Events and Tickets
This guide covers attendee and organizer workflows, with emphasis on event-day reliability.
Event Lifecycle (Organizer)
1. Draft
- Create event with name, date/time, location, and visibility.
- Configure ticket types and capacity.
- Attach required forms and publish versions.
- Assign event staff roles and permissions.
2. Publish
- Publish only when event details and policy are final.
- Once sales begin, date/time edits should be deliberate and minimal.
- Visibility and access settings control discoverability and checkout behavior.
3. Operate
- Use event admin tabs for tickets, staff, scan, attendance, and updates.
- Scanner and readiness checks are canonical and enforce required-form completion.
- Use overrides only when policy and permissions allow.
4. Close
- Post final updates where needed.
- Review attendance and incident outcomes.
- Resolve refund/void actions deliberately.
- Archive operationally complete events.
Ticket Lifecycle (Attendee)
- Discover an event.
- Select ticket type and quantity.
- Complete checkout (or free/comp flow).
- Open ticket in My Tickets.
- Complete required forms before arrival.
- Present QR at check-in.
Transfers
Before event start and when policy allows:
- Owner initiates transfer.
- Recipient accepts.
- Ownership updates and transfer history is retained.
- Member-only policy can block transfer if recipient already has an active ticket.
Designated Tickets at Checkout
One payer can assign tickets to other members at checkout:
- payer remains financial source-of-truth,
- ticket holder and payer can differ,
- refunds return to original payer,
- ledger keeps ownership and refund states explicit.
Critical Event Updates
- Time-change alerts should only be sent for actual time changes.
- Time text should be human-readable.
- Non-time edits should not be labeled as time changes.
Event-Day Quick Checklist
- Scanner operators are assigned and tested.
- Required forms readiness is monitored.
- Staff escalation owner is known.
- Critical update path is ready.
- Incident logging path is verified.
Where to Go Next
- Forms and signer rules: Required Forms and Waivers
- Refund rules and outcomes: Purchases and Refunds
- Event admin governance flow: Community Admin
- Ops templates and handoff packs: Support Playbooks
Last updated on