Help Centre

Short, practical guides for setting up ExpoMate — starting with the three things people ask about most: sending email from your own address, syncing contacts to Brevo, and connecting to Zapier or Make.

Getting Started

The basics, in order.

1
Create your account

Sign up for free — no credit card required. You'll land straight in your dashboard.

2
Create your first event

Go to Events+ Create Event. Add a name, date and location.

3
Share your registration link

Every event gets its own registration page and QR check-in link, ready to share right away.

4
Connect email and CRM (optional)

The three guides below walk through Resend, Brevo and Zapier/Make — all configured from Settings → Email and Settings → Integrations.

🎪 Creating & Managing an Event

Registration, tickets, invitations and check-in — everything for one event lives in one place.

1
Create the event

Go to Events → + Create Event and fill in Event name, date and location.

2
Design the invitation

Open the event, then Invitation → Edit. Pick a template, headline, brand colour and cover image — the preview on the right shows your live registration page as you edit. The description field supports rich text (headings, bold, bullet lists), and the page automatically shows a map, an "Add to calendar" button, and a link to event photos if you've set one.

3
Add ticket types (optional)

Open Tickets → Manage to add a ticket name, price and capacity. Leave the price empty for free registration. Paid tickets need Stripe connected first.

4
Set up check-in staff (optional)

Open Check-in Staff → Manage to give each volunteer their own 4-digit PIN — no account needed. If you skip this, everyone shares your account PIN at the door.

5
Check people in on the day

Open the event's Check-in link on a phone. Enter your PIN, then either scan attendee QR codes with the camera or type the code in manually. Choose Express mode for a fast door (scan and it's recorded instantly) or Standard mode if you want to confirm each person's details before checking them in.

There's also a mobile-friendly, read-only Attendees board — a good second phone for someone who just needs to see who's arrived, without operating the scanner.

💳 Getting Paid for Ticket Sales (Stripe)

Connect Stripe once, then any ticket type with a price will collect payment automatically.

1
Start Stripe setup

Go to Settings → Billing and click Connect Stripe.

2
Fill in your business details

Stripe will ask for your business and bank details — this happens on Stripe's own secure site, not ExpoMate.

3
Finish if you get interrupted

If you close the window partway through, come back and click Finish Stripe setup → to pick up where you left off.

4
You're ready

Once approved, you'll see ✓ Stripe connected — you can sell paid tickets. Add a price to any ticket type and payments will flow directly to your bank.

ExpoMate charges a 2.2% platform fee on paid ticket sales, taken automatically at checkout — on top of Stripe's own processing fees. Free registrations have no fees at all.

👥 Team (Members & Digital Cards)

Give your team digital business cards with a QR code, contact details and one-tap sharing.

1
Add a team member

Go to Team → Members and add their name and login email. This sends them a login link to set up their own profile and photo at /staff/profile.

2
Turn on their card

Still in Team → Members, enable Card enabled and set a URL slug for them. Their card gets a QR code (visible on the card itself, no extra tap needed), plus quick links for phone, email, LinkedIn and website.

3
Grab share links

Team → Digital Cards lists everyone whose card is on, with a ready-to-copy link for each — handy for printing QR codes or adding to an email signature.

Team Cards is a separate feature from event registration — it's for your own staff, not your attendees.

🎤 Lineup (Speakers)

Add speakers or panellists to an event's registration page.

1
Add a speaker

Open an event, then Lineup → Add speaker. Add a name, title, short bio and photo.

2
They show up automatically

Once you've added at least one speaker, a Lineup section appears on the registration page in the order you added them. No speakers added yet? The section stays hidden — nothing to configure.

📸 Event Photos

Share a link to your event photo album — no uploading, ExpoMate doesn't store the photos itself.

1
Paste your gallery link

Open an event, then Photos → Manage, and paste a share link to a Google Drive, Dropbox, or other folder with your event photos.

2
It appears on the registration page

A "View event photos" button shows up automatically once a link is set. Leave it blank to hide the button.

This doesn't send anything automatically — if you want to let attendees know the photos are up, send a quick note from Attendee Updates on the event page with the link included.

📇 Lead Capture (Scan Link)

Scan business cards at a booth or event and turn them into contacts automatically.

1
Find your scan link

Go to Settings → Organisation — your scan link is shown as app.expomate.com.au/scan/your-company.

2
Scan a card

Open the link on your phone, snap a photo of the business card (or enter details manually), and it's saved straight into your Contacts.

3
Follow up your way

Scanning a card doesn't send anything automatically — it's a clean, silent capture into your CRM. From there, follow up manually through Contacts or Pipeline, whenever and however you'd like.

📋 Contacts & Pipeline

Every lead — from an event registration or a scanned card — lands in one CRM.

1
Contacts

See everyone you've captured, whether they came from an event registration or a card scan, with company, title and email in one list.

2
Pipeline

Move contacts through stages (New, Contacted, Interested, Proposal, Won, Lost) as you follow up, so you always know who still needs a reply.

3
Team → Lead Ownership

See who on your team has captured how many leads, company-wide — useful for a manager checking overall activity rather than one person's list.

👤 Staff Portal & Permissions

Your team can log in to their own space at app.expomate.com.au/staff/profile — separate from your main admin login.

1
What they see by default

Their own digital card, their own profile (editable), and their own contacts — the leads they've personally captured, shown as a list or a Trello-style board, editable, with notes and follow-up reminders. Nobody can delete a contact from here — only an admin can.

2
Give someone more (or less) access

In Team → Members, each person has two access settings: CRM leads access (no access / their own leads only / everyone's leads) and Events access (off by default, or view-only access to Attendees, Tickets and Check-in Staff for your events).

Events access is read-only — staff can see attendee and ticket info for events at their company, but can't create, edit or delete anything from there.

📧 Email Sending with Resend

Send confirmation emails, invitations and updates from your own address instead of a generic one.

1
Get a Resend API key

Create a free account at resend.com, then go to API KeysCreate API Key and copy it — you'll only see it once.

2
Add it to ExpoMate

In your dashboard, go to Settings → Email. Set Method to Resend (API key), then paste your key into the Resend API key field.

🔄 CRM Sync with Brevo RECOMMENDED

The simplest way to keep your contacts and email campaigns in one place — contacts sync to Brevo automatically, no third-party tools needed.

1
Get your Brevo API key

Log into Brevo and go to app.brevo.com/settings/keys/api to generate a key.

2
Add it to ExpoMate

Go to Settings → Integrations and paste it into Brevo API Key.

3
Choose a list (optional)

Set Brevo List ID if you want contacts added to a specific list. Leave it empty to use your default list.

4
Save

Click Save Brevo Settings. New contacts will sync automatically from then on.

🔗 Zapier / Make (or any other CRM)

Prefer HubSpot, Pipedrive, Salesforce or Airtable? Connect through a Zapier or Make webhook instead of Brevo.

1
Create a webhook trigger

In Zapier, create a new Zap using the Webhooks by Zapier app (or in Make, a Webhooks module) as the trigger. Copy the webhook URL it gives you.

2
Add it to ExpoMate

Go to Settings → Integrations, tick Enable webhook sync, and paste the URL into Webhook URL.

3
Save and test

Click Save CRM Sync, then Test Connection to send a sample payload and confirm it's working.

4
Finish the Zap

Back in Zapier or Make, map the incoming fields to your CRM of choice and turn the Zap on.

You can use Brevo sync and a Zapier/Make webhook at the same time if you want contacts going to both places.