WP Easy Events

All-in-one, simple and beautiful event management and ticketing system for successful events

Documentation

Author: eMarket Design
Last Updated: 2017-07-13

Introduction

Concepts

The following is the definition(s) of the concept(s) covered in the context of WP Easy Events app:

Last Updated: 2016-10-18

Attendees

A person or organization attending the event.

Last Updated: 2016-10-18

Events

An event happening at a certain time and location, such as a concert, lecture, or festival.

Last Updated: 2016-10-04

Organizers

Person or company that organizes events

Last Updated: 2016-10-18

Performers

The main performer or performers of the event—for example, a presenter, musician, or actor.

Last Updated: 2016-10-18

Venues

A venue is the place where an event or meeting is happening.

Last Updated: 2016-10-17

Content Access

WP Easy Events provides access to content based on a user's role in your organization. A role defines a set of tasks a user is allowed to perform and is assigned to a user when he or she registers into the system. Please check the Roles and Responsibilities section of this document to see the available access roles and the functionality they have access to.

Last Updated: 2017-02-14

Quick Start

WP Easy Events Professional Introduction

Watch WP Easy Events Professional introduction video to learn about the plugin features and configuration.

Check out WP Easy Events Professional YouTube Playlist for more videos.

Event Venue Management

WP Easy Events Pro WordPress Plugin lets you create and display event venues. This video shows how to create and configure event venues using WP Easy Events Professional.

EMD CSV Import Export Extension helps you get your data in and out of WordPress quickly, saving you ton of time

This plugin is included with WP Easy Events Professional

EMD CSV Import Export Extension helps bulk import, export, update entries from/to CSV files. You can also reset(delete) all data and start over again without modifying database. The export feature is also great for backups and archiving old or obsolete data.

EMD Advanced Filters and Columns Extension for finding what's important faster

This plugin is included with WP Easy Events Professional

EMD Advanced Filters and Columns Extension for WP Easy Events Professional edition helps you:

  • filter entries quickly to find what you're looking for
  • save your frequently used filters so you do not need to create them again
  • sort quote request columns to see what's important faster
  • change the display order of columns
  • enable or disable columns for better and cleaner look
  • export search results to PDF or CSV for custom reporting

Easy Digital Downloads Extension

WP Easy Events Easy Digital Downloads Extension allows to sell event tickets using Easy Digital Downloads WordPress plugin. This video shows how to create and configure Event tickets as downloads in EDD and link them to the related events to make them available for purchase.

WooCommerce Extension

WP Easy Events WooCommerce Extension allows to sell event tickets using WooCommerce . This video shows how to configure tickets as WooCommerce products and link events to display add to cart buttons in event pages.

Working with Events

Using WP Easy Events, you can create, modify, delete, and search event records, associated taxonomies, or relationships.

Last Updated: 2017-01-31

Creating Events

To create event records in the admin area:

  1. Log in to your Administration Panel.
  2. Click the 'Events' tab.
  3. Click the 'Add New' sub-tab or the “Add New” button in the event list page.
  4. Start filling in your event fields. You must fill all required fields. All required fields have red star after their labels.
  5. As needed, set event taxonomies and relationships. All required relationships or taxonomies must be set.
  6. When you are ready, click Publish. If you do not have publish privileges, the "Submit for Review" button is displayed.
  7. After the submission is completed, the event status changes to "Published" or "Pending Review". Users must have "publish" right to publish events. Users who do not have "publish" right can still create events; however, these events must be reviewed and approved by a user with event "publish" right. Check Roles and Responsibilities section of this document to see which access groups have event "publish" right.
Last Updated: 2016-10-04

Uploading Event Photos

Event Photos image file can be linked to Events using the admin backend when creating a new event. You can upload unlimited number of Photos.

After the event is created. Only the users who has "publish" right can upload Photos using the event edit screen.

Last Updated: 2016-10-04

Modifying Events

Events can be modified by clicking on the "Edit" link under the event title in the event list page in the admin area. Make any necessary changes and then click Publish.

Last Updated: 2016-10-04

Searching Events

In WP Easy Events, users are only allowed to search events they have access to. Users who have access to events can search using the filter system in the event admin area. You can use drag-and-drop admin interface for sorting, creating/saving complex filters, and ordering columns in the entity list pages.

Last Updated: 2016-10-04

Scheduling Events

To schedule Events for publication on a future time or date in the admin area:

  1. Log in to your Administration Panel.
  2. Click the 'Events' tab.
  3. Click the 'Add New' sub-tab or the “Add New” button in the event list page.
  4. Start filling in your event fields. You must fill all required fields. All required fields have red star after their labels.
  5. As needed, set event taxonomies and relationships. All required relationships or taxonomies must be set.
  6. When you are ready, click "Edit" in the Publish area next to the words "Publish immediately". You can also change the publish date to a date in the past to back-date Events. Change the settings to the desired time and date. You must also hit the "Publish" button when you have completed the event to publish at the desired time and date.
  7. After the submission is completed, the event status changes to "Published".
Last Updated: 2016-10-04

Password Protected Events

To create a password protected event in the admin area:

  1. Log in to your Administration Panel.
  2. Click the 'Events' tab.
  3. Click the 'Add New' sub-tab or the “Add New” button in the event list page.
  4. Start filling in your event fields. You must fill all required fields. All required fields have red star after their labels.
  5. As needed, set event taxonomies and relationships. All required relationships or taxonomies must be set.
  6. Click the "Edit" link next to Visibility in the publish box and select "Password protected".
  7. Enter a password that will be required to view that event in the text field. The password is limited to 20 characters.
  8. When you are ready, click the "Publish" button (or "Update" if the event is already published.)
  9. After the submission is completed, the event status changes to "Published".

