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Navigating the event dashboard

Article: 000049477
Updated: August 12, 2024

Review the tools and features available when your event is in draft, active, or ended status

Depending on the status your event is in, the dashboard has different options and features available to you. Understanding how to navigate it can help you get your event up and running quickly and keep it running smoothly. 

 


Draft status event dashboard

When your event is in "Draft" status, you're able to add all the important information about your event, create tickets, add-ons, and promo codes, customize your registration form, and set up payment methods. 

To edit or add this information, click Edit in the upper-right. When you're ready to begin accepting registrations for your event, click Activate

Draft event edit or activate options
 

Video Player IconSee how it's done: Check out our video tutorial on creating and activating your event.



Active status event dashboard

Once you activate your event, the dashboard will update to include important information to help you promote your event and keep track of ticket purchases.

At the top of the dashboard, you'll be able to view your event details, edit your event details, and manually register a guest. Additionally, you'll see your Landing Page URL for the default Landing Page that was generated when you activated your event. Below it, you'll find the Registration URL, which can be copied and shared in an email, in a landing page, and on social media to promote your event.

 

You'll also see a toggle, which, when switched off, will allow you to stop accepting new registrants. This toggle can be switched back on at any time to resume accepting registrations, if you wish. Note that you can set registration close automatically within the Event Basics tab of the event editor.

 

 Additionally, you have the option to add the event to your Event Calendar and your HTML Widget. This toggle can be switched on or off at any time.



Active Event View Details, Edit, Register Someone, Access URL 
 

Overview tab

On the overview tab, you'll see a snapshot of the following information:

  • Days until event
  • Total revenue
  • Orders 
  • Tickets
  • Add-ons, if you have any
  • Promo codes, if you have any

 

Note: If you're hosting a free event, you will not see the "Total revenue" card on the dashboard, since it does not apply. Additionally, you will see "Registrations" instead of "Orders" and "Codes" instead of "Promo codes"

 

Active Event Dashboard Overview

 



You'll also see tools that will help ensure your event is a success:

 

Active Event Dashboard Tools



Reporting tab

On the Reporting tab, you'll see four activity reports

  • Orders - View and manage all orders for this event.
  • Tickets - Keep track of your ticket inventory and sales.
  • Merchandise - Manage your item inventory and keep tabs on items sold.
  • Promo codes - View your promo codes and all code redemptions.

 

Note: If you are hosting a free event, you will see "Registrations" instead of "Orders" and "Codes" instead of "Promo codes"

 

Active Event Dashboard Activity Reports



Additionally, see a list of your registrants, along with their payment status, ticket total, and payment total. Switch the toggle to see either those who have registered or those who have declined.

Active Event Dashboard Registrants List
 

Exports tab

On the Exports tab, you can the ability to export a full or custom registrant report by clicking Export and then selecting either Full report or Custom Reports.

Export a full registrant report or custom report

All your exported reports will appear in a table, where you can download them at any time by clicking the download arrow icon.

Export table with full and custom report


Ended status event dashboard

When an event is complete, its status will updated to Ended. Review your reporting and send registrants a "thank you for attending" email. In the "Event Tools" section of the dashboard, click the Emails card, choose the Follow-up message option, and select the "Event Thank You Basic" template.

Select Thank You Template


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