Creating Your First Pay-As-You-Go Event

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Learn how to create your first pay-as-you-go event by following the steps below. You can change anything you create with the wizard later, so don't worry if you're not sure about a date, or a color, or a contact type. This is just the start.
 
NOTE: Already created your first pay-as-you-go event? Follow these instructions instead.
1 Create your account, if necessary. If you have not created a pay-as-you-go account yet, you'll first need to set that up.

2 Create your event. For your first event, you'll be taken to the event wizard after  clicking the link in your email. To the right of the canvas, you can set up your event's information. Give it a name, then a quick description, if necessary. Select which language you want your event to appear in, then select a locale to determine how the date, time, and currency will display.

Establish whether anyone can register for your event or if you only want those who you invite to attend the event. If you want to limit how many people can register, enter a capacity. Enter a registration goal of how many invitees you're estimating to attend. This data can be used later for reporting purposes.
 
Select the start and end dates and times for the event. The Registration Deadline is the last day invitees will be able to register. Set the time zone to match the venue's.

Click Continue.

3 Enter the event's location. Type your location into the search bar. A Google map will then appear on your canvas, and the venue's information will automatically pre-populate. Want to manually type in your address instead? Click Enter it Manually and provide your venue's location.

Click Continue.

4 Establish your registration. Determine what currency you will accept for your event. Then, under "What do you want to charge registrants for admission," enter in the different registration types that will appear during your registration. These determine  what items or sessions registrants can select, and how much those items cost.

If you'll be charging for your event, enter in the amount that each registration type should pay to attend your event. Establish how many invitees can register by entering a capacity. Don't want to charge a fee for a specific registration type, such as your staff? Leave the Price textbox blank.
 
 User-added image
 
Want to offer a discount to invitees who register before a certain date? To add in early bird pricing, click the ellipses (...) to the right of the registration type, then click Add early bird pricing. In the "If registered by" box, select the cutoff date. Then enter the discounted fee in the box to the right.

If you need to add additional registration types, click Add Registration Type. Accidentally add a registration type that you don't need? Click the ellipses (...) to the right of the registration type, and click Delete Registration Type.

 
NOTE: Additional pricing options, such as refund policies, can be added once you complete the wizard.

Click Continue.

5 Set up your payment options, if necessary. If you're charging for your registration types, you'll need to set up your payment options. Check which payment options will be available to your invitees, then establish what information will be collected. Your options will depend on the payment method you select.

Choose your merchant account that will be used to process the credit card transactions. Enter your legal business name, then select your currency and the statement name, which is the name that will appear on attendees' credit card statements for transactions related to your event.

 
NOTE: Don't have a merchant account? Follow these steps to set up a Cvent Payment Services (CPS) merchant account to use with Pay-As-You-Go events.

Enter your registration revenue goal. This data can be used later for reporting purposes.

Click Finish.

6 Manage your event. Your newly created event will automatically open on your screen. If you want to jump right in to managing your event, you can customize your website and registration by clicking the Design Website button in the top-right. If you want to build out more of your event's details or test out your registration, click Actions, then Manage Event or Perform Test.

7 Edit your event later. Now quite ready to jump in? You can always come back later to finish working on setting up your event.

To edit the basic event details, hover over Event Details and, under General, click Event Information. Click Edit to make changes, then Save.

To manage your event's registration types, hover over Event Details and, under General, click Registration Types.


Tailor your registration process to provide all of the information you need, while also making it as painless as possible for your invitees. Sessions can be added and fees can be associated to anything that has a cost. Modify the contact information you want to collect, and create registration questions. Lastly, you can determine the different types of payment for your invitees.

Brand your website to your event's or company's specs with a customized website and registration. Then personalize your emails.

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