Event Management

• 1
  Log in as an administrator and go to the Admin Dashboard.
  Learn how to log in here →
• 2
  Under ‘Modules’ on the left menu, click Events > Event Categories (or use the Search space at the top left)
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  Click the Create New Event Category button
  
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  Fill in the Event Category Information

  • Category Name - this serves as the Event Category name/title
  • Category Order - this serves as the Order of the event category
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  Submit the new event category

  • Create - click the 'Create' button to submit the new event category. This action creates your event category, closes the page and redirects you to the Event Category Listing page (see image below). On the Event Category Listing page, you will see a note "Event category created successfully".
  • Create and Continue Edit - Click the 'Create and Continue Edit' button to submit the new event category. This action creates your event category but lets you stay on the page.
  • Reset - click the 'Reset' button to start over. This action refreshes the page and shows a blank 'Create New Event Category' page. Your event category will not be saved/created.
  
• 6
  A message will appear at the top of the dashboard that says ‘Event category created successfully’ to confirm the updates have been successful.
  

• 1
  Log in as an administrator and go to the Admin Dashboard.
  Learn how to log in here →
• 2
  Under Modules on the left menu, choose Events
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  Click Event Listing
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  Search for the Event Listing you wish to update
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  Click the Edit icon beside the Event Listing
  
  
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  Update or add the Event Category on the Event Categories field
  
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  Once done, click the 'Save' button at the bottom of the page to apply changes.
• 8
  There will be a notification that your event has been updated successfully. You should now be able to see the Event Category in your event and every Event Category option.
  

• 1
  Log in as an administrator and go to the Admin Dashboard.
  Learn how to log in here →
• 2
  Under Modules on the left menu, choose Events
• 3
  Click Event Listing
• 4
  Search for the Event Listing you wish to update
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  Click the Edit icon beside the Event Listing
  
  
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  Remove the category from the "Event categories" field.
  
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  Scroll to the bottom and click "Save".
• 8
  There will be a notification that your event has been updated successfully.
  
• 9
  Congratulations! You have successfully managed the Event Category.

• 1
  Log in as an administrator and go to the Admin Dashboard.
  Learn how to log in here →
• 2
  Under Modules on the left menu, click the Events dropdown
• 3
  Select Event Schedules
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  Click Create New Event Schedule
  
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  Fill up the Event Schedule Information

  • Event- select the event you are creating the schedule for - the event created above/recently - from the options.
  • Title- enter the title of the event schedule.
  • One-Day Event- put a check if the event is for one day only.
  • Start Date- enter the first day of the event, including the start time and end time.
  • End Date- enter the last day of the event, including the start time and end time.
  • Event Timezone- select the correct time zone from the dropdown options, or you can tick the "Use Location Timezone" checkbox to have your event use the preferred location's timezone
  • (Use Location TimeZone) - tick this (optional) if you wish to use the location timezone to create a new one.
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  Click Create to create your new schedule
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  A message will appear at the top of the dashboard saying ‘Event created successfully’ to confirm the updates are successful
  

• 1
  Log in as an administrator and go to the Admin Dashboard.
  Learn how to log in here →
• 2
  Under Modules on the left menu, choose Events > Event Settings
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  Click Event Schedules
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  From the Event Schedule listing, search for the event schedule you want to edit
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  Click the "Edit" icon to edit the event schedule
  
  
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  Edit any or all items below:

  • Event- select the event you are creating the schedule for - the event created above/recently - from the options.
  • Title- enter the title of the event schedule.
  • One-Day Event- put a check if the event is for one day only.
  • Start Date- enter the first day of the event, including the start time and end time.
  • End Date- enter the last day of the event, including the start time and end time.
  • Event Timezone- select the correct time zone from the dropdown options, or you can tick the "Use Location Timezone" checkbox to have your event use the preferred location's timezone
  • (Use Location TimeZone) - tick this (optional) if you wish to use the location
  • Presenter - select the presenter of the event from the options or click the
  • Participation Fee enter the price value for the event.
  • Ticket Pool - select the ticket pool of the event from the options or click the to create a new one.
    Learn how to create a new ticket pool here →
  • Max Attendees enter the maximum number of attendees for this event. If Max Attendees is set to 0, the max attendee is unlimited.
  • Disable Payment put a check to disable payment for the event.
  • Hide Schedule select to hide the event schedule if needed
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  Once done, Save to update changes.

• 1
  Log in as an administrator and go to the Admin Dashboard.
  Learn how to log in here →
• 2
  Under Modules on the left menu, choose Events > Event Settings
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  Click Event Schedules
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  From the Event Schedule listing, search for the event schedule you want to delete
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  Click the "Delete" icon to delete the event. A popup will appear to confirm deleting the event.
  
