Event Setup · JBFOne Knowledge Base
Make a Plan
JBFOne isn't just a new platform — it's a fresh start. Before you touch a single setting, step back, look at your sale from the outside in, and build it the way it was always meant to run. The franchisees who get the most out of JBFOne don't start by replicating what they've always done. They start with a plan.
This article walks you through the six planning areas you need to think through before you open JBFOne. Map them out first, and the platform does the heavy lifting for you.
What you'll complete:
- Review the six planning areas: Fees, Early Access Tickets, Drop-Off Appointments, Pick-Up Appointments, Questions, and Schedule & Segments
- Complete the JBFOne Planning Worksheet
- Confirm your foundation is in place before building Rules
Why Map It First?
JBFOne connects everything. Your fees link to your questions. Your questions shape your tickets. Your tickets unlock your schedule segments. Your segments power your rules. It's a system built to work together — and that means the order you build in matters.
When you map it out before you build, you're not just filling in fields. You're designing a consignor experience, a Team Member experience, and a sale that runs itself. JBFOne is designed to reward that kind of intentional setup.
Pro Tip Think of this as an opportunity to reimagine how your sale works — not just move it over. You may find that the way you've always done something isn't the only way, and JBFOne opens up better options.
The Six Planning Areas
Work through each of these before you start building in JBFOne. You don't need every detail locked down — but the more clarity you bring, the faster and cleaner your setup will be.
Fees
Fees are collected during registration. Every sale is different — your fee structure reflects your market, your consignor base, and how you incentivize early action. Think through every fee type you charge: what it costs, who it applies to, when it's valid, and how it's collected.
Plan: What fee types do you charge? What are the dates, amounts, and who does each one apply to?
Schedule & Segments
Your schedule is built from segments — one segment per phase, per day. JBFOne uses segments to control visibility: who can see and sign up for each part of your sale. Think through every phase your sale runs and who needs access to it.
Your early access tickets, Drop-Off appointments, Pick-Up appointments, and Team Member schedule all build on top of your schedule segments — which is why segments come first.
For each segment, plan: What phase is it? What day does it happen? Who should see it — Consignors, Team Members, Everyone, or Website only?
Drop-Off and Pick-Up appointment times are added inside segments — but you need the segment structure mapped before you can add them.
Plan: What phases happen on which days? Who needs to see each one?
Pro Tip Not sure where to start? Begin with your Schedule. Once you can see the full arc of your sale week — every phase, every day — the rest of your planning maps itself.
Early Access Tickets
Early access tickets control who shops before the general public — and when. Every sale runs its own tier structure based on how it rewards Team Members, Perfect Consignors, and other consignor groups. Think through each shopping tier you offer: who qualifies, what time they shop, and what they need to have earned to get in.
Plan: What early access tiers do you offer? What time does each tier shop, and what are the credit or eligibility requirements?
Drop-Off Appointments
Drop-Off is organized by consignor type, each with its own schedule segment and time blocks. Think through how you structure Drop-Off at your sale: how many appointment types you run, who each one is for, and how you manage capacity across each window.
Plan: What Drop-Off types do you run? What days and times does each one happen, and what capacity do you want per time block?
Pick-Up Appointments
Pick-Up appointments define when consignors return to collect unsold items — and what options they have when they do. Think through how many Pick-Up windows you run, who each one is for, and whether you offer a donate option that lets consignors skip Pick-Up entirely.
Plan: What Pick-Up windows do you run? What options do you offer consignors, and what capacity do you need per time block?
Questions
Questions are asked during registration and drive how JBFOne categorizes each consignor. There are two types:
- For Everyone — shown to all registrants (e.g., seller history, donation preference)
- For Segments — shown only when a specific condition is met (e.g., the Power Consignor path for 300+ items)
Your answers here directly determine which fees, tickets, and schedule segments a consignor sees. Draft each question, its answer options, and who it applies to before you build.
Plan: What questions do you need to ask? What does each answer unlock or change?
Use the Planning Worksheet
The JBFOne Planning Worksheet is a Google Sheet designed to help you organize all six planning areas before you build anything in the platform. It's your blueprint.
The worksheet is divided into three sections:
- Fees / Payouts — seller types, amounts, and dates
- Tickets — tier names, who they apply to, and when
- Schedule — segment type, who sees it, and the dates/times
- Questions — question text, answer options, and who each question applies to
Before You Build
Rules are the most powerful feature in JBFOne — they automate what consignors and Team Members see based on who they are and when. But the rule builder only references what already exists. If your questions, fees, tickets, and schedule segments aren't in place first, your rules have nothing to point to.
Build rules too soon — before your setup is complete — and you'll break them the moment you add something new. That means rebuilding rules you've already written. It doubles the work.
Get the foundation right first. Confirm all six planning areas are done before you open the Rules section:
- Questions drafted and ready to enter
- Schedule segments mapped — all phases, all days
- Fees set — all types with dates, amounts, and who they apply to
- Early Access Tickets built — all tiers with correct profiles and eligibility
- Drop-Off Appointments mapped — types, time blocks, and capacity
- Pick-Up Appointments mapped — windows, options, and capacity
- Planning Worksheet complete and saved
Pro Tip Know your questions, fees, tickets, and schedule segments first — then build your rules once, cleanly, with everything already in place.
Your plan is ready — time to build.
Last Updated: SW — 06/08/2026