> ## Documentation Index
> Fetch the complete documentation index at: https://docs.event-pilot.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Account Setup

> Sign up for EventPilot, accept invites, set up your profile, and choose your default planning mode.

This page covers everything you need to get your EventPilot account ready — from creating an account to configuring how you want the AI to work with you.

## Signing up with email

<Steps>
  <Step title="Go to the EventPilot sign-up page">
    Navigate to the EventPilot sign-up URL provided by your administrator or in your welcome email.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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](#accepting-an-organization-invite) below instead.
  </Step>
</Steps>

## 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.

<Steps>
  <Step title="Open the invite email">
    Click the invite link in the email sent by your organization admin. The link opens EventPilot in your browser.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Join the organization">
    After signing in, you'll see a confirmation screen showing the organization you're joining. Confirm to complete the process.

    <Note>
      Organization invites expire after a set period. If your link has expired, ask your admin to resend the invite.
    </Note>
  </Step>
</Steps>

### 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.

<Steps>
  <Step title="Open the invite email">
    Click the invite link. You'll be taken to the EventPilot sign-in page with the event context pre-loaded.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Access your event">
    After signing in, you'll land directly on the event you've been invited to. Only events you've been granted access to will appear in your sidebar.
  </Step>
</Steps>

<Warning>
  Guest accounts have restricted access by design. If you need broader permissions — for example, to create your own events — ask your organization admin to change your role.
</Warning>

## Setting up your profile

Your profile controls your display name and how you appear to teammates across EventPilot.

<Steps>
  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Save your changes">
    Click **Save** to apply your display name. The avatar preview updates immediately to reflect your initials.
  </Step>
</Steps>

## 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.

<Steps>
  <Step title="Go to your profile page">
    Open your account menu and select **Profile**.
  </Step>

  <Step title="Find the Planning Mode card">
    Scroll down to the **Planning Mode** section below your profile details.
  </Step>

  <Step title="Select your preferred mode">
    Click **Always Ask**, **Guided**, or **Expert**. Your selection saves automatically — no need to click a separate save button.
  </Step>
</Steps>

<Tip>
  Not sure which mode to use? Start with **Always Ask** so you can try both and see which feels right. You can also switch modes mid-session using the toggle in the chat bar without changing your profile default.
</Tip>

## Next steps

<CardGroup cols={2}>
  <Card title="Quick Start" icon="rocket" href="/quickstart">
    Create your first event and start planning with the AI.
  </Card>

  <Card title="Planning modes" icon="sliders-h" href="/guides/planning-modes">
    A deeper look at how Guided and Expert modes change the AI's behavior.
  </Card>

  <Card title="Team members" icon="users" href="/guides/team-members">
    Invite colleagues to your organization and assign them to events.
  </Card>

  <Card title="Organizations and roles" icon="building-columns" href="/concepts/organizations-and-roles">
    Understand how organizations, memberships, and roles work in EventPilot.
  </Card>
</CardGroup>