• 6
  Once clicked, a pop-up modal will show "Are you sure you want to delete this event schedule? This action can not be undone." with buttons.

  • Cancel - clicking this button closes the pop-up and shows the event schedule details. You can still edit the event by clicking "Delete" on the top right corner of the page (shown below), and the same popup will appear for confirmation.
  • OK - clicking this button deletes the event and shows a popup "Event schedule deleted successfully.". This action takes you back to the Event Listing.
  
  

• 1
  Log in as an administrator and go to the Admin Dashboard.
  Learn how to log in here →
• 2
  Under Modules on the left menu, choose Events
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  Click Event Settings
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  Select Add-on Types
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  Click the 'Create Event Add-on Type' button
  
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  Fill out the details:

  • Name - enter the name of the add-on type.
  • Description - a brief or short description of the add-on type.
  
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  Click Create, Create and Continue Edit or Reset.

  • Create - click the 'Create' button to submit the new add-on type. This action creates your add-on, closes the page and redirects you to the 'Event Add-on Type Management' page (see image below). On the Event Add-on Type Management, you will see a note "Event add-on type created successfully".
  • Create and Continue Edit - Click the 'Create and Continue Edit' button to submit the new add-on type. This action creates your add-on type but lets you stay on the page.
  • Reset - click the 'Reset' button to start over. This action refreshes the page and shows a blank 'Create Event Add-on Type' page. Your add-on type will not be saved/created.
  

• 1
  Log in as an administrator and go to the Admin Dashboard.
  Learn how to log in here →
• 2
  Under Modules on the left menu, choose Events
• 3
  Click Event Add-Ons
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  Click the 'Create New Event Add-on' button
  
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  Fill out the add-ons details:

  • Name - enter the name of the new event add-on. This field is required.
  • Event Add-on Type - select the add-on type from the options. This field is required.
    • Learn how to create a new add-on type here.
  • Price - enter the price for the new event add-on. This field is required.
  • Description - enter the description of the new event add-on.
  
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  Click Cancel, Create, Create and Continue Edit or Reset

  • Create - click the 'Create' button to submit the new add-on. This action creates your add-on, closes the page and redirects you to the Event Add-on Management (see image below). On the Event Add-on Management, you will see a note "Event add-on created successfully".
  • Create and Continue Edit - Click the 'Create and Continue Edit' button to submit the new add-on. This action creates your add-on but lets you stay on the page.
  • Reset - click the 'Reset' button to start over. This action refreshes the page and shows a blank 'Create Event Add-on' page. Your add-on will not be saved/created.
  

• 1
  Log in as an administrator and go to the Admin Dashboard.
  Learn how to log in here →
• 2
  Under Modules on the left menu, choose Events
• 3
  Click Event Listing
  
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  Search for the Event you want to add an add-on
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  Click the View Details icon
  
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  Scroll down to see the tabs under the Record Information section
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  Click the Event Add-ons tab
  
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  Enter the Add-On information:

  • Event Add-On - select an existing add-on from the options.
    • Click the icon to the right of the Event Add-On field.
    • Enter the following information:
      • Name - enter the name of the new add-on.
      • Add-on Type - select the Add-on type from the options.
      • Price - enter the price of the add-on.
      • Description - enter a brief description of the add-on.
    • Click "Create". You can also create a new Event Add-On from the Event Add-ons module here.
  • Event - by default, it is showing the event name you're into or you can select other events from the options.
  
  
  You should see the new add-on for the event on the listing under the "Event Add-Ons" tab now.
  

• 1
  Log in as an administrator and go to the Admin Dashboard.
  Learn how to log in here →
• 2
  Under Modules on the left menu
• 3
  Find and choose Forms
• 4
  Click ‘Create New Form’ on the top left of Form Management.
  
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  Drag and drop the 'Event Add-Ons' field and place it anywhere you want it to display
  
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  You can 'Preview' your form and once you're all set, click 'Finish Build Form and Start Configuration' and then click 'Finish'
  
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  You should now see the updated location of your event add-ons on the form.
  
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  If you have not set the 'Event Add-Ons' field on your form, the add-ons will still show but the location will be at the bottom of the form
  
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  Event Add-On on the Actual Event Page:

  • By default, the add-on will be located at the bottom of your form (if you want to place it anywhere, click here)
  • Users can input a quantity and will be calculated based on the price of the add-on
  
• 10
  Congratulations! You have successfully added Add-Ons to your Event.

