Help Center

Event Planning as it relates to Coronavirus (COVID-19)

As an organization whose mission is to bring people together to experience meaningful moments, we remain committed to ensuring the health and safety of Events.com employees, event organizers and attendees during this difficult time. Thank you for entrusting us with your events. We take this responsibility very seriously.

We understand the concern and uncertainty you are likely experiencing surrounding the coronavirus (COVID-19) outbreak. We are closely monitoring information from government agencies, medical professionals, the Centers for Disease Control (CDC) and the World Health Organization (WHO) to keep a pulse on the evolving situation. 

Health & Safety

If you haven’t done so yet, let your event goers know you care about their health and well-being as soon as possible. Find out what the CDC is recommending for coronavirus (COVID-19) in your area. Check with provincial, federal, state and local authorities for any current or potential event restrictions. This may help inform the best decision for your community. As an industry, it is our responsibility to maximize the safety of our partners and participants and we want to support your focus on health and safety as you make decisions about your events.

Emergency Plan Options

There are some tactics you might consider for your event that can help you navigate through the challenges and may help participants contain the spread of the disease, while reducing your risk of chargebacks and refund requests.

Here are some immediate action steps and things you can do (some using Events.com technology and features) to help you through this. Click each link below for further instructions. 

• Change your event from live to virtual.
• Postpone or reschedule your event to a later date.
• Offer a deferment option to attend next year’s event. This option can be offered to sponsors, participants as well as vendors.
• Turn on ticket protection with Fanshield if you haven’t already.
  • Important note: We are in the process of automatically turning on Ticket Protection for all draft or live events selling tickets or registrations in our system. You may still turn off this feature in your settings, but we recommend that you keep it turned on.
• If your event is not permitted to occur on your event day or you cancel your event, it is a good idea to familiarize yourself in advance with your refund policy and plans, along with your insurance policies. We recommend you contact your insurance broker and/or advisor to review your policies. You may also want to review and enhance your legal waiver and associated text to ensure your protection as an organizer. If you do not currently have a legal waiver and refund policy, we suggest you implement one and add it immediately. We also recommend that you be very proactive with a communication plan with your attendees – reach out early.

Additional Resources

Many regions have restricted events of certain sizes to stop community spread of the virus. We expect to see more regions limit event activity in the coming weeks. When your event does occur, even after the restrictions are removed and we’ve all overcome the current challenges, consider measures you can take in the future to help prevent the spread of this and any other illness. Some examples include:

• Make it a no-handshaking event or create your own on-brand non-touch greeting
• Provide ample soap and handwashing stations
• Add medical staff on-site with no-touch thermometers
• Provide check-in staff with protective gear
• Provide refunds or deferrals to elderly or health-challenged participants
• Allow areas for people to spread out and enjoy the event rather than in close proximity
• Hire a professional cleaning crew to clean surfaces

Event organizers tend to be MVPs in the lives around them, and many people rely on them for direction and so much more. Enable your team in the event that you are temporarily unavailable and establish a chain of command.

Review the guidance the CDC has issued for mass gatherings and large community events. It contains a number of helpful guidelines on the basis of what to do before, during and after a COVID-19 outbreak.  

Take a look at the recommendations from the US Center for Disease Control and Prevention in these articles: Event Organizers and Staff – Flu Prevention at Mass Gatherings and Coronavirus Disease 2019 (COVID-19). 
 

U.S. Government Loan Program

On Wednesday, the U.S. government announced a fund to be run through the Small Business Association (SBA) to support small businesses impacted by the coronavirus. They are still working out the details and we don’t yet know how this will play out, but it may be worth applying as quickly as possible. 

Terms of the Loan:

• Must be a small business with less than 500 employees
• Loan amounts are up to $2M
• Interest not to exceed 4%

You can also call the SBA directly at 1-800-659-2955. Monitor national, state, and local SBA sites for more information. 
 

In Closing

We will be sending out more emails covering additional topics as we all navigate through this period.

We are in this together as we stand with you and the entire events community. Perhaps the most important thing to remember is that this is a temporary situation, it is not going to be forever, though it may feel like that now for some.

The event industry has led economic recovery in several cycles and has saved entire industries when they went through disruptions, such as music and even parts of the media industry. Our long term view of the event economy is still very positive, and we are quite hopeful for a fast recovery. 

Your Events.com customer success manager is available to assist you during these challenging times. Feel free to reach out directly to your customer success manager or send us an email at hello@events.com.

Our hearts go out to everyone who has been impacted, and as always, thank you for being a part of the Events.com community. 

Your Events.com Team

Attendee Protection offers attendees’ protection for some of the common personal reasons out of an individual’s control, that people have for cancelling their event attendance. If an attendee makes a successful claim, FanShield will issue a refund for the amount protected. We know that this can be helpful for an organizer, as you aren’t always able to offer refunds. If this is the case, Attendee Protection can be a solution for your attendees.

You can find the full terms and conditions of FanShield’s Standard Attendee Coverage Policy here.

The registration report contains who has accepted and declined Attendee Protection if you’re interested in reviewing your whole event. For help running a report, please visit our article – How do I view reports?

If you need to review an individual’s protection, there is information available in their registration/ ticket.

1. Open People and click Attendees.

2. Search for the individual and click their card to open their registration/ ticket.

3. In the left corner, Attendee Protection will be listed with the summary of the order. A status message will indicate the Protection status.

The example status is Active! which indicates that the Attendee successfully purchased Protection and could initiate a claim if applicable.

Other possible statuses are:

Inactive! – This can indicate there is a new policy associated with another ticket/registration.

Changed or cancelled! – This could indicate that a claim is in progress, or a change was made with their registration/ ticket.

Something went wrong with processing! – This usually indicates that the attendee’s payment was not success and the attendee should look for a FanShield email or email them directly.

4. Clicking View Details will open a pop up containing the Attendee’s Protection Policy ID (this is needed to submit a claim) and a quick reference to FanShield’s support. The article referenced is this article. If you have additional questions for how you can best support your attendee, please contact our support at help@events.com

If at any time, there are additional questions about Attendee Protection, have the attendee contact FanShield at help@fanshield.insure

Creating a virtual option for your event can be as easy as adding an additional registration/ticket type! New sign ups can select it as their ticket of choice, and through our post registration tools, existing attendees can change their ticket to a virtual experience in just a few easy clicks. 

Please visit this helpful article if you need the steps for creating a new registration – How do I create tickets or registrations?

If you’d prefer to add shipping (or international shipping) as a virtual add on, the best option is to set it up as a purchase. Please refer to this article for a walk through on setting up purchases – How do I set up purchases to upsell my event goers?

If you’re brand new to the virtual event space, here are some tips for creating a memorable virtual event! 

• Create a printable bib or attendance/finisher certificates to eliminate shipping costs.
• Provide a package to be mailed, either include shipping in the registration fee, or have attendees add shipping to their order.
• Consider the items you would provide to be shipped – bibs, special cards or tickets, medals, t-shirts. Anything to add value. 
• Use our custom confirmation email builder to coordinate the social media presence you’d like to see. (Event hashtags, selfie suggestions showing how you participated) 
• Offer a discount to future events to anyone who posts about their virtual experience as an incentive for participation.
• Introduce a contest to encourage online participation and create excitement.
• Film short videos to share with your attendees, tips and tricks to prepare or to build on their skills for future experiences.
• Or anything you think will represent your brand and excite your attendees!

If you’d like to discuss your virtual event strategy or have any questions about getting it set up, contact your dedicated Customer Success Manager, or email us at help@events.com. We’ll be happy to help you finalize your virtual event today! 

Unfortunately right now there are many things for an event organizer to consider. Depending on your community it might be beneficial to consider allowing people to choose between attending this year or deferring their registration to the following year in 2021.

Creating a deferral for your event can be as easy as adding an additional registration/ticket type! New sign ups can select it as their ticket of choice, and through our post registration tools, existing attendees can change their ticket to the future year in just a few easy clicks. 

Please visit this helpful article if you need the steps for creating a new registration – How do I create tickets or registrations?

If you’d prefer to add it as an updated question (to record yes or no from everyone), the best option is to set it up as a purchase (with or without a cost). Please refer to this article for a walk through on setting up purchases – How do I set up purchases to upsell my event goers?

We also recommend emailing your attendees, as well as updating your website and social media. We suggest using an emailer like MailChimp (they offer a free account based on contacts and contacts can be synced with Events.com). Here are our helpful articles to guide you through getting started with MailChimp:
How do I contact my attendees? (Guide to syncing through Events.com)
How do I send an email in MailChimp?

Something else to keep in mind, when someone makes a change (either a new registration or new purchase answer), they will receive a new confirmation email. You can put a custom message onto your new deferral registration, or add a message into the existing confirmation email for when someone selects an answer to the new purchase question. Please check out this article for a guide on custom confirmations – How do I customize my confirmation emails?

If you’d like to discuss your deferral strategy or have any questions about getting it set up, contact your dedicated Customer Success Manager, or email us at help@events.com. We’ll be happy to help you put everyone’s mind at ease today! 

You now how a wonderful way to offer hassle free corporate purchases! We’re sure you’re wondering how to keep an eye on what’s sold, filled and waiting to be filled (or unfulfilled). This info is displayed within your Event Summary and you can get there with a few quick steps:

1. Log In to your Events.com account.

2. As an organizer your first screen will be your organization data. You can select between your LIVE, DRAFT and COMPLETED events and find the event for which you want to view your Corporate Group data.

3. Within your event, click DATA from the tools on the left.

4. The Overview summary dashboard will appear by default (read about building your Overview Summary here). In the blue navigation tool bar, click Event Summary.

5. You will find the inventory and sales information in the Registration Summary.

Registration Summary

For each Registration/Ticket you’re able to see specific data relating to their sales – Revenue; Active; Unfulfilled (Corporate Groups); Remaining; Discounts; Refunds;Cancelled.
Keep in mind, the Active column displays the amount of registrations/ tickets that have been sold (including any fulfilled Corporate Group spots *if applicable). Unfulfilled only applies to prepaid Corporate Group spots that haven’t been completed. These are reflected in the Remaining inventory. If Corporate Groups are not being offered, this column will not be displayed.

For the full information on your Event Summary dashboard please check out this helpful article – How do I view a real-time snapshot of my event’s data and performance?

An attendee needs a refund for an item they ordered? No problem! As an organizer you can go in to refund it for them. Follow the steps below to find out how!

1. Log In to your Events.com account and go to the event for which you need to refund an attendee item.

2. Once in the event, click on PEOPLE in the left side navigation tool bar and select Attendees.

3. In the search bar enter in the attendee’s Name, Email, Corporate Group name, Registration Number or Order Number.

4. Click on the attendee’s name card.

5. Click MANAGE REGISTRATION/TICKET drop down menu and then select Process Refund.

6. Next to the right of the attendee item, a field will open for you to enter the amount of the refund. Enter the amount in the field (you can only enter up to the amount that was originally paid). If you need to include taxes, click the box on the left. You can also add notes for reference in your future reports. When finished click SUBMIT REFUND.

