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

Do this 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

To create this link:

  • Click on the 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

Adding Multiple Items to Charge

Once you create a charge, you can add multiple products or services to the charge.

  • 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

  • Then click “+ Add Item” again

Add as many items as you’d like, then:

  • Click on the blue “Create Charge” button

This will charge the Customer for multiple items in one charge.