Events
The Events Manager is EVX Software's events management feature. Use it for the events your firm runs for others: a training course, a field day, a webinar, a client workshop. Each event has its venue and dates, the ticket types you offer, and the attendees who hold a ticket. Invitations go out as newsletters, and payment happens outside EVX Software and is registered here.
The Events Manager is a plugin. EVX Software's implementation team turns it on, according to your subscription. It adds the Events and Attendees tabs.
Jump to:
- What you will find here
- How it fits together
- The event page
- Example: a groundwater sampling field day
What you will find here
- Creating an event: the event form, its venue and dates, and who can see the event.
- Ticket types: the tickets you offer, with their price, quantity, and dates.
- Attendees and tickets: the people who hold a ticket for an event.
- Inviting attendees: send invitations to an event as a newsletter.
How it fits together
| Where | What it holds |
|---|---|
| Events › Association events | The list of your events. Add new event creates one. |
| Events › Agenda | The calendar, with tasks and your team's internal events, such as meetings and site visits. Add internal event creates one. See Calendar. |
| Attendees | The tickets of each event: who attends, with which ticket type, and its status. |
| Managed events in the left panel | Each event you create. Select an event to see its page and only its records in every tab. |
Show Managed events in the left panel with View more if it isn't there.
Select an event under Managed events to open its page.
The event page
Select an event under Managed events and open Overview to see its page. The top shows the event's dates and Display on website. The widgets below include two for the event:
- Ticket types: each type with its price, quantity, and the tickets still available.
- Tickets: the attendees of the event.
Available counts down as tickets are taken.
Example: a groundwater sampling field day
An environmental consulting firm runs a field day to train its clients' site staff on groundwater sampling. The training coordinator creates the event with the venue and date, and a "Field participant" ticket at $75 for 20 people. She sends the invitation as a newsletter to the contacts of the event's clients, and registers each attendee and payment as the tickets are taken.
What you can do next
- Creating an event to set up your first event.
- Ticket types to decide what you offer.
- Event tickets settings for the firm's options.