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Setting up your first entry

Learn how to create events, tickets, booking forms etc

Anni avatar
Written by Anni
Updated over a month ago

This article covers:


Overview: Creating an entry

An entry can be one event or a recurring series, such as multiple singular dates or a course. If you have many different events, you may wish to split them into separate entries to keep them organised.

To add a new entry, navigate to your Scheduling tab and select Add a new entry.

Scheduling screen with an arrow pointing to the 'Add a New Entry' button, indicating where to click to add a new entry to the schedule.

Each entry contains six tabs:

For example:

Entry setup screen highlighting the different tab options: information, location, dates & times, tickets & costs, booking form and more options.


Information

You can include important details about your event in this section.

Main Details

Entry setup screen showing the information tab options. Including: name, description, attendee instructions, event image & attachments and leaders.

Breakdown of each section:

Title

The name of your event/series of events.

Description

This appears in your event's 'details' section on your public page:

Public page screen with an arrow pointing to the bottom-right, indicating where information is displayed to the public.

It should contain more information for your customers to learn about the event.

Attendee instructions

This appears in your event's 'instruction' section on your public page to inform your attendees of any additional information:

Public page screen with an arrow pointing to the bottom-right, indicating where attendee instructions are displayed to the public.

Please note: We do not include this information in the confirmation email that your customers receive after booking.

Event image

Use this section to add any images to your entry that will appear on your event on the public page:

Public page screen with an arrow pointing to the top-right, indicating where the event image is displayed to the public.

Event attachments

You can upload an attachment here or choose an existing document from your attachments page.

Leaders

Assign a Leader to your entry (this could be the lead instructor/team member of the event).


Booking confirmation message

This text appears on the booking complete screen and in the email that your customer receives after booking.

Entry setup section highlighting the booking confirmation field where users can customise the text included in the confirmation emails that their customers receive.


Additional details

You can find the Additional details section at the bottom of the Information section.

Entry setup section highlighting the additional details fields where users can customise the entry. Including: Tags, age range, gender restriction and levels.

Add tags, an age range restriction, gender restriction and level.

Tags

If you enter a tag to your entry, it will enable you to group entries together, filter your public pages and apply discounts to specific event types.

💡 Please note: We do not display your tags on your public page. They are for internal use and filtering only.

Age range

If you input an age range in either months or years, this will appear publically on your entry in the following format, for example:

Public page screen with an arrow pointing to the top-right, indicating where the age range is displayed to the public, i.e. 2 to 10 years.

Gender restriction

No restriction will appear on your event if you select No restriction.

Levels

The available advisory levels are currently Beginner, Intermediate and Advanced.

💡 Please note:

The system does not enforce age or gender restrictions. You may wish to add mandatory booking form fields to request that your customers understand the restriction and re-verify their age/gender and what this means (if their answer does not fall into the restriction criteria).


Location

This section informs your attendees where your event will take place. You can choose between a Physical location, an Online event location or No location.

Entry location setup screen, indicating the top section where users can choose location type: Physical, online or no location.

💡 You can only select one location per entry.


To find your location, start typing the address in the search for location field:

Entry location setup screen with an arrow pointing at the 'Search for location' field, indicating where users can type the address for Google to search.

The Google Maps integration will give you several options, which you can select by selecting the right one.

If you're unable to find your address, you can manually add it by selecting Enter address manually:

Entry location setup screen with an arrow pointing at the ‘Enter address manually’ button, indicating where users can click to bypass Google and add the address manually.

Enter the address in the fields:

Entry location setup screen highlighting the fields users can use for their manually added address. Including: Location name, address lines 1 & 2, city, state/region and postal code.

You can then decide if you want to show a map on your entry by ticking/unticking Show location on a map?:

Entry location setup screen with an arrow pointing at the 'Show location on a map' checkbox, indicating where users can click to display their location on a map to the public.

You enter any additional information your attendees may need to know about your location:

Entry location setup screen highlighting the 'Venue details' checkbox options and additional details field, including: changing facilities, lockers, parking, baby changing, showers, towels, creche, and toilets.


Dates & Times

This section is where you can determine the date, time and duration of your event(s).

Use the date selector to set the date, time, and duration.

If your event is a recurring series, e.g. a class that takes place every Monday, you can select the checkbox - Is this a repeating event? 

Entry dates & times setup screen with an arrow pointing at the ‘Is this a repeating event’ checkbox, indicating where users can set up a recurring schedule.

This will open fields for you to select the frequency, day and duration of the repetition. Once you have completed these fields, your series will automatically populate the schedule.

You can restrict when an event becomes visible on the schedule by selecting Hide events in the future? checkbox:

Entry dates & times setup screen with an arrow pointing at the ‘Hide events in future’ checkbox, indicating where users can set up public schedule visibility.

