Purpose: Use this article to configure and review the Setup tab on an Event.
The Setup tab is where you manage the core configuration of an Event. It acts as the structural control center for the delivery record and should be reviewed before learners are enrolled or before communications, finances, or reporting depend on the Event.
For overall Event navigation and lifecycle guidance, see Understanding the Event Screen.
In this article
What the Setup tab controls
- status and visibility
- event type and delivery settings
- course linkage and inherited defaults
- location, language, and tax settings where applicable
- personnel, resources, and high-level setup controls
- score templates and other event-level configuration fields
When to use Setup
Use the Setup tab:
- when creating a new Event
- before publishing or opening registration
- when checking inherited values from the Course Template
- when reviewing whether a live Event can be changed safely
Safe setup sequence
- Confirm the correct Course Template is linked.
- Review status, visibility, and registration controls.
- Check key delivery settings such as location, language, and mode.
- Verify any event-level overrides are intentional.
- Save changes before moving on to Outline, Students, Finances, or Communications.
Editing live Events
Caution
Changes made after learners are enrolled can affect communications, attendance, financial records, and reporting. Review downstream impact before making structural changes to a live Event.
Changes that commonly require extra review include:
- dates or delivery mode
- location or language
- capacity changes
- visibility and publication status
Setup checklist
- Confirm the Event status is correct for its stage of delivery.
- Review publication and visibility settings before learner-facing use.
- Check capacity and registration controls.
- Confirm language, tax, and location details where applicable.
- Verify linked personnel, resource, and score-template settings.
Best practices
- Complete Setup before publishing whenever possible.
- Use the Dashboard for a quick readout, then Setup for structural control.
- If the change should apply to all future deliveries, update the Course Template instead.
- Review communications and finances after major Setup changes on a live Event.