EventsX Client Event Workspace Setup (Onboarding)

EventsX Client Event Workspace Setup (Onboarding)

1. 01

   Create the client's EventsX account and select the vendor plan tier

   Match the tier to the client's event volume: Free covers up to 100 registrations per event and 60-minute event length; Business at $99/month includes 100 registrations per month and up to 72 hours event length, with $0.50 per additional registration. Confirm the plan before building anything, since registration caps and event length limits are set at the account level.

2. 02

   Connect Stripe as the payment processor

   EventsX processes payments through Stripe only. If the client runs legacy accounting software or needs Salesforce or HubSpot sync, document the workaround now rather than mid-event. Stripe must be live before any paid or VIP ticket tier is published.

3. 03

   Build the registration form with free, paid, and VIP ticket tiers

   Configure each tier inside the EventsX registration builder. On the Business plan, custom event text and labels are available, so apply the client's naming conventions to ticket types and confirmation copy at this stage.

4. 04

   Design the branded virtual venue

   Assemble the reception area, main stage, breakout rooms, and expo booths in the EventsX venue builder. This is the highest-effort configuration step for hybrid and virtual clients, so budget the bulk of the 12-hour setup window here.

5. 05

   Enable AI matchmaking and AI-summary transcripts

   Turn on attendee matchmaking so registrants receive suggested connections, and activate downloadable AI-summary transcripts for post-event delivery. Both are native EventsX features and require no third-party add-on.

6. 06

   Set up exhibitor and sponsor profiles with payment collection

   Create each exhibitor and sponsor record in the EventsX management panel, attach their expo booth placement, and route sponsor payments through the connected Stripe account. Confirm sponsor payment terms with the client before publishing the expo floor.

7. 07

   Configure the built-in email marketing sequences

   Build the reminder and follow-up sequences inside EventsX's email tools rather than exporting contacts to an external sender. Keep the sequence inside the platform so registration and attendance data stay attached to each send.

8. 08

   Run a test registration and verify analytics reporting

   Complete one end-to-end registration on a test ticket, confirm the Stripe charge, then check that behavioral, livestream, and geographic analytics populate in the EventsX reporting panel. Hand the client a monthly analytics report template before closing onboarding.