Event Settings — Step-by-Step Guide

Overview

Once your workspace is set up, the next step is creating your first event. Tappin makes event creation quick — you set the foundation (name and date), choose how attendees will interact (registration and platform), and decide whether the event is paid or free.

Step-by-Step Process

Step 1: Open the Events Section

Where: Workspace home

What to do:

• From your workspace, locate the Events tab in the side navigation
• Click on the Events tab
• Click New Event to start creating an event

Why: The Events tab is where all your events are managed and where new events are created.

Step 2: Set the Event Foundation

Where: New Event creation form

What to do:

• Enter a name for your event
• Pick a date using the date picker
• This forms the foundation — everything else builds on these two elements

Why: Name and date are the two essential pieces of information that anchor your event.

Step 3: Configure Attendee Interaction

Where: Event creation form

What to do:

• Toggle Event Registration ON if attendees need to sign up
• Toggle Event Platform ON if attendees will get a content hub during the event (agenda, speakers, networking)
• For most events, you’ll want both enabled

Why: These two toggles determine how attendees engage with your event — both before (registration) and during (platform).

Step 4: Set Paid or Non-Paid Event

Where: Event creation form

What to do:

• Decide: is this a paid event or free?
• If paid, toggle Paid Event ON
• Payment method options will appear
• Select which methods to accept: card, invoice, or both
• Choose your event currency

Why: This determines whether you need to configure payment settings and which payment methods are available to your buyers.

Step 5: Save the Event

Where: Event creation form

What to do:

• Review your selections
• Click Save
• Your event is now created and ready for the next configuration steps

Why: Saving locks in your foundational event setup. You can now proceed to tickets, registration form, and branding (each covered in separate modules).

Key Concepts

Event Registration vs Event Platform

• Event Registration: Sign-up flow for attendees to register before the event
• Event Platform: Content hub for attendees during the event — agenda, speakers, networking
• Both can be enabled together for most events

Payment Methods

• Card: Credit/debit card payment via Stripe
• Invoice: Pay-by-invoice option for organizations
• EHF: Norwegian e-invoicing (when enabled by Tappin admins)
• Multiple methods can be enabled simultaneously

Important Notes

• Currency cannot be easily changed after tickets are sold
• Branding is covered in a separate module — not in this step
• For specified events, you’ll also set a participant assignment deadline
• All settings can be revisited before going live

Troubleshooting Quick Reference

Issue	Solution
Payment options not appearing	Ensure Paid Event toggle is ON first
Cannot select currency	Verify workspace Payment Service is set up (Module 1)
Cannot save event	Check that name and date are both filled in
EHF option not visible	EHF requires Tappin admin setup (Module 6)