7. Confirm the Refund Order pop up to finalize. The purchaser will receive an email letting them know their refund was processed.

IMPORTANT INFORMATION ON FULL PLATFORM REFUNDS:
Events.com fees are non-refundable by Events.com. These are the order and processing fees for services rendered. As an organizer, you have the option to refund these fees to your attendees directly. Choosing to refund these fees will result in them being refunded from your revenue.

If your fees are added to the cost of your registrations/tickets: To process a full refund including the Events.com fees, you will need to contact us to facilitate. Please contact our help desk at help@events.com.

If your fees are absorbed (part of the registration/ticket cost): You will be able to refund them directly to your attendees within the registration/ticket amount using the steps above.

Please note: Platform refunds are dependent on fund availability

These instructions will help you cancel an unfulfilled registration from a Corporate Group’s order. The spot will be removed from the Corporate Group Center’s inventory and not be available for another attendee. If the spot has already been filled, you will need to remove the prepaid registration from the Corporate Group first, to place the spot back into the unfulfilled inventory. Or if you intend to remove a person from the Corporate Group so the Buyer can offer the registration to someone else, the steps in this article will help you with those – How do I remove an attendee from a Corporate Group?

Let’s get that registration cancelled!

1. Log In to your Events.com account.

2. As an organizer your first screen will be your organization data. You can select between your LIVE, DRAFT and COMPLETED events and click the event you wish to cancel an unfulfilled Corporate Group registration/ticket.

3. Click on PEOPLE, and then Buyers.

4. Search either by name, email, corporate group, order number, or Last 4 of CC of the Corporate Group order you wish to cancel a registration/ticket in, and click on their Buyer card.

5. From this view, click Manage Order, and you will see the option to Cancel Items. From here you can cancel the corporate group registrations by clicking the box to the left and selecting the desired number in the dropdown. When finished, click Submit Cancellation.

The system will always confirm that you do wish to cancel an order, so make sure to double check you are cancelling the correct one(s).

This cancelled spot will be removed from the Corporate Group Center. And the inventory adjusted.

Turning on Corporate Groups is quite easy to do and only takes a few steps to complete! Follow the steps below to find out how to turn this feature on!

1. Log In to your Events.com account.

2. In the left hand navigation click EVENT DETAILS and select Corporate Groups Settings.

3. In the top right corner toggle the setting to ON. If you are unable to, you will first need to create Registrations/Tickets. Click here to see how to add Registration/Tickets to your event.

4. Once turned on, you may customize the name of the group by entering a name in the Customize Terminology field.

5. In the Apply To field, click on the drop down menu option to select the tickets that you want to apply to this group.

6. By default the Minimum Size of the group will be set to 1 and you may also set a Maximum Size or leave it blank to have an unlimited group size. The maximum is the sum of all the combined registrations /tickets.

7. You may also toggle Require Access Code to YES to require buyers to create a unique code that their group members will need to know to fill their spot. The individual purchasing the Corporate Group would create their group’s unique code during their order.

8. Press SAVE to finalize your choices! Corporate Group (or your custom terminology) will now be displayed as an option on your event page. *Individual and/ or Team will appear based on your Team Settings.

Creating an event is quick and easy! After you create an event, it will automatically be saved as a draft and you can continue editing it. If you want your event to go live, simply click the Go Live button from within the event after you’ve completed the following steps.

1. Click CREATE AN EVENT in the top right corner of the page.
*You will need to have an Events.com User Account so that you can access your event later. You will be prompted for this information during the creation process. Or if you have an account, you can Log In first.

2. Follow Steps 1-3 to create your event. Step 1 asks what type of event it is. Step 2 gathers some of the basics – Name, Location, Date and Description. Step 3 is for your social feeds. If you need to edit a step you have already filled out, click the change link at the top right of the step module. If you’d rather skip the optional fields, don’t worry! You can add and edit the information later.

*If this is your first time creating an event on Events.com, you’ll need to add an Organization Name. This can’t be easily updated, so choose wisely.

3. When you are ready, click GET STARTED! and voilà!

Yes, Events.com will make it easy for you to customize your event page and set up free tickets or RSVP options.

1. Once you’re done creating an event, select EVENT DETAILS on the left navigation, and select Registration/Tickets.

2. You chose whether to sell Registrations or Tickets during your event creation – What’s the difference? If you need to switch, you can click the change option.

3. Next, add your first Registration/Ticket. You need to enter a name (VIP, General Admission, etc.), and the quantity available (if unlimited, leave blank). Finally set the price to $0 to make it a free event.

4. To hide the $0.00 pricing from the order page, open the Advanced Settings by clicking on the gear icon. From here toggle Hide Pricing if $0.00 to YES. You can also set Availability, and Restrictions on People such as Gender; Age; Max Purchase Per Order; Location and Access Code Required.

5. To add more registrations or tickets click on the ADD ANOTHER REGISTRATION/TICKET button at the bottom.

6. Click SAVE at the top or bottom to save your changes.

The best thing about creating an event on Events.com is that you don’t even need to have all the details to get started!  After you create an event, it will automatically be saved as a draft and you can continue editing it.

Note: The event will remain a draft until you click GO LIVE.

1. Click CREATE AN EVENT in the top right corner of the page.
*You will need to have an Events.com User Account so that you can access your event later. You will be prompted for this information during the creation process. Or if you have an account, you can Log In first.

2. Follow Steps 1-3 to create your event. If you need to edit a step you have already filled out, click the “change” link at the top right of the step module.
*If this is your first time creating an event on Events.com, you’ll need to add an Organization Name as well.

3. When you are ready, click GET STARTED! and voilà!

At Events.com, we are constantly thinking of ways to make your event management tasks easier and more efficient. With our Copy Event feature, you will be able to easily copy the format and set up from a LIVE or recently completed event. 

When should I use this feature?

This function is especially beneficial for organizations offering the same event in multiple locations. For example, an event series or an event that happens annually.  Once you create the original event and are happy with its performance, you can copy that as many times as you’d like without having to recreate the entire event.

1. To get started, Log In and wait for your event card to load. If the event you intend to copy, doesn’t readily appear, select the tab that best applies (All, Live, Draft, Completed) and find the event you want to copy.

2. Click on the Copy Event icon located in the top right corner of the event card.

3. Once you copy an event

• Name your event. By default the name will show as “Copy of (event name)” you can edit this on the spot or after the fact through the Edit tab on the right hand side of the screen.
• Set your date and time. Dates & times will be calculated for you, based on last year’s past dates/times, but you can always change this at any time.
• Choose Organization. If you are an event organizer working on multiple organizations, you can chose to copy an event from one organization and adopt the setup and flow for the other organization. How cool is that?!?

What is copied from original event?

The Copy an Event option will copy the following fields, settings and info (when applicable):

• Registration/Tickets (including all advanced settings, inventory, pricing, restrictions, etc.)
• Form questions
• Waivers
• Languages
• Tax Settings
• Analytics tracking code
• Banner image
• Location
• Is event searchable on Events.com toggle
• Event description
• Event website URL
• Instagram URL
• Facebook URL
• Twitter URL
• Purchases (Attendee items and Other Stuff)
• Team settings
• User admin permissions (Owners will have full access to new events. Other roles will need to have the event added to them). User invitations are not resent.

*If an event is copied from a different organization, then the event copy will be associated to the new organization granting access to their users.

What is not copied from original event? 

The following fields CANNOT be copied:

• Promo Codes (global and event specific)
• Receive funds/payment account (The account information is copied, but the account needs to be selected to use)
• Giving settings
• Confirmation messages
• Post-registration settings (for Event Goers)
• Start and End dates for Registrations/Tickets. You will need to manually change these within the Registration/Ticket section. Click the Settings (gear) icon to show this information within the Reg/Ticket page.

*If an event is copied from a different organization, the payment information is not copied over.

Pro Tip: Please keep in mind that copying an event does not automatically make the new event LIVE and ready for registrations. You will still need to confirm that the event details are all correct and manually take it LIVE.

At Events.com we understand how important data is in the decision making process of any business. This is no different in the event management space. Real time visibility of your event’s data and performance is key to be able to put on and manage a successful event. With our Dashboards tool, you can get a real time snapshot of your event’s performance with a focus on KPIs (Key Performance Indicators).  All of these tools are accessible on the go from a smartphone or tablet.

1. Log In to your Events.com account.

2. As an organizer your first screen will be your organization data. You can select between your LIVE, DRAFT and COMPLETED events and find the event for which you want to view your data.

3. Within your event, click DATA from the tools on the left.

4. The Overview summary dashboard will appear by default (read about building your Overview Summary here). In the blue navigation tool bar, click Event Summary.

Your Event Summary dashboard has designated sections:

Overview

• Total Registrations: The total number of registrations/tickets your event has sold minus the total number of registrations/tickets cancelled.
• Total Unfulfilled Registrations (If applicable): The total number of corporate registrations/tickets that have not been fulfilled.
• Cancellations: Number of cancelled registration (or tickets).
• Tax Net Revenue (If applicable): This is the total sum of revenue earned for taxes associated to both registration/ticket type and Purchases.
• Gross Revenue: The full amount of all sales generated by the event.
• Total Discounts: This is the total sum of revenue that was used to reduce an order with a promotion for promos and multi-quantity discounts.
  Total Refunds/Transfers: This is the sum of revenue that was refunded for all registration/tickets, inventory changes and purchases
• Net Revenue: This is the total revenue you’ve earned for Registration/Tickets and purchases (does not include tax).
• Summary Circles: These will depend on what you’re selling in your event. These summaries may include Registration/Ticket Revenue; Purchases; Transfer Fees and/ or Teams Registered (unique teams, rather than the below individual sales). *All revenues displayed are Net Revenue.

Revenue Over Time

In this section, you can view how your event is performing by Revenue generated, or Tickets sold, and you can view a live total by the Day, Month or Year

Registration Summary

For each Registration/Ticket you’re able to see specific data relating to their sales – Revenue; Active; Unfulfilled (Corporate Groups); Remaining; Discounts; Refunds; Cancelled.
Keep in mind, the Active column displays the amount of registrations/ tickets that have been sold (including any fulfilled Corporate Group spots *if applicable). Unfulfilled only applies to prepaid Corporate Group spots that haven’t been completed. These are reflected in the Remaining inventory. If Corporate Groups are not being offered, this column will not be displayed.

Your registrations/tickets will expand to display your specific price tiers, you can click the arrows on the left to minimize or maximize these tiers.

Top Promo Codes

The next section of the Event Summary tab displays your Top Promo Codes, where you can view a snapshot of the following data for each Promo Code in real time: INVENTORY allotted, how many have been PURCHASED and how many are REMAINING. Click View All Promo Codes to see more.

Waivers

If you have any electronic signature waivers, this is where you can review how many people have signed, download the list of remaining and you can send reminders.

