Charge an Event Planner for a Private Event

Edited

Here's how to set up a Private Event and charge only the Event planner:

  • Create a Private Event

    • Set the capacity to any anticipated number of Attendees

    • Configure the Event to your desired state (picture, description, tags, etc.)

    • Leave the admission rate at $0

  • Add the Event Planner (this is the Customer paying/organizing the Event)

    • If the Event Planner already has a Profile

      • Add the Event Planner to the Private Event

    • If the Event Planner does not have a Profile yet

      • Send out an invitation link (bottom left three dots of side panel) to the Event Planner

  • Create a charge (once the Event Planner is inside the Private Event)

    • Click on the Purchase tab of the Event

    • Click the "+ Charge" button at the top

    • Select the Event Planner's name (you might need to refresh your web page)

    • Click "+ Add Item"

    • Select item Private Event and include the necessary price and description

    • Click the "Add" button

    • Click the blue "Create Charge" button

      • If the Customer has a credit card on file, it will charge them immediately

      • If the Customer does not have a credit card on file

        • Click the "Send Payment Link" in the bottom left of the pop-up window

          • This creates a draft charge for the customer and will prompt them to enter their credit card to complete the purchase

        • Notice the Draft charge in the Purchase tab of the Event

          • Only when the Event Planner completes the payment will the status flag change from Draft to Complete

  • Generate a signup link (three vertical dots in the bottom left of the Event side panel)

    • Share this link with the Event Planner after their payment is complete

    • Ask or tell them that everyone coming to Private Event needs to sign up ahead of time