ClickBid Event Setup Checklist

🗓️ New Event Workflow & Timeline

Use this as a printable worksheet

📩 Step 1: Watch for Your Welcome Email

Your Account Manager will send a welcome email that includes:

• Training materials link

• Onboarding call scheduling link

🎓 Step 2: Complete Training & Explore the Platform

Your next steps:

• Take the training courses to learn the basics.

• Use videos and help articles to guide you through:

  • Adding items

  • Setting up tickets

  • Building your landing page

🧪 Step 3: Test Everything

Running tests ensures a smooth event experience.

✔️ Mock Auction

• Host a mock auction using test items.

• Use a $1 bid or donation to test payments.

✔️ Ticket Site Testing (If Selling Tickets)

• Use cash or check payment types for testing.

• After a test purchase:

  • Review ticket sales

  • Confirm guest information is stored correctly

📞 Step 4: Schedule Your Onboarding Call

Once you’ve explored the system:

• Schedule your onboarding call.

• Come prepared with specific questions.

• We’ll use your experience to guide a structured, productive conversation.

🔄 Typical Event Workflow

🖥️ Build Your Event Pages

1. Set up your Landing Page and Ticket Page.

2. Share the page link with purchasers.

🛍️ Add Auction Items

• Begin adding and organizing your items.

👥 Convert Guests to Bidders

• Ensure guests are registered and ready to participate.

📣 Communicate with Guests & Bidders

• Send mass texts and emails when opening your silent auction early.

• Benefits:

  • Guests add a card on file

  • Bidders learn the platform

  • Increased early revenue

🤝 Prepare Your Volunteers

• Train volunteers on the Butler app for:

  • Check-in

  • Check-out