Check-In Summary

If you’re using the Event Assistant app for checking in your attendees, you’ll have a quick reference to your daily check-in numbers per registration/ticket. You can also download a report in excel.

Pro Tips: Transactions processed within the past 10 minutes may not be included in the dashboards. If you want more detailed info about your purchases you can find it in your Purchase Summary.

The Purchase Summary dashboard lets you keep a close eye on your sales and inventory, as well as gives you access to specific Purchase reports.
Easily accessible on mobile devices you can quickly get the information that you want, and only the information that you want, anywhere, anytime.

1. Log In to your Events.com account.

2. As an organizer your first screen will be your organization data. You can select between your LIVE, DRAFT and COMPLETED events and find the event for which you want to view your data.

3. While in your event, click DATA from the tools on the left.

4. The Overview summary dashboard will appear by default (read about building your Overview summary here). From the blue navigation tool bar, click Purchase Summary.

5. By default, all items sold will be displayed. You can customize your report by specifying which items you want to look at over a variable time span.

At a glance, your dashboard will display:

• Purchases Net Revenue: This is the total revenue collected for all purchases sold (Other Stuff and Required) minus fees, discounts and refunds.
• Other Stuff Purchases Net Revenue: This is the total revenue paid for “Other Stuff” purchases sold minus fees, discounts and refunds.
• Attendee Item Purchases Net Revenue: This is the total revenue paid for “Attendee Items” sold minus fees, discounts and refunds.
• Tax Net Revenue (If applicable): This is the sum of revenue earned for taxes paid on purchases minus refunded taxes for purchases.
• Refunds/Transfers: Total revenue that was refunded for purchases (including transfers).
• Cancelled Purchases: This is the total count of purchase items that were cancelled.
• Purchase Options: (Itemized chart of each merchandise option.) This will include a count of each item and display net revenue, net tax, discounts, inventory limit, inventory sold, and inventory remaining.

Pro Tips: You can limit the report to certain items by using the Purchase Options Drop-down menu. Clicking Download will create a report in excel that will include full attendee as well as item information. Transactions processed within the past 10 minutes may not be included in the dashboards.

As an organization putting on multiple events a year, or the same event year over year, you need a way to view all of your events’ data and performances. Your Organization Dashboard allows you to get a real-time snapshot of this data with a few simple clicks. 

Currently the Organization level dashboards will show you:

• Registration/Tickets Sold: An overall count of registrations/tickets sold minus all registrations/tickets canceled across all events.
• Net Revenue by Currency: The net revenue across all registration/tickets, purchases and user-defined taxes, minus refunds, discounts and fees per currency across all events.

• Live, Draft, or Completed: You can change the view to see all events that are live, in drafts, or completed.

• Filter: With any of the options in this article, the filter can be added to further narrow your search of information.

• List View: This will show you the information placed out in a list format similar to how an excel spreadsheet would appear. You can view the active registrations, net revenue, discounts, refunds, taxes, and currency. This is all arranged by the events within your live, draft, or completed folders.

• Graph View: Selecting the graph view will allow you to see specific events registrations and revenue compared to other events, this can be chosen by clicking the Graph button.

Note: Transactions processed within the past 10 minutes may not be included in the dashboards.

With Events.com you can easily download your event data in several different report formats. However, we understand the need for a customized report. Maybe all you want is to get an idea for t-shirt orders you should place, or maybe you need to export only addresses, who knows. The good news is that with Events.com you can get as specific as you need to get!

1. Log In to your Events.com account.

2. As an organizer your first screen will be your organization data. You can select between your LIVE, DRAFT and COMPLETED events and find the event for which you want to view your data and select Data on the event card.

3. While in your event, go to DATA in your left side navigation

4. Click on the Downloads tab and select New Custom Report from the Select Download drop-down.

5. From here, scroll to the CREATE NEW CUSTOM REPORT section and select the data fields that apply . Check as many or as few boxes as you need.

6. Once you are done, simply click DOWNLOAD REPORT.

Pro Tips: If you want to save this report for future use, give it a name in the REPORT NAME field. If you need to update the report, follow the steps as if it was new and then give it the same name.

The Event Assistant App gives you the ability to check your attendees in quickly, helping to alleviate long lines and simplify your check-in process.

The app also helps you keep track of when an attendee picks up any items associated to their order (such as T-shirts, hats, etc.), so can you see who has (and hasn’t) received their items.

1. Make sure the Attendee Details toggle is set to ON (in Event Set-Up under Check-In Settings)

2. When you get to the Attendee Details page in the check-in flow, you’ll see checkboxes next to the attendee’s items. (Don’t worry, if your attendees are supposed to pick up their items from another person/location, see Step 3.)

3. If your attendee picks up their items in a different area from where they are being checked in, simply search for their name and click the ‘i’ button next to it. This will bring up their Attendee Details again.

4. Check the boxes when you give your attendee their items.

Note: If using wifi, this information will sync up across all your devices, keeping check-in staff on the same page.

We understand that many events do not have reliable wifi or cellular connection. Therefore, the Event Assistant App will work in both online and offline mode.

To set your Online or Offline Mode:
1. Log in to the Event Assistant App
2. Choose an event
3. Click the menu icon to open up your navigation. Go to EVENT SET-UP
4. Click Offline Check-In
5. Toggle Offline Check-In to YES or NO
     

Below are some important considerations when deciding which mode will work best for your event:

Online Check-In: 

• Each completed check-in will be synced to Events.com and other devices immediately.
• Check-ins completed on other devices, new registrations, cancelled registrations, and information updates will be reflected automatically on your device.
• Minimal amount of attendee information is downloaded to the device to minimize memory usage.

Offline Check-In:

• Attendee information must be downloaded on the device before leaving an area with network connection.
• The device will not reflect check-ins completed on other devices.
• The device will not reflect new registrations, cancelled registrations, and information updates since attendees were downloaded.
• All attendee data will be downloaded on the device and will use significant device memory (amount depends on number of attendees and attendee information collected).
• Check-in data must be manually uploaded to Events.com.

NOTE: it is not recommended to use selfies when in offline mode.  This will drastically increase the time to download the attendee information on to the devices and to sync data back to Events.com.

Below are a few scenarios that you may experience and our suggested check-in mode:

Strong network connection

• We suggest online mode since data is synced automatically to other devices and Events.com. 

Spotty or weak network connection

• We suggest online mode since data will sync automatically when there is a connection.
• If there is slowness with the app when in an area with spotty connection, try offline mode to see if there is an improvement.

No network connection

• Offline mode is required when there is no network connection.
• You must download the attendee information while in a connected area.

*Remember, in order to use a cellular network, you must have a 4G plan with high data to support the app.

We understand the importance of keeping lines moving and your event goers happy on event day.  We suggest that you do the following to make the best of our Event Assistant App.

1. Make sure you have access to enough Android devices that run on Marshmallow (6) version with a back camera.

2. If possible, download the app, log in to your Events.com account on the app, and set-up the event for check-in before event day.

3. Encourage attendees to bring their PDF ticket attached to their confirmation email for faster check-in using QR code scanner.

4. Use the search functionality if the attendee does not have a QR code.  You can search by name or team name.

5. In order to use a cellular network, you must have a 4G plan with high data to support the app.

6. Keeping the app connected to the network gives you the most flexibility. Have a wifi hotspot available in case your wifi connection is not reliable.

7. If you are using a hotspot and the connection is slow, try removing devices or adding another hotspot.

8. If you will not have reliable network connection, use Offline Mode You will need to download the attendee list in a connected area and upload check-in data when you return to a network connection.

The Event Assistant App will work on any Android devices that runs on the Marshmallow (6) version or higher with a rear facing camera. If you want to use the rear facing camera to scan barcodes, the device will need auto-focus. Auto-focus is not a requirement for scanning QR codes, but is recommended to ensure scanability in most scenarios.

If you are in the market to purchase devices for event day, we suggest the following low-cost devices:

• Nexus 7 by Asus 2013/2nd Gen (Autofocus)
• Samsung Tab 4 (7in) (No Autofocus)
• Lenovo A3000 7in or 8in (Autofocus)

You can download the app HERE.

PRO TIP: When printing QR codes for the bib/attendee ID scanning, the recommended minimum size is 1.2 x 1.2 inches.

With Events.com you have full control over the creation and management of your event’s promo codes. You can allow your participants to use promo codes on their Registrations/Tickets AND also on their Attendee Items/Other Stuff.

1. Log In to your Events.com account. 

2. Click on PROMOTIONS and select Promo Codes on the left side of your screen.

3. Enter your promo code information.

• PROMO CODE – Name your promo code. The name you enter here will be used in your reports.
• DISCOUNT – Choose between a flat amount ($) or a percent (%) off of the purchase price.
• ​​USAGE LIMIT – This will restrict how many times the code can be used.  Leave the field blank for Unlimited usage.
• APPLICABLE TO – From the dropdown menu, you can select which Registrations/Tickets or Purchases (Attendee Items or Other Stuff) the discount applies to.

4. To choose the dates this code is available for, click on the Settings (gear) icon. It is optional for you to select a start and end date for when this discount code will be available.

5. There is also a spot to leave an optional note. This could come in handy if there were special circumstances leading to its creation.

6. Click SAVE at the top or bottom of the page before navigating to a new page. Your code will be ready to use right away (unless you set it for a future date)!

Pro Tip: Only one promo code can be used per order. If you want someone to have a code for a registration/ ticket AND an Attendee Item, set it to 2 usages. 

With Events.com, you can export a .CSV file that lists all the promo codes for your event as well as how many times each has been used. Find out how to download the file in these easy steps!

1. Log In to your Events.com account.

2. Click on PROMOTIONS and select PROMO CODES on the left side of your screen.

3. To download the .CSV file, click on the EXPORT button.

4. All data for your promo codes will open in an excel spreadsheet.

Events.com’s invitation tool is a great way to invite attendees on a more personal level. The system allows you to create invitations embedded with a unique link (different from your public event link). This is great for inviting VIPs, sponsors, staff members, and more. *If this feature is not available in your account please contact us at help@events.com

There are several parameters you can customize per invitation. For example, if you want to add a special discount for those invited, or if you want to ensure that only those whose first name and last name appears on the invitation, can redeem it.

1. Log In to your Events.com account.

2. As an organizer your first screen will be your organization data. You can select between your LIVE, DRAFT and COMPLETED events and choose the event you would like to set up special invitations for.

3. Go to PROMOTIONS in the left navigation, and then select Invitations.

4. Name your invitation (for reference purposes). Then, click the Settings (gear) icon to open the Advanced Settings. Here you can specify the Valid Dates for this invitation; the registration or ticket type(s) you wish it Applies to; any Discount you’d like to offer to the invitee (a discount is not required); and the Uses Per Invite field allows you to set the amount of registrations that will be available for purchase to the invitee. *Uses Per Invite cannot be edited for a previously sent invitation. You can add the contact list again through Add Invitees to send the same invite (with the updated uses) or we recommend sending a new invitation.

