Encalio

Public visitor

How Do I? Tutorials

Website, invitations, guest responses, seating, and your business profile. Start with a sample or continue to your own workspace.

14 relevant tutorials

Back to Help Center
Discovery 4 min

How do I compare vendors?

Find published vendors, review pricing and trust signals, and open the right inquiry path.

  1. 1

    Search the marketplace

    Open Tool

    Filter by category, service area, venue needs, pricing readiness, and other event-fit signals.

  2. 2

    Review a public profile

    Compare offerings, media, terms, reviews, service areas, and availability evidence before contacting a vendor.

  3. 3

    Connect or save the option

    Open Tool

    Sign in when you are ready to request details, compare packages, or keep the vendor with an event.

Tickets 3 min

How do I find or recover tickets?

Browse public ticketed events, understand the buyer total, and recover an existing pass.

  1. 1

    Browse public events

    Open Tool

    Open an event to see published ticket types, seat choices, policies, and the full buyer total.

  2. 2

    Complete the event checkout

    Use the event page to reserve an available ticket. Fees are disclosed before checkout.

  3. 3

    Recover a pass

    Open Tool

    Use the verified checkout email when a ticket link is missing.

Volunteers 3 min

How do I volunteer for an event?

Find calls for volunteers, review the unpaid-service acknowledgement, and submit an application.

  1. 1

    Find an opportunity

    Open Tool

    Search public volunteer calls by area, event, or role.

  2. 2

    Review expectations

    Read the schedule, duties, organizer notes, waiver, and unpaid acknowledgement before applying.

  3. 3

    Track the organizer decision

    Open Tool

    Sign in with the same email to keep account, notification, and event-team context together.

Account 4 min

How do I secure my account?

Set a strong password, add a passkey or authenticator, and review recovery details.

  1. 1

    Open account security

    Open Tool

    Sign in and open Account to review password, passkeys, authenticator setup, recovery email, and sessions.

  2. 2

    Add phishing-resistant access

    Create a passkey where supported, and keep authenticator or recovery codes in a safe place.

  3. 3

    Review active sessions

    Remove sessions or sign-in methods you no longer recognize or use.

Event Setup 6 min

How do I create my first event?

Start with the planning wizard, create the event record, and review readiness before publishing.

Watch the walkthrough Try the interactive lesson
  1. 1

    Open the planning wizard

    Choose event type, date, location, guest estimate, and the workflows you expect to use.

  2. 2

    Review the event workspace

    Confirm the event details and open the task, budget, guest, vendor, and page tools that apply.

  3. 3

    Publish only when ready

    Use event-page readiness checks before exposing public details, RSVP, tickets, or galleries.

Vendors 5 min

How do I compare and request vendor proposals?

Build a shortlist, inspect transparent packages, and request a quote without losing event context.

  1. 1

    Browse with the event in mind

    Filter vendors by category, area, capacity, terms, and pricing readiness.

  2. 2

    Save possible vendors

    Add useful vendors or offerings to the event shortlist and compare known costs and gaps.

  3. 3

    Request a quote

    Send the event-aware request only after reviewing date, scope, contact consent, and package details.

Guests & RSVP 6 min

How do I set up invitations and RSVP?

Prepare guest records, invitation copy, RSVP questions, and a public response path.

Watch the walkthrough Try the interactive lesson
  1. 1

    Prepare the guest list

    Add guests, party sizes, email, phone, mailing details, and grouping. Enable secure lookup or a shared response code only when the event needs printed or hybrid invitations.

  2. 2

    Design the invitation and RSVP

    Use RSVP Studio to personalize a free animated invitation, then choose language, questions and meal options in the guest tools.

  3. 3

    Test before sharing

    Send the current invitation to your own account email or verified phone, then verify personalized links, shared URL/QR/code, print cards, pending/yes/no/maybe states, and off-list review behavior before bulk delivery.

Tickets 7 min

How do I sell and scan tickets?

Publish ticket inventory, disclose buyer totals, and prepare authorized event-day scanning.

Watch the walkthrough
  1. 1

    Configure ticket types

    Set ticket names, prices, capacity, sales windows, seating mode, policies, and buyer fee handling.

  2. 2

    Review public checkout

    Confirm the event page shows availability, seat context, policies, and the complete buyer total.

  3. 3

    Prepare event-day access

    Use the scanner handoff or temporary event-day access tools and test valid, used, and invalid results.

Venue & Seating 7 min

How do I build a venue and seating layout?

Start from a venue template or measured room, place objects to scale, and connect seats to guests or tickets.

Watch the walkthrough Try the interactive lesson
  1. 1

    Open Venue & Seating Studio

    Choose a venue template or create an event-owned layout with the correct dimensions and units.

  2. 2

    Build the arrangement

    Place tables, chairs, stages, aisles, sections, entrances, and wayfinding points at measured scale.

  3. 3

    Assign and verify

    Connect tables or seats to guests and tickets, then review capacity and event-day lookup readiness.

Profile 6 min

How do I publish a strong vendor profile?

Complete the profile checklist, publish useful media and offerings, and preview the organizer experience.

Watch the walkthrough Try the interactive lesson
  1. 1

    Complete the profile basics

    Add business identity, headline, categories, service areas, description, website, and contact signals.

  2. 2

    Publish proof and terms

    Add ordered media, offerings, pricing guidance, policies, and the details organizers need to compare.

  3. 3

    Preview and publish

    Use the quality checklist, open the public page, and correct missing or stale information before sharing.

Offerings 5 min

How do I publish a package or service?

Create a clear offering with price, inclusions, fees, terms, capacity, and freshness evidence.

  1. 1

    Open Products, Services, Pricing

    Create a package, service, product, rental, or add-on from the vendor catalog.

  2. 2

    Make the total understandable

    Add pricing model, range or fixed amount, inclusions, optional fees, deposit, terms, and availability.

  3. 3

    Review comparison readiness

    Publish only after the organizer-facing card accurately explains what is known and what needs a quote.

Leads 6 min

How do I respond to and track leads?

Use the CRM state, saved replies, follow-up tasks, and quote workflow without automatically sending outreach.

  1. 1

    Open the lead pipeline

    Review new inquiries, source, fit, trust, priority, owner, and recommended next action.

  2. 2

    Prepare a response

    Use a saved reply or write a tailored answer, then review it before sending.

  3. 3

    Set the next action

    Update CRM stage, add notes, create a follow-up task, and record quote or booking outcome.

Promotion 5 min

How do I request sponsored placement?

Prepare campaign copy, targeting, budget, and dates for admin review.

  1. 1

    Open Promotions

    Review available placement surfaces, current campaigns, and package eligibility.

  2. 2

    Prepare the request

    Choose a clear headline, destination, audience areas, budget or caps, and requested dates.

  3. 3

    Wait for review

    Sponsored placements are labeled and do not become active until moderation and billing readiness are complete.

Profile 3 min

How do I embed my Encalio profile?

Use the Premium profile frame on an external HTTPS website and keep published content synchronized.

  1. 1

    Confirm package access

    Premium Ops and Processing include the responsive external profile embed.

  2. 2

    Copy the iframe code

    Open Vendor Profile, find External Website Embed, preview it, and copy the generated code.

  3. 3

    Place and verify

    Paste the iframe into an HTTPS page on your website and verify mobile and desktop sizing.

This choice overrides VPN and IP-based location estimates and is remembered on this device.

Browsing location: Columbus, OH. Highlights may be outside this area.

Promote on Encalio