Setting Up an Event from Start to Finish
A step-by-step summary of the whole journey, from the first idea to the final report — with a link to the right page for every step.
A step-by-step summary of setting up an event from start to finish, with links to the detailed docs for every step.
Running a successful event comes down to doing things in the right order. This guide gives you the short version of the whole journey in six phases. Each step links to the documentation page with the full details, so you can follow along from top to bottom or jump to the part you need.
The journey at a glance
Six phases take you from idea to wrap-up:
1. Plan
Decide the format, products, and hardware, and agree samples with the client.
2. Build the event
Create the event, design the pages and canvas, and set up surveys, AI, and branding.
3. Connect devices & printers
Install the apps, connect the Print Server, and download the event for offline use.
4. Test
Go through the guest flow, and produce a test item on the real equipment.
5. Run the event
Set up the stations, welcome guests, and manage orders as they come in.
6. Wrap up
Sync, export, review the analytics, and report back.
Phase 1: Plan
Make the big decisions first — they shape everything that follows.
- 1
Define the activation
Decide whether it is in person, virtual, or hybrid, what guests will make, how many you expect, and what a good result looks like.
Getting Started - 2
Choose your hardware and production method
Pick kiosk devices, the machines that will produce items, connectivity, and backups.
Recommended hardware - 3
Agree samples with the client
Get written approval on a physical sample before you build, so that nothing changes later.
Samples and client sign-off - 4
Check your plan and credits
Make sure your plan allows enough enabled events, and that you have enough AI credits if guests will use AI.
Billing & Credits
Phase 2: Build the event
Create the event and configure each part of the guest journey.
Video: creating an event on the platform
- 5
Create the event
Give it a name and a slug, or start from a preconfigured event code to save time.
Events Management - 6
Set up the landing and end pages
Upload your images, write the Start button text, and add a call to action for the end page.
Pages - 7
Configure the canvas
Set the size and editable area to match your blank, and add a mask if the item is round or has a special shape.
Canvas - 8
Choose the toolbar and resources
Decide which editing tools are visible, and which fonts, stickers, shapes, and colors guests can use.
Toolbar - 9
Add a survey (optional)
Collect information or personalization answers, and map them onto the design.
Surveys - 10
Configure AI features (optional)
Choose which AI options are offered and set credit budgets.
AI Features - 11
Apply your branding and translations
Style every page, and override any guest-facing text or switch the language.
Event Branding and Colors - 12
Set the export quality
Choose print quality, Vector Mode if needed, and receipt printing settings.
Export - 13
Set up payments and shipping (optional)
Connect your Stripe account if you charge guests for items or shipping.
Payment Settings - 14
Use your own domain (optional)
Give guests a link on your own domain for a more professional look.
Custom Domains
Phase 3: Connect devices and printers
Get the kit working together before the day.
Video: setting up the hardware at an event
- 15
Install the apps and sign in
Download the right app for each kiosk, plus the Windows Print Server.
Resources - 16
Connect the Print Server
Run it on a Windows PC on the same network as your kiosks, and check that every kiosk finds it.
Printing via the print server - 17
Pair a receipt printer (optional)
Connect a Bluetooth receipt printer to print each guest a claim ticket with a QR code.
Bluetooth receipts - 18
Download the event for offline use (optional)
Download the event on every kiosk while online, so it can keep running if the network drops.
Syncing & offline use
Phase 4: Test
Test everything as a guest, on the real equipment.
- 19
Enable the event and walk the guest flow
Turn on Event Enabled, then go through the event on every device type, from landing page to end page.
Guest Experience - 20
Produce a test item and sign it off
Print or make the item with the real machine and blank, and compare it with the approved sample.
Tips for events - 21
Rehearse what could go wrong
Switch off Wi-Fi, reprint an order, and swap a kiosk, so you know exactly what to do on the day.
Troubleshooting & FAQ
Phase 5: Run the event
Make it easy for guests, and keep production moving.
- 22
Set up the stations and signage
Place the kiosks, production table, and signs so the flow is obvious from the first minute.
Signage and guest instructions - 23
Manage orders as they arrive
Watch statuses, use the scanner for collection, and show the order display board so guests can follow their order.
Orders & Printing
Phase 6: Wrap up
Finish cleanly and learn from the event.
- 24
Sync any offline work
Back online, use Sync All so every order and upload reaches the server.
Syncing & offline use - 25
Review analytics and export orders
See where guests dropped off, and export the orders for the client.
Events Management - 26
Follow up and close the event
Send follow-up emails, ship remaining orders, and disable the event. Note what to improve.
After the event
Keep going
Recommended hardware
Choose kiosks, production kit, connectivity, and backups.
Tips for events
Checklists for before, during, and after your event.
Advanced use cases
Recipes for surveys, branding, custom call-to-action buttons, webhooks, and retail.
Troubleshooting & FAQ
Fixes for common upload, printing, and payment issues.