These invitation details will be included in the email sent to invitees. You can also select if the invitation will be restricted. If you toggle this option to YES, the invitation will pre-populate and lock in the name of the invitee on the registration form from the information used in the upload (step 3).

You may also view how many invitations have been redeemed by clicking  PROMOTIONS / Invitations, and you will see the totals here

5. Add a custom message to the invitation. Feel free to add images, hyperlinks, etc. Make it personal!

6. We provide you with a template you can download in two different formats, so adding your invitees is easier on you. After saving your completed template, click BROWSE to find your file, and then UPLOAD. The spot will update, to display a confirmation message that the upload was a success.

7. SEND the invitation!

If the need arises, and you want to send this invitation to a new group of people at a later time, check out this helpful article – How do I add new invitees to an existing invitation?

Events.com gives every event the ability to send up to 10,000 emails every 24 hours. Sending invitations with high bounce or spam rates may cause Events.com to revoke email privileges from an organization.  This is because mailings with high bounce or spam rates reduce the likelihood that mailbox providers (e.g., Gmail, Outlook, Yahoo, etc.) will deliver future emails sent by users of Events.com.

It is nearly impossible to ensure 100% inbox delivery of emails. However, the likelihood of inbox delivery increases significantly by following anti-spam laws, guidelines and email best practices. events.com does our part to increase inbox deliverability of your invitations, and we expect that you do your part by following our Email Guidelines.

Events.com expects our users to follow these email guidelines or risk being blacklisted (having email privileges revoked):

• Follow all relevant anti-spam laws. Learn more here
• Use clean, permission-based lists of people that have opted to receive emails from your organization. Note, signing up for a previous event is a valid opt-in method

• Do not send to known invalid email addresses

• Include recipient’s first name if you have it, so that we can personalize the “To:” field of the email

• Don’t send to role accounts such as info@domain.com or help@domain.com

• Send emails to your list semi-regularly so that they remain familiar with your brand

If you leverage the features of an Email Service Provider, such as MailChimp, we recommend that you follow these best practices to maintain a clean list:

• Maintain one list for your organization
• Segment your list to targeted audiences so that you aren’t sending too many emails and recipients will engage with your content
• Regularly clean your list and remove emails that are not delivered due to a hard bounce or invalid email
• Track engagement with your mail, such as open and click rates.  Remove emails that are not engaging with your mail
• Re-confirm your list if it has been more than 6 months since they heard from you
• Cross-reference a list from events.com with your main list to remove invalid and disengaged subscribers

Events.com wants your emails to be delivered.  We do the following to keep the delivery of your invitations high:

• Provide an opt-out for recipients. Users can unsubscribe from emails from your organization sent through events.com.
• Use a relevant subject line for Invitations: “You’re now Invited to “
• Use your organization as the “From Name”, so that your brand is front-and-center
• Personalize the “To” field in the email if you provide a first name for the recipient
• Include our mailing address and privacy policy in the email
• Do not allow the upload of invalid email addresses that do not follow a standard format
• Format the email with relevant content that does not resemble spam

When you participate in a challenge with an activity badge included, it will automatically get assigned to your first qualifying activity. In the future, if you want to improve your badge result, follow these steps.

1. Open the activity details page of the current activity which is used for the badge
2. Click the Connect button in the header and unselect all challenges that activity is connected with
3. Now open the activity details page of the new activity which you want to use instead
4. Click the Connect button again and now select the challenge you want to use it
5. Click Connect to save the changes and wait a few seconds for the system to process the changes

It is possible to customize the look ‘n feel of your event by uploading two different types of artwork: the logo and background.

Example background image (should be rectangle shape roughly 1000 x 300 pixels, preferably jpg format):

Example logo (square size, roughly 500×500 pixels, preferably png format):

This combines into an event header with the logo on top of the background:

Yes. You can join EveryChallenge using any email address you own, or by connecting to one of the available other options such as Garmin and Strava.

When you join an event you are typically asked to provide a verification code and this is the unique data that will connect your EveryChallenge profile with the registration data from the event. 

It is not uncommon to have multiple family members register with the same email adress, but each will receive their own verification code from the event organizer. Each family member will also create their own EveryChallenge account and then enter their own verification code to ‘claim’ their spot and join the event.

Emails that are triggered based on the performance during an event (such as badges and completion of a challenge goal) will be send to the email as used during the registration (when this data is imported by the event organizer).

Each virtual challenge is different and EveryChallenge offers a range of different challenge types which allow you to create the perfect virtual experience for your participants.

For each race you can also set the activity type you allow, such as run, walk, bike, swim, etc.

You can combine both individual and team/relay races in the same virtual event.

Best Result
The ‘classic’ event goal: the faster you go, the higher your ranking. As everyone’s route is different and no one will have the exact race distance we make sure to scale all matching activities to the goal distance of the race to make comparable results. So even if you run 9.5 km instead of exactly 10 km, or maybe even 12 km, we will automatically scale the results to make it comparable with others. We do this by scaling their time (and points!) to the race distance. For example, when you run 3% more distance we’ll reduce your time and points with 3% as well.

Extra options: You can set various activity filter parameters to configure which activities are allowed to qualify

Track Challenge
A Track Challenge is exactly identical to the Best Result except that you must upload the GPX file of the course and each participant should run exactly that track in order to qualify. This allows you to host on-your-own events where participants can complete the race course any time they like within the allowed period.

To allow for some GPS measurement error margin a certain offset from the course is allowed but the activity must:

Start near the start of the course track
Follow the exact course track all the way (within a certain buffer)
Finish near the end of the course track (also some margin is allowed)

Because this challenge type verifies the actual GPS data of an activity manual entries are not allowed for this activity type. Only Garmin, Fitbit, Strava or GPX upload activities can qualify.

Total distance
The total distance goal is the perfect option to keep participants engaged with your virtual event. Each activity they complete gets added to their total distance. Ranking of the event will be updated in real-time.

Extra options:

1. You can upload a virtual course map on which the progress of each participant/team is displayed.
2. You can enable Collective Progress to also show the combined scores of all participants in the results
3. You can set various activity filter parameters to configure which activities are allowed to qualify

Total elevation
This is the preferred option for virtual trail runs. We combine the total elevation gain for all the activities of a user during the virtual challenge. Optionally you can also set the minimum elevation gain for an activity to qualify for the rankings.

Extra options:

1. You can upload a virtual course map on which the progress of each participant/team is displayed.
2. You can enable Collective Progress to also show the combined scores of all participants in the results
3. You can set various activity filter parameters to configure which activities are allowed to qualify

Total Calories
This new challenge type is similar to the total distance challenge in a way that it adds all activities into a score. Instead of the distance, this challenge type takes the (estimated) amount of calories as the score.

Please keep in mind that calorie estimation is nowhere near exact science and even Garmin and Strava provide rough estimations on the amount of burned calories during an exercise. For manual entries we either use the ACMS or the METS method, based on the activity type. These formulas have at least a 15% error margin.

Extra options: You can set various activity filter parameters to configure which activities are allowed to qualify

Total Stairs
This new challenge type is only available to stair climbing races and combines all climbed stairs of qualifying activities. If you have a stair climbing race and rather have a virtual race where the goal is to climb X stairs as fast as possible please use the Best Result challenge type in combination with Stair Climbing as activity type.

As neither Garmin, nor Strava nor Fitbit expose the number of climbed stairs through their APIs only manual entry (for now) is possible for this challenge type.

Extra options: You can set various activity filter parameters to configure which activities are allowed to qualify

Badge Challenge
This is the most advanced challenge type and unlocks several creative and powerful challenge configurations.

The goal of this challenge is to score all badges which are marked to be included in the challenge goal. This way you can create unique combinations of badges to complete the ultimate race goal. You can combine all types of badges in your setup.

Please note that only badges that are explicitly marked to be included in the challenge goal will count towards the result. This allows you to add additional badges which are not mandatory for the challenge goal.

Triathlons – You can use the Badge Challenge to setup a triathlon by using the following configuration:

1. Start with a badge with Goal type set to ‘Activity’, select ‘Swimming’ as activity type and enter the distance you want them to swim in either kilometers or miles. Make sure to check ‘Include in Challenge Goal’ switch!
2. Next you create a new badge with Goal type of ‘Activity’ but now with ‘Cycling’ as activity and enter the bike distance. Please make sure you select the Swimming badge as a prerequisite for scoring this badge in the Configuration section under ‘Only after’ option. Again, make sure to check ‘Include in Challenge Goal’ switch.
3. Next you do the same, but select Running as activity type and the Cycling badge as prerequisite. Again, make sure to check ‘Include in Challenge Goal’ switch.

With this setup each participant will first need to add a swimming activity, followed by a cycling activity and finally finish with a running activity. For each activity we take the distance you have entered as activity goal. When the activity includes a GPS track we will take the exact time from the start to the given distance. Otherwise we’ll scale based on the average speed/pace.

Multi- Sport Challenges – Using the same principles as the triathlon you can create any type of multi-sport event. Think of run-bikes or even a ‘broken’ marathon of 26 separate mile fragments which can be chained together into a single overall marathon time by combining all fragments.

As an event organizer, you can set your order and processing fees to be absorbed by your organization or pass them on to your attendees. Your Events.com EverySale fees settings are separate from your online registration/ ticketing fees settings. You get to choose what works best in both situations! Follow the steps below to set your onsite fees!

1. Log In to your Events.com account.

2. As an organizer your first screen will be your organization data. Choose the event for which you want to set up the online vs onsite transaction fees.

3. Next, go to EVENT DETAILS in the left side navigation and select Settings.

4. Scroll down to the EVENTS.COM EVERYSALE APP section, where you will see the option to Include Events.com fee in price of registration.

Select how you want to manage Events.com onsite order and processing fees.

By toggling it to YES your organization will absorb the fees, or toggle it to NO to pass the fees on to the participant. *You will be able to change this back and forth as needed.

5. Press Save and voilà you’re done!

More information below on how fees work:

Please note: If you are set up for direct deposit your processing fee will apply to your order in the same way you’ve selected to apply your Events.com fee. If you’ve selected to pass them on to your attendees, both the Events.com order fee and processing fee will be passed on (added to the order).

If you have set up a Stripe Connect account, your processing fee is automatically absorbed. You still have the option of whether or not you’d like to set the Events.com order fee to be included in your price or not. If you have any questions, please contact our help desk at help@events.com

Events.com EverySale app gives event organizers the tools to easily and securely sell tickets, registrations, merchandise on-site, and more at their events. The mobile app is available for Android devices on Google Play. We suggest using Android tablets, though Android-enabled smartphones work too. Read How do I use the Events.com EverySale™ app? for a step-by-step guide to using the app.

To use the Events.com EverySale app you must first set up an event on Events.com. Your event must: (1) be set to Live, (2) have at least one ticket or registration, and (3) have your payment information set up.

1. Make sure you have at least one event set up on Events.com

2. Your event must be live in order to show up on the app

3. Go to Google Play to download the Events.com EverySale app

4. Log in to the app using your Events.com log in information

You’re ready to go! Please check out other help articles if you have other questions about using the app. We suggest reading How do I use the Events.com EverySale™ app? if you’d like a step-by-step guide to using the app.