• 1
  Log in as an administrator and go to the Admin Dashboard.
  Learn how to log in here →
• 2
  Under Modules on the left menu, choose Events
• 3
  Click Event Listing
• 4
  Search for the Event you want to add an add on
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  Click the View Details icon
  
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  Scroll down to see the tabs under the Record Information section
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  Click the Event Add-ons tab
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  Click the (Manage the Add-on attribute) icon of the add-on
  
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  Click 'Create Event Add-on Attribute'
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  Input add-on attribute details, then click 'Create'.
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  You should be able to see the new attribute for the add-on
  

• 1
  Log in as an administrator and go to the Admin Dashboard.
  Learn how to log in here →
• 2
  Under Modules on the left menu, choose Events
• 3
  Click Event Listing
• 4
  From the Events listing, search for the event you want to add an add-on to
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  Click the "View Details" icon to see the event's details
  
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  Scroll down to see the tabs under the "Record Information" section
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  Click the "Event Add-ons" tab
  
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  Under the "Event Add-ons" tab, click the "Remove Add-on" icon.
  
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  A popup will show for confirmation, click 'OK' if you want to continue removing the add-on from the event.
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  Click 'Cancel' if you want to go back.
  
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  You should be able to see a notification that you have successfully removed the add-on from the event.

• 1
  Log in as an administrator and go to the Admin Dashboard.
  Learn how to log in here →
• 2
  Under Modules on the left menu, choose Events
• 3
  Click Event Add-Ons
  
• 4
  From the Event Add-Ons listing, search for the event add-on you want to delete
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  Click the "Delete" icon to delete the add-on
  
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  A popup will appear to confirm deleting the event add-on.
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  Click 'OK' if you want to continue deleting the add-on.
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  Click 'Cancel' if you want to go back.
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  You should be able to see a notification that you have deleted the add-on successfully.
• 10
  Congratulations! You have successfully managed the Event Add-Ons.

• 1
  Log in as an administrator and go to the Admin Dashboard.
  Learn how to log in here →
• 2
  Under Modules on the left menu, choose Events
• 3
  Click Event Settings
• 4
  Select Attendee Types
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  Click the 'Create Attendee Type' button
  
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  Fill out the details

  • Name - enter the name of the attendee type.
  • Description - a brief or short description of the attendee type.
• 7
  Click Create, Create and Continue Edit or Reset

  • Create - click the 'Create' button to submit the new add-on type. This action creates your add-on, closes the page, and redirects you to the Attendee Type Management page (see image below). On the Event Attendee Type Management, you will see a note "Attendee type created successfully".
  • Create and Continue Edit - Click the 'Create and Continue Edit' button to submit the new Attendee Type. This action creates your Attendee Type but lets you stay on the page.
  • Reset - click the 'Reset' button to start over. This action refreshes the page and shows a blank fields page. Your Attendee Type will not be saved/created.
  

• 1
  Log in as an administrator and go to the Admin Dashboard.
  Learn how to log in here →
• 2
  Under Modules on the left menu, choose Events
• 3
  Click Event Settings
• 4
  Select Attendee Types
• 5
  Click the Edit icon on the leftmost side of the Attendee Type you wish to update
  
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  Update the details

  • Name - enter the name of the attendee type.
  • Description - a brief or short description of the attendee type.
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  Click Save, Save and Continue Edit or Reset

  • Save - Click the 'Save' button to save the changes. This action saves the changes, closes the page, and redirects you to the listing page and you will see a note "Attendee type updated successfully."
  • Save and Continue Edit - Click the 'Save and Continue Edit' button to save the changes. This action saves the changes but lets you stay on the page.
  • Reset - click the 'Reset' button to start over. This action refreshes the page and shows a blank fields page. Your Attendee Type will not be saved/created.
  

• 1
  Log in as an administrator and go to the Admin Dashboard.
  Learn how to log in here →
• 2
  Under Modules on the left menu, choose Events
• 3
  Click Event Settings
• 4
  Select Attendee Types
• 5
  Click the View Details icon on the leftmost side of the Attendee Type you wish to remove<
  
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  Click the Delete button on the top right of the View Details page
  
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  Click OK on the "Are you sure you want to delete this attendee type? This action cannot be undone." popup.
• 8
  Click OK on the "Attendee type deleted successfully." popup.
• 9
  Congratulations! You have successfully managed the Event Attendee type.

