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Events
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There were 15 articles found in this category:
 Why are my packages not showing up? Instant estimator is on.
Setup > Event Planning > Events - Select the event type you want packages to be displayed for in the instant estimator. Click to open. Locate "Packages" section. Highlight appropriate packages. Click "Save" button.
- How can I update / add various events to the drop-down box on the availability date checker?
Setup > Event Planning > Events - Click "Create New Event" button. Locate "Event" section. Locate "Name of Event" field. Name the event. Locate "Use this Event" field. Select "Yes - Active". Click "Save" button. The event type will now appear in the drop-down box of the check availa ...
- Once I create a document, how do I get it to show up?
Setup > Event Planning > Events - Select the event type the document is to appear in. Click to open event type. Locate "Additional Documents" section. Highlight the document to apply it to event type. Click "Save" button.
- "Discounts" Selection in Event Setup
The discounts section allows you to specify which discounts are permitted to be used with this event type. Before a discount can be set, you need to create one. To create a discount: Click "Setup", then "Pricing", then "Discounts" then click the "Create New Discount" button. Note: To select mul ...
- Add-On Selection in Event Setup
This box shows all of your available addons that you've created. Use this to assign the available addon(s) to specific event types. Before you can assign a addon(s), you must create one. This can be done by clicking "setup", then "pricing", then "Add-Ons". Note: To select multiple addons, simp ...
- Packages Selection in Event Setup
This box shows all of your packages that you've created. Use this to assign the default package(s) to specific event types. Packages contain pricing information, add-on's, and more. Before you can assign a package(s), you must create one. This can be done by clicking "setup", then "pricing", ...
- "Contract" Dropdown in Event Setup
Use this dropdown field to specify the applicable contract, if any, that goes with this event type. New contracts can be created by clicking "Setup", then "Paperwork", then "Contracts".
- "Survey" Dropdown in Event Setup
Use this dropdown field to specify the applicable survey that goes with this event type. New surveys can be created by clicking "Setup", then "Event Planning", then "Surveys".
- "Timeline" Field in Event Setup
Use this dropdown field to specify the applicable timeline that goes with this event. New timelines can be created by clicking "Setup", then "Event Planning", then "Timelines".
- "Worksheets" Field
These fields are to set which worksheets the customer will have access to to be able to fill out in their customer login area. Simply select the primary worksheet that will always go with this event type (if any), and if you have any additional worksheets that typically go with that specific ev ...
- "Venues" Section when Creating Event Types
These fields below provide the ability to create custom Venue/Event location names. If you only have one event location, leave the 2nd, 3rd, and 4th venue title sections blank. Same if you only have 2 venues/locations - leave the last two blank, etc... Example: If you're a DJ doing both the ce ...
- "Event Description" Field
In this field, you should provide a description of this event type which will show if you choose to include it in your custom forms, emails, instant quote generator and more.
- "Use this Event" Field
If you set the option to "Active", gigbuilder will allow you to use this event type, and will make it show in the available options in a customers worksheet, instant estimator, etc. If set to "Inactive" - the event type will not be used and will not show throughout your gigbuilder system.
- "Name of Event" Field
The "Name of Event" field is the name of the event type you are creating. Whatever you type here will show on automatic emails to clients, the instant quote generator (if used), and worksheets.
- "Create New Event" Button
Clicking this button opens the form to create a new event type. With Gigbuilder 4, you can have an infinate number of event types.
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