1. Virtual Event Platform
  2. Process
  3. Event approval to close
Process · Event approval to close

Event approval to close

Draft a virtual event, approve it and its breakouts, open registration, admit attendees and close the event.

Step by step

  1. Draft event Event Coordinator

    Event Coordinator records the subject, venue, start and end times, capacity and organizer, and attaches the run of show. The event is Draft.

    • Event Draft
    • Updates Events, Venues, Record attachments
  2. Approve event Event Reviewer

    Event Coordinator submits the event. Event Reviewer approves, returns or rejects the submitted version with a reason.

    • Event Approved, returned or rejected
    • Updates Events, Review decisions, Operation receipts
    ApprovalA person approves before the work moves on.
  3. Approve breakouts Event Reviewer

    Program Manager submits each breakout with track, start time, capacity and host. Event Reviewer approves or rejects it, and approval opens the breakout.

    • Breakout Approved or Rejected
    • Updates Breakout sessions, Review decisions, Operation receipts
    ApprovalA person approves before the work moves on.
  4. Open registration Event Coordinator

    Event Coordinator opens the approved event so registrations can be taken.

    • Event Open
    • Updates Events
  5. Admit attendees Registration Coordinator

    Registration Coordinator records registrations within capacity and admits each attendee once when they join, after a verified capture for paid events.

    • Attendees registered and admitted
    • Updates Admissions, Payment evidence, Operation receipts
  6. Close event Event Coordinator

    Event Coordinator closes the event once admitted quantities reconcile with verified payments. The event and its breakouts are marked Completed.

    • Event Completed
    • Updates Events, Breakout sessions, Admissions, Payment evidence

Where it usually breaks

And how to keep it from happening.

  • Capacity is raised after approval without a new review.
  • A breakout goes live before its host is confirmed.
  • Registrations exceed capacity because group quantities were not counted.
  • The event is closed while paid admissions still lack verified captures.
Event Coordinator
, Event Reviewer, Program Manager, Registration Coordinator, Finance Coordinator.

Set up Virtual Event Platform your way.

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

How to get started