Step 1: Planner Enters Details
Add your name, email, and event details
Optional: Enter last 4 digits of your card number to help track payments
Step 2: Planner Confirms & Continues
Review details and click “Get Started”
Step 3: Planner Checks Email
You’ll receive two emails:
- Event Ready — share with attendees
- Open Tab Link — for personal use
Step 4: Attendees Register
- Use shared link to join the event
- Receive a personal Open Tab link
Optional: Enter last 4 digits to help track payments
📩 Planner receives a confirmation email for each registration
Step 5: Add Items
- Select amount or enter custom
- Choose type
- Add note (optional)
- Click + Add Item
Repeat anytime during the event
Optional: Enter total for multiple items and add a note (e.g., “chicken and martini”)
Step 6: Track Orders
- Order confirmation sent after each entry
- Tab Summary email (sent after first order)
- Planner monitors Event Summary (with close tab option)
Step 7: Close Tab & Receive Report
- Planner closes tab when event ends
- Final report sent automatically (PDF & CSV)