Getting Started

Tagmer is an event operations platform for managing:

• events
• attendee registration forms
• badge holders
• groups
• badge templates and print layouts
• QR and barcode scanning
• access control and related workflows

Typical Workflow

Most organizations will use the platform in this order:

1. Set up the organization profile.
2. Create an event.
3. Configure registration forms for that event.
4. Collect or import attendee data.
5. Manage badge holders and groups.
6. Create badge templates in the builder.
7. Preview and export badges.
8. Use scanning and access tools during the event.

Core Navigation Areas

• Events: create and manage event records
• Badge Holders: manage attendee records across the organization
• Groups: segment attendees manually or with smart rules
• Templates / Builder: design printable badges
• Users: manage organization members and permissions
• Profile / Organization: manage account and organization settings

Basic Requirements

Before using advanced features, make sure:

• the correct organization is selected
• the organization profile is configured
• your role has permission for the task
• your plan supports the feature you want to use

Recommended First Actions

For a new account:

1. Complete organization setup.
2. Confirm your organization role.
3. Create your first event.
4. Add registration fields to the event.
5. Create one registration form.
6. Create or import badge holders.
7. Build one badge template and preview it.