Getting Started Guide: Difference between revisions
Created page with "Welcome to the Getting Started Guide! If you have joined a team, follow the link you received! Download the app. Sign up Email Questionnaire Join the team/Create a new team How to navigate around Screens How to Edit How to Invite Friends Create a new team for yourself and create your first Itinerary" |
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Welcome to the Getting Started Guide! | === Welcome to the Getting Started Guide! === | ||
EventR is designed to be quick to get up and going - starting with the EventR Team app in the [https://l.softpauer.com/ios AppStore] or [https://l.softpauer.com/android Play Store]. However even before you have the app, you may be invited by the team coordinator. If so, follow the [[Joining a Team Guide]]. | |||
This guide will assume you want to come in fresh, and have never accessed EventR before. | |||
On first opening the app, you will see the welcome screen. Press "Create an account" to get started | |||
[[File:EventR Welcome Screen.jpg|center|thumb|EventR Welcome Screen|400x400px]] | |||
Sign up | Enter your email, or optionally pick a federated login source - currently we support Google, Apple and Microsoft as login providers. For this example, we'll assume you just entered your email, and pressed continue: | ||
[[File:Sign up to EventR Screen.png|center|thumb|Sign up to EventR Screen|400x400px]] | |||
EventR will send you an email to that address to confirm your sign up. Close the app for the moment, and open your inbox to find the email. You can continue setup on a different device, if you prefer, but it's easier to continue on the same device. | |||
[[File:Sign up wait for email.png|center|thumb|Sign up wait for email|400x400px]] | |||
Make sure to check spam, and make sure to wait a while, as some mail servers delay first time emails. | |||
[[File:Confirm Email.png|center|thumb|Confirm Email on the phone using email app.|400x400px]]Tap 'Confirm Email Address' to open the EventR Team app with your confirmation. If you chose to continue the flow on a different device, such as a computer, you will be presented with a QR code to scan with your phone camera as highlighted in the image below, which will lead you to the same place.[[File:Sign up Email.png|center|thumb|Sign up Email from PC, with QR Code to scan with phone camera|200x200px]] | |||
You should now be back in the EventR Team app, with a form to fill in your details. Make sure these are correct. Note phone and Country are optional. | |||
[[File:Add your user details.png|center|thumb|Add your user details|400x400px]] | |||
Confirm your password on the next screen - this will also be used to login in to the [[EventR Enterprise Coordinator Hub Guide|Enterprise Coordinator Hub]] if you choose to use that in the future. | |||
[[File:Confirm Password.png|center|thumb|Confirm Password|400x400px]] | |||
Next you must agree to the terms and conditions of use - in particular the User Agreement and User Privacy Notice. Optionally join our marketing subscription, allowing us to send you emails and marketing materials about new releases and opportunities. Then tap "Create Account". | |||
[[File:Terms and Conditions confirmation screen.png|alt=Terms and Conditions confirmation screen|center|thumb|Terms and Conditions confirmation screen|400x400px]] | |||
You may be presented with this screen if you have a corporate email and someone has already created an account for your domain name. In the image below, I have an @softpauer.com address, so it's found all other @softpauer.com teams. This allows you to [[Request access to a team|request access to that team]], allowing the existing administrator to add you in. This will hand you over to the administrator to add to [[Itineraries]]. | |||
However we're going to make a new team. A Team is a group of users and itineraries, and since you created this team, you will be the owner and an administrator of it. You still can be a member of other teams, but this one will be yours to administrate and own. Select "Create a new team", and press "Continue". | |||
[[File:Select an Existing team - create new.png|alt=Select an Existing team - Create New|center|thumb|Select an Existing team - Create New|400x400px]] | |||
Give your new team a name - It should be relevant to your organisation, not an event you're planning to run, however, it can be changed later.[[File:Set team name.png|center|thumb|Set team name|400x400px]] | |||
If you like you can tell us about yourself! This is an optional step, but helps us with demographics, and with getting in contact with you if you have any issues. | |||
[[File:Optional User Survey Information.png|center|thumb|Optional User Survey Information|400x400px]] | |||
Then you will see the team setup page. There is a short tutorial on our [https://youtube.com/@officialeventr Youtube channel]. Please give us a like and subscribe! | |||
[[File:Creating team.png|center|thumb|Creating team|400x400px]] | |||
Once you're ready, you can move on to see your empty team. Congratulations! You are now all signed up and ready to [[create your first itinerary]] and experience the revolution in team coordination that is EventR! | |||
[[File:Empty Itinerary Screen.png|center|thumb|Empty Itinerary Screen|400x400px]] | |||
For a tour of the app take a look at the [[EventR Team Guide]]. | |||
If you are doing this because you are interested in the [[EventR Enterprise Coordinator Hub Guide|Enterprise Coordinator Hub]] and are looking to activate an Enterprise license - please use this [https://l.softpauer.com/eventrdemo calendar] to book a meeting, where we can onboard you during the call. | |||
Latest revision as of 14:10, 30 June 2026
Welcome to the Getting Started Guide!
EventR is designed to be quick to get up and going - starting with the EventR Team app in the AppStore or Play Store. However even before you have the app, you may be invited by the team coordinator. If so, follow the Joining a Team Guide.
This guide will assume you want to come in fresh, and have never accessed EventR before.
On first opening the app, you will see the welcome screen. Press "Create an account" to get started

Enter your email, or optionally pick a federated login source - currently we support Google, Apple and Microsoft as login providers. For this example, we'll assume you just entered your email, and pressed continue:

EventR will send you an email to that address to confirm your sign up. Close the app for the moment, and open your inbox to find the email. You can continue setup on a different device, if you prefer, but it's easier to continue on the same device.

Make sure to check spam, and make sure to wait a while, as some mail servers delay first time emails.

Tap 'Confirm Email Address' to open the EventR Team app with your confirmation. If you chose to continue the flow on a different device, such as a computer, you will be presented with a QR code to scan with your phone camera as highlighted in the image below, which will lead you to the same place.

You should now be back in the EventR Team app, with a form to fill in your details. Make sure these are correct. Note phone and Country are optional.

Confirm your password on the next screen - this will also be used to login in to the Enterprise Coordinator Hub if you choose to use that in the future.

Next you must agree to the terms and conditions of use - in particular the User Agreement and User Privacy Notice. Optionally join our marketing subscription, allowing us to send you emails and marketing materials about new releases and opportunities. Then tap "Create Account".

You may be presented with this screen if you have a corporate email and someone has already created an account for your domain name. In the image below, I have an @softpauer.com address, so it's found all other @softpauer.com teams. This allows you to request access to that team, allowing the existing administrator to add you in. This will hand you over to the administrator to add to Itineraries.
However we're going to make a new team. A Team is a group of users and itineraries, and since you created this team, you will be the owner and an administrator of it. You still can be a member of other teams, but this one will be yours to administrate and own. Select "Create a new team", and press "Continue".

Give your new team a name - It should be relevant to your organisation, not an event you're planning to run, however, it can be changed later.

If you like you can tell us about yourself! This is an optional step, but helps us with demographics, and with getting in contact with you if you have any issues.

Then you will see the team setup page. There is a short tutorial on our Youtube channel. Please give us a like and subscribe!

Once you're ready, you can move on to see your empty team. Congratulations! You are now all signed up and ready to create your first itinerary and experience the revolution in team coordination that is EventR!

For a tour of the app take a look at the EventR Team Guide.
If you are doing this because you are interested in the Enterprise Coordinator Hub and are looking to activate an Enterprise license - please use this calendar to book a meeting, where we can onboard you during the call.