendees must tick I accept the registration terms and conditions before they can register, and can click View terms to read them. This field can be up to 2,000 characters.

Step 4: Banner

Add a banner image for your event. You can upload your own image, generate one with AI, or choose a stock image.

Once the image is added, drag it to reposition it and use the slider to zoom. The banner is cropped to a 3:1 ratio. Click Crop & Apply to save it.

Step 5: Theme Color

Choose a theme color for your event. It appears on your registration page and event previews. Pick one of the preset colors, or click + to add your own. The selected color’s code is shown below the swatches.

Step 6: Payment Account

Select the payment account that will collect ticket charges, then choose the payment methods attendees can use, such as Debit/Credit Card. This step is required. If you haven’t connected a payment account yet, set up your payment account first.

Step 7: Time Zone

Select the time zone for your event. Attendees see the schedule in this time zone, and all session times and reminders use it. This step is required.

Step 8: Venue

Choose where your event takes place. Attendees will see the venue on the event page. This step is required.

1. Click the Select venue dropdown and pick a venue, or type in the search box to find one.
2. If your venue isn’t listed, click +, enter the venue name (up to 50 characters), and click Save.

Venues you add are saved, so you can reuse them for future events and sessions. You can also add venues, map links and other details from Events > Venues. Learn how to manage venues.

Step 9: Sessions

Sessions are the parts of your event, each with its own time, venue and tickets. Because tickets are set per session, this is where you set up what attendees will buy.

1. Click + to open the Add session window.
2. Enter a session name, for example “Opening Ceremony.”
3. Click one of the following:
   • Quick Add — Adds the session to the list straight away. You can configure it later.
   • Add & Configure — Adds the session and opens the session wizard, where you set its schedule and tickets.

To configure a session you added with Quick Add, click Edit next to it in the list. This opens the session wizard. Learn how to set up sessions and tickets.

Step 10: Dates & Time

Set when registration is open and when your event takes place. Both fields are required.

• Booking Window — The start and end date and time when registrations open and close.
• Session Date/Time — The start and end date and time of the event itself.

If you have already added sessions, click Autofill from sessions to fill in the dates from your session schedule. Click Save & Continue when you’re done.

Step 11: Discount Coupon

Let attendees apply promotional codes at checkout. This step is optional.

1. Under Available Coupons, click + to open the Add Discount Coupon window.
2. Fill in the coupon details:
   • Code — Enter a code, or click Generate Random Code to create one.
   • Type — Choose a fixed amount or a percentage discount.
   • Max Discount — The most a percentage discount can take off. Available only for percentage discounts.
   • Value — The discount amount or percentage.
   • Total Coupons — How many times the coupon can be used.
   • Is Active — Turn on to make the coupon available to use.
3. Click Add & Close.
4. Turn on Want To Enable Discounts? so attendees can use your coupons.

Step 12: Questions

Collect extra information from attendees when they register. This step is optional.

• Custom Forms — Select a saved form from the dropdown. Learn about custom forms.
• Custom Questions — Click + to add standalone questions directly to this event.

Step 13: Thank You Email

This email is sent automatically to attendees after they register. You can:

• Turn on Notify Organizer to receive a copy of each email.
• Add Other Notification Emails, separating multiple addresses with a comma.
• Edit the Email Subject, using Variable to insert details such as the attendee’s first name.
• Write your own Message. The email begins with a default template that can’t be edited, and your message is added after it. Use Variable to insert details such as {{FirstName}} or {{OrganizerName}}. The message can be up to 5,000 characters.

Step 14: Advanced Settings

• Visibility — Choose who can discover and register for the event. Public means anyone can view and register.
• Purchase time limit (minutes) — How long a buyer has to complete checkout. A countdown timer holds their tickets during this time.
• Pass the processing fee to the buyer — When this is off, you absorb the payment processing fee. Turn it on to add the fee to the buyer’s total. Fees differ by payment method, so the total may vary depending on how the buyer pays. You set up the fee for each payment method under Settings > Processor Fees. Learn how to set up processor fees.
• Charge rules — Add extra buyer-facing charges, such as sales tax. Select one or more saved rules from the dropdown. They appear under Mapped charge rules.

To create a new charge rule, click + next to Charge rules and fill in:

• Name — An internal name, for example “Festival tax rule.”
• Display Text — What buyers see at checkout, for example “Sales tax.”
• Charge category — The type of charge, such as Tax.
• Calculation type — How the charge is calculated, such as Fixed.
• Value — The charge amount.
• Active — Turn off to stop applying the rule. Disabled rules stay on record.

Click Save rule. Charge rules are reusable, so you can map the same rule to other events.

Step 15: Review

Check your event setup before publishing. The summary shows each step’s details, such as the name, payment account, time zone, venue, number of sessions, coupons, questions, thank you email and visibility. Click the pencil icon next to any item to go back and change it.

1. Turn on Ready For Sale? to release the event for sale, or leave it off to keep the event in review.
2. Click Finish review.
3. In the Confirm Finish window, check the Target State and click Finish.

After You Finish

Your event appears on the Events page with one of these statuses:

• Ready for Sale — The event is live and attendees can register.
• Setup in Progress — The event is saved but not yet released. Open it to continue where you left off.

Tip: Before sharing your event, check that every session has its tickets set up. An event with no tickets configured has nothing for attendees to buy.