After selecting this, you can adjust how long the event will stay hidden and prevent customers from booking too far in advance:

Entry dates & times setup screen showing the ‘Hide events in future’ options, including: how long before the event should it be revealed.

💡 Important notes:

  • You cannot attach dates/times/durations to tickets. This means that any tickets you list will be available across all of the dates and times you set up within this section.

  • You may need to reschedule individual events in this series in the future. You can learn how to do this here.


Tickets & Costs

The Tickets & Costs section allows you to create the required ticket(s) for your event.

First, set your event capacity in the field under Maximum event size:

Entry tickets & costs setup screen with an arrow pointing at the ‘maximum event size’ field where users can set event capacity.

And then how many tickets customers can purchase in each booking for this event under Maximum tickets per booking:

Entry tickets & costs setup screen with an arrow pointing at the ‘maximum tickets per booking’ field where users can set booking capacity.

You can leave both of these fields empty if you have an unlimited capacity and wish to allow customers to book as many tickets as they choose.

Tickets

To create a ticket, select the Create ticket button:

Arrow pointing at the 'Create ticket' button, showing users where to click to create their ticket.

Add a ticket name and any relevant details, set a price and how many tickets of this type are available (leave blank if you'd like the system to automatically adjust this number to the capacity limits set):

Entry tickets & costs setup screen highlighting the different field options. Including: Maximum event size, ticket name & details and ticket cost.

Other ticket settings include:

Restrict when this ticket will be available

Set when the ticket will be available from and until. You can use this for early bird-type tickets.

Show this ticket

Take the ticket offline by unselecting this option.

Number of tickets available

Limit how many customers can book of this type. Leave blank for no restriction.

Offers - Exclusive ticket

Only customers with access to this ticket can book the exclusive tickets.

Ticket type - Single ticket

A single ticket gives customers the option to purchase separate tickets for each event date/time on the entry.

Ticket type - Course ticket

A course ticket enables customers to book all dates in this entry using this ticket. The entry must have multiple dates/times and cannot continue forever.

Attendance type - Individual use

Individual use tickets allow you to set a fixed cost for a ticket per attendee.

Attendance type - Group use

Group use tickets allow you to set a fixed cost for a group.

💡 Remember to select Save ticket to save your changes.

Reorder tickets

You can reorder how your tickets display on your public page using the Reorder tickets option:

Arrow pointing at the 'Reorder tickets' button, showing users where to click to re-order their tickets.

Use the 3-line menu handle to drag and drop the tickets in the correct order, then select Save order to save your changes:

Arrow pointing at the hamburger handle showing users where to click to drag and drop their tickets in the desired order.

Payment options

You can find the payment options section at the bottom of the Tickets & Costs page:

Entry tickets & costs setup screen highlighting the different payment options. Including: Enforce online payment, online/offline choice and offline only.

Here, you have the option to select between the following options:

  • Enforce online payment

  • Online/offline choice

  • Offline only

💡 Please note: Any entry with the “Enforce online payment” option will enforce this setting during checkout for all tickets your customers select, even entries where the payment option is set to “Offline only”.

Booking options

You can limit the number of tickets a customer can book per event date/time in a booking:

Entry tickets & costs setup screen highlighting the ‘maximum tickets per booking’ setting, indicating where users can specify the maximum number of tickets a customer can purchase from this entry in one booking.

For example, '1' means your customer can only book 1 attendee on this event per booking.


Booking form

In this section, you can create a booking form that attendees will complete when making a booking. You can make some fields mandatory.

The form is split into three sections:

Booker details:

Details captured about the person making the booking

Attendee details:

Details captured about the individuals attending the event

Booking details:

Specific information needed concerning the event

✨ Useful links:


More options

In this section, you can set up a private password for an entry or delete it if necessary.

Restrict Booking Access

You can set a password under Private booking password:

Entry ‘more options’ setup screen highlighting the ‘private booking password’ setting, indicating where users can add a password that customers must use to complete a booking for this entry.

This restricts customers from entering the booking process on this entry. This is useful for administering private events or offering priority bookings.

Delete Entry 

You can hard-delete the entry and start again by selecting Delete this entry:

Entry ‘more options’ setup screen highlighting the ‘delete this entry’ button, which users can select to permanently delete the entry.

💡 Please note: You cannot undo this action. If you'd like to recover the deleted entry, please contact the support team via live chat within 48 hours of the deletion.

Once satisfied with your entry, select Save or Save & Exit to view your entry on your Schedule page.


💬 Any questions or feedback? There are two ways to get in touch:

Thank you! 🕺


Tags: Entry, event, createevent, activity, class, addclass, createclass, schedule, occasion, event description

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