GUIDE

Getting Started

Set up your account

Create a Free account with an email and password, or choose Google signup.

Your new account opens in the event wizard, so you can start your first event right away.

Add your name or organization if the wizard asks.

Guests see it on your event page and in your emails, and you can change it later in Settings.

Select Show me around in the wizard for a tour of its steps.

Select Personalize my Vantage on the events page, the dashboard, or Settings to answer a few optional questions about the events you run.

Your answers shape the plan Vantage suggests and Co-Planner's drafts.

After you answer, the button reads Edit my personalization and opens your saved answers.

1. Create your event

Click "Create Your First Event" below. The event form asks for a name, date and time, and takes about a minute. Select More details for the place, capacity and the rest, or add them later from the event.

Choose weekly or monthly recurrence during event creation when you need a series. Create up to 52 occurrences in a recurring series. Each occurrence is treated as a full event.

Already have a guest list somewhere else? Import an attendee CSV on the Import screen and Vantage creates the event and its registrants from the file.

Running it again? Open the event, choose More, then Clone Event. Give the copy a new name and a start date and time. Its name can't be changed later. It keeps the event's page, form, ticket types, FAQ and agenda. It starts with no guests or sales and stays private until you publish it.

Every event has one the moment you create it, before you publish anything. Send it and people can register today.

Follow the event

Watch the forecast on the event screen as guests register.

Use the forecast as it sharpens through per-tenant learning from your events.

Scan QR tickets at the door from any staff phone on event day.

Open the post-event report after the event to review what happened.

Open the guest ranking after the event to see who came and who engaged.

Check your plan

Use Free for 25 stored events, 250 registrants per event, and 500 campaign emails per month.

On Free, use 1 Vantage Point insight per event and 2 AI credits per month.

On Free, run live rooms with sessions up to 60 minutes and 100 participant-hours per month, equal to 100 people for 1 hour.

Build workflows on Free, then activate them on Pro or a higher plan.