--- title: "🛣️ClickBid Happy Highway: Your Event Setup Roadmap" description: 🛣️ ClickBid’s Happy Highway is your step-by-step event setup guide, leading you from first log-in to launching your auction with confidence. Explore training videos, platform tips, onboarding, and ongoing support to ensure your event’s success. --- [Skip to content](https://support.cbo.io/clickbid-happy-highway-your-event-setup-roadmap#main-content) ![clickbid\_logo\_22\_left\_0\_margin](https://support.cbo.io/hs-fs/hubfs/clickbid_logo_22_left_0_margin.png?width=200&height=59&name=clickbid_logo_22_left_0_margin.png) - [Blog](https://blog.cbo.io/) - [ClickBid Admin](https://cbo.io/admin/login.php) Open main navigation Close main navigation - [Blog](https://blog.cbo.io/) - [ClickBid Admin](https://cbo.io/admin/login.php) - [View our Training Videos](https://training.clickbidonline.com/all-courses/) [View our Training Videos](https://training.clickbidonline.com/all-courses/) Welcome to ClickBid's Knowledge Base - There are no suggestions because the search field is empty. 1. [ClickBid How To Articles](https://support.cbo.io/?hsLang=en) 2. [Get Started](https://support.cbo.io/get-started?hsLang=en) 3. [Pre-Event Prep](https://support.cbo.io/get-started?hsLang=en#pre-event-prep) # 🛣️ClickBid Happy Highway: Your Event Setup Roadmap #### ClickBid’s **Happy Highway** is a step-by-step guide designed to help you confidently and efficiently set up your event. It outlines the most effective path taken by our most successful clients, from first log-in to launching your auction. --- ### 🎥 Step 1: Watch the Welcome Video Kick things off by watching our **Welcome Video** featuring ClickBid founder Matt Burnell. You'll learn: - How to navigate the platform - How to create your first event - How to add users and connect with support **Watch here:** [Welcome Video on YouTube](https://youtu.be/xLZgWJ4P7VE?feature=shared) ℹ️**Info:** This short video gives you a quick tour and sets the tone for a smooth setup experience. --- ### 📚 Step 2: Training Videos + How-To Articles Before diving into setup, take time to explore our **Training Hub**. You’ll find: - Step-by-step video tutorials - Written how-to articles by topic **Access here:** - [Training Hub](https://training.clickbidonline.com/) - [Help Articles](https://support.clickbidonline.com/) **💡Tip:** Investing just 15–30 minutes up front can help you avoid time-consuming mistakes later.   --- ### 🖥️ Step 3: Get Familiar with the Platform Spend some time exploring the admin. Play around with features before your onboarding call. Try setting up: 1. A new user 2. Your ticket page 3. A landing page 4. A few bidders 5. A few auction items Helpful links: - [Add Users](https://support.clickbidonline.com/users-setup) - [Ticket Page Setup](https://support.clickbidonline.com/setting-up-your-ticket-page) - [Landing Page Guide](https://support.clickbidonline.com/landing-page-how-to-1) - [Import Bidders](https://support.clickbidonline.com/mass-import-bidders-1) - [Add Items](https://support.clickbidonline.com/adding-items-1) ℹ️**Info:** Practicing ahead of your meeting helps you ask smarter questions and move faster through setup.   --- ### 📅 Step 4: Schedule Your Onboarding Meeting Once you're familiar with the platform, schedule a **1-hour onboarding session** with your Account Manager. This session is designed to: - Review your event goals - Answer questions - Explore setup options tailored to your event To prepare: 1. Share a few preferred dates and times 2. Be ready to explain your event needs 3. Write down questions 4. Let us know what areas you'd like to focus on **💡Tip:** Your Account Manager will reach out after your event is created or when you submit a ticket requesting a meeting. --- ### ✅ Step 5: Move Forward with Confidence After your onboarding, you’ll have a clear plan and full support. If you need help, reach out via: - **Live Chat** (bottom right of your admin dashboard) - **Support Ticket** (under **Training/Support** tab) **Support Hours:** Monday–Friday, 9:00 AM – 5:00 PM EST #### ℹ️**Info:** You’re never alone! Our team is here to support you every step of the way. **[Happy Highway PDF Download](https://support.cbo.io/hubfs/ClickBids%20Happy%20Highway.pdf?hsLang=en)** - [Account & Setup](https://support.cbo.io/account-setup?hsLang=en#main-content) - [Users & Logging In](https://support.cbo.io/account-setup?hsLang=en#users-logging-in) - [Billing/Renewal](https://support.cbo.io/account-setup?hsLang=en#billing-renewal) - [Organization Account](https://support.cbo.io/account-setup?hsLang=en#organization-account) - [Event Settings](https://support.cbo.io/account-setup?hsLang=en#event-settings) - [Auction Settings](https://support.cbo.io/account-setup?hsLang=en#auction-settings) - [Welcome Page](https://support.cbo.io/account-setup?hsLang=en#welcome-page) - [Get Started](https://support.cbo.io/get-started?hsLang=en#main-content) - [Pre-Event Prep](https://support.cbo.io/get-started?hsLang=en#pre-event-prep) - [Creating a New Event](https://support.cbo.io/get-started?hsLang=en#creating-a-new-event) - [Event Day Toolkit](https://support.cbo.io/event-day-toolkit?hsLang=en#main-content) - [Paddle Raise](https://support.cbo.io/event-day-toolkit?hsLang=en#paddle-raise) - [Live