EventPro Software User Manual

•This is a reference topic that describes all of the possible pages that may appear in the Event Creation Wizard when you are booking an event.

•NOTE: You may or may not see the following pages during the Event Creation Wizard, depending on your selected booking pathway and system settings. This topic is just gathering all of the instructions in one place for easier reference.

oRepetitive Location/Date Options

oSelect Event to Append

oSelect Past Event & Copy Options

oEvent Client & Contact Information

oSelect Opportunity

oOpportunity Options

oOpportunity Information

oBasic Event Information

oUser Fields

oNotes

oContract/Deposit Information

oBooked Location Defaults

oReview & Edit Booked Locations

oEmail Confirmation to Client

oEvent Screen

•If you need guidance through the booking process, you may find it easier to follow one of the specific event-creation pathways described earlier.

oBook Event from Venue Calendar

▪New Event (with booked locations)

▪New from Past Event

▪New Repetitive

▪Add Locations to Event

▪Add Locations to Event - Repetitive

oBook Event with Create Event

▪New Event (without booked locations)

▪New Event with Booked Locations

▪New Event from Past Event

▪Add Booked Locations to Existing Event

▪New Event from Opportunity

•REMEMBER: You will not see all of these wizard pages for every type of event booking.

While several of the pages are common to most types of bookings, some pages are unique to certain booking types.

There are some pages that you may not see at all, because they have been skipped in your Event System Settings, or you do not own the relevant EventPro Software Modules.