Honcho is a flexible event coordination platform designed to simplify planning, communication, and execution for your first gathering. This quick start guide walks you through setting up Honcho for your first event so you can focus on experience quality rather than logistics.
Below is a structured overview of core settings and roles to align expectations before you begin configuration.
| Profile | Access Level | Responsibilities | Setup Step |
|---|---|---|---|
| Admin | Full Control | Invite team, configure tools, approve vendors | Create main organizer account |
| Coordinator | Edit Content | Manage schedule, update tasks, handle RSVPs | Assign team roles |
| Collaborator | View & Comment | Submit ideas, provide feedback | Invite collaborators with limited permissions |
| Vendor Contact | Secure Access | Receive briefs, upload proofs, update status | Share vendor portal links |
Define Your Event Objectives and Audience
Clarify purpose and scope
Start by stating what you want to achieve with the event, whether it is networking, fundraising, product launch, or team building. Define the audience size, demographics, and location to tailor Honcho settings and communication tone.
Set measurable success metrics
Choose key performance indicators such as attendee count, satisfaction score, conversion rate, or sponsor retention. Use these metrics later in Honcho dashboards to track progress and make data driven adjustments.
Configure Core Settings in Honcho
Create the main event space
In your Honcho dashboard, create a new event project with the correct date, timezone, and currency. Enable core modules like registration, agenda, and document library based on your objectives.
Set up attendee journey flows
Map the attendee path from discovery to post event follow up, including ticket purchase, confirmation emails, onsite check in, and feedback collection. Configure automated messages and reminders within Honcho to reduce manual work.
Organize Teams and Permissions
Invite and structure your team
Use the people management section to add team members and assign roles such as Admin, Coordinator, Collaborator, or Vendor Contact. Define clear ownership for tasks like content updates, vendor liaison, and budget tracking.
Establish communication channels
Integrate Honcho with your preferred chat and video tools so the team can collaborate in real time. Set channel specific guidelines to keep discussions focused and ensure critical decisions are documented within the event workspace.
Plan Content, Vendors, and Budget
Build a detailed agenda
Populate the schedule with sessions, speakers, and breaks, linking each item to relevant documents and contact details. Sync the agenda with your registration flow so attendees see the latest version automatically.
Manage vendors and contracts
Create vendor profiles, upload service agreements, and track deliverables inside Honcho. Use status tags and due date alerts to monitor timelines, payments, and approvals for each supplier.
Launch, Monitor, and Optimize Your Event Workflow
- Define clear objectives and success metrics before configuring Honcho
- Set up core event settings, registration flows, and automated communications
- Organize your team with precise roles, permissions, and communication channels
- Plan agenda, vendor profiles, contracts, and budget tracking in one workspace
- Run real time attendance checks and post event feedback collection
- Review performance data to refine processes for future events
FAQ
Reader questions
How do I set up registration forms and payment collection in Honcho?
Create a registration form in the event builder, choose ticket types with prices, enable secure payment gateways, and map custom fields to capture attendee details before going live.
Can I integrate Honcho with my existing email and CRM tools?
Yes, use built in integrations or webhooks to connect Honcho with your email service and CRM, ensuring attendee data flows automatically and your marketing sequences stay up to date.
What should I do if a vendor misses a deadline in Honcho?
Update the vendor profile with contact details, set due date reminders, and escalate through the comment section. Document follow up actions so accountability is clear and future timelines are improved.
How can I track real time attendance and onsite check ins?
Enable check in tools, generate QR codes, and assign staff devices for scanning. Monitor live attendance dashboards and send alerts for late arrivals or capacity issues directly from Honcho.