Only an Administrator and users with "publish" right can change the password set for your event or modify visibility setting by clicking the "Visibility: Edit" link again.

When event content is password protected, event title displays the text "Protected: " before the event Title and the content prints a password form with this text: "This content is password protected. To view it please enter your password below:".

If multiple events have the same password, one will only have to enter the required password once. Only one password is tracked at a time so if you visit two different events with two different password, you must re-enter the event password to access content. WordPress saves passwords for maximum 10 days. After this period expires, one must reenter the password again to view the protected content.

Last Updated: 2016-10-04

Private Events

Events can be privately published to remove them from event lists and feeds.

To create a private event in the admin area:

  1. Log in to your Administration Panel.
  2. Click the 'Events' tab.
  3. Click the 'Add New' sub-tab or the “Add New” button in the event list page.
  4. Start filling in your event fields. You must fill all required fields. All required fields have red star after their labels.
  5. As needed, set event taxonomies and relationships. All required relationships or taxonomies must be set.
  6. Click the "Edit" link next to Visibility in the publish box and select "Private".
  7. Once you change the visibility to private, the event status changes to "Privately Published".
  8. When you are ready, click the "UPDATE" button.

Only an Administrator and users with "publish" right for the event can change visibility setting by clicking the "Visibility: Edit" link again.

Who can publish and see private events?

Only users with "publish events", "edit private events", "read private events", and "delete private events" authorization permission levels can create and see private events. Users who have the same access level with the author but have a relationship-limited access of a private event can not view the content even if they have access rights to the content. User who have access to the content but not limited by a relationship can still see and modify private events.

Check Roles and Responsibilities section of this document to see which user roles can privately publish events.

Last Updated: 2016-10-04

Previewing Events

To preview event content press the "Preview" button - a button directly above the “publish” button - in the publish box before officially publishing or sending for review.

Last Updated: 2016-10-04

Draft Events

To create a draft event in the admin area:

  1. Log in to your Administration Panel.
  2. Click the 'Events' tab.
  3. Click the 'Add New' sub-tab or the “Add New” button in the event list page.
  4. Start filling in your event fields. You must fill all required fields. All required fields have red star after their labels.
  5. As needed, set event taxonomies and relationships. All required relationships or taxonomies must be set.
  6. When you are ready, click "Save Draft" button in the publish box.
  7. After the submission is completed, the event status stays at "Draft".
Last Updated: 2016-10-04

Event Author

Once the event is published the user who created the event is assigned as the event author. Event authors can view and edit the event. One can change the event author from the author box. The author box drop down is limited to the users who have event "publish" right.

Last Updated: 2016-10-04

Linking Attendees

You can create connections between Events and Attendees by clicking on "Create Connection" link in the "Attendees" box and then clicking on "Plus" sign adjacent to the record title you would like to connect. Optionally, you can create new record. If you create a new one, the record is created as a draft. You must publish all connected draft records to make the connections valid.

After the connection created, you can update or publish your event. You can create at most one connection.

Last Updated: 2016-10-04

Linking Events

You can create connections between Events and Events by clicking on "Create Connection" link in the "Events" box and then clicking on "Plus" sign adjacent to the record title you would like to connect. Optionally, you can create new record. If you create a new one, the record is created as a draft. You must publish all connected draft records to make the connections valid.

After the connection created, you can update or publish your event. You can create as many connections as you need.

Last Updated: 2016-10-04

Linking Organizers

You can create connections between Events and Organizers by clicking on "Create Connection" link in the "Organizers" box and then clicking on "Plus" sign adjacent to the record title you would like to connect. Optionally, you can create new record. If you create a new one, the record is created as a draft. You must publish all connected draft records to make the connections valid.

After the connection created, you can update or publish your event. You can create as many connections as you need.

Last Updated: 2016-10-04

Linking Performers

You can create connections between Events and Performers by clicking on "Create Connection" link in the "Performers" box and then clicking on "Plus" sign adjacent to the record title you would like to connect. Optionally, you can create new record. If you create a new one, the record is created as a draft. You must publish all connected draft records to make the connections valid.

After the connection created, you can update or publish your event. You can create as many connections as you need.

Last Updated: 2016-10-04

Linking Venues

You can create connections between Venues and Events by clicking on "Create Connection" link in the "Venues" box and then clicking on "Plus" sign adjacent to the record title you would like to connect. Optionally, you can create new record. If you create a new one, the record is created as a draft. You must publish all connected draft records to make the connections valid.

After the connection created, you can update or publish your event. You can create at most one connection.

Last Updated: 2016-10-04

Creating Custom Fields

WP Easy Events Professional supports creating of custom fields. Creating of custom fields provides a quick way to allow you to extend the content with key/value pairs also known as meta data. Custom fields store arbitrary extra information about events.

To create a custom fields for your events

  1. Edit any event or create a new one in the admin area. You will see the Custom Fields metabox. if you do not see it, enable it from Screen options.
  2. Creating a custom field requires a key and a value. The key is constant, but the value can change for each event. Click on Enter New link or select a key from the dropdown list.
  3. Enter a value and click Add Custom Field button
  4. Repeat the steps above for creating more fields

You can create as many custom fields as you need. If your custom field key may have multiple values, create a new field and use the same key with different values. You can use HTML code in the value box. WP Easy Events concatenates each value separated with a space character. By default, WordPress shows 30 custom fields in the dropdown list.

Once you create event custom fields, they are displayed in the frontend.

Last Updated: 2016-10-17

Setting Categories

Category can be set by clicking on the desired option in "Categories" box and updating/saving the event. Setting a value for Category is optional. Category is also not organized hierarchically meaning there's no relationship from one Category value to another.

