Complete Event Management Guide: From Planning to Execution

Introduction

Successful event management requires careful planning, organization, and execution. This comprehensive guide covers everything you need to know to manage events effectively on Eventiry, from initial setup to post-event follow-up.

Creating Your Event with Eventiry's Wizard

Eventiry's event creation wizard guides you through 5 steps to set up your event:

Step 1: Basic Information

Enter your event's core details:

• Event Title: Choose a clear, descriptive title
• Short Description: A brief summary for listings
• Full Description: Detailed information about your event
• Event Type: Select Physical, Virtual, or Hybrid
• Category: Choose from Eventiry's predefined categories
• Tags: Add relevant tags to improve discoverability
• Images: Upload cover images and additional photos
• Video URL: Optional promotional video
• Currency: Set the currency for ticket pricing

Step 2: Date & Time

Set your event schedule:

• Start Date & Time: When your event begins
• End Date & Time: When your event concludes
• Timezone: Select the correct timezone for your event location

Step 3: Venue & Location

Configure your event location based on type:

• Physical Events: Select an existing venue from your saved venues, or enter venue details manually (name, address, city, state, country, postal code)
• Virtual Events: Enter virtual meeting URL and platform name (Zoom, Teams, etc.)
• Hybrid Events: Include both physical venue and virtual access information

Step 4: Tickets & Custom Fields

Set up your ticket types and collect additional information:

• Ticket Types: Create multiple ticket types (e.g., Early Bird, General Admission, VIP) with:
  • Name and description
  • Price per ticket
  • Quantity available
  • Sales start and end dates (optional)
  • Status (Available, Sold Out, etc.)
• Custom Fields: Collect additional attendee information:
  • Field name (internal identifier)
  • Field type (text, number, email, etc.)
  • Field label (what attendees see)
  • Required or optional

Step 5: Settings & Review

Configure event rules and finalize:

• Event Rules: Enable and configure:
  • Age restrictions
  • Last check-in time and date
  • Alcohol policy (Allowed, Not Allowed, etc.)
  • Smoking policy
  • Dress code
  • Other rules
• Refund Window: Set number of days before event when refunds are allowed
• Visibility: Choose Public (discoverable), Private (invite-only), or Unlisted (direct link only)
• Publish Status: Publish immediately or save as draft

Pre-Event Preparation

In the weeks leading up to your event:

• Monitor ticket sales in your event dashboard
• Use Eventiry's Communication Tools to send reminder emails to registered attendees
• Test your check-in process using the Check-In Interface
• Export attendee lists for backup and planning
• Coordinate with venue or virtual platform providers
• Train staff on Eventiry's check-in procedures
• Prepare backup plans for technical issues

Event Day Management

On the day of your event:

• Access Eventiry's Check-In Interface from your event dashboard
• Use the mobile app for QR code scanning or web interface for manual entry
• Monitor real-time check-in statistics by ticket type
• Use Communication Tools to send real-time updates to attendees
• Track attendance metrics as they update automatically
• Export check-in data during or after the event

Post-Event Follow-Up

After your event concludes:

• Use Communication Tools to send thank-you messages using the "Thank You" template
• Export final attendance and revenue data from your dashboard
• Review analytics to identify successes and improvements
• Process refunds through your event dashboard if needed
• Request payouts for revenue earned through the Financial Dashboard
• Document lessons learned for future events

Best Practices

• Start planning early - at least 4-6 weeks before your event
• Use Eventiry's Communication Tools to communicate regularly with attendees
• Test check-in processes before the event day
• Have backup plans for technical issues
• Monitor metrics throughout the event lifecycle using your dashboard
• Continuously improve based on feedback and data

Common Challenges and Solutions

Low Ticket Sales: Use Eventiry's marketing tools, adjust pricing, or add early bird ticket types.

Technical Issues: Test check-in interface beforehand and have backup manual entry ready.

Last-Minute Changes: Use Eventiry's Communication Tools to notify attendees immediately via email.

Attendee Questions: Use Communication Tools to send individual or bulk responses.

Conclusion

Effective event management combines thorough planning, clear communication, and smooth execution. Use Eventiry's comprehensive tools—from the event creation wizard to check-in interface and communication tools—to streamline processes and focus on creating memorable experiences for your attendees.