If you need assistance with creating an event and going live, please take a look at How do I create an event?

The app can accept payments made by credit card, cash, or check. Secure credit card processing is available in both Box Office and Self-Service modes. To accept cash or checks, the app must be used in Box Office mode.

1. To set up payment types, log in to the Events.com EverySale app

2. Select the event for which you want to set up payments

3. Click the START ON-SITE SALES button

4. Choose either The Event Staff – Box Office Style or My Attendees – Self-Service. Remember, The Event Staff option gives you the choice of Credit Card, Cash, and/or Check, while My Attendees only has Credit Card available

5. After choosing who will be managing checkout, you will be able to choose the form(s) of payment you wish to accept while using the app. Below are the choices for Event Staff. If you set up for your Attendees, the setup will confirm that it is credit card only. Click CONTINUE to finish and start selling!

Creating an event is quick and easy! After you create an event, it will automatically be saved as a draft and you can continue editing it. If you want your event to go live, simply click the Go Live button from within the event after you’ve completed the following steps.

1. Click CREATE AN EVENT in the top right corner of the page.
*You will need to have an Events.com User Account so that you can access your event later. You will be prompted for this information during the creation process. Or if you have an account, you can Log In first.

2. Follow Steps 1-3 to create your event. Step 1 asks what type of event it is. Step 2 gathers some of the basics – Name, Location, Date and Description. Step 3 is for your social feeds. If you need to edit a step you have already filled out, click the change link at the top right of the step module. If you’d rather skip the optional fields, don’t worry! You can add and edit the information later.

*If this is your first time creating an event on Events.com, you’ll need to add an Organization Name. This can’t be easily updated, so choose wisely.

3. When you are ready, click GET STARTED! and voilà!

Yes, Events.com will make it easy for you to customize your event page and set up free tickets or RSVP options.

1. Once you’re done creating an event, select EVENT DETAILS on the left navigation, and select Registration/Tickets.

2. You chose whether to sell Registrations or Tickets during your event creation – What’s the difference? If you need to switch, you can click the change option.

3. Next, add your first Registration/Ticket. You need to enter a name (VIP, General Admission, etc.), and the quantity available (if unlimited, leave blank). Finally set the price to $0 to make it a free event.

4. To hide the $0.00 pricing from the order page, open the Advanced Settings by clicking on the gear icon. From here toggle Hide Pricing if $0.00 to YES. You can also set Availability, and Restrictions on People such as Gender; Age; Max Purchase Per Order; Location and Access Code Required.

5. To add more registrations or tickets click on the ADD ANOTHER REGISTRATION/TICKET button at the bottom.

6. Click SAVE at the top or bottom to save your changes.

The best thing about creating an event on Events.com is that you don’t even need to have all the details to get started!  After you create an event, it will automatically be saved as a draft and you can continue editing it.

Note: The event will remain a draft until you click GO LIVE.

1. Click CREATE AN EVENT in the top right corner of the page.
*You will need to have an Events.com User Account so that you can access your event later. You will be prompted for this information during the creation process. Or if you have an account, you can Log In first.

2. Follow Steps 1-3 to create your event. If you need to edit a step you have already filled out, click the “change” link at the top right of the step module.
*If this is your first time creating an event on Events.com, you’ll need to add an Organization Name as well.

3. When you are ready, click GET STARTED! and voilà!

At Events.com, we are constantly thinking of ways to make your event management tasks easier and more efficient. With our Copy Event feature, you will be able to easily copy the format and set up from a LIVE or recently completed event. 

When should I use this feature?

This function is especially beneficial for organizations offering the same event in multiple locations. For example, an event series or an event that happens annually.  Once you create the original event and are happy with its performance, you can copy that as many times as you’d like without having to recreate the entire event.

1. To get started, Log In and wait for your event card to load. If the event you intend to copy, doesn’t readily appear, select the tab that best applies (All, Live, Draft, Completed) and find the event you want to copy.

2. Click on the Copy Event icon located in the top right corner of the event card.

3. Once you copy an event

• Name your event. By default the name will show as “Copy of (event name)” you can edit this on the spot or after the fact through the Edit tab on the right hand side of the screen.
• Set your date and time. Dates & times will be calculated for you, based on last year’s past dates/times, but you can always change this at any time.
• Choose Organization. If you are an event organizer working on multiple organizations, you can chose to copy an event from one organization and adopt the setup and flow for the other organization. How cool is that?!?

What is copied from original event?

The Copy an Event option will copy the following fields, settings and info (when applicable):

• Registration/Tickets (including all advanced settings, inventory, pricing, restrictions, etc.)
• Form questions
• Waivers
• Languages
• Tax Settings
• Analytics tracking code
• Banner image
• Location
• Is event searchable on Events.com toggle
• Event description
• Event website URL
• Instagram URL
• Facebook URL
• Twitter URL
• Purchases (Attendee items and Other Stuff)
• Team settings
• User admin permissions (Owners will have full access to new events. Other roles will need to have the event added to them). User invitations are not resent.

*If an event is copied from a different organization, then the event copy will be associated to the new organization granting access to their users.

What is not copied from original event? 

The following fields CANNOT be copied:

• Promo Codes (global and event specific)
• Receive funds/payment account (The account information is copied, but the account needs to be selected to use)
• Giving settings
• Confirmation messages
• Post-registration settings (for Event Goers)
• Start and End dates for Registrations/Tickets. You will need to manually change these within the Registration/Ticket section. Click the Settings (gear) icon to show this information within the Reg/Ticket page.

*If an event is copied from a different organization, the payment information is not copied over.

Pro Tip: Please keep in mind that copying an event does not automatically make the new event LIVE and ready for registrations. You will still need to confirm that the event details are all correct and manually take it LIVE.

After an attendee registers for your event they may need to make a change to their Registration/Ticket. Events.com allows you as the event organizer to make these changes. Find out how below!

1. Log In to your Events.com account.

2. Select the event in which you wish to manage attendees and click on PEOPLE on the left hand side tool column.

3. Filter your registrations by: All, Active or Canceled.

4. You may pull a search from the search tool on the top right.

5. Click on the card of the attendee you wish to manage.

6. Scroll down to make any Edits to the form questions.

7. Click Save to save your work.

Note: If searching by Registrations or Order ID, it’s recommended to use the entire number.

As an event organizer, giving your attendees the ability to change their Registration/Ticket types can significantly ease your workload managing your events. You can also capture opportunities for additional revenue by offering opportunities to up-sell into VIP categories, even after you attendees have purchases their registrations and tickets. Events.com makes it easy to control and tailor this ability based on YOUR needs. Here’s how to do it!

1. Log In to your Events.com account.

2. As an organizer your first screen will be your organization data. You can select between your LIVE, DRAFT and COMPLETED events and choose the event for which you want to enable registration/ticket changes.

3. Next, go to EVENT DETAILS in the left side navigation and select Settings.

4. Open Post-Registration Options for Attendees by clicking the + to the the right.

5. You will see the option to Allow attendees to change their registration/ticket type. Toggle this to YES.

6. Open the APPLIES TO dropdown to select the categories that you want to allow attendees to be able to change out of and in to. You must select at least 2 categories. For any category that you do not select, attendees will not be able to transfer out of, or in to, that category. Registration/Ticket categories must also be open, visible (not hidden) and available for registration in order for attendees to access the feature. If you have any hidden categories you want made available, you can do so with these steps – Can my attendees change themselves into a hidden registration/ticket?

7. If you want to limit the time frame that attendees can make changes, enter in the start and finish dates in the Changes Available calendars. The ability to change registration/ticket categories will only be available to attendees within these dates.

8. You can choose whether or not to charge a Change Fee to your event goers and whether or not to Allow Promo Codes. You might want to allow promo codes if you were offering early bird pricing as the platform charges the current price difference between the two registrations.

9. Press SAVE and voilà you’re done.

Note: A flat fee of $2.95, and the order processing fee will apply to the change or transfer fee. If the new category is at a higher price, the additional payment will be collected from the attendee at the time of the change. In the case of a downgrade, a refund is not generated by the system.

As an event organizer, giving your attendees the ability to change their Registration/Ticket types, or even allowing them to transfer their Registration/Ticket to someone else, all on their own can significantly ease your workload! This can also open the opportunity to create some additional revenue in the form of Change and Transfer Fees. If you have already turned on one or both of these features, you can go back in to add a fee with the following steps.

1.  Log In to your Events.com account.

2. Click on the event that you want to edit.

3. Next, go to EVENT DETAILS in the left side navigation and select Settings.

4. Open Post-Registration Options for Attendees by clicking the + to the the right.

5. To activate the fee(s), open the Settings by clicking the gear icon. Then toggle the Change fee and/or the Transfer fee to YES and choose whether or not taxes should apply (only for events charging taxes in their prices).

6. After you’ve added your fee(s), press SAVE and voilà you’re done!

Note: A flat fee of $2.95, and the order processing fee will apply to the change or transfer fee.

As an event organizer, giving your attendees the ability to update their attendee items (such as T-shirts, or wave times) can be particularly useful. This includes changing their answers, adding existing, or brand new items that were added by you after your original launch. Events.com makes it easy to control and tailor this ability based on YOUR needs. Here’s how to do it!

1. Log In to your Events.com account.

2. As an organizer your first screen will be your organization data. You can select between your LIVE, DRAFT, and COMPLETED events and choose the event for which you want to enable changes to attendee items.

3. Next, go to EVENT DETAILS in the left side navigation and select Settings.

4. Open Post-Registration Options for Attendees by clicking the + to the the right.

5. You will see the option to Allow attendees to edit their Attendee Items. Toggle this to YES.

6. APPLIES TO – you can select all, or specific registration/ ticket types that you want to allow attendees to edit their items in. For any categories that you do not select, attendees will not be able to update their attendee items. The attendee items must have inventory to be available for your attendees to be able to select them.

7. Changes Available – select the start and finish dates for this setting. The ability to edit attendee items will only be available to attendees within these dates.

8. Press SAVE and voilà you’re done!

Note: If the new category has a higher price, the additional payment will be collected from the attendee at the time of the change. In the case of an item downgrade, a refund is not generated by the system.

Being able to customize your registration form is very important because it allows you to place the questions in any order you want, delete questions that you do not need or require your attendees to answer certain questions. You may also choose which attendees will see and answer your questions based on their registration/ticket type. With that being said, let’s find out how you can customize your registration by following the steps below!

1. Log In to your Events.com account.

2. While in your event, click on EVENT DETAILS in your left side navigation, and then select Form Questions.

Note: There are two parts to Form Questions. You have the option of adding Buyer Questions which will appear once within an order and Attendee Questions which will be asked once for each attendee. If you would like to add to your Buyer Questions you can click on Buyer tab to see the form questions you can add. If you want to add to your attendee questions, click Attendee tab.

