-
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
-
Getting started with Ideali
- Creating your Ideali account 2 min read
- Setting up your organization profile 1 min read
-
Dashboard
- Navigating your Ideali dashboard 4 min read
- Viewing and managing notifications 2 min read
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
AI & Tools
- Using the AI description and banner generator 4 min read
- Building custom forms 4 min read
-
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
The Events module lets you sell tickets and manage registrations for your organization’s events, from a small workshop to an annual gala. You create an event, add one or more sessions, set up tickets, and share your event link. Ticket payments go straight to your connected Stripe account.
To access Events, go to Events in the left sidebar.
What You Can Do with Events
- Guided event wizard — Build your event step by step, with a live mobile and desktop preview. You can save and finish later. Learn more.
- Session wizard — Add sessions to an event, each with its own time, venue and booking window. Learn more.
- Reusable venues — Save a venue once and pick it again for future events and sessions. Learn more.
- Ticket tiers — Offer different tickets, such as General Admission or VIP, each with its own price and limit.
- Early-bird pricing windows — Schedule discounted prices that switch on and off automatically.
- Members-only sessions — Restrict a session to members on the membership plans you choose.
- Digital e-tickets — Send every attendee a ticket with a unique QR code.
- Discount coupons — Let buyers apply a coupon at checkout.
- Processing fees — Add an optional fee for each payment method, shown to buyers under your own label. Learn more.
- Thank-you emails and event invoices — Buyers receive a confirmation, and every order has an invoice. Learn more.
Before You Start
Make sure you have the following ready:
- A connected payment account — Ticket payments go to your Stripe account, so connect it first. Learn how to set up your payment account.
- Your event details — Event name, a banner image, venue, and dates.
- Your session plan — What sessions the event will have, and the time and venue of each.
- Your ticket plan — The ticket types you will sell, their prices, and how many of each are available.
- Membership plans (optional) — If any session will be members-only, set up your membership types first. Learn about membership types.
Create Your First Event
Going live takes four steps. Each one is covered in detail in its own article.
Step 1: Create Your Event
Go to Events in the left sidebar and click Create Event. The event wizard walks you through each step, including the event name, banner, venue and dates. A live preview shows how your event page will look on mobile and desktop. You can save your progress and finish later. Learn how to use the event wizard.
Step 2: Add Your Sessions
Use the session wizard to add the sessions inside your event. Each session has its own time, venue and booking window. To limit a session to members, set Membership Access to Members Only and choose which membership plans can book. Learn how to add sessions.
Step 3: Set Up Your Tickets
Create ticket tiers for each session, from general admission to VIP, with a price and a quantity limit for each. You can also add early-bird pricing windows and turn on digital e-tickets for the session. Learn how to set up tickets.
Step 4: Start Selling
Publish your event and share your event link. Buyers pick their sessions, enter their details and pay on one checkout page. Each buyer receives a thank-you email, and attendees receive their QR e-tickets if e-ticketing is on. Learn how to track orders and invoices.
Key Terms
- Event — The whole occasion, for example your annual gala or a conference.
- Session — A part inside an event, with its own time, venue and tickets. A one-day dinner might have one session, while a three-day conference might have many.
- Ticket tier — A type of ticket within a session, such as General Admission or VIP, with its own price and limit.
- Pricing window — A discounted price on a ticket that runs between a start and end date and time, for example “Early Bird” or “Last Chance.” A ticket can have several windows.
- E-ticket — A digital ticket showing the session, date, venue, attendee and a unique QR code. The ticket code is linked to the order invoice.
- Processing fee — An optional amount you add on top of the ticket price, paid by the buyer. It can be a fixed amount or a percentage, set differently for card, ACH and digital wallet payments, and shown at checkout under your own label. Learn how to set up processor fees.
- Event invoice — The record of each ticket order, created automatically when a buyer pays. Learn about event invoices.
Good to Know
- Pricing — Events is priced separately from Donations and Memberships. Contact us for Events pricing.
- Tap to Pay — The Ideali Tap to Pay app works with Donations and Memberships only. Event tickets are sold through your online event checkout.
- Ticket holds — A countdown timer at checkout holds the selected tickets while the buyer completes payment.
- Processing fees are optional — You can switch a processing fee off at any time without deleting it.
Next Steps
Once you’re comfortable with the basics, these articles go deeper:
- Creating an event with the event wizard
- Adding sessions with the session wizard (including ticket tiers and early-bird pricing)
- Managing venues
- Event payments and invoices
- Payment processor fees
Tip: Before sharing your event link, preview your event on both mobile and desktop to check how buyers will see it.


