Tasks
01How do I create a new event or conference?
- Navigate to the Events & conferences menu.
- Click the Create new event button.
- Enter event name, description, category (scientific conference, trade expo, workshop, entertainment gala), start/end dates and times, and venue (in-person with location or virtual with streaming link).
- Click Save event.
- Screen
- Event management › Events · Create
- Permission needed
- Events — Events / Add
02How do I publish an event to make it available for public registration and ticket sales?
- In the Events & conferences table, select the prepared event.
- Click the actions button and choose Publish event.
- The event becomes active and displayed on the public booking portal and landing page.
- Screen
- Event management › Events
- Permission needed
- Events — Events / Publish and unpublish events
03How do I send a promotional or email announcement for the event?
- In the Events & conferences list, select the published event.
- Click the Announce event action.
- The system broadcasts notification and email campaigns to mailing lists announcing registration opening.
- Screen
- Event management › Events
- Permission needed
- Events — Events / Send message to registrants
04How do I update details or dates for a registered event?
- In the Events & conferences table, locate the event.
- Click the Edit button to open event details.
- Update dates, speakers, or agenda, then click Save changes.
- Screen
- Event management › Events · Edit
- Permission needed
- Events — Events / Edit
05How do I cancel an event before its scheduled date?
- In the Events & conferences table, select the event to cancel.
- Click the actions button and choose Cancel event.
- Record the cancellation reason; the system closes registration and dispatches automated notices to all registered attendees.
- Screen
- Event management › Events
- Permission needed
- Events — Events / Cancel
06How do I define ticket tiers and pricing for the event?
- On the Events & conferences page, click on the event then the ticket tiers section.
- Click the Add new ticket tier button to open the setup modal.
- Enter tier name (e.g., Early Bird, General Admission, VIP Pass), price, available quota, and per-person purchase limit.
- Click Save.
- Screen
- Event management › Events
- Permission needed
- Events — Ticket types / Add
07How do I update ticket pricing or quotas for a specific tier?
- In the Events & conferences list, open the tickets tab.
- Click the actions button next to the ticket tier and select Edit ticket tier.
- Adjust available seat count or sales cutoff date, then click Save.
- Screen
- Event management › Events
- Permission needed
- Events — Ticket types / Edit
08How do I create a discount promo code or coupon for the event?
- In the Events & conferences list, navigate to the promo codes tab.
- Click the Add promo code button to open the coupon modal.
- Enter promo code (e.g., TECH2026), discount percentage or amount, maximum usage count, and expiration date.
- Click Save.
- Screen
- Event management › Events
- Permission needed
- Events — Promo codes / Add
09How do I manually create a ticket order and register an attendee?
- In the Events & conferences list, navigate to the ticket orders section.
- Click the Register new ticket order button to open the order modal.
- Enter buyer details (name, email, mobile phone), select ticket tier and quantity, and specify payment method.
- Click Save order.
- Screen
- Event management › Events
- Permission needed
- Events — Orders and payment / Add
10How do I confirm an unpaid pending ticket order?
- In the ticket orders list under Events & conferences.
- Select the pending order and click the Confirm order action.
- Payment is confirmed, e-tickets with barcodes are generated, and emailed to the attendee.
- Screen
- Event management › Events
- Permission needed
- Events — Orders and payment / Confirm payment
11How do I refund a ticket and cancel an attendee registration?
- In the Events & conferences list, select the respective ticket order.
- Click the actions button and choose Refund tickets.
- Enter refund reason and refund amount; the ticket barcode is invalidated and the seat is returned to available quota.
- Screen
- Event management › Events
- Permission needed
- Events — Orders and payment / Record refund
12How do I view the conference attendees and registration list?
- In the Events & conferences list, open the Attendees register tab.
- The list displays attendee names, affiliated organizations, ticket tiers, and attendance confirmation status.
- Screen
- Event management › Events
- Permission needed
- Events — Attendees / View
13How do I edit attendee details or resend their ticket?
- In the attendee register under Events & conferences, locate the attendee.
- Click the actions button and select Edit attendee details.
- Update the printed badge name or email address, and click Save & resend ticket.
- Screen
- Event management › Events
- Permission needed
- Events — Attendees / Edit
14How do I check in attendees at venue gates using barcode scanning?
- Open the Check-in & reception page.
- Select the event, and point the barcode scanner or camera to read the QR code on the attendee phone or printed pass.
- The system instantly verifies ticket validity, displays attendee name and tier, logs attendance, and routes to badge printer.
- Screen
- Event management › Check-in gate
- Permission needed
- Events — Check-in gate / Use check-in gate
15How do I manage the waitlist for sold-out events?
- In the Events & conferences list, open the Waitlist tab.
- Review waitlisted applicants; upon ticket cancellation, click Promote to available seat to automatically dispatch a payment link to the next candidate.
- Screen
- Event management › Events
- Permission needed
- Events — Waitlist / Manage
16How do I configure event policies, registration terms, and welcome messages?
- Access the Event settings page.
- Configure confirmation email templates, general terms & conditions, privacy policy, and ticket refund policies.
- Click Save settings.
- Screen
- Event management › Event settings
- Permission needed
- Events — Settings / Edit
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