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RebusAi: Events Application Documentation

The RebusAi Events application is used to manage and organize events, such as conferences, seminars, workshops, and meetings. It allows you to create and manage events, schedule sessions and tracks, and handle registrations and payments.

How to create an event?

1. Navigate to the Events module.

2. Click on the "Create" button to start creating a new event.

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3. Enter the basic details of the event, such as the event name, start and end dates and timezone, venue.

Notes:

• Event Name: Provide a title for the event by giving it a name.
• Date: The date field encompasses both the start and end dates and times of the event.
• Timezone: The term "Timezone" refers to the specific time zone in which the event is scheduled to occur.
• Template: You can either select a pre-designed event template or create a customized one and link it here.
• Tags: You can enhance the organization of event cards in the kanban and simplify reporting by adding tags to events that provide a brief indication of their purpose, such as "tradeshow." These tags are valuable when using search filters during reporting periods.
• Organizer: In the "Organizer" field of an event, you should provide information about the entity or entities responsible for organizing the event. This is typically the company that possesses the Odoo database or a third-party vendor.
• Responsible: the person organizing the event.
• Venue: If this is a new record, please provide the details of the venue in the space provided. Alternatively, you can choose a location from the existing options if applicable.
• Limit Registrations: If you activate the "Limit Registrations" option, it will restrict the number of attendee registrations to a specific amount.
• Auto Confirmation: Enabling the auto confirmation setting eliminates the need for event registrants to confirm their registration through the email they receive, as their registration is automatically confirmed without requiring any action from them.

4. Create and sell tickets under the ‘Tickets’ tab.

​Notes: Check out on how to create and sell tickets.

​Note: If selling tickets isn’t necessary for the event, a simple Registration button will be displayed on the event’s page by default.

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5. Send automated emails, text to the event attendees by adding the communication details ‘Communication’ tab.

​Notes: Check out how to add the communication details.

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6. Add questions to event registrations.

​Notes: Check out how to add the questionnaire details.

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7. In the Notes tab, there is the option to add a Note and/or Ticket instructions.

The "Note" section in the event module allows the user to leave internal notes, such as contact information or to-do lists, for the event staff to refer to. The "Ticket instructions" field is used to provide useful information for both staff and attendees, such as directions to the venue, opening and closing times, and any other relevant details.

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8. Click on Save.

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9. To invite people to an event, click the Invite button located in the top left corner of the event form.

How to add and sell event tickets?

1. Open the event form.
2. Under the ‘Tickets’ tab, add line items for each type of ticket the event plans to offer.
3. Determine the ticket price, start/end dates for registrations
4. Determine the maximum number of tickets that can be sold.
5. Click on Save.

How to send automated emails and text to the event attendees?

1. Open the event form.

2. Under the ‘Communication’ tab, configure personalized email, SMS messages to keep in touch with event attendees.

3. Add line items for each communication.

4. Define the interval and unit of time for how often the communication should be sent.

5. Determine the Trigger which controls how and when the communication is sent.

• Before the event
• After each registration
• After the event

• Add questions to event registrations?

1. Navigate to the Events app.

2. Go to the ‘Configuration’ menu

3. Click on the ‘Settings’ menu

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4. Enable the ‘Questions’ setting

5. Once the setting is activated, it becomes possible to add questions and their respective answers under the Questions tab, which is located on the event form.

6. For each question, you can indicate whether it should only be asked once by checking the Ask once per order box, or whether a Mandatory Answer is required, which will make the question compulsory for registration.

Note: If the Once per order checkbox is enabled, then a single registration for 3 event attendees will show the questionnaire only once.