WP Easy Events comes with a preset Categories defined in detail in Glossary section of this document. Administrators can always add/remove/modify the list based on your organizational needs. Some widgets created upon installation are based on predefined Categories.

Last Updated: 2016-10-04

Setting Statuses

Status can be set by clicking on the desired option in "Statuses" box and updating/saving the event. Setting a value for Status is optional. Status is also not organized hierarchically meaning there's no relationship from one Status value to another.

WP Easy Events comes with a preset Statuses defined in detail in Glossary section of this document. Administrators can always add/remove/modify the list based on your organizational needs. Some widgets created upon installation are based on predefined Statuses.

Last Updated: 2016-10-04

Setting Tags

Tag can be set by typing the desired option in the empty text field and clicking "Add" button in "Tags" box and updating/saving the event. Setting a value for Tag is optional. Tag is also not organized hierarchically meaning there's no relationship from one Tag value to another.

Tags do not have preset values.

Last Updated: 2016-10-04

Displaying Events

Displaying Event archives can be done by creating a link in the Appearance Menus Screen in the admin area.

Alternatively, if you'd like to display a specific Event, you can select the link from Event metabox and add it to your menu. If you don't see Event metabox, check the Screen Options to ensure it is set to display.

To create a custom link for Event archives:

  1. Goto Appearance in the admin menu and click on Menus link
  2. On the right hand side, pick the menu you’d like to include from Select a menu to edit dropdown
  3. Under Links menu navigation item, type in /events to the URL field
  4. Type in Events or another label describing the custom link URL in the Link Text field
  5. Click “Add to menu” button to add the item to the menu
  6. Pick “primary location” under “Menu Settings” below the menu
  7. Save your menu
  8. Go to the frontend and click on the link you created to access Events. Event archive page content is only displayed to the authorized users who have access permissions.
Last Updated: 2016-10-04

Locking Events

In WP Easy Events, Events are locked during editing, preventing other users from accessing and modifying the Event.

If a user clicks to edit one of the Event records that's currently locked they are presented with three options in a pop-up dialog:

  1. Go Back - Return to the Events listing.
  2. Preview - Preview the current state of the Event that's being edited.
  3. Take Over - Lock out the current editor of the Events and begin editing. (The other user will receive a notification)

The user that has been locked out receives the following dialog, and is no longer able to edit the Event. It can take up to 15 seconds for the current Event editor to be notified that another user has taken over.

Last Updated: 2016-10-04

Using Event Rating

You can use Event Rating to create interactions from users.

Event Rating module :

  • Supports accepting ratings from logged-in users, visitors or both
  • Allows users to rate Events
  • Stores user logs. The logs can be accessed by administrators. Event Rating records can imported, exported or reset by following the instructions in operations screen. Operations screen can be accessed by administrators by clicking on operation button in Event list.
  • Allows "star", "like" or "thumbs" rating modes
  • Allows customization of rating stats area using rating tags
  • Allows customization of rating area using rating tags
  • Allows to filter and search user ratings using multiple criteria and more
  • Allows to hide or disable rating
  • Features user rating integrity protection through IP, cookie or both

Click on ratings menu link under Event Settings menu to access configuration options.

Working with Organizers

Using WP Easy Events, you can create, modify, delete, and search organizer records, associated taxonomies, or relationships.

Last Updated: 2017-01-31

Creating Organizers

To create organizer records in the admin area:

  1. Log in to your Administration Panel.
  2. Click the 'Organizers' tab.
  3. Click the 'Add New' sub-tab or the “Add New” button in the organizer list page.
  4. Start filling in your organizer fields. You must fill all required fields. All required fields have red star after their labels.
  5. As needed, set organizer taxonomies and relationships. All required relationships or taxonomies must be set.
  6. When you are ready, click Publish. If you do not have publish privileges, the "Submit for Review" button is displayed.
  7. After the submission is completed, the organizer status changes to "Published" or "Pending Review". Users must have "publish" right to publish organizers. Users who do not have "publish" right can still create organizers; however, these organizers must be reviewed and approved by a user with organizer "publish" right. Check Roles and Responsibilities section of this document to see which access groups have organizer "publish" right.
Last Updated: 2016-10-04

Uploading Organizer Photos

Organizer Photos image file can be linked to Organizers using the admin backend when creating a new organizer. You can upload unlimited number of Photos.

After the organizer is created. Only the users who has "publish" right can upload Photos using the organizer edit screen.

Last Updated: 2016-10-04

Modifying Organizers

Organizers can be modified by clicking on the "Edit" link under the organizer title in the organizer list page in the admin area. Make any necessary changes and then click Publish.

Last Updated: 2016-10-04

Searching Organizers

In WP Easy Events, users are only allowed to search organizers they have access to. Users who have access to organizers can search using the filter system in the organizer admin area. You can use drag-and-drop admin interface for sorting, creating/saving complex filters, and ordering columns in the entity list pages.