3. When questions are turned on for attendees, the standard form questions will be pre-selected. To change the orderof questions, click on the Up and Down arrows. To remove a question click on the trash icon. To access advanced settings on a question, click the settings (gear) icon.

4. If you want to add any custom questions, click the ADD QUESTION button at the bottom to add additional questions.

5. To add Section Headers to your registration form, click the ADD SECTION HEADER at the bottom.

6. Click the SAVE button to save your changes

Note: If you added Registrations to your event, the Attendee questions will default to ON because events that collect registrations usually need information from each attendee. If you added Tickets, the attendee questions will default to OFF. You can choose to change the default at any time.

By asking form questions, you’ll have the ability to customize who will see the question when attendees fill out the registration form. Let’s see how you can make specifications to your form questions!

1.  Log In to your Events.com account and select the event for which you’d like to edit the form questions.

2. Navigate to the EVENT DETAILS tab on the left hand menu and select Form Questions.

3. Select the Setting (gear)icon on the question you’d like to edit.

4. The Visible to section allows for you to be able to toggle the question to be Public on your registration form or to Administrators to make it an admin only question.

5. The Apply to section allows for you to have the question visible to all ticket types or you can select certain ticket types that would see the question.

6. The Require section can be toggled to YES to have attendees answer the question in order to finish the registration process or NO to have it be an optional question.

7. After you’ve made your adjustments, click SAVE at the top or bottom of the page.

Requiring your attendees to answer form question can ensure that you get all the information you need from your attendees. First name, last name and email will always be required to answer. Your attendees will need to answer all the required questions in order to purchase tickets to your event. Find out how to do this be following the steps below!

1. Log In to your Events.com account.

2. Navigate to your event, then select EVENT DETAILS from the menu on the left and click on Form Questions.

3. Click on the Setting (gear) iconto the right of the question in which you wish to require an answer and switch the Require toggle to YES.

4. Click SAVE at the bottom or top of the screen.

Tip: Required is the default setting for Form Questions.

Managing the order of form questions can be really important if you want to have a certain question to be asked first when an attendee is registering for your event. Find out how manage form questions below!

1. Log In to your Events.com account and select the event for which you want to manage the form questions.

2. Once in your event, click EVENT DETAILS in the left side navigation and select Form Questions.

3. Use the up/down arrows that appear to move the questions in the preferred direction.

4. Scroll to the top or bottom of the page to SAVE your work.

Note: To avoid registrant confusion, First & Last Name and Email are not able to move from the top of the form.  

If your event offers a complimentary t-shirt with registration, you will need to make sure you know each registrant’s size when placing orders. You’ll want to set this under the Purchases tool. All items will require a selection for each registrant to successfully process the order.

1. Log In to your Events.com account.

2. To add an item, click on EVENT DETAILS on the left side of the screen, and select Purchases.

3. Then, click on ADD ATTENDEE ITEM under Attendee Items.

4. Give your t-shirt a NAME (e.g. “T-Shirt Size”).

5. Then you’ll want to add each size that you offer as an OPTION NAME. If you have limited inventory for each size, be sure to add that limit under INVENTORY to ensure you can’t sell more product than you have. Since this is a complimentary item, leave the price at $0.

6. To add another size, click on the plus symbol.  You can add as many sizes as you want, with their own inventory limits and pricing. If needed, you can use the arrows to adjust the position of the Option Names (This is the order how they will appear in the registration form). Get ready to click the gear symbol for the finishing touches.

7. The Advanced Settings tab allows you to toggle Required to YES or NO, add Product Description, add a Product Image, the option to Hide Pricing, customize the Availability and add any Restrictions.

8. Click SAVE to save your changes.

Pro Tip: It is a good idea to add an image for any item that you offer or sell to get people excited about wearing your awesome brand. See How do I add an Image to Additional Purchases? for instructions.

Adding an image for each Additional Purchase that you offer can entice people to make more purchases.

1. Log In to your Events.com account.

2. Navigate to the Purchase page by clicking EVENT DETAILS and selecting Purchases.

3. If you have not set up any purchases yet, you will need to add either an Attendee Item or Other Stuff by clicking the add option underneath your selection. Then click on the gear icon to the right of each item to open Settings.

4. Click SELECT IMAGE or drag and drop a .JPG or .PNG image (2MB maximum) to upload an image. Suggested size no smaller than 300 x 300. If your Item is required, a REQUIRED banner will appear at the top of the image so you will want to leave a blank space to avoid it from blocking your image.

Note: During registration, the image will have an enlarged view option.

5. Click SAVE to save your work

If your event or brand sells merchandise, such as a hat or water bottle, you may want to allow people to purchase merchandise in addition to their registration/tickets. We call these items Other Stuff because they are not associated to a specific attendee and can be purchased by the buyer of the order. Attendees and Buyers can come back to Events.com to purchase other stuff at any time after the initial purchase. Events.com offers a clean design to allow you to add an online shopping experience to your order form. You can add images, manage inventory and build your brand loyalty all in one place.

1. Log In to your Events.com account.

2. Click on the EVENT DETAILS on the left side of the screen, and select Purchases. 

3. Then, click on ADD OTHER STUFF under Other Stuff to get started.

4. Give your item a name (e.g. T-Shirt) and an option name (e.g. Small).

5. Set the price for the option, or leave it blank if it is free.

6. Set the inventory limits for each option so that you do not oversell your available inventory.

7. If there’s more than one option (e.g. Small, Medium, Large), you can add these by clicking on the plus icon. Each option can have a different name, inventory limit, and price.

8. In the Advanced Settings for each purchase, you can add a product description or image. Adding an image may help motivate people to buy the item. 

9. Click SAVE to save your changes. 

You may have additional items for your event that each event goer must select to complete a purchase, such as a t-shirt size or parking pass. If so, you’ll want to set this up under the Purchases tool. All items added to this portion of the registration flow will be listed for each registrant, and may or may not have a price associated to them. It is important to note that each registrant may only select each item once. For example, if you list a free t-shirt with the registration, each registrant may only select one size. 

Follow these steps to add a purchase to one or more registrations in your order form:

1. Log In to your Events.com account.

2. Click on EVENT DETAILS on the left side of the screen, and select Purchases. Then, click on ADD ANOTHER ATTENDEE ITEM to get started.

3. Give your purchase and option names (e.g. Purchase: Hat and Options: Black, Gray, Blue). Set the inventory limits for each option, so that you do not oversell your available inventory. Set the price for the option if it is not free.

4. Add more purchase options by clicking on the “plus” + icon. You can set a different name, price and inventory limit for each purchase option by repeating steps 2 through 4.

5. The Advanced Settings (gear icon) allows you to toggle Required to YES or NO (Whether an attendee will be stopped to answer the question), add Product Description, Product Image, the option to Hide Pricing and to customize the Availability. 

6. Click SAVE to save your work.

Pro Tips: It is a good idea to add an image for any item that you offer or sell to get people excited about wearing your awesome brand. See How do I add an Image to Additional Purchases? for instructions on adding images for additional purchases. Remember, items are associated to registrations and inherit their availability restrictions. If a registration is no longer available, the associated purchase(s) will not be either. 

Creating tickets or registrations is very easy to do! Tickets usually collect minimal info whereas a registration often collects a lot of info but it’s up to you which you’d like to use. This will be asked when you’re creating your event draft. For more on the differences between tickets and registrations click here. Now let’s get started on creating your tickets or registrations by following the steps below!

1. Once your event draft has been created, you can add your Ticket or Registration for sale.

2. Select EVENT DETAILS on the left hand side menu and select Registrations/Tickets. 

3. There are settings that will apply to all of the registrations/tickets. Event Capacity, Currency and a short cut to the Settings Page for fees and taxes. The default is for fees to be charged on top of the ticket price, and no taxes. If you change your mind about whether to sell Tickets or Registration, you can click the Change to Registrations (Tickets) at any time.

4. Give the Ticket a Name, add Inventory (if applicable, blank is unlimited) and Price. Clicking the gear icon will open the Settings.

There are several options for customizing your tickets. Description will appear on the event page under the name of the ticket.

The Availability section gives options for where the ticket will sell, and between which dates. If you’re hosting a free event, you can toggle to Hide Price if $0.00.

5. There are additional optional features that you can use by toggling them on. 

Price Changes can be set in two different ways. Date & Time: by adding the start date of the new price and the new price. Inventory: by adding the number of the starting ticket with the new price. You can add multiple Price Changes.

Restrictions on People gives you the options of adding restrictions by Gender, Age, Min and/or Max Purchase per Order and Location. You can also toggle on an Access Code. If you’re protecting a ticket/registration with an access code, someone will need to enter the access code before they can select the ticket/registration.

Payment Installments may not appear available to you right away, but please reach out to our customer success team at help@events.com to inquire about the feature. It allows you to split the order payment into two for your Attendees. For more info on Installments, click HERE.

6. To add more ticket/registration types click Add Another Ticket (or Add Another Registration) and customize their Settings as needed.

7. When done, click SAVE to save your work. 

Pro Tip: When in Preview mode any ticket/registration purchases will not result in orders or registrations. You can test your form without adding any test data to your event.

Events.com has you covered when looking to expand globally with the ability to sell registrations or tickets in over 30 different currencies.

1. Log In to your Events.com account.

2. Click on the SETTINGS tab at the top right of your dashboard home screen.

3. Click on Currencies on the left toolbar, and simply click on all forms of currency of which you wish to accept and SAVE when finished.

Here is a list of ALL currencies supported by Events.com:

USD – United States Dollars – available by default & cannot be removed from your organization
CAD – Canadian Dollars – available by default
AUD – Australian Dollars – available by default
GBP – British Pounds – available by default
EUR – Euro – available by default
AED – United Arab Emirates Dirham
ARS – Argentine Peso
BOB – Bolivian Boliviano
BRL – Brazilian Real
CHF – Swiss Franc
CLP – Chilean Peso
CNY – Chinese Renminbi Yuan
CRC – Costa Rican Colon
DKK – Danish Krone
HRK – Croatian Kuna
HUF – Hungarian Forint
JPY – Japanese Yen
KRW – South Korean Won
MXN – Mexican Peso
MYR – Malaysian Ringgit
NZD – New Zealand
NOK – Norwegian Krone
PAB – Panamanian Balboa
PEN – Peruvian Nuevo Sol
PHP – Philippine Peso
PLN – Polish Złoty
SEK – Swedish Krona
SGD – Singapore Dollar
THB – Thai Baht
TRY – Turkish Lira
TWD – New Taiwan Dollar
UYU – Uruguayan Peso
ZAR – South African Rand

Note: In order to process payments in any of these currencies a minimum price must be charged at checkout. Check out the list below to find the corresponding minimum for each currency.

If you are receiving remittance in a currency different from the one your event(s) transacts in, a currency conversion fee will apply.

*Only USD and CAD will allow you to receive remittance via ACH direct deposit.

