New user onboarding

When you sign in and don't have a brand yet, Fanz takes you to /new-user — a full-screen wizard that creates your brand and tailors the dashboard to how you actually work. There is no sidebar and no top bar; the wizard is the only thing on screen until your brand is created.

The wizard is typeform-style: one question per screen, scroll-snapped, with a progress bar at the bottom so you always know how far you've come.

Already finished it once and need to change an answer? Most of these settings live in Settings → Brand afterwards, and the modules that get hidden can be re-enabled at any time. Nothing you pick here is permanent.

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What you see before the questions

Welcome screen

An animated Fanz logo, a short tagline, and a Get started button. Tap it to begin.

Top-right actions

Two icon buttons live in the top-right corner across the entire wizard:

Button	What it does
Language (globe icon)	Switch the wizard between Spanish and English at any moment. Your choice is also remembered for the rest of the dashboard.
Logout (door icon, red)	Sign out completely. Useful if you signed in with the wrong Google account — sign out, sign back in with the right one, and the wizard restarts.

The logout icon fades in a moment after the welcome animation finishes so it doesn't compete with the Fanz logo.

Floating Fanzly button (chat help)

A blue chat bubble in the bottom-right corner opens Fanzly, the AI assistant, in a small popover without leaving the wizard. Use it any time you're not sure what an option means or what to pick — Fanzly knows which step you're on and what you've answered so far, so its help is grounded on your actual situation.

It's intentionally a small popover (not a fullscreen panel) so you don't lose your place in the wizard.

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The 10 steps

The wizard has 10 steps. If you arrived through a sales conversation that already collected some of this information, those steps are skipped and pre-filled — you'll see fewer dots in the progress bar but the experience is identical.

The progress bar at the bottom shows the steps you still need to answer — skipped steps don't count toward the total. You can also tap any dot to jump back to a previous step.

Step 1 — Organization type

Question: "What kind of venue do you run?" Subtitle: "We use this to tailor your first emails and suggestions."

A scrollable, searchable list of around 45 venue types. Type in the search box at the top to filter the list, then click the option that best describes you. The wizard advances automatically once you click.

This is the single most important answer in the wizard. Fanz uses it to:

• Pick the right starter copy for your first emails and suggestions.
• Segment your brand for the Customer Success team so you get the right activation guidance.
• Tailor the rest of the dashboard's tone to your kind of business.

How to pick when nothing fits perfectly

Situation	What to pick
I run several different kinds of events (e.g. theater + festivals + private events)	Pick the one that represents the majority of your sales, or pick Other if none clearly leads. The dashboard does not lock features by venue type — you'll still be able to do everything regardless of this answer.
I'm not sure / I'm just trying it out	Pick Other. You can change the venue type from Settings → Brand later.
My venue type isn't in the list	Pick the closest match, or Other. We add new types regularly — let us know which one you'd like via the Fanzly chat.
I run a chain / multiple branches	Pick the type of the venue you'll start with. Each Fanz brand maps to one organization; if you want each branch as its own brand, you can create more brands later from the brand selector.

The full list of venue types

Theatre · Cinema · Cultural Center · Concert Hall · Bar · Nightclub · Circus · Production Company · Theme Park · Festival · Conference · Education · Sports · Museum · Food · Other · Band · Winery · Stadium · Tourism · Hotel · Arena · Management Agency · Stand-up Comedy · Expeditions · Park · Beach Club · Gay Club · Chef · Rooftop · Beauty Salon · Event Hall · Workshop · Coffee Shop · Dance School · Residency · Coworking Space · Yoga · Auditorium · Zoo · Bank · Recreation · Party Audio · Shopping Mall · Casino.

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Step 2 — Seat layout

Question: "How are your events laid out?" Subtitle: "We'll surface the right tools for how you sell tickets."

Three options, single choice:

Option	When to pick it	What it does
Numbered seats	Theater, stadium, or any assigned-seating venue	Keeps the Seat maps module visible so you can build your seating charts.
General admission	Festivals, standing-room shows, open-floor parties	Hides the Seat maps module so it doesn't clutter your sidebar. You can re-enable it later if you ever need it.
Both	You run different kinds of events that mix numbered and general admission	Keeps Seat maps visible. Pick this if you're not sure — it's the safe default.

The wizard advances automatically.

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Step 3 — Sales channels

Question: "How do you plan to sell tickets?" Subtitle: "You can select more than one option."

This is the only step where you can select multiple options — pick all that apply, then click Continue.

Channel	When to pick it
Online	Buyers purchase from your Fanz event page, your website, or a link you share. Almost every organizer uses this.
Promoters / street team	You have RRPP, hosts, or sellers who promote events and earn commission. Picking this enables the RRPP commission and member tracking flows.
Box office / door	You sell tickets in person at the door or at a physical box office (cash, card terminal, etc.). Picking this keeps the Ticket office closings report visible under Reports.

If you don't pick "Box office / door", the Ticket office closings report stays hidden — it only matters for cash-session reconciliation.

You can pick any combination. Most organizers pick Online + one or both of the others.

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Step 4 — Settlement reports (Bordereaux)

Question: "Do you need advanced settlement reporting?" Subtitle: "Bordereaux provide detailed settlement reports for partners and co-producers."

Two options:

Option	When to pick it	What it does
Yes, I work with partners	You split revenue with producers, artists, or co-organizers and need a settlement report ("bordereau") at the end of each event	Keeps the Bordereaux module visible.
No, I handle it myself	You're the only organizer and don't need to produce settlement reports for anyone else	Hides the Bordereaux module. You can re-enable it from settings later.

Not sure what a bordereau is? It's a structured settlement report (the term comes from accounting/insurance) that breaks down ticket revenue, fees, and net payout per event date. Useful when sharing income with artists, partners, or rights-holders. If none of that applies to you, pick No.