Last Updated: 2016-10-04

Scheduling Organizers

To schedule Organizers for publication on a future time or date in the admin area:

  1. Log in to your Administration Panel.
  2. Click the 'Organizers' tab.
  3. Click the 'Add New' sub-tab or the “Add New” button in the organizer list page.
  4. Start filling in your organizer fields. You must fill all required fields. All required fields have red star after their labels.
  5. As needed, set organizer taxonomies and relationships. All required relationships or taxonomies must be set.
  6. When you are ready, click "Edit" in the Publish area next to the words "Publish immediately". You can also change the publish date to a date in the past to back-date Organizers. Change the settings to the desired time and date. You must also hit the "Publish" button when you have completed the organizer to publish at the desired time and date.
  7. After the submission is completed, the organizer status changes to "Published".
Last Updated: 2016-10-04

Password Protected Organizers

To create a password protected organizer in the admin area:

  1. Log in to your Administration Panel.
  2. Click the 'Organizers' tab.
  3. Click the 'Add New' sub-tab or the “Add New” button in the organizer list page.
  4. Start filling in your organizer fields. You must fill all required fields. All required fields have red star after their labels.
  5. As needed, set organizer taxonomies and relationships. All required relationships or taxonomies must be set.
  6. Click the "Edit" link next to Visibility in the publish box and select "Password protected".
  7. Enter a password that will be required to view that organizer in the text field. The password is limited to 20 characters.
  8. When you are ready, click the "Publish" button (or "Update" if the organizer is already published.)
  9. After the submission is completed, the organizer status changes to "Published".

Only an Administrator and users with "publish" right can change the password set for your organizer or modify visibility setting by clicking the "Visibility: Edit" link again.

When organizer content is password protected, organizer title displays the text "Protected: " before the organizer Title and the content prints a password form with this text: "This content is password protected. To view it please enter your password below:".

If multiple organizers have the same password, one will only have to enter the required password once. Only one password is tracked at a time so if you visit two different organizers with two different password, you must re-enter the organizer password to access content. WordPress saves passwords for maximum 10 days. After this period expires, one must reenter the password again to view the protected content.

Last Updated: 2016-10-04

Private Organizers

Organizers can be privately published to remove them from organizer lists and feeds.

To create a private organizer in the admin area:

  1. Log in to your Administration Panel.
  2. Click the 'Organizers' tab.
  3. Click the 'Add New' sub-tab or the “Add New” button in the organizer list page.
  4. Start filling in your organizer fields. You must fill all required fields. All required fields have red star after their labels.
  5. As needed, set organizer taxonomies and relationships. All required relationships or taxonomies must be set.
  6. Click the "Edit" link next to Visibility in the publish box and select "Private".
  7. Once you change the visibility to private, the organizer status changes to "Privately Published".
  8. When you are ready, click the "UPDATE" button.

Only an Administrator and users with "publish" right for the organizer can change visibility setting by clicking the "Visibility: Edit" link again.

Who can publish and see private organizers?

Only users with "publish organizers", "edit private organizers", "read private organizers", and "delete private organizers" authorization permission levels can create and see private organizers. Users who have the same access level with the author but have a relationship-limited access of a private organizer can not view the content even if they have access rights to the content. User who have access to the content but not limited by a relationship can still see and modify private organizers.

Check Roles and Responsibilities section of this document to see which user roles can privately publish organizers.

Last Updated: 2016-10-04

Previewing Organizers

To preview organizer content press the "Preview" button - a button directly above the “publish” button - in the publish box before officially publishing or sending for review.

Last Updated: 2016-10-04

Draft Organizers

To create a draft organizer in the admin area:

  1. Log in to your Administration Panel.
  2. Click the 'Organizers' tab.
  3. Click the 'Add New' sub-tab or the “Add New” button in the organizer list page.
  4. Start filling in your organizer fields. You must fill all required fields. All required fields have red star after their labels.
  5. As needed, set organizer taxonomies and relationships. All required relationships or taxonomies must be set.
  6. When you are ready, click "Save Draft" button in the publish box.
  7. After the submission is completed, the organizer status stays at "Draft".
Last Updated: 2016-10-04

Organizer Author

Once the organizer is published the user who created the organizer is assigned as the organizer author. Organizer authors can view and edit the organizer. One can change the organizer author from the author box. The author box drop down is limited to the users who have organizer "publish" right.

Last Updated: 2016-10-04

Linking Events

You can create connections between Events and Organizers by clicking on "Create Connection" link in the "Events" box and then clicking on "Plus" sign adjacent to the record title you would like to connect. Optionally, you can create new record. If you create a new one, the record is created as a draft. You must publish all connected draft records to make the connections valid.

After the connection created, you can update or publish your organizer. You can create as many connections as you need.

Last Updated: 2016-10-04

Creating Custom Fields

WP Easy Events Professional supports creating of custom fields. Creating of custom fields provides a quick way to allow you to extend the content with key/value pairs also known as meta data. Custom fields store arbitrary extra information about organizers.

To create a custom fields for your organizers

  1. Edit any organizer or create a new one in the admin area. You will see the Custom Fields metabox. if you do not see it, enable it from Screen options.
  2. Creating a custom field requires a key and a value. The key is constant, but the value can change for each organizer. Click on Enter New link or select a key from the dropdown list.
  3. Enter a value and click Add Custom Field button
  4. Repeat the steps above for creating more fields

You can create as many custom fields as you need. If your custom field key may have multiple values, create a new field and use the same key with different values. You can use HTML code in the value box. WP Easy Events concatenates each value separated with a space character. By default, WordPress shows 30 custom fields in the dropdown list.

Once you create organizer custom fields, they are displayed in the frontend.

Last Updated: 2016-10-17

Setting Categories

Category can be set by clicking on the desired option in "Categories" box and updating/saving the organizer. Setting a value for Category is optional. Category is also not organized hierarchically meaning there's no relationship from one Category value to another.

WP Easy Events comes with a preset Categories defined in detail in Glossary section of this document. Administrators can always add/remove/modify the list based on your organizational needs. Some widgets created upon installation are based on predefined Categories.

Last Updated: 2016-10-04

Setting Tags

Tag can be set by typing the desired option in the empty text field and clicking "Add" button in "Tags" box and updating/saving the organizer. Setting a value for Tag is optional. Tag is also not organized hierarchically meaning there's no relationship from one Tag value to another.

