01 Finding your events
After signing in, you'll land on the events list. Each event appears as a card showing its name, dates, and a status badge — either Live or Draft.
To find a specific event, type its name into the Search events box. The list filters as you type. You can narrow results further using the Filters button, which lets you show only Live or Draft events. To browse past events, switch to the Archive tab at the top of the list.
Click any event card to open it. To get back to the events list from anywhere in the platform, click the Eventogy logo in the top-left corner.
02 Creating an event
From the events list, click Create event. You'll be asked to fill in the core details:
| Field | Notes |
|---|---|
| Event name | The name attendees will see |
| Start date / End date | Use the date picker |
| Location | The box will autosearch for your venue |
Once saved, your event is created in Draft status — it won't be visible to attendees until you publish it. You'll land on the event dashboard, where the rest of your setup happens.
03 Configuring event settings
Before going any further, it's worth checking your event settings are correct. Click Event Settings in the left nav (or Edit event from the dashboard).
The settings sidebar has four sections:
- Event details — the event name, dates, and location. The map preview updates as you type in the location field. The Save and Reset buttons stay disabled until you make a change, so there's no risk of accidentally saving.
- Contacts — event-level contact information shown to attendees.
- Permissions & teams — controls which platform users have access to this event.
- Event capacity & waitlist — set your maximum attendee limit and configure how the waitlist behaves when you reach it.
04 Your event dashboard
The dashboard is your home screen for a given event — an overview of everything happening at a glance. At the top you'll see the event name, dates, and venue, along with a View on map link.
Below that, three stat cards show your attendee counts:
| Card | What it shows |
|---|---|
| Registered | Attendees who have completed registration |
| No response | Attendees who were invited but haven't replied |
| Declined | Attendees who have actively declined |
Each card has a View link that takes you straight to the attendee list pre-filtered to that status. Further down, a Recent registrations table shows the latest additions — click View all to see the full list.
The Website status dropdown lets you switch your event's public site between Live and Offline. View website opens it in a new tab so you can see it as an attendee would.
05 Designing your registration form
Click Registration form in the left nav. Your form loads with the default fields already in place — First Name, Last Name, and Email are required and shown at the top. Required fields are marked with an asterisk.
The right sidebar shows the question types you can add: Short answer, Paragraph, Multi choice, Dropdown, and Single choice, plus a Section block for organising questions into groups. Click any type to add it to the bottom of your form, then click the new question to edit its label.
To reorder questions, drag them using the grip icon on the left. Changes are saved automatically — you'll see a Saved indicator in the toolbar to confirm. Click Preview to see exactly how the form will look to attendees before it goes live.
06 Managing attendees
Viewing the attendee list
Click Attendees in the left nav. The list shows each person's name, email, status, attendee type, and when their record was last updated. You can search by name, click any column header to sort, and page through the list — the footer shows a count like "1–25 of 150". Tick Select all to select every row at once. Click any row to open that person's profile drawer.
Filtering the list
Click Filters above the table to open the filter panel. From here you can narrow the list by:
- Status — Registered, Added, Invited, Reminded, Cancelled, Declined, Waitlisted, Attended, No Show, or Walk In
- Email status — Receiving emails or Unsubscribed
- Attendee type — e.g. VIP, Speaker
- Form answers — filter by how attendees answered specific registration form questions
Click Apply filters to confirm, or Clear all to start fresh.
Viewing an attendee's profile
Click any row to open the profile drawer on the right side of the screen. It has four tabs:
Change their status, update their email subscription preference, or send them an email directly.
Every answer they gave on your registration form, all editable.
Internal-only fields your team has set up. If none exist yet, you'll see a message confirming that.
A timeline of everything that's happened with this attendee, grouped by date.
Adding a new attendee
Click Add Attendee above the table and choose Individual attendee from the dropdown. Enter their email address, first name, and last name — if you've set up attendee types, you'll also see checkboxes to assign them here. For adding multiple people at once, choose Bulk upload from file from the same dropdown.
Attendee types and admin fields
The Attendee types tab lets you create and manage your types (e.g. VIP, Speaker). Types you create here appear throughout the platform — in filters, in the add attendee dialog, and as restriction options in the agenda.
The Admin fields tab is for internal-only fields that appear in attendee profiles but are never shown on the registration form or in any attendee-facing communications. The Import history tab keeps a record of all past bulk uploads.
07 Building your agenda
Click Agenda in the left nav. If your event spans multiple days, date tabs across the top let you switch between them — or use the Previous / Next date arrows. The main area shows a time grid in 30-minute slots, with existing sessions as blocks on the grid. The Tracks sidebar on the left lets you show or hide individual tracks, and Add Track creates a new one.
To add a session, click Add Session and fill in the dialog:
| Field | Notes |
|---|---|
| Session name | Required |
| Date | Use the date picker |
| Track | Choose an existing track |
| Location | Optional — room name or similar |
| Restrict to attendee type | Tick to limit the session to specific attendee types |
| Link collection items | Attach speakers from your Speakers collection |
08 Managing collections
Collections are lists of items you want to use across your event — Speakers being the most common example. They power the speaker carousel on your website and can be linked to agenda sessions.
Click Collections in the left nav. Your collections appear as cards showing the name, item count, and last modified date. Click a card to open it.
Inside a collection like Speakers, each item shows as a card with the person's name, company, and role. The Live/Draft toggle on each card controls whether they appear on your public website — Live speakers show in the carousel, Draft speakers are hidden.
To add a speaker, click Add Speaker, fill in their details, and click Save. To edit or remove an existing speaker, click their card to open the edit dialog.
09 Building your event website
Managing pages
Click Website in the left nav, then the Pages sub-tab. You'll see all the pages in your event site — Home Page, Agenda, Venue, etc and any others you've added. Each page has a Live/Offline toggle. Flipping it takes a page offline or brings it live immediately.
Click Add new to create a new page — give it a name, set its initial status, and click Create. The Settings sub-tab covers website-level configuration: access control, domain settings, and similar. Click Preview website at any point to see the full public site as an attendee would.
Editing a page
Click a page's edit link to open the page editor. The sidebar has two tabs — Design, where you add content blocks (Text, Image, Button, Divider, Spacer) or richer modules like Form, Agenda, or Collection; and Pages, for quickly switching to a different page without leaving the editor.
When you're happy with your changes, click Publish to push them live. Discard all draft changes rolls everything back to the last published version.
10 Managing emails
The email list
Click Emails in the left nav. You'll see all your event emails across three sub-tabs: Emails (the main list), Settings, and History & Analytics.
Eventogy pre-creates three default emails for every event: Invitation, Confirmation, and Reminder. These are ready to use straight away, though you can customise them. Use Search emails to filter the list, or click Add Email to create something new.
Editing an email
Click any email to open the email editor. The canvas shows your content, including merge tags like {{FIRST_NAME}} and {{EVENT_NAME}} — these are replaced with real data automatically when the email is sent. The right sidebar has drag-and-drop blocks: Text, Image, Button, Spacer, Divider, and layout options. Under Modules, you can also add an Agenda or Collections block.
11 Generating reports
Click Reports in the left nav. Existing reports appear as cards with download and action buttons. Click Add Report to create a new one using the three-step wizard:
- Step 1 — Choose columns. Standard attendee fields are listed with First Name and Last Name pre-selected. Your registration form questions appear below under Event specific fields — tick whichever ones you want included.
- Step 2 — Apply filters. Narrow the report to a specific subset of attendees if needed.
- Step 3 — Final report settings. Name your report and confirm your settings before generating.
You can also run email reports from the Emails sub-tab, covering send rates, open rates, and similar metrics.
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