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Event Planner

DESCRIPTON:

The Event module allows creation and management of event listings. The module allows for billing and reservations as well.

INSTRUCTIONS:

  1. To create a new event:
    1. When logged in and in edit mode on the page containing the module, click the Event Planner Admin button
    2. From the Event Planner Admin Menu in the upper left, select Events>Add New Event
    3. Fill in the event info, stepping through all the tabs. You can use an existing event as a point of reference to keep consistent with info provided on events
  2. To create a new category:
    1. When logged in and in edit mode on the page containing the module, click the Event Planner Admin button
    2. From the Event Planner Admin Menu in the upper left, select Categories>Add New Category
    3. Configure category as needed (note: Event Color and Event Font Color are optional). Refer to the information on hover of the info icon for details as to what each setting does.
      1. For a new top level category, leave that option set to “–None–”
  3. To create a new location:
    1. When logged in and in edit mode on the page containing the module, click the Event Planner Admin button
    2. From the Event Planner Admin Menu in the upper left, select Locations>Add New Location
    3. Add details as needed (Note: this is generally for use when the location reoccurs like a facility with several rooms, buildings or businesses perhaps and each room/building/business is set up as a location)
  4. To create a new attraction:
    1. When logged in and in edit mode on the page containing the module, click the Event Planner Admin button
    2. From the Event Planner Admin Menu in the upper left, select Attractions>Add New Attraction
      Note: An attraction can be thought of as a venue / point of interest at a given location e.g. the Golden gate bridge would be an attraction at San Francisco. It is also possible to assign categories to attractions so the user can use these to quickly filter to find the attractions they are interested in
    3. Fill in the details for the attraction and save when complete
  5. To delete an event:
    1. Click the Event Planner Admin button
    2. Locate the event in the list of events in the table
    3. Hover Actions button on the right and select “Delete” from the dropdown
      Action Button Hover Options
  6. To edit an existing event:
    1. Click the Event Planner Admin button
    2. Locate the event in the list of events in the table
    3. Hover the Actions button on the right and select “Edit” from the dropdown
    4. Make changes as needed and click the “Save” button in the upper right
  7. To duplicate an event:
    1. Click the Event Planner Admin button
    2. Locate the event you wish to copy in the list of events in the table
    3. Hover the Actions button on the right and select “Duplicate Event” from the dropdown
    4. Make the desired updates to the event details and then click the “Save” button in the upper right
  8. To view bookings:
    1. From the Event Planner Admin Menu dropdown, hover bookings and select View All Bookings
      1. This allows the admin to view all bookings that have been made for this module, they can optionally filter by the event name or unique booking ID
      2. You can also export the list to a CSV file
        Export Button for CSV
  9. Changing booking status:
    1. Via the booking management section it is possible to change the status of a booking, for example if the user paid via the “offline method” and you have received the check etc, here you could update the status to reflect this. You can also choose to email the user and include a message.
      1. If you cancel the booking, the number of places they reserved will become available for other users to book.

For further information on more advanced features of the module, you can reach out to Foremost Media Support by emailing info@foremostmedia.com with your inquiry