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Step 5 — Loyalty / memberships

Question: "Do you run loyalty or membership programs?" Subtitle: "Memberships let you offer perks and discounts to your most engaged fans."

Option	When to pick it	What it does
Yes, I have memberships	You sell subscriptions, fan clubs, season passes, or any plan that customers renew or hold over time	Keeps the Memberships module visible with plans, members, and analytics.
Not yet — tickets only	You only sell event tickets, no recurring plans	Hides the Memberships module. You can turn it on whenever you want from settings.

Pick Not yet if you're starting with single tickets. You can always come back later.

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Step 6 — Audience size

Question: "What size audience do you usually expect?" Subtitle: "We use this to show Referrals when they're a good fit."

Option	When to pick it	What it does
Usually more than 300 people	Larger crowds — concerts, festivals, big shows	Keeps the Referrals module visible (referral programs work best at scale).
Up to around 300 people	Smaller or mid-size events	Hides the Referrals module so it stays out of your way until you need it.

This is just about typical expectation — picking one over the other doesn't lock anything. If your events grow later, you can re-enable Referrals from settings.

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Step 7 — Recurring audience

Question: "Do you have a recurring audience?" Subtitle: "People who come back to more than one show or edition."

Option	When to pick it	What it does
Yes, many people come back	Theaters, venues with regular programming, recurring festivals, sports clubs, anything with returning customers	Keeps Marketing visible and suggests setting up your first email campaign in the getting-started checklist.
Not really / I'm not sure	One-off events, tours, occasional shows	Marketing stays visible (you can always use it), but the "set up your first email campaign" checklist card is hidden so it doesn't push you toward something you don't need yet.

The Marketing module is never hidden. Even if you pick No, you'll still find Marketing in the sidebar — we just won't actively push you to use it.

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Step 8 — Cross-event audiences (Upsell)

Question: "Do you want to cross-sell audiences between your events?" Subtitle: "With upsell you can offer another of your events at checkout and drive cross-event sales."

Option	When to pick it	What it does
Yes, enable upsell	You run more than one event and want to recommend Event B during the checkout of Event A	Keeps the Upsell module visible and adds "Create your first upsell offer" to the getting-started checklist (it appears once you have 2 events).
Not for now	You only run one event, or you don't want to cross-promote	Hides the Upsell module until you turn it on later.

This is unrelated to Referrals — referrals reward fans who bring friends; upsell recommends another event to a buyer who's already at checkout.

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Step 9 — Brand name

Question: "What's your brand called?" Subtitle: "This is the name your customers will see on the ticket store and in emails."

A single text field. Type in your brand name (max 120 characters) and press Enter or click Continue.

What goes here

The public-facing name of your organization — what you want printed on tickets, shown on your event page, and used as the From name in emails. Examples:

• "Luna Negra Theater"
• "Festival de la Cosecha"
• "XYZ Productions"

What does NOT go here

This is not your legal name or company name. Tax ID, legal name, and fiscal address are configured later in Settings → Brand.

You can rename your brand at any time afterwards from Settings.

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Step 10 — Brand logo

Question: "Upload your brand logo" Subtitle: "It will appear on your website, tickets, and emails. You can change it later."

A round drop zone — click it to pick a file, or drag-and-drop your logo onto it.

Specification	Value
Accepted formats	Any image (PNG, JPG, SVG, GIF, WEBP)
Max size	4 MB
Recommended shape	Square (the preview is round)

Once uploaded, click Create brand to finish.

Skip option

You can also click "Skip, I'll add it later" below the button if you don't have a logo handy yet. The skip link only appears when no logo is uploaded — uploading one replaces the skip with the Create brand action.

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After you click "Create brand"

A loading screen takes over with three rotating messages:

1. Tidying up the interface…
2. Setting up your shortcuts…
3. Getting Fanz ready for you…

In the background, Fanz:

• Creates your brand with the name, logo, organization type, and country/currency defaults.
• Hides the modules you said you don't need (Seat maps, Memberships, Bordereaux, Upsell, Referrals, Ticket office closings — based on your answers).
• Saves your wizard answers to power the Customer Success activation chain and your getting-started checklist.

You're then redirected to the home page (/), where the getting-started checklist picks up where the wizard left off — covering payments, your first event, your website, and any remaining setup tasks.

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What happens if you stop in the middle

There is no save button — the wizard expects to be completed in one sitting. If you log out or close the tab partway through:

• Nothing is created on your side until you click Create brand at the end.
• When you sign back in, you land on /new-user again from the welcome screen and start over. Your previous answers are not stored.
• If you arrived via a sales conversation, the questions that were already answered in that conversation are still skipped — you only re-answer the steps that show in the progress bar.

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Pre-filled answers (sales-led signups)

If you arrived through a Fanz sales conversation (for example via a personalized link), some answers may already be filled in:

• The welcome screen is skipped — you go straight to the questions.
• Your brand name, venue type, and any answers you already gave are pre-selected; the matching steps are removed from the progress bar.
• You only see the steps that still need an answer.

You can still change any pre-filled answer before you click Create brand — pick a different option on the visible steps, or edit the brand name on the Brand name step (if it's shown). Once the brand is created, edit anything from Settings → Brand.

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Related pages

Route	Role
/new-user	This wizard. Only shown to users with no brand yet. If you already have a brand, going here redirects to /.
/ (home)	Where you land after the wizard. The home page shows the getting-started checklist until your brand is fully set up.
Settings → Brand	Where to edit anything you set during the wizard (brand name, logo, organization type, country, fiscal data).

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Next steps

1. Create your Fanz account — Signing up.
2. Getting started checklist — What happens after the wizard.
3. Brand settings — Edit anything you set in the wizard.

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