1. Community Event Platform
  2. Get started
Get started

Get Community Event Platform running in four steps.

Set up a first event and rehearse review through closeout.

  1. Create your account

    Click Start now and create your ERP.AI account.

    Start now
  2. Download Proto

    Proto is the desktop app you use to set up Community Event Platform. It runs on macOS, Windows and Linux.

    Download Proto
  3. Make it yours

    Open Community Event Platform in Proto and adjust fields, steps, roles and approvals to match how your team works.

    Implementation plan
  4. Bring your data and team

    Import your records, then invite your team and assign their roles.

    See the roles

Create your account

Click Get started and use Proto to configure Community Event Platform. Begin with your operating organization and the people responsible for event ownership, review, admission and reconciliation.

Prepare the first operating cycle

Choose one upcoming event. Enter its community group, date, capacity and owner. Agree what a reviewer needs to see before approval, who submits registrations and how admission staff identify a participant. Connect the payment provider used for capture evidence.

Review before release

Run a complete case from draft through a reviewed registration, reservation, admission and closeout. Repeat the admission request and change the event revision to test the guards. Confirm that an unrelated organization cannot read the record and that only an independent reviewer can decide the submitted scope.

See implementation steps.

Set up Community Event Platform your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started