If an event has not been run using the eventplus platform before then it needs to be created for the first time. Thereafter it can be quickly copied for subsequent years.
Creating your event
Click on your organisation name (top left) to open the dropdown menu.
Select “Create Event”.
From there:
Complete the event creation wizard. Once your event is created we recommend the following setup checks.
Setup Steps - Highly recommended
Event Waiver
Ensure your waiver reflects the current event (not a previous year).
Where: Setup > Event > Event Waiver
More info: Event Waiver
Categories & Pricing
This is the most critical setup area. Review/set pricing tiers, limits, divisions, bibs.
Where: Setup > Categories
More info: Categories
Required Personal Details
Choose whether your event uses Sex, Gender, or None.
Where: Setup > Registrations > Required Personal Details
More info: Required Personal Details
Registration Questions
Use Question Sections to group questions, then add individual questions. Questions can be limited to specific categories or shown to all by default.
Where: Setup > Registrations > Required Personal Details
More info: Registration Questions
Email Notifications
Registration emails are sent per participant (including sub-accounts if they have an email associated to their account). Order emails go to the purchaser (account owner). For a brand new event setup it's likely that nothing needs updating, unless wishig to have addiitonal deatils appearing in the email. For repeat events check the content for outdated event info (dates, names, etc).
Where: Setup > Email Notifications
More info: Email Notifications
Text Customisations
Customise the user interface text shown to registrants. Nothing needs adjusting if the event is brand new, for repeat events it is a good idea to check nothing is out of date.
Where: Setup > Event > Text Customise
More info: Working with Custom Content
Identifiers / Bib Numbers
Setup automatic allocation of Bib numbers
Where: Setup > Section (if applicable) > Identifiers / Bib Numbers
More info: Identifiers/Race Bibs
Age Divisions
Run this report to quickly review all key event dates in one place. Useful for catching incorrect or missed date settings.
Where: Setup > Divisions
More info: Divisions
Review Event Dates
Run this report to quickly review all key event dates in one place. Useful for catching incorrect or missed date settings.
Where: Reports > Review Event Dates
More info: Review Event Dates
Setup Steps - Optional
Add products
Manage products, delivery options, product groups and configure the shop.
Where: Shop > Shop
More info: Add shop and products
Banners
Adding banner logo, facebook logo and background images.
Where: Setup > Event > Name & Logos
More info: Upload Event Banners
Colour Scheme
Setting up the registration form with custom colours.
Where: Setup > Event > Colours
More info: Colour Scheme
Map
The Map is visible on the confirmation page (after checkout). It can be configured as an accommodation map or standard map.
Where: Setup > Event > Maps
More info: Event Map
Entry form test
Always do a complete end to end test of your entry form, using the test credit card which is visible on the credit card page.
Check the confirmation emails contain the information required.
Go live
Use the Help button or send an email to help@eventplus.net to request your event to go live.
Post Entry Checks
After entries have opened it's a good idea to check the registration data to ensure that you are gathering all the data you are expecting. The easiest way is to download the Customer Report.