Here is a list of the minimum prices required:

• USD -1.00
• CAD – 1.00
• AUD – 1.00
• EUR – 1.00
• GBP – 1.00
• NZD – 1.00
• AED – 4.00
• ARS – 10.00
• BRL – 4.00
• CHF – 1.00
• CLP – 700
• DKK – 7.00
• HRK – 7.50
• HUF – 290.50
• IDR – 13592
• JPY – 125
• KRW – 1156
• MXN – 16.75
• MYR – 4.50
• NOK – 8.75
• PAB – 1.25
• PHP – 47.50
• PLN – 4.00
• SEK – 8.75
• SGD – 1.50
• TRY – 3.00
• TWD – 35.00
• UYU – 30.00
• VND – 22395
• CNY – 6.50
• CRC – 531.75
• PEN – 3.75
• BOB – 7.00
• THB – 36.00
• ZAR – 14.75

If a registration or ticket option is only available for a specific period of time, you can set these specific date availability for each category option you offer. When would you need this? If you have a multiple day event with different registration/tickets for each day, you might not want to sell ‘Day 1’ tickets at the same time as ‘Day 2’ or ‘Day 3’.  You would be able to close ‘Day 1’ tickets, without closing ‘Day 2’ or ‘Day 3’ tickets.

1. Log In to your Events.com account.

2. Navigate to the event in which you wish to add the date availability to.

3. Click on EVENT DETAILS and select Registration/Ticket.

4. Click on the Setting (gear) icon to the right of the registration/ticket name.

5. Enter the date it will become available (start date) and the date it will close (end date).

6. Press SAVE when finished!

If your event has tiered pricing, you can preset your registration/ticket types to change price automatically. You have two options, either to set them by date, or by inventory.

1. Log In to your Events.com account.

2. Navigate to the event in which you wish to add the price increase to.

3. Click on EVENT DETAILS and select Registration/Ticket.

4. Click on the Setting (gear) icon to the right of the registration/ticket name.

5. Toggle PRICE CHANGES to YES and select whether you want the price changes to happen based on a date and time, or based on inventory sold. You will be able to add as many price changes as necessary. 

Pro Tip: If you select Based on Date & Time, the new price will take place at the moment you indicate. If you select Based on Inventory, the new price will take place when the available inventory for this category is equal or less than the quantity you indicate.

Events.com makes it easy to link your event page to your website (or any website you want), as well as your Instagram, Facebook, and Twitter feeds.  We don’t have to tell you how important social media can be when you’re trying to encourage the masses to share and promote your event. You can add Facebook, Twitter and Instagram when you Create an Event, or follow the steps below if you are already working on a draft.

1. Log In to your Events.com account and navigate to your event.

2. While in your event, click on EDIT in the upper right navigation.

3. Scroll to the SOCIAL section.

4. Enter your Facebook page name – pagename (the URL will display after clicking Save).

Note: Facebook does not allow “Event” pages to be shared, so please make sure this is your Facebook “Page”.

5. Enter your Twitter handle.

6. For Instagram integration, you will need to authorize that your images can be published publicly. To do this, you’ll need to log in to your Instagram account first. But no worries, it’s very simple and just a couple of extra steps. See below.

• Click on Log in to Instagram

• Login to Instagram and Authorize Events.com to access your photos and post them on a public site.

• Once you click Authorize, you will be taken back to your page to continue working on your event. That’s it!

7. Be sure to click SAVE when you’re done to capture all your hard work!

Adding a video to your event page is quick and easy! There are two places you can add a video that will show under the description on your event page.

Add a video while creating an event
1. Click the Create an Event button in the top right of your navigation

2. Follow steps 2-4 above.

3. Press SAVE 

2. On the Create an Event page, in Step 2 Details, you’ll see an Add Video button.

3. After clicking this you’ll see a text box where you can add your video URL. The video must be hosted on YouTube or Vimeo.

4. If you want to add more videos click the Add Another Video button

5. Finish the rest of the steps, and click GET STARTED!

Add a video after you’ve created your event
1. While in your event, click on EDIT in the upper right, then go to the DETAILS section

2. Follow steps 2-4 above.

3. Press SAVE 

Forgot to add something to your event when you created it? No problem! After you have created event, at any point you can EDIT your event to have all the information that it needs. To see how to EDIT your event follow the steps below!

1. Log In to your Events.com account.

2. In your event, click the EDIT button towards the top right corner.

3. To ensure the best possible experience for your audience, add as much detail and branding as possible.

4. Add your event’s description. You may add as much information as needed. We recommend something short and sweet to allow for a quick understanding of your event by your audience.

5. Link your event details page to a website by adding the URL under Your Event URL. Please note this is optional.

6. Be Social! We highly suggest that you add social media feeds to your event details page, to drive brand loyalty and increase conversion.

7. Click Save to finish and save your work.

8. If no edits are needed, simply click GO LIVE.

Your event par link can be very useful when you want to possibly send it out to a mass group of people or to have it in the bio of your social media account(s). Find out how to access it below!

1. Log In to your Events.com account to access your event DRAFT.

2. Next to the EDIT view, click GO LIVE in the top right corner.

3. Click Copy URL to be able to paste it elsewhere– or – 

4. When viewing either the LIVE page, or the PREVIEW page, copy the URL out of your browser’s address bar.

As an organization putting on multiple events a year, or the same event year over year, you need a way to view all of your events’ data and performances. Your Organization Dashboard allows you to get a real-time snapshot of this data with a few simple clicks. 

Currently the Organization level dashboards will show you:

• Registration/Tickets Sold: An overall count of registrations/tickets sold minus all registrations/tickets canceled across all events.
• Net Revenue by Currency: The net revenue across all registration/tickets, purchases and user-defined taxes, minus refunds, discounts and fees per currency across all events.

• Live, Draft, or Completed: You can change the view to see all events that are live, in drafts, or completed.

• Filter: With any of the options in this article, the filter can be added to further narrow your search of information.

• List View: This will show you the information placed out in a list format similar to how an excel spreadsheet would appear. You can view the active registrations, net revenue, discounts, refunds, taxes, and currency. This is all arranged by the events within your live, draft, or completed folders.

• Graph View: Selecting the graph view will allow you to see specific events registrations and revenue compared to other events, this can be chosen by clicking the Graph button.

Note: Transactions processed within the past 10 minutes may not be included in the dashboards.

You can zero in on a specific date range when viewing your organization summary, letting you compare your events’ sales over a set period of time and allowing you to better track the impact of your latest marketing push.

1. Log In to your Events.com account and select the event in which you’d like to view the data.

2. On the left side navigation, click on DATA and select Event Summary in the blue navigation tool bar.

3. By default, all data from the entire event will be shown. In the Filter By field you can choose to display your event data using our pre-set date ranges in whichever time zone you prefer or customize your own. 

4. Once you have made your selection, click Apply Filter.

Pro Tip: All data shown in the Overview, Revenue Over Time, Registration Summary, and Top Promo Codes displays will now be limited to the date range you chose.

The company, team, or individual in charge of putting on an event is considered “The Organization” on Events.com. This is the name we will  be sending payments to, so please make sure you enter it correctly.

Short answer, yes! Now as you can imagine there is a lot tied to your Organization and we wouldn’t want anything to get overlooked when you make this change. So for now, we’ll need to help you with this one!

Send an email to help@events.com with your request, and we’d be happy to take care of it for you!

Remittance Reconciliation Report 

Events.com provides you with multiple dashboards and downloadable reports for you to track your business’ data and performance. Some of these reports include payment reconciliation (what amounts you have been paid, when and for what).

If you are using Stripe as a standalone account with Manual Transfers selected, you will not be able to take advantage of our Remittance Reconciliation Report.  This type of setup does not allow Events.com to regularly pull information from Stripe about the payment history as it is not recurring.

If you are currently using this setup, you can go directly to Stripe, login and click on Transfers on the left hand side of the screen for more information on your payment history.

If you’d like to move away from Manual Transfers, check out these articles Stripe Help Articles:

• Getting paid

• How to add a bank account for payouts

When you’re set up for a Direct Deposit with Events.com we provide you with different tools to reconcile and verify the activity of your event. For a quick reference, you can view a list of all the past remittances of your organization by bank account.

1. Log In to your Events.com account.

2. Make sure you are seeing your organization data, select PAYMENT SUMMARY.

3. You will see a chart of your Current Remittance Amount with a line for each account that you’ve associated with your organization. To see a more detailed history, click SHOW HISTORY.

4. You can also use filters to pull specific data such as time zone, payment account, and specific dates. We also offer date ranges allowing you to do a more refined search between two specific dates.

5. Clicking SHOW HISTORY will display the last 6 remittance amounts. To see more, you can click LOAD MORE.

Note: Numbers reflect Direct Deposit payments only and within the Events.com standard remittance cycle.

Viewing payments is very simple to do and only takes a few clicks. Follow the steps below to download your payment report!

1. Log In to your Events.com account select the event in which you wish to view the payment report.

2. Click Data on the left hand side event menu.

3. Select Downloads in the blue navigation tool bar.

4. In the Select Download dropdown menu, select Transactions.

5. Select your Filters, Payment Type, Date Range, and Time Zone if you wish to have your report meet certain criteria.

6. Click Download.

7. The .CSV file will appear in the bottom left of your browser, click on it to download it to your computer.

Reports contain some of the most information from your events! Within our DATA section, we have three dashboards that allow you to have a quick over view of your events data. We also have a Downloads dashboard where you can specify the type of report you wish to download. Find out more about what we offer in our different DATA dashboards below!

1. Log In to your Events.com account.

2. Find the event for which you wish to run a report on in the Org Summary and click Data from the event card. From within the event, click DATA in the left hand event menu.

3. From within the event, click DATA in the left hand menu.

4. Select the dashboard corresponding to the information you want to view. The first three dashboards can give you quick overviews of some important event information. For instance:

• Event Summary – Net Revenue, Revenue Over Time, Registration/Tickets Summary & Top Promo Codes.
• Purchase Summary – Purchases and attendee items data
• Demographics – Gender, Age, Location & Source of Traffic/User Information.

5. To download a detailed report, select Downloads for reports in .CSV format.

6. Create your desired report:

Select Download:

• Registration (Registration/Ticket information)
• Transactions
• Cart Abandonment
• Check-In
• Invitations
• Transfers
• Refer-A-Friend
• Donations
• Box Office Summary
• New Custom Report
• Saved Custom Report

Filter By: specific registration/ticket types.

Order Status: All, Active, or Cancelled registrations/tickets.

Payment Type: All, Credit Card, Offline, External Payment.

Date: All, Today, Yesterday, This week (Sun-Sat), This month (1st-last), This year (Jan 1st – Dec 31st), Payment Period, Custom Date.

Time Zone: all global time zone options.

7.  Click START DOWNLOAD.

8. ​Open in Excel by clicking download when the report has loaded in your report list.

Note:  If you wish to learn more about how to do a New Custom Report click here!

Having teams for your event can be a great addition to help bolster attendance! Find out how to add teams to your event below.

