What should your event agency provide before event day?

A speaker and audience at a business event, with a briefing checklist for attendees, branding, the venue and run sheet.

A clear brief helps your agency stay in control of the welcome. Attendee details are correct, badges reflect your client's brand and the team knows who handles each type of question. Preparing together with your event partner lets you focus on the programme and your client on the day.

What do you need to provide in advance? Start with the event date, venue, expected numbers and the work you would like support with. Activo helps you agree who handles registration, design, equipment and staffing. Also identify who approves decisions on behalf of your agency and the client. Then work through these five areas.

1. Registration and the right attendee details

Agree which registration system is the main source and which details are needed for check-in, badges and access. These may include names, organisations, attendee groups and, where relevant, session choices. Match the fields to what the reception team actually uses.

If you use Activo for registration, we use that as the basis for the agreed reception process. If the list comes from another system, agree the file format, how it will be shared and how updates will be processed. Supply an initial version in time for checking and setup. This preparation is needed in advance even when badges are printed on site.

2. Branding and approved designs

Share your client's logo, colour codes, font and any brand guidelines. For print, a suitable vector file is often the best starting point; we agree the technical requirements for the chosen format.

Decide which details appear on the badge and who approves the design. Check readability with a long name or organisation name too. Review the e-ticket, badge and any lanyard together so they feel consistent. The options for e-tickets, badges and lanyards help you recommend a suitable approach.

3. Attendee groups and access rights

Specify which days, entrances, rooms or programme activities each group can access. Guests, speakers, crew and exhibitors may follow different routes. Also decide whether these differences should be visible on the badge.

Ask your client to confirm the access arrangements and identify who may change them. This gives the reception team clear instructions. Discuss how replacements will be processed and how to avoid leaving both the original and replacement registrations valid.

4. Venue, equipment and setup

Share an up-to-date floor plan showing the reception desk, entrances, scanning points and guest routes. Include when the venue is available for setup, where materials will be delivered and who the venue contact is.

Agree who provides desks, suitable devices, any printers, power and internet. Allow time before opening to check the actual scanning points and test badge distribution. These arrangements form part of the preparation for access control at the event venue.

5. Run sheet and available contacts

Provide the opening time, expected arrival peaks, programme start and the time reception closes. Specify who scans tickets, distributes badges and assists attendees with additional questions. Review your team's responsibilities alongside Activo's.

Name one agency contact, with a phone number and a backup. Include who can make decisions on behalf of the client. The team will then know whom to contact when you are with a speaker or needed in another room.

Plan the handover in three stages

Build a timeline together that fits badge design and production, registration and on-site support. Use three clear stages:

  • Prepare: share the initial attendee details, branding, attendee groups and venue layout so we can develop and check the setup.
  • Approve: confirm designs, access rules, quantities and the agreed work before the relevant production or delivery deadline.
  • Update: agree how late registrations, replacements and corrections will be communicated and processed.

On-site printing allows details to be processed later; design, materials and setup are prepared earlier. If a client changes the approach, we discuss the effect on timing, staffing and costs. You can then explain the implications clearly and request approval.

Give the desk team clear instructions for special situations

Include a forgotten e-ticket, a guest who cannot immediately be found and a replacement attendee in the briefing. For each situation, describe what the staff member checks, which action is permitted and when they need to consult someone.

For example, if a ticket has been forgotten, the staff member looks up the registration and verifies the person and their access. If anything remains unclear, the question goes to the designated contact. For a new registration or a badge issued on the spot, we agree beforehand who authorises it and which facilities are needed.

Finish with a shared handover

Review the five areas together before event day: have the details been checked, designs approved, access rules clarified and venue arrangements confirmed? Do the relevant staff have the current brief and contact details? List outstanding actions with an owner and deadline.

You can reuse this handover process for your next event. Your agency keeps a familiar way of working while the details vary by client. Activo works with you and coordinates its role with the tasks your own team handles.


Frequently asked questions about preparing for event day

When does the attendee list need to be ready?

We agree an initial delivery date for setup and checks, plus a deadline for production or final processing. The timeline depends on the badge format and registration process. We also agree how later changes will be handled.

Do I need to export a list if we use Activo for registration?

That registration is the basis for the agreed check-in and badge distribution process. We agree which details and selections are needed. Any separate export for other parties or tasks is discussed individually.

What if the client still needs to approve the design?

Make clear which version is being reviewed, who approves it and when approval is needed. We set an appropriate production date for the items that depend on that approval. This lets you explain the timeline clearly to your client.

Can our own staff handle check-in?

Yes. We agree which tasks your team will carry out, what training is needed and how support will be arranged. We also define which actions staff can take independently and who makes decisions when questions arise.

Can we add attendees shortly before the event?

We establish an agreed process for changes. This takes account of admission rules, registration updates and badge availability. New requests are coordinated with the chosen approach and timeline.

What should we agree about attendee data after the event?

Agree in advance which reports the client needs, who will have access and which retention periods and deletion arrangements apply. Treat reuse of personal data for a future event as a separate matter to agree.

Prepare the welcome for your next event with us

Share your event date, venue, expected attendee numbers and the tasks you need support with. We will help you plan the information handover, timeline and responsibilities. You can then present a clear approach to your client, and your team knows what to expect.
Discuss the preparation for your event

Knowledge base

Ready to make your event run more smoothly?

We’re happy to help you with registration, invitations, e-tickets, badges, access control and event apps.

Prefer to discuss your event directly? Call 071-8700310 or email [email protected].