The central event record is the anchor for module work. Dates, venue details, status, activity, generated documents, and setup progress all start here. Once the event exists, you can activate the modules that make sense for that event.
Before you start
- Check whether this is a one-off event or a recurring series.
- Prepare participant types and document requirements if Trader Manager will be used.
- Connect Stripe from Settings > Payments if card payments will be needed for participants or ticket buyers.
- Decide whether Ticketing, Stage Manager, Site Plan, or Transport should be enabled for this event.
- Keep public-facing wording, terms, and payment instructions ready before opening application or ticket links.
Create the event
Open Events
Choose Create event. Trader-heavy accounts may also reach this from Trader Manager.
Add basic details
Enter the event name, type, description, venue name, address, postcode, start date, end date, and times.
Choose recurrence if needed
If recurring events are available, choose recurring series and complete the recurrence pattern.
Complete module-specific setup
For Trader Manager, continue through participant setup, catalogues, forms, payments, branding, and review. Other modules can be set up from the event overview.
Save as Draft first
Draft keeps the event internal while you check the setup.
Open when ready
Move to Open only when public workflows are ready to use.
What a good first draft includes
- Correct dates and venue details.
- The right modules enabled for the event.
- Clear participant or customer terminology.
- Practical public wording and terms.
- Checked payment methods and document requirements.
Opening an event can make active public workflows usable. Keep the event in Draft until public forms, pricing, terms, and module setup are ready.
Event operations
Want the event workspace behind this workflow?
SmartGig helps event teams keep applications, ticketing, payments, documents, transport, site plans, stage schedules and event-day operations connected.
Related articles
Enable Modules for an Event
Turn on Trader Manager, Ticketing, Stage Manager, Site Plan, or other event modules when an event needs those workflows.
Edit an Event
Update event details, module setup, participant setup, pricing, forms, payment methods, branding, and review settings after creation.
Event Statuses Explained
Understand Draft, Open, Closed, In Progress, Completed, and Archived so the event lifecycle matches the real world.