Auction](https://support.cbo.io/event-day-toolkit?hsLang=en#live-auction) - [Silent Auction](https://support.cbo.io/event-day-toolkit?hsLang=en#silent-auction) - [Butler](https://support.cbo.io/event-day-toolkit?hsLang=en#butler) - [Volunteer Training](https://support.cbo.io/event-day-toolkit?hsLang=en#volunteer-training) - [Messaging](https://support.cbo.io/messaging?hsLang=en#main-content) - [Text & Emails](https://support.cbo.io/messaging?hsLang=en#text-emails) - [Chat Bidders](https://support.cbo.io/messaging?hsLang=en#chat-bidders) - [Welcome Text, Text Bidders, & Email Bidders](https://support.cbo.io/messaging?hsLang=en#welcome-text-text-bidders-email-bidders) - [Tickets & Sponsorships](https://support.cbo.io/tickets-sponsorships?hsLang=en#main-content) - [Tickets, Sponsorships & Underwriting Overview](https://support.cbo.io/tickets-sponsorships?hsLang=en#tickets-sponsorships-underwriting-overview) - [Reporting & Data](https://support.cbo.io/tickets-sponsorships?hsLang=en#reporting-data) - [Manage Ticketed Guests](https://support.cbo.io/tickets-sponsorships?hsLang=en#manage-ticketed-guests) - [RSVP & Invoicing](https://support.cbo.io/tickets-sponsorships?hsLang=en#rsvp-invoicing) - [Items](https://support.cbo.io/items?hsLang=en#main-content) - [Items Overview & Setup](https://support.cbo.io/items?hsLang=en#items-overview-setup) - [Quantity Items / E-Commerce](https://support.cbo.io/items?hsLang=en#quantity-items-e-commerce) - [Item Donation Form and Donors](https://support.cbo.io/items?hsLang=en#item-donation-form-and-donors) - [FMV & Tax](https://support.cbo.io/items?hsLang=en#fmv-tax) - [Peer to Peer and Donation Campaigns](https://support.cbo.io/peer-to-peer-and-donation-campaigns?hsLang=en#main-content) - [Peer to Peer and Donation Setup](https://support.cbo.io/peer-to-peer-and-donation-campaigns?hsLang=en#peer-to-peer-and-donation-setup) - [Recurring Donations](https://support.cbo.io/peer-to-peer-and-donation-campaigns?hsLang=en#recurring-donations) - [Text to Give](https://support.cbo.io/peer-to-peer-and-donation-campaigns?hsLang=en#text-to-give) - [Embed Your Donation Form](https://support.cbo.io/peer-to-peer-and-donation-campaigns?hsLang=en#embed-your-donation-form) - [Appeal Display](https://support.cbo.io/peer-to-peer-and-donation-campaigns?hsLang=en#appeal-display) - [Bidders](https://support.cbo.io/bidders?hsLang=en#main-content) - [Bidder Setup](https://support.cbo.io/bidders?hsLang=en#bidder-setup) - [Donor Thank You Letters](https://support.cbo.io/bidders?hsLang=en#donor-thank-you-letters) - [Bidder Registration Custom Questions](https://support.cbo.io/bidders?hsLang=en#bidder-registration-custom-questions) - [Reporting & Data](https://support.cbo.io/reporting-data?hsLang=en#main-content) - [Event Reporting](https://support.cbo.io/reporting-data?hsLang=en#event-reporting) - [Credit Card Processing & Payments](https://support.cbo.io/credit-card-processing-payments?hsLang=en#main-content) - [Credit Card Processing & Payments](https://support.cbo.io/credit-card-processing-payments?hsLang=en#credit-card-processing-payments) - [FAQs](https://support.cbo.io/credit-card-processing-payments?hsLang=en#faqs) - [Merchant Account & Merchant Report](https://support.cbo.io/credit-card-processing-payments?hsLang=en#merchant-account-merchant-report) - [Web Content / Event Landing Pages](https://support.cbo.io/web-content-event-landing-pages?hsLang=en#main-content) - [Design & Customization](https://support.cbo.io/web-content-event-landing-pages?hsLang=en#design-customization) - [Accepting Donations From Your Landing Page](https://support.cbo.io/web-content-event-landing-pages?hsLang=en#accepting-donations-from-your-landing-page) - [EventStream Video Streaming](https://support.cbo.io/eventstream-video-streaming?hsLang=en#main-content) - [Virtual Live Auction and Paddle Raise](https://support.cbo.io/eventstream-video-streaming?hsLang=en#virtual-live-auction-and-paddle-raise) - [EventStream FAQ](https://support.cbo.io/eventstream-video-streaming?hsLang=en#eventstream-faq) - [Integrations + Partners](https://support.cbo.io/integrations-partners?hsLang=en#main-content) - [Neon One](https://support.cbo.io/integrations-partners?hsLang=en#neon-one) - [Raiser's Edge NXT](https://support.cbo.io/integrations-partners?hsLang=en#raisers-edge-nxt) - [Bloomerang](https://support.cbo.io/integrations-partners?hsLang=en#bloomerang) - [Salesforce for Nonprofits](https://support.cbo.io/integrations-partners?hsLang=en#salesforce-for-nonprofits) - [Charityproud](https://support.cbo.io/integrations-partners?hsLang=en#charityproud) - [Classy](https://support.cbo.io/integrations-partners?hsLang=en#classy) - [TravelPledge](https://support.cbo.io/integrations-partners?hsLang=en#travelpledge) - [Double the Donation](https://support.cbo.io/integrations-partners?hsLang=en#double-the-donation) - [HGA Fundraising](https://support.cbo.io/integrations-partners?hsLang=en#hga-fundraising) - [Public API](https://support.cbo.io/integrations-partners?hsLang=en#public-api) - [Zapier](https://support.cbo.io/integrations-partners?hsLang=en#zapier) - [Virtuous](https://support.cbo.io/integrations-partners?hsLang=en#virtuous) - 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