Tags do not have preset values.

Last Updated: 2016-10-04

Displaying Organizers

Displaying Organizer archives can be done by creating a link in the Appearance Menus Screen in the admin area.

Alternatively, if you'd like to display a specific Organizer, you can select the link from Organizer metabox and add it to your menu. If you don't see Organizer metabox, check the Screen Options to ensure it is set to display.

To create a custom link for Organizer archives:

  1. Goto Appearance in the admin menu and click on Menus link
  2. On the right hand side, pick the menu you’d like to include from Select a menu to edit dropdown
  3. Under Links menu navigation item, type in /organizers to the URL field
  4. Type in Organizers or another label describing the custom link URL in the Link Text field
  5. Click “Add to menu” button to add the item to the menu
  6. Pick “primary location” under “Menu Settings” below the menu
  7. Save your menu
  8. Go to the frontend and click on the link you created to access Organizers. Organizer archive page content is only displayed to the authorized users who have access permissions.
Last Updated: 2016-10-04

Locking Organizers

In WP Easy Events, Organizers are locked during editing, preventing other users from accessing and modifying the Organizer.

If a user clicks to edit one of the Organizer records that's currently locked they are presented with three options in a pop-up dialog:

  1. Go Back - Return to the Organizers listing.
  2. Preview - Preview the current state of the Organizer that's being edited.
  3. Take Over - Lock out the current editor of the Organizers and begin editing. (The other user will receive a notification)

The user that has been locked out receives the following dialog, and is no longer able to edit the Organizer. It can take up to 15 seconds for the current Organizer editor to be notified that another user has taken over.

Last Updated: 2016-10-04

Using Organizer Rating

You can use Organizer Rating to create interactions from users.

Organizer Rating module :

  • Supports accepting ratings from logged-in users, visitors or both
  • Allows users to rate Organizers
  • Stores user logs. The logs can be accessed by administrators. Organizer Rating records can imported, exported or reset by following the instructions in operations screen. Operations screen can be accessed by administrators by clicking on operation button in Organizer list.
  • Allows "star", "like" or "thumbs" rating modes
  • Allows customization of rating stats area using rating tags
  • Allows customization of rating area using rating tags
  • Allows to filter and search user ratings using multiple criteria and more
  • Allows to hide or disable rating
  • Features user rating integrity protection through IP, cookie or both

Click on ratings menu link under Event Settings menu to access configuration options.

Working with Venues

Using WP Easy Events, you can create, modify, delete, and search venue records, associated taxonomies, or relationships.

Last Updated: 2017-01-31

Creating Venues

To create venue records in the admin area:

  1. Log in to your Administration Panel.
  2. Click the 'Venues' tab.
  3. Click the 'Add New' sub-tab or the “Add New” button in the venue list page.
  4. Start filling in your venue fields. You must fill all required fields. All required fields have red star after their labels.
  5. As needed, set venue taxonomies and relationships. All required relationships or taxonomies must be set.
  6. When you are ready, click Publish. If you do not have publish privileges, the "Submit for Review" button is displayed.
  7. After the submission is completed, the venue status changes to "Published" or "Pending Review". Users must have "publish" right to publish venues. Users who do not have "publish" right can still create venues; however, these venues must be reviewed and approved by a user with venue "publish" right. Check Roles and Responsibilities section of this document to see which access groups have venue "publish" right.
Last Updated: 2016-10-04

Uploading Venue Photos

Venue Photos image file can be linked to Venues using the admin backend when creating a new venue. You can upload unlimited number of Photos.

After the venue is created. Only the users who has "publish" right can upload Photos using the venue edit screen.

Last Updated: 2016-10-04

Modifying Venues

Venues can be modified by clicking on the "Edit" link under the venue title in the venue list page in the admin area. Make any necessary changes and then click Publish.

Last Updated: 2016-10-04

Searching Venues

In WP Easy Events, users are only allowed to search venues they have access to. Users who have access to venues can search using the filter system in the venue admin area. You can use drag-and-drop admin interface for sorting, creating/saving complex filters, and ordering columns in the entity list pages.

Last Updated: 2016-10-04

Scheduling Venues

To schedule Venues for publication on a future time or date in the admin area:

  1. Log in to your Administration Panel.
  2. Click the 'Venues' tab.
  3. Click the 'Add New' sub-tab or the “Add New” button in the venue list page.
  4. Start filling in your venue fields. You must fill all required fields. All required fields have red star after their labels.
  5. As needed, set venue taxonomies and relationships. All required relationships or taxonomies must be set.
  6. When you are ready, click "Edit" in the Publish area next to the words "Publish immediately". You can also change the publish date to a date in the past to back-date Venues. Change the settings to the desired time and date. You must also hit the "Publish" button when you have completed the venue to publish at the desired time and date.
  7. After the submission is completed, the venue status changes to "Published".
Last Updated: 2016-10-04

Password Protected Venues

To create a password protected venue in the admin area:

  1. Log in to your Administration Panel.
  2. Click the 'Venues' tab.
  3. Click the 'Add New' sub-tab or the “Add New” button in the venue list page.
  4. Start filling in your venue fields. You must fill all required fields. All required fields have red star after their labels.
  5. As needed, set venue taxonomies and relationships. All required relationships or taxonomies must be set.
  6. Click the "Edit" link next to Visibility in the publish box and select "Password protected".
  7. Enter a password that will be required to view that venue in the text field. The password is limited to 20 characters.
  8. When you are ready, click the "Publish" button (or "Update" if the venue is already published.)
  9. After the submission is completed, the venue status changes to "Published".

Only an Administrator and users with "publish" right can change the password set for your venue or modify visibility setting by clicking the "Visibility: Edit" link again.

