Groupize

Start by opening a new event and choosing a template that matches your format: meeting, conference, trade show, or private celebration. Set goals, dates, and audience segments, then build a branded, responsive sign-up page with ticket tiers, capacity limits, and waitlists. Add conditional questions for dietary needs and accessibility, enable secure payments and taxes, and generate promo codes. Control approvals for VIPs or restricted sessions, define badge rules, and preview the flow on mobile before you publish. Share the link, embed it on your site, and schedule automated confirmations and calendar holds.

Move to costs and logistics with a living budget. Pull in a starter model by event type, adjust categories, and set approval thresholds. Request quotes, track versions, and route contracts for e-signature. As invoices arrive, tie actuals to line items and see variance immediately; export to finance with a single click. Create hotel blocks with rate caps and pickup tracking, set release dates, and let guests book inside the portal. Manage air and ground guidelines, per diems, and itineraries, then produce manifests. Plan room sets and seating charts, assign AV and staging, and link catering orders to headcounts and restrictions so nothing gets missed.

Promote and monetize without extra tools. Build email campaigns with segments for prospects, registrants, and no-shows. Use personalized links and UTM tags to see which channels convert. Spin up referral codes for partners and speakers. If you’re exhibiting, arm staff with a lead capture app: scan badges, score interest, add notes, and route hot leads to sales or your CRM instantly. Package sponsorships with clear inventory and deliverables; place logos across the site and signage, assign session slots, and give sponsors their own portal to upload assets and view performance.

On site, check in guests by scanning a QR and print badges on demand. Gate sessions, track attendance, and record CE credits when needed. Push schedule updates and alerts, launch quick polls, and send micro-surveys at the right moments. A live dashboard shows registration pace, spend vs. plan, room-night pickup, channel performance, and attendee engagement. Afterward, reconcile payables, export data to CRM, finance, or HR systems, and publish a post-event report with insights and next steps. When it’s time to repeat, clone the entire setup—pages, budgets, vendor lists, and workflows—to launch the next event in minutes.