1. Log In to your Events.com account.

2. Click on EVENT DETAILS on the left side of the screen, and select Team Settings.

3.  If it is your first time on this page, it will ask you – Do you have teams for your event? Select Add Team Settings.

4. Start filling out your Team Settings:

• Click on the Applies To dropdown to select which registrations/tickets you would like to make teams available for.
• Add a minimum and maximum team size. For teams with no maximum (unlimited size), leave the field blank.
• The default name is Team but you can also update the setting terminology to whatever best suits your event.

5. Click on the gear icon to access the advanced settings.

• Selecting Require Teams will remove the ability for event goers to sign up as individuals under the selected registrations/tickets.
• If you toggle Require Minimum at Team Purchase to ON,event goers purchasing the associated registrations/tickets cannot purchase less than the team minimum – ensuring your team minimums will always be met.
• Team Captain Must Create Team Access Code requires all teams to have access codes.
• Allow Positions gives event goers the ability to have different positions (e.g. Swimmer, Biker, Runner)

6. Click ADD TEAM SETTING to create another team setting. 

7. Scroll to the top or bottom of the page to SAVE your work.

Note: You can add multiple team settings. For example, if you have one ticket ‘3 Legged Race’ and another ticket ‘5k Fun Run’, you can create separate team settings for each. The ‘3 Legged Race’ can have required teams of 2, and the ‘5k Fun Run’ can have a minimum team size of 4.

Yes! When creating your team setting, you may specify the minimum and maximum team size. You can choose to leave the minimum at 1 and/or the maximum at unlimited. You also have the option to specify maximum team size when there is a hard limit.

1. Log In to your Events.com account.

2. While in your event, click EVENT DETAILS in the left side navigation and select Team Settings. 

3. When creating your team settings, enter a minimum team size and maximum team size if there is one

4. Click SAVE at the top or bottom of the page before navigating to a new page

Tip: Team size will be communicated to attendees before they select the registration on the event page. Once a team maximum has been met, no additional attendees will be able to join the team. Find out how to ensure that team minimums are always met by clicking here.

Yes! With Events.com, you ensure all your team minimums get met with one setting.

1. Log In to your Events.com account.

2. While in your event, click EVENT DETAILS in the left side navigation and select Team Settings. 

3. When creating your team settings, click on the Settings (gear) icon.

4. Toggle Require Minimum at Purchase to YES.

5. Click SAVE at the top or bottom of the page before navigating to a new page.

Tip: Team minimum requirements will be communicated to attendees on the event page. Once a team maximum has been met, no additional attendees will be able to join the team.

Yes! This will ensure that only team members the captain has approved can join the team.

1. Log In to your Events.com account.

2. While in your event, click EVENT DETAILS in the left side navigation and select Team Settings. 

3. When creating your team settings, click on the Settings (gear) icon .

4. Toggle Team Captain Must Create Password to YES.

5. Click SAVE at the top or bottom of the page before navigating to a new page.

Even when you set up online registration/ticketing, you may need to collect registrations offline. This could be through cash, check, or any other form of payment. With our bulk upload tool, you’ll be able to add all your offline registrants into your database. To enable the Attendee Upload option please start by contacting us at help@events.com. Once enabled, you can use the following steps to add them to your event.

1. Log In to your Events.com account and select the event for which you wish to do the upload.

2. Click on PEOPLE in the left navigation, and then select Attendees

3. From the right, select the ATTENDEE ACTIONS and Attendee Upload

4. Then, Download your custom .CSV template. This ensures that the data you upload will have the same format as all the existing data on Events.com.

Note: Each row is an offline registrant or ticket holder, and will generate a new Registration/Ticket and order for your event.

5. Once you’ve downloaded your template, open it up.

You will see column headers including buyer information, form questions, additional purchases, and any other additional information you’ve added. You can fill out as much or as little as you want, but there are fields you must include – Buyer First Name; Buyer Last Name; Buyer Email: Registration/Ticket Type; Attendee First Name; Attendee Last Name; Attendee Email.

6. After saving the template with all your data, you will need to upload it in the system. Click BROWSE to choose the .CSV file you just created.

7. If you want send each registrant or ticket holder a confirmation email, switch the toggle to YES. The email is the same as though the recipient just completed an order through your page.

8. Click CONTINUE to start the upload. All rows that are entered correctly with the proper formatting will be uploaded successfully. To ensure that your file gets uploaded successfully, check out our Pro Tips!

Pro Tips:

• When you open a .CSV file in Excel, make sure to use the “Import Data as Text” function so that formatting is not lost. Check out this helpful article.
• Date of Birth values must be formatted as MM/DD/YYYY.
• Price paid values are in XXX.XX (with decimal) or XXX (with no decimal) format. (These are not necessary for the upload) *If you added a value it will be added to the org revenue.
• Quantity values are numerical.
• Values in Registration/Ticket Type must match EXACTLY to a Registration Name or Ticket Name in the event.
• Values in Additional Purchase or Form Question columns must match EXACTLY to a corresponding Option Name for the item. Their quantities must be set as 1.
• If a waiver was signed, place “Signed” in the waiver name column for the registrant/ticket holder.
• Values for Country must match EXACTLY one of the Country names in the attached PDF document.
• Values for State/Region/Province must match EXACTLY one of the names in the attached PDF document and be associated to the same Country as listed for the registrant/ticket holder.
• If the value is left blank for Price Paid for a Registration/Ticket or an included Additional Purchase, the Price Paid will be imported as $0.

Note: Review your file before uploading to make sure that all the information is correct. Turn on text wrap (expand the columns to display the full content), to ensure proper importing of data. You cannot remove offline orders.

Absolutely! Registrations/Tickets and any additional purchases can be uploaded regardless of remaining inventory or other restrictions you may have created for your online registrants. This could be through cash, check, or any other form of payment. With our bulk upload tool, you’ll be able to add all your offline registrants into your database. To enable the Attendee Upload option please start by contacting us at help@events.com with this request.

Once enabled, you can use the following steps to add them to your event.

1. Log in to your Events.com account and select the even for which you wish to do the upload.

2. Click on PEOPLE in the left navigation, and then select Attendees

3. From the right, select the ATTENDEE ACTIONS and Attendee Upload

4. Then, Download your custom template. This ensures that the data you upload will have the same format as all the existing data on Events.com.

Note: Each row is an offline registrant or ticket holder, and will generate a new registration/ticket and order for your event.

5. Once you’ve downloaded your template, open it up.

You will see column headers including buyer information, form questions, additional purchases, and any other additional information you’ve added. You can fill out as much or as little as you want, but there are four fields you must include.

6. After saving the template with all your data, you will need to upload it in the system. Click BROWSE to choose the completed file you just created.

7. If you want send each registrant or ticket holder a confirmation email, switch the toggle to YES. The email will look as though the recipient just completed an order through the regular flow.

8. Click CONTINUE to start the upload. All rows that are entered correctly with the proper formatting will be uploaded successfully. To ensure that your file gets uploaded successfully, check out our Pro Tips!

Pro Tips:

• When you open a .CSV file in Excel, make sure to use the “Import Data as Text” function so that formatting is not lost. Check out this helpful article.
• Date of Birth values must be formatted as MM/DD/YYYY.
• Price paid values are in XXX.XX (with decimal) or XXX (with no decimal) format. (These are not necessary for the upload) *If you added a value it will be added to the org revenue.
• Quantity values are numerical.
• Values in Registration/Ticket Type must match EXACTLY to a Registration Name or Ticket Name in the event.
• Values in Additional Purchase or Form Question columns must match EXACTLY to a corresponding Option Name for the item. Their quantities must be set as 1.
• If a waiver was signed, place “Signed” in the waiver name column for the registrant/ticket holder.
• Values for Country must match EXACTLY one of the Country names in the attached PDF document.
• Values for State/Region/Province must match EXACTLY one of the names in the attached PDF document and be associated to the same Country as listed for the registrant/ticket holder.
• If the value is left blank for Price Paid for a Registration/Ticket or an included Additional Purchase, the Price Paid will be imported as $0.

Note: Each row is an offline registrant or ticket holder, and will generate a new registration/ticket and order for your event. Review your file before uploading to make sure that all the information is correct. You cannot remove offline orders.

You may have noticed that some of your people have the word “Buyer” at the top of their car, while others do not. People denoted as “Buyers” are those who processed the order, and may or may not have a separate, non-buyer card.

There are three different scenarios for each “Buyer” card:

1. A person purchased their own registration for an event that did not collect contact information for each event goer, such as a concert. In this scenario, this person will have a “Buyer” card for this order.

2. A person purchased one or more tickets for an event that did not collect contact information for each event goer, such as a concert. In this scenario, this person will only have a “Buyer” card for this order.

3. A person purchase a registration for someone else in an event that collected contact information for the registrant, such as a fun run. All people with a non-buyer card will be attending your event.

Other people may only have one card that is not labeled as “Buyer”, which means that someone else purchase their registration for them. All people with a non-buyer card will be attending your event.

Events.com allows event organizers to process a partial or full refund to one or more items in an order without mandating that the order has to be canceled. This allows you to ensure your customers are happy while making sure that your inventory stays accurate. No need to submit a help ticket to Events.com to process this change – you can manage your event orders via this easy, self-service tool. Follow these steps to process a full or partial refund without canceling any part of the order!

1. Log In to your Events.com account.

2. As an organizer your first screen will be your organization data. You can select between your LIVE and COMPLETED events ans find the event for which you want to provide a refund.

3. Click on PEOPLE on the left side navigation tool bar and select Attendees.

4. In the search bar, type in the name or email address of the attendee whose refund you’d like to process.

5. Within the event goer’s page, select View Order.

6. Select MANAGE ORDER and then select Process Refund. You will now be in the order screen that will allow you to refund one item or several items from the order.

7. Enter the amount you wish to refund for each item in the order that apply – in the column under REFUND. You can refund multiple items at one time by entering multiple line items. You cannot refund more than the amount charged, but you can refund a portion of the amount.

8. Select SUBMIT REFUND and voilà, you’re done! The refunded amount will be processed on the same credit card that was used for the original purchase. An email will be sent to the buyer to summarize the transaction.

Pro Tips: In Step 4, you can use the attendee’s first name, last name or both to narrow down your search! The refunded amount cannot exceed the amount paid for the item in the original purchase. Your event goer will see their refund on the original card used for purchase within 5 – 10 business days, depending on their specific banking institution’s process.

IMPORTANT INFORMATION ON FULL PLATFORM REFUNDS:
Events.com fees are non-refundable by Events.com. These are the order and processing fees for services rendered. As an organizer, you have the option to refund these fees to your attendees directly. Choosing to refund these fees will result in them being refunded from your revenue.

If your fees are added to the cost of your registrations/tickets: To process a full refund including the Events.com fees, you will need to contact us to facilitate. Please contact our help desk at help@events.com.

If your fees are absorbed (part of the registration/ticket cost): You will be able to refund them directly to your attendees within the registration/ticket amount using the steps above.

Please note: Platform refunds are dependent on fund availability.