• 1
  Log in as an administrator and go to the Admin Dashboard.
  Learn how to log in here →
• 2
  Under Modules on the left menu, choose Events
• 3
  Click Event Listing
• 4
  Click the Create New Event button
• 5
  You will be redirected to the Event Management configuration page
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  Click on the Booking Form
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  On the Modal pop up Click the Use this Form for Events checkbox
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  IMPORTANT: Make sure to tick the checkbox Use this Form for Events on the top of the form, otherwise, it will not show on the Events Management
  
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  Add the required fields you want to appear in the form:

  • First Name and Last Name or Full Name - this will show as the Booking Attendee
  • Email Address
  • Select Attendee Type of First Name or Full Name
  • Add other desired fields on your event form then click ‘Finish Build Form and Start Configuration’
  • Configure form email settings and the Thank You Message, then click ‘Finish Configuration’
• 10
  Once done, click Submit to save changes.

• 1
  Log in as an administrator and go to the Admin Dashboard.
  Learn how to log in here →
• 2
  Use ‘Search’ or look under ‘Modules’ on the left menu, find and choose Forms
• 3
  Click ‘Create New Form’ on the top left of Form Management
  
• 4
  You will be redirected to the Form configuration
• 5
  IMPORTANT: Make sure to tick the checkbox Use this Form for Events on the top of the form, otherwise, it will not show on the Events Management
  
  You can copy an existing form if easier. Keep forms as simple as possible.
• 7
  Add the required fields you want to appear in the form:

  • First Name and Last Name or Full Name - this will show as the Booking Attendee
  • Email Address
  • Select Attendee Type of First Name or Full Name
  • Add other desired fields on your event form then click ‘Finish Build Form and Start Configuration’
  • Configure form email settings and the Thank You Message, then click ‘Finish Configuration’.

• 1
  Log in as an administrator and go to the Admin Dashboard.
  Learn how to log in here →
• 2
  Under Modules on the left menu, choose Events
• 3
  Click Event Listing
• 4
  From the Event Listing, search for the event you want to edit
• 5
  Click the "Edit" icon to edit the event
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  Select the new Booking Form on the list
  
• 7
  Click Save to apply changes

• 1
  Scroll down and click on Advanced Options. You can edit the text in the Auto Response Body field (as shown below)
• 2
  You can use the property drop-down to customise the message using the data supplied from the form
• 3
  Any field you add to the form will be available

• 1
  Check the box Send Notification Email
• 2
  Then configure the email to send using the properties
• 3
  Properties can also be used in the subject line allowing a great deal of creativity and flexibility

• 1
  Log in as an administrator and go to the Admin Dashboard.
  Learn how to log in here →
• 2
  Under Modules on the left menu, choose Events
• 3
  Click Event Bookings
• 4
  Under the column, First Name and/or Last Name, enter the user's details accordingly.
• 5
  Click on the Update Booking Status icon on the left<
  
• 6
  Select the booking status from the options

  • Approved - When the user booked and finished the process until payment
  • Declined - When the user booked and finished the process until payment but the payment is invalid
  • Cancelled - When the user booked and finished the process until payment then cancelled the booking
  • Pending - When the user booked but did not finish the process with the payment
  • Waitlist - When the user booked and the event is currently sold out but allow wait list
  
• 7
  Put a comment (optional)
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  Click Save or Save and Continue Edit to apply changes
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  Click Close if you want to cancel the update and close the box
  

• 1
  Log in as an administrator and go to the Admin Dashboard.
  Learn how to log in here →
• 2
  Go to Events > Event Bookings
• 3
  A list of registered participants/leads will show.
  
• 4
  Filter through the leads by selecting your event from the Select Event drop-down, then click Select Event Schedule.
• 5
  Note: You can also filter through Select Payment Status and/or Select Record status.
• 6
  Once Filtered a list of all the leads will come out. Then click on the Export button. All the leads on there will automatically be downloaded and exported into an excel sheet.
  

• 1
  Log in as an administrator and go to the Admin Dashboard.
  Learn how to log in here →
• 2
  Under Modules on the left menu, search or choose Events > Event Listing
• 3
  Select the Event Listing where you want to add coupon
• 4
  Click the View Details button
  
• 5
  On the Events Management page, go to the Event Coupons tab
• 6
  Click the Add Discount Coupon button
  
• 6
  
  Enter Coupon details:

  • Event Coupon - the name of the event coupon
  • Event - Event listing where you want to add the coupon
  • Event Schedule - Event schedule where you want to apply the coupon
  • Quantity Available (Leave empty to set unlimited) - number or quantity of coupons to be made, leaving it empty will create unlimited quantity
  • Date Start with Time - availability date of the coupon
  • Date End with Time - expiration date of the coupon
• 8
  When you are done with the details you can click on the Create button to apply changes made

• 1
  Log in as an administrator and go to the Admin Dashboard.
  Learn how to log in here →
• 2
  From the left navigation, click “Settings”, then click “Site Settings”
• 3
  Search for the Keyword "Case Sensitive Coupon Codes"

• 1
  Click the 'Edit' icon on the left
  
• 2
  The 'Value' checkbox determines the case sensitivity of coupon codes, setting it to true makes the coupon codes sensitive.
• 3
  For example, the coupon code "FREE" written as "free", "fRee" or "Free" would still be accepted if the coupon codes are set to be case insensitive. Setting the coupon codes case sensitive, makes the system accept "FREE" only.

