Knowledgebase articles
- Welcome to the Knowledge Base
- Introduction
- Our Approach to Accessibility
- Getting Started
- Preferences
- Activities
- Cases
- Introduction to Cases
- Displaying & Adding Cases
- Managing Cases
- Using the Case Portal
- Email
- Importing Data
- Leads
- Marketing
- Introduction to Marketing
- Event Management
- Compliance Records
- Force24
- Spotler Integration
- What is Spotler?
- Navigating your Spotler homepage
- Introduction to GatorMail
- GatorMail Configuration
- Sending Emails in GatorMail
- Advanced Features
- Setting up the Plugin
- Viewing Web Insights Data on your Form Layouts
- Domain Names and Online Activities
- Reporting incorrect Leads created through Web Insights
- Reporting on Web Insights data
- Using UTM Values
- Why aren’t Online Activities being created in the database?
- Why is GatorLeads recording online activities in a foreign language?
- GatorSurvey
- GatorPopup
- Integrations
- SFTP/FTP Processes
- Mapping
- DocuSign Functionality
- DocuSign – Worked Examples
- DocuSign – Reporting
- Adobe Sign Integration
- Zapier
- Introduction to Zapier
- Available Triggers and Actions
- Linking your Workbooks Account to Zapier
- Posted Invoices to Xero Invoices
- Xero payments to Workbooks Tasks
- New Case to Google Drive folder
- New Case to Basecamp Project
- New Workbooks Case to JIRA Ticket
- Jira Issue to new Case
- 123FormBuilder Form Entry to Case
- Eventbrite Attendee to Sales Lead and Task
- Facebook Ad Leads to Sales Leads
- Wufoo Form Entry to Sales Lead
- Posted Credit Note to Task
- Survey Monkey responses to Tasks
- Multistep Zaps
- Email Integrations
- Microsoft Office
- Auditing
- Comments
- People & Organisations
- Introduction to People & Organisations
- Using Postcode Lookup
- Data Enrichment
- Reporting
- Using Reports
- Advanced Reporting
- Transaction Documents
- Displaying & Adding Transaction Documents
- Copying Transaction Documents
- Transaction Documents Fields Help
- Transaction Documents Line Items Help
- Printing & Sending Transaction Documents
- Managing Transaction Document Currencies
- Managing Transaction Document Statuses
- Setting a Blank Default Currency on Transaction Documents
- Credit Notes
- Customer Orders
- Invoices
- Quotations
- Supplier Orders
- Sagelink
- Configuration
- Contact Support
- Releases & Roadmap
Introduction to the Event Management Portal
The Event Management Plugin forms part of the Workbooks Events Management package. The Plugin allows you to set up and install a portal through a step-by-step Wizard so that your Events can be hosted online. Once online, potential attendees will be able to view all of your published upcoming events whether they are taking place online, locally or overseas.
Attendees can purchase tickets for the events directly within the portal and payment can be taken via Stripe; generating Orders and Invoices within Workbooks that can be sent directly to the attendees before an event.
Free & Paid Events
While a payment gateway has been configured to work with the Events Portal, not every Event needs to have paid tickets. Free Events can be configured in one of two ways and provide users with a quicker sign up process as order details do not need to be configured as a part of their Ticket purchase.
To set up a Free Event you can either:
- Select None as the Payment Gateway option within the Parameters when setting up your Event Portal. Without a payment gateway this means that every Event created will be a Free Event. Note that if you do this and then create a Product for the Event that has a price, it will not appear within the Event Portal.
- Ensure all Event Products have a Unit Price of zero. If all of the Products linked to an Event are free then this will become a Free Event.
While the sign up Process becomes quicker for attendees Orders will still be created within Workbooks so that these can still be monitored as a part of the progress of the Event and to help you track Ticket sign up.