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Managing Events

Last updated on December 12, 2025.

This document guides you through various aspects of managing events such as creating, updating, and deleting speakers, sponsors, and tickets. It also guides you through the process of managing an event's content, FAQs, gallery, among other functionalities

The following topics are discussed:

  • Updating an event's details
  • Managing event venues
  • Managing pricing
  • Updating content
  • Managing speakers
  • Managing sponsors
  • Managing tickets
  • Managing ticket layouts
  • Updating the sitemap
  • Metadata
  • Open Graph
  • Schema
  • System Fields
  • Custom Fields
  • Managing FAQs
  • Deleting events

Updating an event's details

To update an event's details:

  1. Navigate to Events from the main menu.
  2. Select All Events.
  3. Find the event whose details you want to update and select its Edit row action link.
  4. Navigate to the 'Details' tab.
  5. Make your changes.
  6. Select SAVE.

Managing event venues

This tab enables you to manage your event venues. The following topics are discussed

  • Viewing venue details
  • Adding an event area
  • Updating an event area
  • Removing an event area

Viewing venue details

You can view a venue's details using the steps discussed in this section. The Instance stores information such as the venue address and contacts related to the event venue. In addition, you can view the venue areas booked for the venue.

To view an event's venue details:

  1. Navigate to Events from the main menu.
  2. Select All Events.
  3. Find the event whose venue details you want to view and select its Edit row action link.
  4. Navigate to the 'Venue' tab.

Adding an event area

To add an event area:

  1. Navigate to Events from the main menu.
  2. Select All Events.
  3. Find the event to which you want to add an event area and select its Edit row action link.
  4. Navigate to the 'Venue' tab.
  5. Select ADD AREA.
  6. Fill out the form for adding a venue area
  7. Select ADD AREA.

These are the input requirements and descriptions for adding an event venue area:

Input LabelTypeRequiredDescription
Venue Area Dropdown Field Yes Area inside the main venue where the event is held. An example would be a conference hall or boardroom.
Notes Text Area No Notes concerning the event.
Individual Capacity Number Field No Maximum number of individuals that can be accommodated in the venue area.
Capacity Per Group Number Field No Maximum size of a group that can be accommodated in the venue area.
Number Of Groups Number Field No Maximum number of groups that can be accommodated in the venue area.
Total Capacity Display Field No Total capacity of the venue area.
Enable Individual Tickets Toggle No Enable or disable individual tickets for the venue area.
Individual Ticket Price Numeric Field No Individual ticket tier 1 price.
Individual Ticket Price 2 Numeric Field No Individual ticket tier 2 price.
Individual Ticket Price 3 Numeric Field No Individual ticket tier 3 price.
Enable Group Tickets Toggle No Enable or disable group tickets for the venue area.
Group Price Numeric Field No Group ticket tier 1 price.
Group Price 2 Numeric Field No Group ticket tier 2 price.
Group Price 3 Numeric Field No Group ticket tier 3 price.

Updating an event area

To update an event area:

  1. Navigate to Events from the main menu.
  2. Select All Events.
  3. Find the event whose venue area you want to update and select its Edit row action link.
  4. Navigate to the 'Venue' tab.
  5. Scroll down to the 'Area' section.
  6. Find the venue area you want to update and select its overflow menu ().
  7. Select Edit.
  8. Make your changes.
  9. Select SAVE.

Removing an event area

To remove an event area:

  1. Navigate to Events from the main menu.
  2. Select All Events.
  3. Find the event whose venue area you want to remove and select its Edit row action link.
  4. Navigate to the 'Venue' tab.
  5. Scroll down to the 'Area' section.
  6. Find the venue area you want to remove and select its overflow menu ().
  7. Select Remove.
  8. Finalize the removal of the venue area using the confirmation modal
Note

You cannot remove a venue area when there are tickets booked against it.

Managing pricing

This section includes the following topics:

  • Adding a division
  • Adding a pricing tier
  • Updating a division
  • Updating a pricing tier
  • Deleting a division
  • Deleting a pricing tier

Adding a division

To add a division:

  1. Navigate to Events from the main menu.
  2. Select All Events.
  3. Find the event to which you want to add a division and select its Edit row action link.
  4. Navigate to the 'Pricing' tab.
  5. Select ADD DIVISION.
  6. Fill out the form for adding a division. Please refer to the Pricing section in 'Adding an Event' for the input requirements.
  7. Select ADD DIVISION.

