Getting started

Your first-event checklist

Work through setup without returning to the checklist after every area.

1. Create your account and complete the available subscription checkout, or use the plan access granted by a superadmin. Open the correct workspace.
2. Open Tools → Setup checklist and select Set up or Review beside an area. Only areas your role can manage are shown.
3. Save that page’s settings, then select Next to move to the next setup area. Previous returns to the prior area; these navigation buttons do not save form changes.
4. Continue through business details, branding, services, workflows, contacts, payments, integrations, team access, and your first event as available to your role.
5. Select Finish and review checklist on the final area. Review the saved records, permissions, and client-facing information before sharing invitations or payment links.

Still need help? Open Support in your workspace and include the task, page, and any reference code shown.