Getting Started

Onboarding
Journey

Setting you up for success from day one.

1
Foundation
We understand how your team works and build Eventwise around your workflows.
1–2 business days
2
Configuration
Xero and ticket sales data flow automatically into Eventwise. No spreadsheet chaos.
1–2 business days
3
Enablement
Your team gets confident using Eventwise through tailored training based on real roles.
5–7 business days
4
Launch
Go live with ongoing support from your dedicated Account Manager. We don't disappear.
Most clients live in 2–3 weeks
Our approach

You're in safe hands

We've onboarded many event teams. Here's how we make it effortless.

Your Dedicated Account Manager Guides You
  • One point of contact from start to finish
  • We handle the technical setup — you just answer questions about your workflows
Support Whenever You Need It
  • Drop-in sessions for immediate help
  • Proven process used by many teams
Your success journey

4 steps to going live

From kick-off to live in as little as 2–3 weeks.

1
Foundation
1–2 days
Kick-Off Call
Map out budget processes and approval workflows
Account Set Up
Configure categories, approvals, and budgets
Review and Approve
Walk through your setup, make tweaks and sign off
2
Configuration
1–2 days
Connect Xero
Your accounting data syncs in real-time
Connect Ticket Sellers
Revenue from Ticketmaster, Skiddle and more updates live
First Budget Upload
See your data and integrations working together
3
Enablement
5–7 days
Aligning
We map Eventwise to how your team works
Planning Training
We build a training programme tailored to your roles
Training
Live, hands-on sessions using your real data
4
Launch
Ongoing
Going Live
Final system checks and switch to Eventwise
Ongoing Partnership
Monthly check-ins, drop-in sessions and training resources whenever you need them
Simplicity by design

How easy is it?

Configuration, integrations, setup, troubleshooting — that's on us.

Answer Questions About Your Workflows
"How do you currently track budgets?" "Who approves spend?"
Log Into Your Systems
We'll guide you to connect Xero and your ticket seller — just follow the steps on screen.
Attend Training Sessions
We walk your team through Eventwise with your real data — no homework required.
Everything else? We handle it.
Configuration, integrations, setup, troubleshooting — that's on us.
Onboarding plans

Get started with the perfect plan

All plans can be customised to fit your specific needs.

Success Essential
Free to get started
  • Dedicated account manager
  • Full kick-off and account setup
  • Four weekly check-in meetings
  • One past budget upload
  • Custom Eventwise training
  • Team drop-in session post-training
  • Monthly check-ins after going live
  • Ongoing help and support
Most Popular
Success Plus
£1,500
  • Everything in Essential
  • Free consultation and budget restructure
  • Extra budget upload of your choice
  • One on-site training day (4 hrs)
  • 4 drop-in sessions for your team
Success Premium
£5,000
  • Everything in Essential and Plus
  • Upload of 50 past event budgets
  • Two on-site training days (4 hrs each)
  • 12 additional weekly meetings after first 3 months post going live
Ready to start?

Next Steps

Most clients are live in Eventwise within 2–3 weeks. Here's what happens next.

Schedule a 60-minute call where we'll understand your needs and map out your onboarding plan.
Not sure which onboarding tier fits? Have specific workflow concerns? Let's talk it through.
Want to see Eventwise in action before committing? We'll walk you through a live demo using real event data.
Book a Demo See It in Action