Adding a pricing tier

To add a pricing tier:

  1. Navigate to Events from the main menu.
  2. Select All Events.
  3. Find the event to which you want to add a pricing tier and select its Edit row action link.
  4. Navigate to the 'Pricing' tab.
  5. Select ADD PRICING TIER.
  6. Fill out the form for adding a pricing tier. Please refer to the Pricing section in 'Adding an Event' for the input requirements.
  7. Select ADD PRICING TIER.
Note

Pleasee note that you must first add a division before you can add a pricing tier.

Updating a division

To update a division:

  1. Navigate to Events from the main menu.
  2. Select All Events.
  3. Find the event whose division you want to update and select its Edit row action link.
  4. Navigate to the 'Pricing' tab.
  5. Find the division you want to update and select its overflow menu ().
  6. Select Edit.
  7. Make your changes.
  8. Select SAVE.

Updating a pricing tier

To update a pricing tier:

  1. Navigate to Events from the main menu.
  2. Select All Events.
  3. Find the event whose pricing tier you want to update and select its Edit row action link.
  4. Navigate to the 'Pricing' tab.
  5. Select the pricing tier you want to update.
  6. Make your changes.
  7. Select SAVE.

Deleting a division

To delete a division:

  1. Navigate to Events from the main menu.
  2. Select All Events.
  3. Find the event whose division you want to delete and select its Edit row action link.
  4. Navigate to the 'Pricing' tab.
  5. Find the division you want to delete and select its overflow menu ().
  6. Select Delete.
  7. Finalize the deletion of the division using the confirmation modal.

Deleting a pricing tier

To delete a pricing tier:

  1. Navigate to Events from the main menu.
  2. Select All Events.
  3. Find the event whose pricing tier you want to delete and select its Edit row action link.
  4. Navigate to the 'Pricing' tab.
  5. Select the pricing tier you want to delete.
  6. Select DELETE.
  7. Finalize the deletion of the pricing tier using the confirmation modal.

Updating content

This tab allows you to manage content concerning the event. To update an event's content:

  1. Navigate to Events from the main menu.
  2. Select All Events.
  3. Find the event whose content you want to update and select its Edit row action link.
  4. Navigate to the 'Content' tab.
  5. Make your changes.
  6. Select SAVE.

Managing speakers

This tab allows you to manage the speakers associated with an event. It includes the following topics:

  • Viewing event speakers
  • Adding event speakers
  • Updating event speakers
  • Removing event speakers

Viewing event speakers

To view event speakers:

  1. Navigate to Events from the main menu.
  2. Select All Events.
  3. Find the event whose speakers you want to view and select its Edit row action link.
  4. Navigate to the 'Speakers' tab.

Adding event speakers

To add an event speaker:

  1. Navigate to Events from the main menu.
  2. Select All Events.
  3. Find the event to which you want to add a speaker and select its Edit row action link.
  4. Navigate to the 'Speakers' tab.
  5. Select ADD SPEAKER.
  6. Fill out the form for adding a speaker.
  7. Select ADD SPEAKER.

These are the input requirements and descriptions for adding a speaker to an event:

Input LabelTypeRequiredDescription
CRM Contact Dropdown Field Yes The CRM contact invited as a speaker for the event. Speakers are selected from the list of CRM contacts, so a contact must be added to the CRM first before they can be designated or invited as a speaker.
Speaker Weighting Numeric Field No Numeric value that can be used, for example, to prioritize the order in which speakers are displayed in a landing page or web site.
Image Dropzone No Image of the speaker.
Content Code Editor No Content concerning the speaker.

Updating event speakers

To update an event speaker:

  1. Navigate to Events from the main menu.
  2. Select All Events.
  3. Find the event whose speakers you want to update and select its Edit row action link.
  4. Navigate to the 'Speakers' tab.
  5. Find the speaker you want to update and select its overflow menu ().
  6. Select Edit.
  7. Make your changes.
  8. Select SAVE.

Removing event speakers

To remove an event speaker:

  1. Navigate to Events from the main menu.
  2. Select All Events.
  3. Find the event whose speakers you want to remove and select its Edit row action link.
  4. Navigate to the 'Speakers' tab.
  5. Find the speaker you want to remove and select its overflow menu ().
  6. Select Remove.
  7. Finalize the event speaker's removal using the confirmation modal.

Managing sponsors

This tab allows you to manage the sponsors associated with an event. It includes the following topics:

  • Viewing sponsors
  • Adding a sponsor
  • Updating a sponsor
  • Removing a sponsor

Viewing sponsors

To view the sponsors for an event:

  1. Navigate to Events from the main menu.
  2. Select All Events.
  3. Find the event whose sponsors you want to view and select its Edit row action link.
  4. Navigate to the 'Sponsors' tab.

