Program Planner DOCS & HELP

Event Planning Timeline & Checklist

The battle-tested operational timeline for event organizers, from initial concept setup to post-event data audits.

Your Event Planning Timeline (7 Phases)

Timeframe Milestones & Responsibilities
At the start of planning Create venues, categories, and roles. Create parent main event. Configure brand colors, wording, and default views once in settings.
While the program grows Enter sessions or import via CSV. Regularly check the Dashboard and resolve all critical red warnings.
Four weeks before Complete session photos and excerpts (yellow warnings in Dashboard). Publish the timetable and ticker pages on the website.
One week before Enter daily venue opening hours on the main event. Assemble on-site screens and test all displays.
The day before Adjust refresh interval in settings to 10–15 minutes. Export a full CSV backup. Launch all screens in full-screen mode.
During the event Manage all cancellations and room shifts exclusively in the Event Master Editor – updates sync everywhere instantly.
Afterwards Review and export attendee favorites analytics in the Dashboard. Back up full program as CSV – ready as next year's template.

Cheat Sheet: The Seven System Blocks

Block / Shortcode Purpose & Placement Key Parameters
[event_calendar] Main program directory with search, day selector, filters, and detail modals parent_id, view, slim, venue, category, per_page
[event_timetable] Interactive multi-track grid with halls, timeline, and live "now" indicator parent_id, date, hide_empty_venues, hide_image
[event_card id="123"] Single session card for keynotes and featured highlights hide_title, hide_ticket, hide_fav, compact_buttons
[event_live_ticker] What is on now and up next – for web pages and live venue screens parent_id, venue, count, fullscreen_button, preload_images
[event_speakers] Speaker directory featuring biographies and assigned sessions parent_id, role, layout, columns, orderby, limit
[event_monitor] Full-screen room door sign & split screen from Room Monitor add-on venue, count, show_upcoming_roll, roll_interval
[event_monitor_hub] Kiosk launchpad for foyer steles and tablets from Room Monitor add-on (Configured in WordPress Settings)
Tip: Built-in Shortcode Generator

No need to memorize shortcode attributes: The visual Shortcode Generator under Events → Settings configures every block interactively with one-click copy.