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🆕 How to Start a New Event in ClickBid

🏁 Step 1: Navigate to the Events Page

  1. From your admin dashboard, go to Organization → Events

  2. Click the + Add Event button (blue)

📝 Step 2: Enter Basic Event Info

On the event setup screen:

  • Keyword: Reuse an old one or create a new, unique keyword

  • Event Name: Enter your event title

  • Start Date/Time: When your auction will begin

  • Close Date/Time: When bidding ends

  • Support Date: Optional end date for support/communications

  • Time Zone: Select your local time zone

Click Next to continue.

💡 Tip: Use a keyword that’s easy to remember and share (e.g., springgala24).

👤 Step 3: Assign Access

Next, assign event permissions:

  • Choose an existing user from the dropdown

  • Or enter a new user’s name and email to invite them

📌 Info: You can add more users later, this just sets your initial admin(s).

🔁 Step 4: Reuse or Start from Scratch

You’ll be prompted to either:

  • Pull data from a previous event (like items, settings, bidders)

  • Start fresh with a clean event

If you select a previous event:

  • Use the arrow to populate previous events to allow you to choose the event you want to copy from. 

🗒️When copying Ticket Pages: ticket types, sponsorships, and underwriting options may carry over; however, custom questions associated with these items are not copied.
Custom questions must be recreated manually in the new event. This ensures that all data collection fields are properly configured and aligned with the new event’s setup.

  • Check the boxes for the data you want to copy over (e.g., items, settings, merchant account)

💡 Tip: If you're reusing the same bank account, make sure to check "Merchant Account" to retain your payout details.

 

💾 Step 5: Save and Continue

Click Save Event.

You’ll automatically be redirected to the Users Page, where you can:

  • Add more users to the event

  • Confirm access for existing organization admins

📌 Info: If you’re an Organization Admin, you and all existing users will automatically get access to the new event.

🛠️ Step 6: Begin Event Setup

On the Events Page, find your new event and click:

➡️ Go To Event Admin

This opens your new event's admin dashboard where you can:

  • Configure settings

  • Upload items

  • Set up registration, payment, and checkout tools

  • Customize your landing page and messaging