Adding a sponsor

To add a sponsor:

  1. Navigate to Events from the main menu.
  2. Select All Events.
  3. Find the event to which you want to add a sponsor and select its Edit row action link.
  4. Navigate to the 'Sponsors' tab.
  5. Select ADD SPONSOR.
  6. Fill out the form for adding a sponsor.
  7. Select ADD SPONSOR.

These are the input requirements and descriptions for adding a sponsor to an event:

Input Label Type Required Description
CRM Company Dropdown Field Yes Name of the sponsor company.
Name Input Field No Name of the sponsor.
Link Input Field No Link to the sponsor's website.
Logo Dropzone No Logo of the sponsor.
Category Dropdown Field No Category of the sponsor being added to the event.
Sponsorship Amount Number Field Yes Value of the sponsorship.
Sponsorship amount includes tax Checkbox No Indicates whether or not the sponsorship amount already includes tax.
Tax Type Radio Group Yes

Type of tax applied to the sponsorship. Options include:

  • Percentage
  • Fixed Amount
Tax Number Field Yes Tax applied to the sponsorship.
Sponsor Weighting Input Field No Numerical weighting for the sponsor.
Content Code Editor No Content describing the sponsor.

Updating a sponsor

To update a sponsor:

  1. Navigate to Events from the main menu.
  2. Select All Events.
  3. Find the event whose sponsor you want to update and select its Edit row action link.
  4. Navigate to the 'Sponsors' tab.
  5. Find the sponsor you want to update and select its overflow menu ().
  6. Select Edit.
  7. Make your changes.
  8. Select SAVE.

Removing a sponsor

To remove a sponsor:

  1. Navigate to Events from the main menu.
  2. Select All Events.
  3. Find the event whose sponsor you want to remove and select its Edit row action link.
  4. Navigate to the 'Sponsors' tab.
  5. Find the sponsor you want to remove and select its overflow menu ().
  6. Select Remove.
  7. Finalize the removal of the sponsor using the confirmation modal.

Managing tickets

This tab allows you to manage the tickets for an event. It includes the following topics:

  • Viewing tickets
  • Adding a ticket
  • Viewing a ticket’s PDF file
  • Updating a ticket
  • Deleting a ticket

Viewing tickets

To view the tickets for an event:

  1. Navigate to Events from the main menu.
  2. Select All Events.
  3. Find the event whose tickets you want to view and select its Edit row action link.
  4. Navigate to the 'Tickets' tab.

Adding a ticket

To add a ticket:

  1. Navigate to Events from the main menu.
  2. Select All Events.
  3. Find the event to which you want to add a ticket and select its Edit row action link.
  4. Navigate to the 'Tickets' tab.
  5. Select ADD TICKET.
  6. Fill out the form for adding a ticket. Please refer to Adding Event Tickets for the input requirements when adding a ticket.
  7. Select ADD TICKET.

Viewing a ticket’s PDF file

To view the ticket as it would appear in PDF format:

  1. Navigate to Events from the main menu.
  2. Select All Events.
  3. Find the event whose ticket you want to view and select its Edit row action link.
  4. Navigate to the 'Tickets' tab.
  5. Find the ticket you want to view in PDF format and select its View PDF row action link.

Updating a ticket

To update a ticket:

  1. Navigate to Events from the main menu.
  2. Select All Events.
  3. Find the event whose ticket you want to update and select its Edit row action link.
  4. Navigate to the 'Tickets' tab.
  5. Find the ticket you want to update and select its Edit row action link.
  6. Make your changes.
  7. Select SAVE.

Deleting a ticket

To delete a ticket:

  1. Navigate to Events from the main menu.
  2. Select All Events.
  3. Find the event whose ticket you want to delete and select its Edit row action link.
  4. Navigate to the 'Tickets' tab.
  5. Find the ticket you want to delete and select its Delete row action link.
  6. Finalize the deletion of the ticket using the confirmation modal.

Managing ticket layouts

This tab allows you to manage your ticket layouts. It includes the following topics:

  • Customizing the ticket layout
  • Viewing the sample ticket
  • Resetting the ticket layout

Customizing the ticket layout

To customize the ticket layout:

  1. Navigate to Events from the main menu.
  2. Select All Events.
  3. Find the event whose ticket layout you want to customize and select its Edit row action link.
  4. Navigate to the 'Ticket Layout' tab.
  5. Make your changes.
  6. Select SAVE.

Viewing the sample ticket

To view the sample ticket layout:

  1. Navigate to Events from the main menu.
  2. Select All Events.
  3. Find the event whose ticket layout you want to view and select its Edit row action link.
  4. Navigate to the 'Ticket Layout' tab.
  5. Select VIEW SAMPLE TICKET.

