- 24-Jun-2021 | 5.9.0 | All new article
Managing Event Bookings
From the Event Bookings list view you can see all Event Bookings in a paginated table layout (with pagination controls at the bottom of the table) and a sortable column headers.
You can also search the list via the search field at the top of the table, which will search for your keyword/s within the item name.
Additionally, you’ll find controls for editing and deleting Event Bookings, as detailed further below.
Found under the main auxiliary menu (), you can import/export data to/from your Event Bookings. You can further add/update your Event Bookings in bulk using a spreadsheet application and re-import them in an Excel file format (.xlsx).
If re-importing to update existing items, be sure to maintain the same 'ID' values from those exported items.
Use the "Get Import Template" option from the auxiliary menu, or export the current items, in order to get a template import file you can use for importing new data.
Individual items can be deleted either by clicking the trash can icon () to the right of the item or when on the item's edit page, click the trash can icon () in the lower right of the page.
Additionally, you can make bulk selections from the item list view (by ticking the checkboxes on the left of each item) and click the "DELETE SELECTION" button that will appear at the base of the list view.
Populating Event Bookings
From the Event Bookings item list view, click on the name (or pencil icon "") of any existing item in the list to view/edit its details.
Currently, you cannot add a new Event Booking from this section. However, you can manually register a contact to an Event from the actual Event item's "BOOKINGS" tab in the admin (or via an import file).
Upon viewing/editing an item you'll have access to the following data, as detailed below:
The Event Bookings detail view will display any currently populated system fields, along with all added fields from the form setup and any Advanced CRM Groups.
If the Event Booking included a payment, a link to the relevant Order will be displayed in the item heading, helping you link between the two items.
Clicking “EDIT” at the bottom of the page will allow for editing the added form fields and for adding additional custom fields.
System and Event-specific fields displaying here belong to the CRM Contact record or the Event item and are shown for informational purposes. These fields cannot be edited within the Event Booking itself.
You can assign Advanced CRM Groups to an individual case file by clicking the “+ Add custom fields” link at the bottom of the Event Booking edit details page.
For further information on managing custom fields, see the documentation on Advanced CRM Groups.
Contacts store individual’s contact details and other customer-specific data (including extended custom fields) that is either collected via the website, manually added via the admin, or created via external API connections.
- Custom Reports
Custom reports can be used to bring CRM data together, as a spreadsheet, based on your requirements.
- Form Submissions
Form Submissions store the captured data from any form submission made on your website (from a form created under ‘Content’ > ‘Forms’).
Orders store accounts of any payments made via the website and provide management for additional payments, invoices, order statuses, tracking info, the products purchased within the order and the details of the form submission used to take the order.
- Advanced CRM Groups
Advanced CRM Groups allow you to extend the data fields within multiple areas of the CRM, either globally or on a per-record basis.
This component fetches CRM Record data to use on the front-end via Liquid.
This component fetches Advanced CRM Group data attached to CRM Records, Cases, Orders or Event Bookings.
This component renders a contact update form for a specified CRM contact so that a CRM Admin role, who is logged in to the front-end, can update the specified contact’s CRM info or secure zone subscriptions.
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