While every event is different and may not need all the same features or tools use this guide to ensure you've covered those key areas for a smooth event on-sale. Review ticket setups, tax and fee settings, and ensure you you're collecting the right attendee data before you publish and promote your event.
You can continue to make changes to your event even after is has been published
Review your ticket types and ticket capacities
You can create multiple ticket types each with their price and capacity. Use various ticket types to offer different experiences or for other audiences such as "Adult" and "Concession".
Review your ticket capacities to ensure you don't 'sell out' accidentally or oversell your event!
While managing your event navigate to tickets > ticket types
>> Learn more about creating ticket types
Ticket capacity: The total number of tickets available for this ticket type
Total event capacity: This will cap the number of tickets sold across all ticket types for that event and/or each event date
Note: Your ticket types, ticket capacities, and total event capacity apply to each event date
Collect any data you need from attendees
By default, you will collect the full name, email, and mobile of every buyer. You can collect any additional information you need using checkout questions such as unique names on each ticket, dietary requirements, company name etc.
All ticket-level data can be found in the manage attendees > attendees report while managing your event. You can download this report as a CSV file or a simplified PDF guest list.
Connect your payment gateway and any other additional payment methods
By default, all ticket sales are transacted through the Humanitix payment gateway for events running in AUD, NZD, and USD. There is nothing you need to do to set this up.
If you need flexible access to funds ahead of the event or are running an event in a different currency you can connect your event to a Stripe account. This replaces the Humanitix payment gateway.
Navigate to payments and fees > gateways while managing your event
Enable additional payment methods
Accept bank-to-bank transfers and cheque payments with invoicing
Review your event's tax settings
If you believe your event is subject to tax or you need to provide your tax details you can do so via the payments and fees > settings page while managing your event
Review how booking fees are charged for your event
By default, the Humanitix booking fee is passed onto the ticket buyer meaning they pay this cost in addition to the ticket price. You receive 100% of the sale.
You can choose to also absorb these fees or 'split' the fee with your buyers.
Navigate to payments and fees > settings and select the booking fees tab.
Discounted booking fees for NFP, Charity, and Education organisations
Eligible organisations may be eligible for a discounted booking fee on all paid transactions. Contact the Humanitix team to apply this rate to your event or account.
Booking fee rates cannot be applied retroactively on orders already made. Please ensure you have requested this rate before you start selling.
Set a refund policy
A comprehensive refund policy is best practice to ensure buyers are informed before they make their purchase while also protecting you from any potential disputes.
You can set a standard "no refunds" policy or add a custom policy via the payments and fees > settings page under the refunds tab.
Your event may still be subject to local or government consumer rights and responsibilities for refunds in the event of postponements, cancellations or major changes that may override any refund policy you set.
You should be aware of any regulations you may need to adhere to.
Preview and test your event page and checkout
You should review your event page before going live to ensure all event information is correct and your checkout experience is easy to navigate.
Put yourself in the shoes of a potential buyer; do you have enough information? Are the ticketing options clear? Do you need to ask more information or is it too lengthy? A confusing or lengthy checkout process may prevent sales.
Click the preview button in the top right corner to see your event in both desktop and mobile views.
You can continue through the whole checkout process as if you were a buyer.
Here are some things to consider for your event:
Add an eye-catching event banner image
Get your event page on brand with event page styling
Provide any event details in your event description
Add important information in a custom message on the confirmation email
Make a 'test' ticket or order
See the buyer journey end-to-end using your details to register a ticket and receive a confirmation email.
How to make a test order
Generate a comp ticket using a manual order OR
Create a 100% discount code
Tickets you register can be cancelled and restocked for genuine buyers
Set up your event notifications
Review which email addresses you will receive important notifications to including attendee enquiries, sales notifications and payout confirmations. You can additional receipients so all team members can recieve notifications.
Manage your notifications via advanced > notifications on the left-hand side menu bar
Enable a waitlist
If you're anticipating a sell-out event, don't miss out on prospective buyers details by enabling a waitlist. Latecomers will be prompted to join the waitlist when a ticket type or event sells out, ready to be offered exclusive access tickets as they become available either through cancellations or you increasing the ticket capacity.
You can enable a waitlist via the manage attendees > waitlist page