When venue content is password protected, venue title displays the text "Protected: " before the venue Title and the content prints a password form with this text: "This content is password protected. To view it please enter your password below:".

If multiple venues have the same password, one will only have to enter the required password once. Only one password is tracked at a time so if you visit two different venues with two different password, you must re-enter the venue password to access content. WordPress saves passwords for maximum 10 days. After this period expires, one must reenter the password again to view the protected content.

Last Updated: 2016-10-04

Private Venues

Venues can be privately published to remove them from venue lists and feeds.

To create a private venue in the admin area:

  1. Log in to your Administration Panel.
  2. Click the 'Venues' tab.
  3. Click the 'Add New' sub-tab or the “Add New” button in the venue list page.
  4. Start filling in your venue fields. You must fill all required fields. All required fields have red star after their labels.
  5. As needed, set venue taxonomies and relationships. All required relationships or taxonomies must be set.
  6. Click the "Edit" link next to Visibility in the publish box and select "Private".
  7. Once you change the visibility to private, the venue status changes to "Privately Published".
  8. When you are ready, click the "UPDATE" button.

Only an Administrator and users with "publish" right for the venue can change visibility setting by clicking the "Visibility: Edit" link again.

Who can publish and see private venues?

Only users with "publish venues", "edit private venues", "read private venues", and "delete private venues" authorization permission levels can create and see private venues. Users who have the same access level with the author but have a relationship-limited access of a private venue can not view the content even if they have access rights to the content. User who have access to the content but not limited by a relationship can still see and modify private venues.

Check Roles and Responsibilities section of this document to see which user roles can privately publish venues.

Last Updated: 2016-10-04

Previewing Venues

To preview venue content press the "Preview" button - a button directly above the “publish” button - in the publish box before officially publishing or sending for review.

Last Updated: 2016-10-04

Draft Venues

To create a draft venue in the admin area:

  1. Log in to your Administration Panel.
  2. Click the 'Venues' tab.
  3. Click the 'Add New' sub-tab or the “Add New” button in the venue list page.
  4. Start filling in your venue fields. You must fill all required fields. All required fields have red star after their labels.
  5. As needed, set venue taxonomies and relationships. All required relationships or taxonomies must be set.
  6. When you are ready, click "Save Draft" button in the publish box.
  7. After the submission is completed, the venue status stays at "Draft".
Last Updated: 2016-10-04

Venue Author

Once the venue is published the user who created the venue is assigned as the venue author. Venue authors can view and edit the venue. One can change the venue author from the author box. The author box drop down is limited to the users who have venue "publish" right.

Last Updated: 2016-10-04

Linking Events

You can create connections between Venues and Events by clicking on "Create Connection" link in the "Events" box and then clicking on "Plus" sign adjacent to the record title you would like to connect. Optionally, you can create new record. If you create a new one, the record is created as a draft. You must publish all connected draft records to make the connections valid.

After the connection created, you can update or publish your venue. You can create at most one connection.

Last Updated: 2016-10-04

Creating Custom Fields

WP Easy Events Professional supports creating of custom fields. Creating of custom fields provides a quick way to allow you to extend the content with key/value pairs also known as meta data. Custom fields store arbitrary extra information about venues.

To create a custom fields for your venues

  1. Edit any venue or create a new one in the admin area. You will see the Custom Fields metabox. if you do not see it, enable it from Screen options.
  2. Creating a custom field requires a key and a value. The key is constant, but the value can change for each venue. Click on Enter New link or select a key from the dropdown list.
  3. Enter a value and click Add Custom Field button
  4. Repeat the steps above for creating more fields

You can create as many custom fields as you need. If your custom field key may have multiple values, create a new field and use the same key with different values. You can use HTML code in the value box. WP Easy Events concatenates each value separated with a space character. By default, WordPress shows 30 custom fields in the dropdown list.

Once you create venue custom fields, they are displayed in the frontend.

Last Updated: 2016-10-17

Setting Categories

Category can be set by clicking on the desired option in "Categories" box and updating/saving the venue. Setting a value for Category is optional. Category is also not organized hierarchically meaning there's no relationship from one Category value to another.

WP Easy Events comes with a preset Categories defined in detail in Glossary section of this document. Administrators can always add/remove/modify the list based on your organizational needs. Some widgets created upon installation are based on predefined Categories.

Last Updated: 2016-10-04

Setting Tags

Tag can be set by typing the desired option in the empty text field and clicking "Add" button in "Tags" box and updating/saving the venue. Setting a value for Tag is optional. Tag is also not organized hierarchically meaning there's no relationship from one Tag value to another.

Tags do not have preset values.

Last Updated: 2016-10-04

Displaying Venues

Displaying Venue archives can be done by creating a link in the Appearance Menus Screen in the admin area.

Alternatively, if you'd like to display a specific Venue, you can select the link from Venue metabox and add it to your menu. If you don't see Venue metabox, check the Screen Options to ensure it is set to display.

To create a custom link for Venue archives:

  1. Goto Appearance in the admin menu and click on Menus link
  2. On the right hand side, pick the menu you’d like to include from Select a menu to edit dropdown
  3. Under Links menu navigation item, type in /venues to the URL field
  4. Type in Venues or another label describing the custom link URL in the Link Text field
  5. Click “Add to menu” button to add the item to the menu
  6. Pick “primary location” under “Menu Settings” below the menu
  7. Save your menu
  8. Go to the frontend and click on the link you created to access Venues. Venue archive page content is only displayed to the authorized users who have access permissions.
Last Updated: 2016-10-04

Locking Venues

In WP Easy Events, Venues are locked during editing, preventing other users from accessing and modifying the Venue.

