Pro Tips for Running Events

Workflows and best practices from experienced event organizers

✓ Start in Draft

Create your event as "draft" and keep it private until the agenda is finalized. Switch to "published" when ready to share.

✓ Use Import for Speed

If you have a PDF or Excel run-of-show, use the Import feature instead of typing each session manually. Review the preview carefully before confirming.

✓ Plan Your Daily Schedules

Create one daily schedule per event day, even if a day has only a few sessions. This keeps your agenda clean and organized.

✓ Include Breaks Explicitly

Add "Coffee Break", "Lunch", "Networking" as explicit sessions so attendees see the full day.

✓ Prepare Speaker Photos

Collect speaker photos ahead of time (400×400px or larger). Upload them when you create each speaker's session.

✓ Upload Both Logo Versions

Create or collect dark and light versions of your logo. Upload both so attendees see the right version regardless of their theme.

✓ Use Brand Colors Consistently

The branding panel extracts colors from your logo. If they don't look right, edit them manually using the color picker.

✓ Choose Standard Fonts

Stick to Google fonts that attendees' browsers can render. Avoid fonts you've only installed locally.

✓ Test All Three Themes

After setting up branding, switch between Light / Dark / High Contrast themes to see how your event looks to everyone.

✓ Assign Roles Carefully

Use appropriate roles: Organizer (rare), Coordinator (trusted leads), Staff (team members), Attendee (general public).

✓ Revoke, Don't Delete

When someone needs to leave, revoke their access instead of deleting. This preserves their historical participation.

✓ Resend Invites Liberally

Use "Resend Invite" if someone says they didn't get the email. Better to send twice than to have someone miss the link.

✓ Check Invitations Before Announcing

Make sure all key people (organizers, speakers, coordinators) have been invited and can access the event before you announce it.

✓ Use Email Domains Wisely

If your event is public, share the landing page URL. If private, send individual email invites with unique tokens.

✓ Link Early, Link Often

Link your production folder at the beginning so files are organized as they're created.

✓ Use Live Agenda Source

If your run-of-show is in a Google Sheet that changes frequently, link it as the agenda source so you can sync updates.

✓ Keep Folder Structure Clean

Organize files by purpose (Presentations, Sizzle Reels, Audio, Reference) so you can find them easily when linking.

✓ Remember: Nothing is Deleted

Unlinking a file from your event doesn't delete it from Drive or Dropbox. You can safely unlink and re-link as needed.

✓ Reconnect Dropbox Annually

Dropbox tokens eventually expire. If linking breaks, reconnect your Dropbox account in the Shared Directories panel.