Your First Event

• From the dashboard sidebar, select Events.
• Click Create event (or New event) to open the event setup screen.

After this step, you should see a blank event form with sections for basic information, barcodes, fields, and permissions.

Fill in the core details attendees and staff will see on credentials and in the dashboard:

• Event name – The public name of your event, such as Annual Partner Summit.
• Description – A short summary that helps staff identify the event.
• Start and end dates – The full date range for your event.
• Location – Venue name, city, or virtual link details.
• Time zone – The local time zone for schedules and timestamps.

Confirm that the name, dates, and location match your published event information, then continue to barcode settings.

Barcodes are unique identifiers for each attendee.

Barcode type

• Numerical: only numbers
• Alphanumerical: letters and numbers

Barcode length

• Choose how many characters each barcode should have
• Recommended: 6-8 characters

Starting number

• The first barcode number (for example, 1000 -> 1000, 1001, ...)

Barcode prefix (optional)

• Add a prefix (for example, EVT1000)

Use custom fields to capture the details you need on each credential beyond name and email.

Common examples include:

• Role – Speaker, Exhibitor, Staff, VIP, Attendee.
• Company / Organization – Employer or affiliation.
• Access level – Zones or rooms the attendee may enter.
• T-shirt size – For merchandise or swag distribution.
• Notes – Internal notes for staff only.

For each field you add:

• Choose a field label that is clear to staff and attendees.
• Select a field type such as text, number, dropdown, checkbox, or date.
• Mark whether the field is required or optional when adding attendees.
• Decide whether the field should appear on the credential layout, in the dashboard only, or both.

Control who on your team can view and manage the event.

Typical permission levels include:

• Admins – Can edit event settings, manage attendees, and generate or revoke credentials.
• Staff – Can view the event, check in attendees, and scan credentials, but cannot change core settings.
• Viewers – Can see event and attendee information without making changes.

Add the relevant team members and assign each person the least access they need to perform their role at the event.

Before you create the event, quickly review:

• Basic information – Name, dates, location, and time zone.
• Barcode configuration – Type, length, starting number, and prefix.
• Custom fields – Labels, types, and required flags.
• User permissions – Assigned roles for each teammate.

When everything looks correct, click Create event (or Save) to finalize.