This checklist will walk you through your pre-event planning phase, including event logistics, testing cellular coverage, obtaining a merchant account for credit card processing, and event configuration in OneCause Planner Software.
☐ Venue Check - Use bidpal.net/onedemo to check cell coverage at your venue. Make sure to do this with multiple cell carriers.
☐ Create Users in OneCause Planner
☐ Submit application for payment processing
☐ Enter payment processor credentials in OneCause Planner
☐ Set up Tickets for online ticket sales
☐ Set up Tables for guests to seat themselves
☐ Manage Supporters (merge duplicates, assign couples the same bid number)
☐ Customize Setup features in Planner:
☐ Select User Interface Buttons for mobile bidding
☐ Gather laptops OR iPads, powercords and printers for Registration/Checkout
☐ Get laptop and projector for Scoreboards
☐ Plan Registration (spacing, tables, volunteers, office supplies, and a quiet HQ)