You are able to create a one-off or recurring events in Peoplevine and control access and RSVP with ease.
Event booking flow
Create an Event
Login to the PeopleVine Control Panel
Go to Sell > Events > Set up new event. Enter the start and end date for the event
Select if the event is to be recurring (this saves you time from setting it up again and again) and select the criteria for this repetition if this is the case.
Choose the terms of the event from the options below:
Once you have chosen your settings above continue to add further detailed descriptions and imagery to your event.
Add to calendar = will add the event to a calendar. No RSVP required
Require Registration = allows you to control the event capacity (see above)
General admin = guests can apply credits toward a ticket price
Sell tickets = you can assign different ticket prices to different audiences within your CRM
External event = allow guests to RSVP via a third party platform (you will be shown additional option to input the URL link if chosen)
The privacy settings are designed to display or hide events based on the type of user that is logged in (or not logged in). You can choose from the following:
Display this event to the Public if you want to add it to your public calendar and visible to everyone (logged in, not logged in, active members, inactive members, etc.).
Hide event from the Public (only accessible via direct link) is for when you want to setup an event, but you don't want people to access it from your calendar. The only way people can see this event is by having the direct link generated by PeopleVine.
Only show to Registered People (they must be logged in) if you want to keep events hidden until someone has logged into their account. These events will be hidden from the calendar view and/or require them to login when accessing via the direct link. Once they login, they will be able to view these events on the calendar. This is leveraged if you want to track user activity on your site.
Only show this event to Active Members (they must be an active member to any membership) is for when you want to hide events on your calendar and only show it to active members. If they are not an active member, they will not be able to see these on the calendar.
You can use the status option to draft events, particularly if you require approval from others in your team.
Use form capture to find out more information from your audience (if relevant).
Select the payment processor you would like to present to guests and members, particularly if you have direct debit/ ach and credit cards as an option in your portal. Simple click the dropdown arrow and choose the processor for card payments and this way, only this payment option will be available on events.
The permissions are used to limit who can actually register for the event. When you set this up, it will control who can actually register for the event. You can choose from the following:
Anyone if you want everyone to be able to register for this event. Of course they will need to register during the checkout process, but the event is open to anyone.
A Registered Person is to prevent people from seeing the available tickets until they are registered and logged in. This still allows anyone to register (unless you've disabled the /register page).
Active Members Only will only allow active users of the selected memberships to register for the event. When choosing this option, you can then select which membership programs have access to registering for this event.
Administrators Only is used for allowing admins on your team to register. You can set someone as an administrator by editing their CRM profile and setting the customer type to admin. This is primarily used for testing purposes only.
With the combination of these two settings, you have complete control over who can see your events and who can register for these events.
Watch this video to understand how to create member-only tickets
Email confirmation: Select to send a confirmation email to each person who registers for the event. The template for these emails can be managed via the Connect dashboard. Users will be sent a calendar invitation also.
Text confirmation: Select to send a confirmation SMS to each person who registers for the event. The template for these emails can be managed via the Connect dashboard
Social Media Post: creates a post that will be posted to Facebook or Twitter if these integrations have been enabled.
Notify me: Receive an email anytime a person registers for the event.
Now that you’ve completed the details for the event, click ‘proceed’ and go to the main menu screen for the event.
The main menu is a dashboard view of the event and presents a number of options to manage and sell tickets to guests and members.
Once people start to book tickets, you and your team can easily manage the guest list and view event statistics from this screen
On the day of the event, your front of house team or hosts can ‘check in’ guests as they arrive; import or export the guest list and cancel tickets for guests
The 'check out' function is available to monitor guests who have left the event and may be useful if there is a limit to the number of people allowed in the event at any one time.
Sell tickets to your audience and utilise our ticket management tools to set different pricing for different audience segments or membership categories.
If you have selected 'sell tickets’ under event registration’ (see above) you will be directed to a new page once you click ‘proceed’, where you can manage ticket options. Here’s how:
Enter a title for the main ticket type, e.g. ‘General Admission’; ‘Member’ etc.
Enter the ticket price for this ticket category, e.g. you may wish to charge non-members more than members.
Enter the TOTAL capacity for the event. All further ticket types will be linked back to this figure in the next steps.
Decide when to start selling and stop selling tickets. This feature is useful if you prioritise one group of people over another in ticket sales.
Enter the minimum and maximum purchase amounts per person.
Leave the ‘Link inventory’ as it is for the first ticket type, i.e. main ticket type for the event.
Select visibility: if the event is open to all, leave it as ‘Anyone’ or amend if necessary.
Click ‘update ticket’.
The summary screen on the next page will show you the option of adding another ticket option, which you can utilise to set a different tier of ticket and price as below:
Under ‘Link inventory’, ensure that you select the main ticket type so sales of this ticket type pull from the main event availability you set earlier.
Repeat process until all ticket types have been set up.
N.B. any changes to the quantity of tickets once ticket sales have begun will put that many in inventory, e.g. if you started with 20, sell 10 and then adjust the ‘Total Available’ back to 20 then you will be selling 30 tickets.