Checklist to Launch your Ticketed Event with Trellis

1. Essentials to Complete Before Launch

Ensure Payments Are Enabled

• Confirm that Stripe Connect is fully set up and all required fields in your Organization Profile are complete. If your profile is incomplete, payouts may be paused.

• Related Guide: How to Set Up Payments

Set Up Your Event Tickets

• Configure your ticket types (e.g., General Admission, Tables), pricing, and available quantities.

• Related Guide: How to Set Up Your Event Tickets

Configure Event Logistics & Contact Info

• Click Edit and open the Event Settings panel in the sidebar. Ensure Date & Location are correct.

2. The Guest Experience

Walk through what your attendees will see when they buy a ticket.

Add Call-to-Action Buttons

• Go to Site Header in the sidebar settings and ensure your buttons are named correctly.

• Related Guide: How to Change Your Site Header and Links

Add Custom Fields (Optional)

• Use Custom Fields to ask attendees specific questions during checkout (e.g., "Dietary Restrictions" or "Seating Preferences").

• Related Guide: How to Add Custom Fields to your Checkout

Customize the Thank You Message

• Update the Thank You Message shown to attendees immediately after they pay. Include instructions on what to do next (e.g., "Check your email for your QR code").

• Related Guide: How to Set Up Your Thank You Messages

Decide on Automatic Event Reminder Emails

• Enable or disable reminders from Event Settings. If enabled, Trellis sends reminder emails two weeks and two days before your event start date and time. 

3. Optional Enhancements

Set Up Tax Receipts

• If any purchasables are eligible for a tax receipt, ensure a Tax Receipt Template is connected and the tax receiptable amount is correct on the purchasables.

• Make sure your Organization Profile is 100% complete—missing address info will cause receipts to fail.

Feature Your Sponsors

• Add a Sponsor Section to your homepage to give visibility to your event partners.

• Related Guide: Add Sponsor to your Page 

Next Steps: Now that your page is ready, you need to track your sales!

• Read the guide: How to Monitor Your Event Ticket Sales