Setting Up Your Event Management Account

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You might assume that the next logical step after purchasing Event Management software is creating and managing an event, but neglecting to update a few critical account settings first can complicate things. Follow the steps below to ensure that when you do get around to creating your first event, it's as smooth an experience as possible.
 



Add users. Ensure everyone can perform their jobs by setting up who has access to what. For those who will be a main point of contact for invitees, adding their emails to the account upfront will save you from the nightmare of having to forward all those messages later.



Set up payment processing. If you plan on collecting credit card info during registration, you'll need to set up a merchant account. Since this can take some time, it's best to get started on this right away. No one wants to be stuck with the nasty task of tracking down registrants with failed payments.



Build the foundation of your future events. Plan on collecting info that isn't in your Address Book every time? Add custom contact fields. And if you want your invitees to see, select, or pay for different things, contact types give you the versatility to create different registration experiences in the same event. 

Once all the preliminary steps are taken care of, it's time to begin creating your first Classic or Flex event!

 

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