What is Event Management : Event management includes a variety of functions for executing large-scale events, which might include conferences, conventions, concerts, trade shows, festivals, and ceremonies. It involves handling the overall logistics of the event, working with staff, and conducting project management of the event as a whole.
Additional duties might include managing the budget and the teams of people responsible for each function, as well as overseeing the execution of the event. Event managers also supervise the services of all outside vendors and professionals, including event planners.
Event Management in Odoo : Every industry or organization will have to manage one or the other event. It can be a meeting, an annual day celebration, or a customer management program. Despite the size of your organization, it would be easier to manage the event if you have the assistance of an application to manage the events. Odoo offers you a fine solution which is simple and nice for managing events as small as an in house event to a mass public event.
The event management process as a whole is quite tedious as it revolves with multiple segments like the scheduling of dates, fixing of events, issuing tickets/pass etc.
Odoo Events Module is a versatile event management module with the capacity to take forward various types of events. You can send reminders and automate the ticketing functions of an event through the Odoo 15 Events module.
In this blog we will discuss how to invite participants and how to publish events on websites.
First of all install Event Module in your Odoo database from the Odoo apps and if this is already installed in your database then just click the icon of it. Let’s click on the icon.
How to create a new event : If you want to create a new event then simply click on the “Create Button” on the dashboard of the Event Module. When you click on the create button a new window will appear. For reference you can see the screenshot below.
In the appropriate field, make use of the create form to provide information like the name of the event, the name of the website where the event will be published, details of the organizer, location of the program and date of event. It also enables the user to add details including company, responsible, etc. In the ‘Limit Registration’ option, you can also set a limit on the number of people who can attend the events.
How to organize tickets : Create different types of tickets here with the help of the Tickets Tab. You can start selling tickets to your event after filling out the details on the new event creation form.
You can utilize many sorts of tickets under the ‘Tickets’ tab. You have complete control over the type and price of each ticket, as well as the amount of tickets available in each category. To make these arrangements, click on the ‘Add a line’ button.
If you want, you can add a product that was created earlier. It is under the tickets tab that the user can set the price of the ticket along with the maximum available seats. It also helps the user to mark the confirmed or unconfirmed seats.
Communication : The second tab you can find here is Communication. It helps the user to start communication with the customer. Communication can be initiated with the help of email or SMS. The user can also choose an email template and SMS template from here.
It is beneficial to add templates based on the mode of communication you choose. You can choose the Unit as immediately, hours, days, weeks, or months, and you can pick how often you want to send mail or SMS to the consumer. Choose between After each registration, Before the event, or After the event as the Trigger.
Notes : The third tab will help the user to give any direction, provide any critical information, clarification to the participants of the event. Suppose the event is a meeting and the participants are to bring some report. The organizer can mention it here.
Now all the steps complete, now you can save this event.
How to publish an event on the website : This is necessary to publish the event after creation of this. You can choose the event which you want to publish on the website from the dashboard. When you select the event from the dashboard a new window will popup for reference you can see the screenshot below.
You can see the highlighted button on the above screenshot. Click on the “Go to website button”. When you click on the button you will reach the Odoo website, for reference you can see the screenshot below.
You can see the details on the Odoo website about your event. You can see the status of the event as Unpublished as shown in the above screenshot.
You can change the status from unpublished to publish via using the same button.
Now you can see from the above screenshot that status is published. The visibility of a website will be increased by making changes in the display. Edit icon will help you to make changes in the website display of your event.
You can change the content of the website with the help of “Edit Button” as highlighted in the above screenshot. You can edit the banner, title, style, and format. We can also change the alignment, and text style according to your wish. Save your edits after making the changes to the website.
How you can Book an Event in Odoo V15 : In the Odoo website you can see the events under the event tab as highlighted in the screenshot below.
Select the type of ticket and number of tickets you want in the website window. The ticket types are arranged into Standard and VIP. And you can also create more types of tickets at the time of creating an event. To book or participate in an event, choose the event from the website window and select the Register icon. Choose the ticket to register for your event.
When you click on the “Register Button” a new window will appear. You can enter details of attendees according to the number of tickets you have created in the new window. Enter the email, name and contact number of attendees in the window.
When you click on the “Continue Button” you will come to the new page. Confirm your address for the payment and select the payment method to pay and click on the pay Now button. You can see that your registration is confirmed now.
You can add this event to your google calendar with the help of the “Add to Google Calendar” button. This is good for the reminder.
When your registration is confirmed it will be visible on the Event window. The registration details are automatically generated in the events window. You can see the attendee’s number and published website in the respective Events window.
You can see the detailed information about the Attendee when you click on the “Attendee” button. When you click on the Attendee button a new window will appear. For reference you can see the screenshot below.
You can select one of the customers and see the detailed information about him/her.
When you click on the confirm button status will change from unconfirmed to confirmed.
If you want to make any change in the details of Attendee you can click on the edit button. And with the help of the create button you can develop a new registration for attendees. For reference you can see the screenshot above.
You can see some other options also below the edit button. These are Cancel registration, Send by Email, and Attended. A new Email box opens when you click on the Send by Email and enter details such as Subject, description/Recipients address. You can also attach the files relating to the event for participants and click on the Send button as shown in the screenshot below.
You can discard the registration with the help of the discard button. You can see the several stages likewise New, Booked, Unconfirmed, confirmed, cancel, attended at the right top side of the window.
How to Invite Participants for the Event : You can invite the visitors to an event using the Invite icon in the main event dashboard.
When you click on the Invite button a new window will appear. For reference you can see the screenshot below. Add the Subject and Mailing types as SMS/Email. Choose single/multiple recipients from the drop-down menu. Inside the Mail body tab, you can see a variety of templates and select any one template. Enter your description of the event in the Mail body section.
Settings tab includes Send/From address, Responsible person, Attachments, and Preview Text.
When you click on the schedule button as highlighted in the screenshot above a new window will pop up to set the date to send the email to participants. For reference you can see the screenshot below.
After setting the date you can save the form and click on the send button. When you click on the save button the status will be changed from “Draft” to “In Queue”. For reference you can see the screenshot below.
When you click on the “Test Button” a new window will appear and you can click on the send button.
This is how you can send the invitation to the participants for the event.I hope this information will help you to publish an event and send an invite to participants in Odoo V15 Event Module. If you like to read more blogs written by us click on the Planet-Odoo