  • Check this box to make the coupon codes case-sensitive
  • Uncheck this box to make the coupon codes case-sensitive
  
• 4
  A notification on top "Site setting updated successfully." should show after saving the changes.
  
• 5
  If you go back to the site settings listing, you will see the value for the coupon codes case sensitivity under the column 'Value'.

  • False - means the coupon codes are case insensitive
  • True - means the coupon codes are case sensitive
  

• 1
  Log in as an administrator and go to the Admin Dashboard.
  Learn how to log in here →
• 2
  Go to Admin > Modules > Events
• 3
  Select 'Ticket Pool'
• 4
  Click the 'Create New Ticket Pool' button
  
• 5
  Fill up the Ticket Pool Information

  • Name - enter the name of the new ticket pool. This field is required.
  • Quantity - enter a number for how many attendees will be attending a specific event. This field is required.
  
• 6
  Submit the new ticket pool

  • Create - click the 'Create' button to submit the new ticket pool. This action creates your ticket pool, closes the page and redirects you to the Ticket pools page (see the image below). On the Ticket Pools page, you will see a note "Ticket Pool created successfully".
  • Create and Continue Edit - Click the 'Create and Continue Edit' button to submit the new ticket pool. This action creates your ticket pool but lets you stay on the page.
  • Reset - click the 'Reset' button to start over. This action refreshes the page and shows a blank 'Create Ticket Pool' page. Your ticket pool will not be saved/created.
  

• 1
  Log in as an administrator and go to the Admin Dashboard.
  Learn how to log in here →
• 2
  Go to Admin > Modules > Events
• 3
  Select 'Ticket Pool'
  
• 4
  From the Ticket Pool listing, search for the ticket pool you want to edit
• 5
  Click the "View Details" icon to see the ticket pool's details
  
• 6
  Navigate to "Events" or "Event Schedules"
• 7
  Under "Record Information", select the tab you want to check

  • Events - select the "Events" tab to see the events using the ticket pool
  • Event Schedules - select the "Event Schedules" tab to see the event schedules are associated with the ticket pool
  • The events and event schedules will be displayed in a listing as shown below:
  

• 1
  Log in as an administrator and go to the Admin Dashboard.
  Learn how to log in here →
• 2
  Go to Admin > Modules > Events
• 3
  Select 'Ticket Pool'
  
• 4
  From the Ticket Pool listing, search for the ticket pool you want to edit
• 5
  Click the "Edit" icon to edit the ticket pool
  
• 6
  Update the information

  • Name - current ticket pool name is displayed, enter new information here.
  • Quantity - current ticket pool quantity is displayed, enter the new quantity here.
  
• 7
  Save the changes

  • Save - click the 'Save' button to save your changes. This action saves the new information, closes the page and redirects you to the Ticket Pools page (see the image below). On the Ticket Pools page, you will see a note "Ticket Pool updated successfully".
  • Create and Continue Edit - Click the 'Create and Continue Edit' button to save your changes. This action saves the new information but lets you stay on the page.
  • Reset - click the 'Reset' button to start over. This action refreshes the page and shows the current information.
  

• 1
  Log in as an administrator and go to the Admin Dashboard.
  Learn how to log in here →
• 2
  Go to Admin > Modules > Events
• 3
  Select 'Ticket Pool'
  
• 4
  From the Ticket Pool listing, search for the ticket pool you want to delete
• 5
  Click the 'Delete' icon to delete the ticket pool
  
• 6
  Click 'OK' to delete the ticket pool.
• 7
  Click 'Cancel' if you want to cancel.
• 8
  Click 'OK' to go back to the Ticket Pool listing.
  

Attendee enters their details into the booking form and submits

• 1
  “Event Organiser Notification” Email is sent to the Organiser.
  Note: If the organiser's email or email template is not set, it will not send an email.
  
• 2
  “Event Booking Confirmation” Email is sent to the Attendee
  

Attendee is prompted for payment, on success;

• 1
  Event Attendee Notification is sent to the attendee
  Note: If there is a word document template, we will also include a PDF attachment of the payment
  
• 2
  Event Payment Receipt is sent to the Attendee and optionally sent to the Organiser