Account Setup & First Steps

Welcome to STEVEN! Let's get you set up and ready to start planning. Whether you're a couple preparing your wedding or a coordinator managing client events, this guide walks you through account creation and initial setup.

Creating Your Account

STEVEN uses passwordless authentication for a simpler, more secure experience. No passwords to remember!

Magic Link (Email)

Visit steven.printrail.com/sign-up
Enter your email address
Click "Send magic link"
Check your email for a magic link
Click the link to sign in instantly!

For the fastest setup, use one of these options:

Google Sign-In

Click "Continue with Google"
Select your Google account
Grant permissions
You're instantly signed in!

Facebook Sign-In

Click "Continue with Facebook"
Log in to your Facebook account
Grant permissions
You're ready to go!

Step 2: Signing In

Every time you need to sign in:

Enter your email address
Click "Send magic link"
Check your inbox (and spam folder) for the magic link email
Click the link and you're in!

Initial Setup Process

Role Selection

When you first log in, STEVEN asks "Who Are You?" to personalize your experience:

Event Coordinator — For professionals who plan events for clients
Couple / Host — For people planning their own event
Other — Friends, family members, or other roles

This choice affects default features, dashboard messaging, and contextual tips. You only see this step once, during your first event creation.

Tip: Event coordinators should also check the Quick Start for Planners guide for professional features.

Your First Event

After role selection, you'll create your first event:

Event Name - Enter your event title (e.g., "Maria & Juan's Wedding")
Event Date - Select your event date
Event Type - Choose from Wedding, Birthday, Corporate Event, etc.
Basic Details - Add venue, time, and description
Privacy Settings - Choose if you want to enable RSVP collection

Understanding Your Account

Profile Settings

Access your profile by clicking your avatar in the top-right corner:

Personal Information - Name, email, phone number
Account Settings - Notification preferences
Subscription Status - Current plan and usage
Event Preferences - Default settings for new events

Subscription Plan

New accounts start with the STEVEN Starter plan (free) which includes:

Up to 50 guests
1 event
Dashboard, budget tracking, timeline, and tasks
Guest list management
Layout planner (whiteboard)
Import/Export functionality
Draft mode only (cannot publish for RSVP collection)

To enable RSVP collection, seating, vendors, Memories, collaboration, and the Ask STEVEN AI assistant, consider upgrading to STEVEN Plus or Pro.

First Steps After Setup

1. Complete Your Profile

Add your profile picture
Fill in contact information
Set notification preferences

2. Explore the Dashboard

Familiarize yourself with the layout
Check out the main navigation menu
Review available features

3. Start Adding Guests

Begin with immediate family members
Add contact information
Set guest roles (Principal Sponsors, Wedding Party, etc.)

4. Set Your Budget

Enter your overall wedding budget
Create budget categories
Start tracking early expenses

5. Plan Your Timeline

Add key dates and milestones
Set reminders for important tasks
Create your planning checklist

Account Security

Passwordless Security

STEVEN uses magic links instead of passwords, which means:

No passwords to remember or get stolen
Each magic link expires after use
Links are sent only to your verified email

Data Privacy

Your data is secure with STEVEN:

All information is encrypted
We never share your data with third parties
You can export or delete your data anytime

Need Help?

If you encounter any issues during setup:

Common Solutions

Can't find magic link email? Check your spam/junk folder
Social sign-in not working? Try clearing your browser cache
Magic link expired? Simply request a new one from the sign-in page

Contact Support

Email: steven@printrail.com
Facebook: STEVEN on Facebook
Response Time: Within 12-24 hours

Congratulations! You're now ready to start planning with STEVEN. Let's make your event planning journey smooth and enjoyable!