Welcome to mTap Events! This guide is designed to make your onboarding process smooth and effortless. Follow these simple steps, and you’ll be set up and ready to manage your event in no time.

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Step 1: Create Your mTap Pro Digital Business Card

Before setting up your event, start by creating your mTap Pro digital business card. This will give you a firsthand experience of what your attendees will enjoy once they purchase tickets and use the mTap app.

1. Sign up with mTap.  Here is how you do it, in a detailed step-by-step instruction manual.

2. Go to Profile Setup.

3. Add Your Details: Include your name, role, company, and key capabilities. It's quite a fun activity. Here is a detailed knowledge base on it. 

4. Customize Your Card: Add links to social media profiles, websites, portfolios, and more. 

5. Save & Preview: Review how your card looks. Make edits if needed. You may even set your newly created profile as your e-mail signature! Here is how you do it.

Tip: Creating your own mTap profile is essential because it mirrors what your attendees will experience. It’s all about making networking easy and impactful. Large event organizers also get the benefits of CRM integration, explained in depth here. 

For more detailed instructions, refer to: [How to sign-up and build your profile on the mTap.io website]

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Step 2: Create Your Event

Now, you’re ready to set up your event! Follow the simple steps below:

 2.1 Event Creation with Schedule and Speakers

1. Navigate to the Event Dashboard and click “Create New Event”.

2. Enter Event Details: Include name, date, location, and a brief description.

3. Add Schedule & Speakers:

   - Click “Schedule” -> "Add Session" to input session details.

   - Include speaker names and brief descriptions via "Speakers"

   - Add and manage multiple sessions in parallel via "Tracks".

4. Save Your Event.

For more detailed instructions, refer to: [Creating Event Landing Page, Adding Schedule & Speakers]

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 2.2 Ticketing and Stripe Integration

1. From the event homepage, select “Tickets” to go to the Ticketing Section: Use “Create Ticket” button, to create a ticket. Choose ticket types (Free, Paid, Member-only). To understand the difference between the three, follow our detailed guide here (linked). 

2. Set Ticket Prices & Availability.

3. Connect Stripe:

   - Click “Get Started” in the mTap + Stripe band and follow the steps to link your account.

   - This allows for secure and smooth payment processing.

4. Finalize Ticket Settings.

For more detailed instructions and tips on how to customize your tickets and maximize collecting insightful data about your attendees, refer to: [How to customize Payments and Ticketing] and [Stripe connection, platform fees & payment schedule]

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 2.3 Badge Design and Printing Setup

1. Go to Badge Setup: Customize badge layouts with attendee names, QR codes, and branding elements.

2. Choose Badge Format: NFC-enabled, stickers, or other formats.

3. Set Up for Printing: Confirm settings and arrange for on-site or pre-event printing.

For more detailed instructions, refer to: [Badge Creation and Printing]

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 2.4 Guest Management

1. Upload Guest List: Using the “Import guests” button, add guests in bulk using an Excel sheet or add them manually using the “Add Guest” button.

2. Update Guest Details: Use the pencil icon to edit names, emails, or custom fields if needed.

3. Track Attendance: Monitor guest status (checked-in, not checked-in) in real-time.

4. Download Guest List: Using the “Download as XLS” button, download the entire guest list in excel format.

For more detailed instructions, refer to: [Guest Management – mTap’s Detailed Guide-to leverage the max out of our guest management feature]

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 2.5 Check-In

1. Set Up Check-In Stations: Attendees use QR codes for quick entry.

2. Track Check-Ins: View real-time updates directly on your dashboard.

For more detailed instructions, refer to: [Check-in guests – mTap’s detailed guide]

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 2.6 Reminders - Email and SMS

1. Set Up Reminder Messages: Use the “Reminders” tab to draft emails or SMS messages.

2. Schedule Broadcasts: Choose to send messages now or set them for a future date and time.

3. Confirm and Send: Ensure all reminders are set up as planned.

For more detailed instructions, refer to: [Reminders (E-Mails & SMS)]

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 2.7 Insights and Analytics

1. Monitor Event Performance: Track metrics like ticket sales, check-in rates, and engagement.

2. Review Analytics: Use real-time data to understand your event’s impact.

3. Refine Future Events: Use insights to improve your next event planning.

For more detailed instructions, refer to: [Insights & Analytics]

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That’s it! By following these steps, you can set up your mTap event in less than 5 minutes, making the process as easy and efficient as possible. Start creating, managing, and enjoying seamless events with mTap today!

Need more help? Check out our detailed guides linked above or visit our support for further assistance.