Onboarding Checklist

Quick answer: Three things matter most before your first event: payout setup, team access, and the scanner app. Everything else can be configured as you go.

Use this checklist to make sure everything is in place before you create your first event. Completing these steps upfront means no scrambling when your event is live and sales are coming in.

Account & organization setup

• Create account: Sign up at theticketing.co/organizer-signup with your email address.

• Verify email: Click the link in your verification email to unlock your account.

• Create organization: Set your organization name, description, and contact information.

• Upload avatar: Add your logo or brand image (1500 x 500 px recommended).

• Set timezone: Go to Settings, then Organization and set your default timezone.

• Set from-name & email: Set the display name and reply-to address buyers see in their inbox.

• Add social handles: Link your Instagram, X, and Facebook accounts.

Finance & payouts

• Submit W-9: Upload your completed W-9 form for US tax reporting. This must be completed before identity verification.

• Complete ID verification: Submit the required identity verification documents via Veriff. Required before setting up your payout method.

• Set up payout method: Go to Settings, then Payout Setup and choose your preferred payout method.

• Confirm bank account: Verify your bank account details are correct. This is where you get paid.

• Set tax rate: Go to Settings, then Taxes and add your applicable rate if your events are taxable.

Team & access

• Invite co-promoter / admin: Go to Events, then Team & Box Office and add them as a moderator.

• Add ticket scanners: Add your door staff as Scanner-role members so they can check in attendees.

• Confirm team can log in: Ask invited team members to accept their invitation and test app access before event day.

Before your first event goes live

• Create your event: Go to Dashboard, then Create Event and work through the setup flow.

• Set ticket types & pricing: Add your ticket tiers, set prices, and enter the quantity available.

• Add tracking pixels: Paste your Meta, TikTok, or Google pixel IDs under Settings, then Organization if applicable.

• Create tracking links: Make separate promo links for your street team under Marketing, then Promo Links.

• Download the scanner app: Make sure you and your door staff have the app installed and can log in before event day.

Tip You do not need to complete every item on this checklist before creating your first event. The three things that matter most upfront: payout setup, team access, and the scanner app. Everything else can be configured as you go.