Signing up with email
Go to the EventPilot sign-up page
Navigate to the EventPilot sign-up URL provided by your administrator or in your welcome email.
Enter your email and choose a password
Fill in your email address and create a password. EventPilot uses this email as your login and for notifications.
Verify your email
Check your inbox for a verification email and click the confirmation link. You won’t be able to sign in until your email is verified.
Sign in and set up your organization
Once verified, sign in. If you’re the first person from your organization, you’ll be prompted to create an organization. If a colleague has already set one up and invited you, see Accepting an organization invite below instead.
Accepting invites
There are two types of invites in EventPilot: organization invites and guest event invites. They work differently.Accepting an organization invite
An organization invite gives you full access to your team’s EventPilot workspace — you can see all events, collaborate on planning, and manage tasks and documents depending on your role.Open the invite email
Click the invite link in the email sent by your organization admin. The link opens EventPilot in your browser.
Create your account or sign in
If you don’t have an account yet, you’ll be prompted to sign up with your email. If you already have an account, sign in and the invite will be applied automatically.
Accepting a guest event invite
A guest event invite gives you limited access to a single event. As a guest, you can view the events assigned to you, but you cannot create new events, delete events, or manage the organization.Open the invite email
Click the invite link. You’ll be taken to the EventPilot sign-in page with the event context pre-loaded.
Sign in or create an account
Sign in with an existing account, or create a new one if this is your first time using EventPilot.
Setting up your profile
Your profile controls your display name and how you appear to teammates across EventPilot.Open your profile settings
Click your name or avatar in the left sidebar, then select Profile. Or navigate directly to the profile page from your account menu.
Set your display name
Enter the name you’d like teammates to see — for example, your first and last name. EventPilot uses your initials to generate an avatar until you set a display name.Your email address is shown here but cannot be changed from the profile page. Email is managed by your authentication provider.
Choosing your planning mode
Planning mode controls how the AI interacts with you during event planning sessions. You can set a default on your profile, or choose each time you open an event. There are three options: Always ask — EventPilot prompts you to choose a mode each time you open an event. The mode you pick applies to that session only. This is the default. Guided — The AI works step by step, asking one focused question at a time. Guided mode is well-suited for planners who prefer a structured, conversational workflow or who are planning a complex event from the beginning. Expert — The AI extracts as much detail as possible from each message and fills multiple fields at once. It surfaces the most important gaps rather than asking about every field individually. Expert mode is well-suited for planners who already have a clear picture of their event and want to move quickly.Next steps
Quick Start
Create your first event and start planning with the AI.
Planning modes
A deeper look at how Guided and Expert modes change the AI’s behavior.
Team members
Invite colleagues to your organization and assign them to events.
Organizations and roles
Understand how organizations, memberships, and roles work in EventPilot.