Congratulations on joining the zkipster family! With your Professional subscription, you have access to powerful tools to simplify event management and enhance your guest experience.
This guide is designed to help account administrators quickly set up their zkipster accounts 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!
If you prefer learning via video, check out our comprehensive 20-minute webinar here. Ready to jump in? Let’s get started!
Your Account Setup Overview
In just three easy steps, you’ll have your zkipster account up and running:
Adding Your Team to zkipster
Customizing Your Account
Account Management
Each section includes quick tips, video tutorials, and links to deeper resources so you can confidently complete your 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.
How to Add Team Members:
Go to the Users & Teams section in your account settings.
Click Add User and fill out your team member’s information.
Assign one of default permission levels:
Event Creators: Best for team members who create and manage events.
No Access: Perfect for contributors or check-in staff who don’t need full event or account access.
Watch This: How to Add Users to Your Account
Managing Your Team:
Once your team is added, you can easily manage their roles and access levels, using the Action menu in Users & Team section of your account:
Update permissions to ensure everyone has the right access.
Inactivate users if someone leaves the team or no longer needs access.
Assign team members to specific events for streamlined collaboration.
Watch This: How to Manage Users in zkipster
Read this: How to add users to events
Best Practices:
✔ Set Permissions Strategically: Only give full 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.
✔ Purchase Extra User Seats: If your team grows, you can add additional user seats via the Plans & Billing section.
Step 2: Customize Your zkipster Account
Customizing your account ensures consistency across events, saves your team time, and creates a more polished experience for your guests. Here’s what you can personalize:
Guest Fields:
Guest fields store all your guest-related information. In this section, you can:
View default fields like First Name, Last Name, and Total Guests (these 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 your team time.
Watch This: How to Create Custom Guest Fields
Read this: Custom fields types in zkipster
Best Practices:
✔ Add repeatable custom fields (like “VIP Status”) here so 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 you can utalize across events. You can purchase additional fields from the Plans & Billing section.
Domain and Email Verification:
Take control of your event communications by whitelabeling your domain and email address. Verifying your email ensures your messages:
Stay out of spam folders.
Appear professionally to your guests (no more "sent via zkipster").
There’s no limit to how many domains or emails you can verify.
Watch This: How to Verify Domains and Emails
Read this: Email deliverability
Best Practices:
Verify your domain before sending invitations or guest communications to avoid deliverability issues.
Add multiple domains or emails if your events involve different brands or departments.
Step 3: Managing your zkipster account
In this final step, we’ll look at the tools available to manage your subscription, billing, and other account settings.
Plans & Billing:
Manage your subscription details and make upgrades as your team or event needs grow. In this section, you can:
Update billing information and contacts for renewals.
Purchase:
Additional user seats.
SMS credits (for SMS or WhatsApp guest communications).
Extra custom fields.
Upgrade your subscription to access new features like Audience.
Watch This: How to Manage Plans and Billing
Data Export:
Need a comprehensive event report? Use the Data Export section to create reports across multiple events for advanced analytics and insights.
Integrations:
Access API keys for custom integrations or connect your zkipster account to tools like Zapier. You can also enable Audience here
Read this: Integrations in zkipster, Audience
Security:
Monitor account activity in the Security section:
See which team members are logged into zkipster.
Track 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:
✔ 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.
✔ Explore the Help Center: Check out our Help Center for more detailed guides and troubleshooting tips.
🎥 Prefer learning visually? Don’t forget to check out our tutorial videos on account settings and tools in zkipster here.
Congratulations on completing your account setup! We’re excited to see how zkipster can help you elevate your events.