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Professional Plan: Setting Up Your zkipster Account
Professional Plan: Setting Up Your zkipster Account

This article will assist you in getting started with your zkipster account once you activate your Professional subscription

Murilo Aguiar avatar
Written by Murilo Aguiar
Updated today

Welcome to your zkipster Professional Subscription!

Congratulations on joining zkipster! With your Professional subscription, you now have access to powerful tools to simplify your event management and enhance your guest experience.
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This guide is designed to help account administrators (also known as Account Owners) quickly set up their zkipster account while learning best practices to get the most out of the platform. Whether you’re adding team members, customizing fields, or managing account settings, we’ve got you covered!
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If you prefer learning via video, check out our comprehensive 30-minute webinar here. Let’s get started!

Your Account Setup Overview

In just three easy steps, you’ll have your zkipster account up and running:

  1. Adding Your Team to zkipster

  2. Customizing Your Account

  3. Your Account Management

Each section includes quick tips, video tutorials, and links to deeper resources so you can confidently complete your account setup.

Estimated Setup Time: 1 hour

Step 1: Add Your Team to zkipster

Collaborating on events is easier when your entire team has access to zkipster. In this step, we’ll cover how to add users, assign permissions, and manage your event team effectively.
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How to Add Team Members:

Your plan includes one Administrator, which is the Account Owner. This is the only user role with access to the account settings and user management for your account. To add your team to zkipster, follow these steps:

  1. Go to the Users & Teams section in your account settings.

  2. Click Add User and fill out your team member’s information.

  3. Assign one of the default permission levels:

    • Event Creators: Best for team members who manage events.

    • No Access: Perfect for contributors or check-in staff who don’t need access to create events

🎥 Watch This:

📖Read This: User permissions available in zkipster

Managing Your Team:

Once your team is added, you can easily manage their roles and access levels, using the Action menu in the Users & Teams section or within each user profile:

  • Update permissions to ensure everyone has the right access.

  • Deactivate users if someone needs to momentarily step back from managing events in zkipster

  • Assign team members to specific events for streamlined collaboration.

🎥 Watch This:
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📖Read This: How to manage users in zkipster

Best Practices on Team Management:

✔ Set Event Permissions Strategically: Only give event access to those who need it to ensure account security.

✔ Regularly Review Permissions: Before major events, double-check user roles to ensure access levels are correct.

✔ Ensure your event information is secure: Create a unique user for each member of your team. You can purchase additional user seats via the Plans & Billing section if needed .

Step 2: Customize Your zkipster Account

Customizing your account ensures consistency across events, saving your team time, creating a more polished experience for your guests. Here’s what you can adjust in the Customizaton section of your account settings:

Default Guest Fields:

Guest fields store all your guest-related information. In this section, you can:

  • View default fields, such First Name, Last Name, and Total Guests, which cannot be deleted or renamed.

Add custom fields (e.g., Dietary Preferences, Guest Type) to fit your event needs. Custom fields created here are automatically applied to all your events, saving you time.

🎥 Watch This:

📖Read This: How to Create and Manage Custom Fields

Best Practices:

✔ Add recurring custom fields (like “VIP Status”) here so that your team doesn’t need to create them for every event.

✔ Consistency is key — align your guest fields across events for cleaner reporting.

Your plan includes 10 custom fields to begin with. If you need to add additional fields at any point, you can purchase them from the Plans & Billing section of your account.

Domain and Email Verification:

Take control of your event communications by whitelabeling your domain and email address(es). Verifying your sender domain ensures your messages:

  • Stay out of your guests’ spam folders.

  • Are consistent with your organization's branding.

There’s no limit to how many domains or email addresses you can verify on your account.
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🎥 Watch This:
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📖Read This: Email Deliverability

Best Practices:

✔ Verify your domain before sending any email campaigns to avoid deliverability issues.

✔ Add multiple domains or email addresses if your events involve different brands or departments.

Step 3: Account Management

In this final step, we’ll look at the remaining tools available to manage your subscription, billing, and other account settings.
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🎥 Watch This:

Plans & Billing:

Manage your subscription details and make upgrades as your team or event needs grow. In this section, you can:

  • Update your billing details and contact for renewals.

  • Purchase:

    • Additional user seats.

    • SMS credits (for SMS or WhatsApp guest communications).

    • Extra custom fields.

📖Read This: How to Renew, Upgrade or Cancel your Plan

Data Export:

Need a comprehensive event report? Use the Data Export section to create reports across multiple events for advanced analytics and insights on event attendance, campaign performance, and seating.
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📖Read This: Account Level Reporting

Integrations:

Obtain API access for custom integrations or connect your zkipster account to tools like Zapier.

📖Read This: Integrations in zkipster

Security:

Monitor your account activity in the Security section:

  • See which users are currently logged into zkipster.

  • Track user activity for peace of mind.

Additional Tips and Next Steps

🎯 Get Ready to Host Amazing Events!

You’re now ready to dive into zkipster and start managing your events efficiently. Here are a few additional tips to ensure success:

✔ if you are a Professional annual user, Schedule a Q&A Session: Your success manager is here to help! Book a session to review your setup and discuss best practices for managing events and teams.

✔ Your team training: use our onboarding guides and webinars to train your team

✔ Explore the Help Center: Check out our Help Center for more detailed guides and troubleshooting tips.

Congratulations on completing your account setup! We’re excited to see how zkipster can help you elevate your events. 🎉

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