Resetting the ticket layout

To reset the ticket layout:

  1. Navigate to Events from the main menu.
  2. Select All Events.
  3. Find the event whose ticket layout you want to reset and select its Edit row action link.
  4. Navigate to the 'Ticket Layout' tab.
  5. Select RESET TICKET LAYOUT.

Updating the sitemap

To update an event's sitemap:

  1. Navigate to Events from the main menu.
  2. Select All Events.
  3. Find the event whose sitemap you want to update and select its Edit row action link.
  4. Navigate to the 'Sitemap' tab.
  5. Make your changes.
  6. Select SAVE.

Managing metadata

Use this tab to manage the event's metadata. Topics in this section include the following:

  • Updating metadata
  • Using metadata

Updating metadata

To update the event's metadata:

  1. Navigate to Events from the main menu.
  2. Select All Events.
  3. Find the event whose metadata you want to update and select its Edit row action link.
  4. Navigate to the 'Metadata' tab.
  5. Make your changes.
  6. Select SAVE.

Using metadata

Managing Open Graph

Use this tab to manage the event's Open Graph settings. Topics in this section include the following:

  • Updating Open Graph settings
  • Using Open Graph

Updating Open Graph settings

To update the event's Open Graph settings:

  1. Navigate to Events from the main menu.
  2. Select All Events.
  3. Find the event whose Open Graph settings you want to update and select its Edit row action link.
  4. Navigate to the 'Open Graph' tab.
  5. Make your changes.
  6. Select SAVE.

Using Open Graph

Schema

Use this tab to manage the event's Schema configurations. Topics in this section include the following:

  • Updating Schema configurations
  • Using Schema

Updating Schema configurations

To update the event's Schema configurations:

  1. Navigate to Events from the main menu.
  2. Select All Events.
  3. Find the event whose Schema configurations you want to update and select its Edit row action link.
  4. Navigate to the 'Schema' tab.
  5. Make your changes.
  6. Select SAVE.

Using Schema

System Fields

Use this tab to manage the event's system fields. To update data in the system fields:

  1. Navigate to Events from the main menu.
  2. Select All Events.
  3. Find the event whose system field data you want to update and select its Edit row action link.
  4. Navigate to the 'System Fields' tab.
  5. Make your changes.
  6. Select SAVE.
Note

Please visit our documentation on Event System Fields to learn more.

Custom Fields

Use this tab to manage the event's custom fields. To update data in the custom fields:

  1. Navigate to Events from the main menu.
  2. Select All Events.
  3. Find the event whose custom field data you want to update and select its Edit row action link.
  4. Navigate to the 'Custom Fields' tab.
  5. Make your changes.
  6. Select SAVE.
Note

Please visit our documentation on Event Custom Fields to learn more.

Managing FAQs

This tab allows you to configure your main FAQs section and manage your FAQ items. Topics in this section include the following:

  • Configuring the FAQs section
  • Adding an FAQ item
  • Updating an FAQ item
  • Deleting an FAQ item

Configuring the FAQs section

To configure your FAQs section:

  1. Navigate to Events from the main menu.
  2. Select All Events.
  3. Find the event whose FAQs section you want to update and select its Edit row action link.
  4. Navigate to the 'FAQs' tab.
  5. Make your changes.
  6. Select SAVE.

Adding an FAQ item

To add an FAQ item:

  1. Navigate to Events from the main menu.
  2. Select All Events.
  3. Find the event to which you want to add an FAQ item and select its Edit row action link.
  4. Navigate to the 'FAQs' tab.
  5. Select ADD FAQ.
  6. Fill out the form for adding an FAQ item.
  7. Select ADD FAQ.

Updating an FAQ item

To update an FAQ item:

  1. Navigate to Events from the main menu.
  2. Select All Events.
  3. Find the event whose FAQ item you want to update and select its Edit row action link.
  4. Navigate to the 'FAQs' tab.
  5. Find the FAQ item you want to update and select its EDIT row action link.
  6. Make your changes.
  7. Select SAVE.

Deleting an FAQ item

To delete an FAQ item:

  1. Navigate to Events from the main menu.
  2. Select All Events.
  3. Find the event whose FAQ item you want to delete and select its Edit row action link.
  4. Navigate to the 'FAQs' tab.
  5. Find the FAQ item you want to delete and select its DELETE row action link.
  6. Finalize the deletion of the FAQ item using the confirmation modal.

Deleting events

You can delete events using one of two ways:

  • Deleting a single event
  • Deleting events in bulk

Deleting a single event

Deleting events in bulk

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