If a user clicks to edit one of the Venue records that's currently locked they are presented with three options in a pop-up dialog:

  1. Go Back - Return to the Venues listing.
  2. Preview - Preview the current state of the Venue that's being edited.
  3. Take Over - Lock out the current editor of the Venues and begin editing. (The other user will receive a notification)

The user that has been locked out receives the following dialog, and is no longer able to edit the Venue. It can take up to 15 seconds for the current Venue editor to be notified that another user has taken over.

Last Updated: 2016-10-04

Using Venue Rating

You can use Venue Rating to create interactions from users.

Venue Rating module :

  • Supports accepting ratings from logged-in users, visitors or both
  • Allows users to rate Venues
  • Stores user logs. The logs can be accessed by administrators. Venue Rating records can imported, exported or reset by following the instructions in operations screen. Operations screen can be accessed by administrators by clicking on operation button in Venue list.
  • Allows "star", "like" or "thumbs" rating modes
  • Allows customization of rating stats area using rating tags
  • Allows customization of rating area using rating tags
  • Allows to filter and search user ratings using multiple criteria and more
  • Allows to hide or disable rating
  • Features user rating integrity protection through IP, cookie or both

Click on ratings menu link under Event Settings menu to access configuration options.

Working with Performers

Using WP Easy Events, you can create, modify, delete, and search performer records, associated taxonomies, or relationships.

Last Updated: 2017-01-31

Creating Performers

To create performer records in the admin area:

  1. Log in to your Administration Panel.
  2. Click the 'Performers' tab.
  3. Click the 'Add New' sub-tab or the “Add New” button in the performer list page.
  4. Start filling in your performer fields. You must fill all required fields. All required fields have red star after their labels.
  5. As needed, set performer taxonomies and relationships. All required relationships or taxonomies must be set.
  6. When you are ready, click Publish. If you do not have publish privileges, the "Submit for Review" button is displayed.
  7. After the submission is completed, the performer status changes to "Published" or "Pending Review". Users must have "publish" right to publish performers. Users who do not have "publish" right can still create performers; however, these performers must be reviewed and approved by a user with performer "publish" right. Check Roles and Responsibilities section of this document to see which access groups have performer "publish" right.
Last Updated: 2016-10-04

Uploading Performer Photos

Performer Photos image file can be linked to Performers using the admin backend when creating a new performer. You can upload unlimited number of Photos.

After the performer is created. Only the users who has "publish" right can upload Photos using the performer edit screen.

Last Updated: 2016-10-04

Modifying Performers

Performers can be modified by clicking on the "Edit" link under the performer title in the performer list page in the admin area. Make any necessary changes and then click Publish.

Last Updated: 2016-10-04

Searching Performers

In WP Easy Events, users are only allowed to search performers they have access to. Users who have access to performers can search using the filter system in the performer admin area. You can use drag-and-drop admin interface for sorting, creating/saving complex filters, and ordering columns in the entity list pages.

Last Updated: 2016-10-04

Scheduling Performers

To schedule Performers for publication on a future time or date in the admin area:

  1. Log in to your Administration Panel.
  2. Click the 'Performers' tab.
  3. Click the 'Add New' sub-tab or the “Add New” button in the performer list page.
  4. Start filling in your performer fields. You must fill all required fields. All required fields have red star after their labels.
  5. As needed, set performer taxonomies and relationships. All required relationships or taxonomies must be set.
  6. When you are ready, click "Edit" in the Publish area next to the words "Publish immediately". You can also change the publish date to a date in the past to back-date Performers. Change the settings to the desired time and date. You must also hit the "Publish" button when you have completed the performer to publish at the desired time and date.
  7. After the submission is completed, the performer status changes to "Published".
Last Updated: 2016-10-04

Password Protected Performers

To create a password protected performer in the admin area:

  1. Log in to your Administration Panel.
  2. Click the 'Performers' tab.
  3. Click the 'Add New' sub-tab or the “Add New” button in the performer list page.
  4. Start filling in your performer fields. You must fill all required fields. All required fields have red star after their labels.
  5. As needed, set performer taxonomies and relationships. All required relationships or taxonomies must be set.
  6. Click the "Edit" link next to Visibility in the publish box and select "Password protected".
  7. Enter a password that will be required to view that performer in the text field. The password is limited to 20 characters.
  8. When you are ready, click the "Publish" button (or "Update" if the performer is already published.)
  9. After the submission is completed, the performer status changes to "Published".

Only an Administrator and users with "publish" right can change the password set for your performer or modify visibility setting by clicking the "Visibility: Edit" link again.

When performer content is password protected, performer title displays the text "Protected: " before the performer Title and the content prints a password form with this text: "This content is password protected. To view it please enter your password below:".

If multiple performers have the same password, one will only have to enter the required password once. Only one password is tracked at a time so if you visit two different performers with two different password, you must re-enter the performer password to access content. WordPress saves passwords for maximum 10 days. After this period expires, one must reenter the password again to view the protected content.

Last Updated: 2016-10-04

Private Performers

Performers can be privately published to remove them from performer lists and feeds.

To create a private performer in the admin area:

  1. Log in to your Administration Panel.
  2. Click the 'Performers' tab.
  3. Click the 'Add New' sub-tab or the “Add New” button in the performer list page.
  4. Start filling in your performer fields. You must fill all required fields. All required fields have red star after their labels.
  5. As needed, set performer taxonomies and relationships. All required relationships or taxonomies must be set.
  6. Click the "Edit" link next to Visibility in the publish box and select "Private".
  7. Once you change the visibility to private, the performer status changes to "Privately Published".
  8. When you are ready, click the "UPDATE" button.

