--- title: "Getting started" url: https://www.tallievents.com/docs/getting-started updated: 2026-11-06 site: "Talli" --- ### All guides #### [Docs home](https://www.tallievents.com/docs) #### Getting started - [Getting started](https://www.tallievents.com/docs/getting-started) - [Organization settings and branding](https://www.tallievents.com/docs/branding) #### Venues and layouts - [Venues](https://www.tallievents.com/docs/venues) - [Floor plans and layouts](https://www.tallievents.com/docs/floor-plans-and-layouts) - [Venue map and signs](https://www.tallievents.com/docs/venue-map-and-signs) - [One layout across a series](https://www.tallievents.com/docs/series-layouts) #### Events - [Events](https://www.tallievents.com/docs/events) - [Agenda](https://www.tallievents.com/docs/agenda) - [Write with AI](https://www.tallievents.com/docs/write-with-ai) - [Cloning events](https://www.tallievents.com/docs/cloning) - [Languages and translation](https://www.tallievents.com/docs/languages) - [Registration form](https://www.tallievents.com/docs/registration-form) #### Team - [Team and roles](https://www.tallievents.com/docs/team-and-roles) - [Roles and activity log](https://www.tallievents.com/docs/roles-and-activity) #### Registration and attendees - [Public registration and tickets](https://www.tallievents.com/docs/registration) - [Attendees](https://www.tallievents.com/docs/attendees) - [Orders and group registration](https://www.tallievents.com/docs/orders-and-groups) - [Session sign-up and CE credits](https://www.tallievents.com/docs/sessions-and-credits) #### Communication - [Emails and contact lists](https://www.tallievents.com/docs/emails) - [Surveys](https://www.tallievents.com/docs/surveys) #### Planning and websites - [Tasks and checklists](https://www.tallievents.com/docs/tasks-and-checklists) - [Event website](https://www.tallievents.com/docs/event-website) #### Exhibitors - [Exhibitors](https://www.tallievents.com/docs/exhibitors) - [Brand portal and booth scanner](https://www.tallievents.com/docs/brand-portal) #### At the door - [Check-in](https://www.tallievents.com/docs/check-in) - [Devices and offline check-in](https://www.tallievents.com/docs/devices-and-offline) - [Talli for iPhone](https://www.tallievents.com/docs/mobile-app) #### Reports and AI - [Dashboard, overview and reports](https://www.tallievents.com/docs/dashboard-and-reports) - [AI assistants](https://www.tallievents.com/docs/ai-assistants) [Docs](https://www.tallievents.com/docs) / Getting started # Getting started Talli runs in your web browser. There is nothing to install. Signing up creates your account and your organization together, and you become the organization's owner. ## Create your account 1. Open the sign-up page and choose **Create account**. 2. Step 1 asks for your full name, your work email and a password. The password needs at least 8 characters (and at most 128). A check mark appears once it is long enough. 3. Choose **Continue**. 4. Step 2 asks for your organization's name. This is the name attendees see on your registration pages, tickets and emails. It can be up to 120 characters. 5. Choose **Create organization**. You are signed in and taken to your Overview page. If something is missing or wrong, Talli shows a message next to the field and keeps what you typed. If an account with your email already exists, Talli tells you to sign in instead. Your organization also gets a web address name, made from its name (for example "Capital Region Safety Council" becomes `capital-region-safety-council`). It becomes part of every registration page address. It is set once, when the organization is created, and does not change if you rename the organization later. If another organization already uses the name, Talli adds a number to yours. ![The Talli sign-up page, step 1 of 2, asking for full name, work email and password.](https://www.tallievents.com/api/media/a8d4e653-2cb6-4086-8f77-0ee35feed11a/talli-sign-up.webp) Creating an account. Shown with sample data. ## Sign in 1. Open the sign-in page. 2. Enter your work email and password, then choose **Sign in**. If the email and password do not match an account, Talli says so without telling you which one is wrong. If you were sent to the sign-in page because you opened a link inside Talli, you land on that page after signing in. If you are already signed in, the sign-in and sign-up pages send you straight to your Overview. Password reset is Coming soon. ## Sign out Choose **Sign out** under your name at the bottom of the left sidebar. You return to the sign-in page. ## What you see first The Overview page greets you by first name. Until you have events, it points you to the next step: add a venue, then create your first event. Once you have events it shows: - Events this year, registered people, open seats and how many upcoming events offer more than one language. - A list of upcoming events with their status and how full they are. - Registrations by region for this year. - A "Live now" card while an event is running. ![The Overview page saying Hello, Dana, with a Live now card for Beat the Heat - Albany at 92 of 120 checked in, totals for events, registrations, waitlist and language access, upcoming events, registrations by region and a Needs attention list.](https://www.tallievents.com/api/media/81b3bf12-3b51-443d-a1fe-d53d718cd3d4/talli-overview-home.webp) The Overview page. Shown with sample data. Ask your assistant ``` Give me a quick overview of our organization in Talli: live and upcoming events, this year's totals and anything that needs attention. ``` Select the prompt and copy it into Claude or ChatGPT connected to Talli. Uses `get_overview`, `get_organization`. [Connect an assistant](https://www.tallievents.com/docs/ai-assistants#connect-claude) ## A good order for setting up 1. [Add your logo and brand color](https://www.tallievents.com/docs/branding). 2. [Add a venue](https://www.tallievents.com/docs/venues). 3. [Create an event](https://www.tallievents.com/docs/events). 4. [Set up the registration form](https://www.tallievents.com/docs/registration-form). 5. Publish the event and share its link (see [registration](https://www.tallievents.com/docs/registration)). ## Teams Today a new organization has one person: the owner. Owners and admins add teammates on the [Team page](https://www.tallievents.com/docs/team-and-roles). See [roles and activity](https://www.tallievents.com/docs/roles-and-activity) for what each role can do. ## From an AI assistant Connect an assistant first: see [AI assistants](https://www.tallievents.com/docs/ai-assistants). Signing up, signing in and signing out happen in Talli only. Once connected, an assistant can read your organization with `get_organization` with `{}` and `get_overview` with `{}`, and follow the same setup order with `create_venue`, `create_event`, `set_ticket_types`, `set_form_fields` and `publish_event`. [Back to all guides](https://www.tallievents.com/docs)