ClearEvent Inc.

Learn how to quickly setup your event and get running with ClearEvent.

Event Setup: Overview

Learn how to set your event start / end date in ClearEvent.

Event Setup: Setting your Event Start & End Dates

This article will help you understand how to add event managers to your event team using the Event Manager App.

Event Setup: Add Event Team Members

Learn how to setup and manage your team of event managers and administrators that can access the Event Manager App.

Event Setup: Manage Your Event Team

Learn how to remove an event team member so they can no longer access the Event Manager App for your event.

Event Setup: Remove Event Team Members

Learn how to set up primary location information for your event so attendees can find your event.

Event Setup: Setting Your Event's Primary Location

Learn how to customize your Event Portal > Home page by editing existing page labels, content, links, or list of registrants.

Event Setup: Customize the Event Portal Home page

Learn how to share a list of registrants on your Event Portal

Event Setup: Sharing Registrant Lists

Learn how to use advanced templating features to customize the format of a Registrant List Item.

Event Setup: Advanced Registrant List Templates

Learn how to open your event portal to allow event attendees to access event details.

Event Setup: Open Your Event Portal

Learn how to share a link to your Event Portal with attendees

Event Portal: Sharing your event

Tips & best practices when sharing links to your virtual online sessions.

Virtual Events: Tips For Sharing Online Links

Learn how to update your payment plan subscription billing details and credit card information.

Event Setup: Update Your Billing Details

Learn how to integrate and connect ClearEvent to other systems like Zapier, a CRM (like Salesforce)

Event Setup: Integrations - Webhooks

Learn how to connect your Google Analytics 4 with your ClearEvent Event Portal to receive page view requests.

Event Setup: Integrations - Google Analytics 4

Use Kiosk Mode on your Event Portal App to offer self-serve on-site registration & ticket sales.

Event Setup: Kiosk Mode

Learn how to allow the Registrant List to be exported from the Event Portal page and downloaded to a Comma Separated Values (.CSV) file.

Event Setup : Enable Export Registrant List Page data to .CSV

Learn how to quickly setup a basic event, invite your event team members and manage your billing plan.

Event Manager: Event Setup

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A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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