There are two ways to create an event. One is to make the event free for people to attend, the other is to create a chargeable event. With both methods, the user will be taken through the event process so they know what is required at each stage.
Create an event
Click Events, then again Events under this.
Click New, then select either New Free Event or New Chargeable Event.
Fill out the appropriate fields as necessary.
Enter an Event ID (this will already be populated but can be changed it to anything), give the event a Name and select a Start Date.
Click Save.
Set Attendee Types
The first stage is to select the type of people that are wanted at the event. If the event is chargeable, then there are few extra steps to follow.
Set Up Extras
The Set Up Extras stage is where the user can start adding extra components to the event.
Booking
There are two ways to make a booking:
Booking: You will be taken through a series of steps to book attendees on to the appropriate event extras and take any necessary payments for the booking.
Quick booking: Book a selection of invitees quickly.
📌 Note: You will not be able to select separate attendee types for each individual using the quick booking method.
Once the attendees have been booked on to the event their status will be marked as 'Pending'. To mark them as 'Attended', use the Attendees List ribbon button where users can use the barcode functionality.
Complete
Once the Complete button is pressed, there are no further options which mean users have come to the end of the event process. Go back to any stage by selecting the workflow buttons at the top of the form if you need to amend any details.