Planning an event doesn’t have to be chaos. Whether it’s your first time using Hybridley or you’re back for round two, this checklist will help you launch smarter, faster, and with less stress.
No fluff, no filler—just what you actually need to get your event up and running.
✅ 1. Create Your Event Page
Start with a clean foundation.
Give your event a clear name and subtitle
Add event dates, timezone, and location (virtual or physical)
Upload your header image (or use a downloadable template)
Add your logo and brand colors
Pro tip: You can always update this later, so don’t get stuck in pixel perfection.
✅ 2. Build Your Registration Flow
This is where people start their journey.
Set up your registration form
Require first name, last name, and email (plus company if using name badges)
Add custom fields like role, organization, or dietary restrictions
Use group tagging (virtual vs. in-person, VIPs, speakers, etc.)
Turn on confirmation emails with clear instructions
Want to test? Register yourself using a different email and see how it flows.
✅ 3. Organize Your Attendees
Clean data = smooth check-in.
Assign each attendee to a Group (Virtual, In-Person, Staff, etc.)
Sort by name, or role for easier badge printing and segmentation
Manually add late sign-ups if needed
Use the attendee filters to quickly find people
✅ 4. Set Up Name Badges (if In-Person)
Make check-in look like you’ve done this before.
Upload your custom badge design
Choose from pre-formatted Avery 5392 templates
Test print on standard paper using a regular color printer
Use clear badge holders and lanyards from any vendor you like
Print in bulk or one-off, no alignment stress
Reminder: Badges only generate for in-person attendees, so nothing gets wasted.
✅ 5. Create Your Schedule or Content Pages
Start building what people came for.
Add sessions or segments with time, description, and speaker info
Embed livestreams, PDFs, or videos directly into pages
Use groups to restrict access to certain content (VIP-only, staff-only, etc.)
Enable the “Main Stage” for featured content and key sessions
✅ 6. Enable Notifications
Keep people informed (and reduce “where do I go?” messages).
Turn on email reminders
Customize event-day updates, access info, or last-minute changes
All messages send from noreply@hybridley.com
No need for outside email tools or integrations
✅ 7. Test Your Event Flow
Before launch, walk through it like a real attendee.
Register using a test email
View confirmation email and login experience
Navigate the event content and pages
Try printing a badge and joining a session
✅ 8. Go Live (and Breathe)
Once everything looks good:
Finalize your attendee list
Print badges (if needed)
Assign staff roles and page permissions
Hybridley is designed to handle the heavy lifting without weighing you down.
Use this checklist as your go-to prep guide for every event you launch—big or small.
👉 Want help building your first event? Reach out to the team or start building now at hybridley.com