Only an Administrator and users with "publish" right for the performer can change visibility setting by clicking the "Visibility: Edit" link again.

Who can publish and see private performers?

Only users with "publish performers", "edit private performers", "read private performers", and "delete private performers" authorization permission levels can create and see private performers. Users who have the same access level with the author but have a relationship-limited access of a private performer can not view the content even if they have access rights to the content. User who have access to the content but not limited by a relationship can still see and modify private performers.

Check Roles and Responsibilities section of this document to see which user roles can privately publish performers.

Last Updated: 2016-10-04

Previewing Performers

To preview performer content press the "Preview" button - a button directly above the “publish” button - in the publish box before officially publishing or sending for review.

Last Updated: 2016-10-04

Draft Performers

To create a draft performer in the admin area:

  1. Log in to your Administration Panel.
  2. Click the 'Performers' tab.
  3. Click the 'Add New' sub-tab or the “Add New” button in the performer list page.
  4. Start filling in your performer fields. You must fill all required fields. All required fields have red star after their labels.
  5. As needed, set performer taxonomies and relationships. All required relationships or taxonomies must be set.
  6. When you are ready, click "Save Draft" button in the publish box.
  7. After the submission is completed, the performer status stays at "Draft".
Last Updated: 2016-10-04

Performer Author

Once the performer is published the user who created the performer is assigned as the performer author. Performer authors can view and edit the performer. One can change the performer author from the author box. The author box drop down is limited to the users who have performer "publish" right.

Last Updated: 2016-10-04

Linking Events

You can create connections between Events and Performers by clicking on "Create Connection" link in the "Events" box and then clicking on "Plus" sign adjacent to the record title you would like to connect. Optionally, you can create new record. If you create a new one, the record is created as a draft. You must publish all connected draft records to make the connections valid.

After the connection created, you can update or publish your performer. You can create as many connections as you need.

Last Updated: 2016-10-04

Creating Custom Fields

WP Easy Events Professional supports creating of custom fields. Creating of custom fields provides a quick way to allow you to extend the content with key/value pairs also known as meta data. Custom fields store arbitrary extra information about performers.

To create a custom fields for your performers

  1. Edit any performer or create a new one in the admin area. You will see the Custom Fields metabox. if you do not see it, enable it from Screen options.
  2. Creating a custom field requires a key and a value. The key is constant, but the value can change for each performer. Click on Enter New link or select a key from the dropdown list.
  3. Enter a value and click Add Custom Field button
  4. Repeat the steps above for creating more fields

You can create as many custom fields as you need. If your custom field key may have multiple values, create a new field and use the same key with different values. You can use HTML code in the value box. WP Easy Events concatenates each value separated with a space character. By default, WordPress shows 30 custom fields in the dropdown list.

Once you create performer custom fields, they are displayed in the frontend.

Last Updated: 2016-10-17

Setting Categories

Category can be set by clicking on the desired option in "Categories" box and updating/saving the performer. Setting a value for Category is optional. Category is also not organized hierarchically meaning there's no relationship from one Category value to another.

WP Easy Events comes with a preset Categories defined in detail in Glossary section of this document. Administrators can always add/remove/modify the list based on your organizational needs. Some widgets created upon installation are based on predefined Categories.

Last Updated: 2016-10-04

Setting Tags

Tag can be set by typing the desired option in the empty text field and clicking "Add" button in "Tags" box and updating/saving the performer. Setting a value for Tag is optional. Tag is also not organized hierarchically meaning there's no relationship from one Tag value to another.

Tags do not have preset values.

Last Updated: 2016-10-04

Displaying Performers

Displaying Performer archives can be done by creating a link in the Appearance Menus Screen in the admin area.

Alternatively, if you'd like to display a specific Performer, you can select the link from Performer metabox and add it to your menu. If you don't see Performer metabox, check the Screen Options to ensure it is set to display.

To create a custom link for Performer archives:

  1. Goto Appearance in the admin menu and click on Menus link
  2. On the right hand side, pick the menu you’d like to include from Select a menu to edit dropdown
  3. Under Links menu navigation item, type in /performers to the URL field
  4. Type in Performers or another label describing the custom link URL in the Link Text field
  5. Click “Add to menu” button to add the item to the menu
  6. Pick “primary location” under “Menu Settings” below the menu
  7. Save your menu
  8. Go to the frontend and click on the link you created to access Performers. Performer archive page content is only displayed to the authorized users who have access permissions.
Last Updated: 2016-10-04

Locking Performers

In WP Easy Events, Performers are locked during editing, preventing other users from accessing and modifying the Performer.

If a user clicks to edit one of the Performer records that's currently locked they are presented with three options in a pop-up dialog:

  1. Go Back - Return to the Performers listing.
  2. Preview - Preview the current state of the Performer that's being edited.
  3. Take Over - Lock out the current editor of the Performers and begin editing. (The other user will receive a notification)

The user that has been locked out receives the following dialog, and is no longer able to edit the Performer. It can take up to 15 seconds for the current Performer editor to be notified that another user has taken over.

Last Updated: 2016-10-04

Using Performer Rating

You can use Performer Rating to create interactions from users.

Performer Rating module :

  • Supports accepting ratings from logged-in users, visitors or both
  • Allows users to rate Performers
  • Stores user logs. The logs can be accessed by administrators. Performer Rating records can imported, exported or reset by following the instructions in operations screen. Operations screen can be accessed by administrators by clicking on operation button in Performer list.
  • Allows "star", "like" or "thumbs" rating modes
  • Allows customization of rating stats area using rating tags
  • Allows customization of rating area using rating tags
  • Allows to filter and search user ratings using multiple criteria and more
  • Allows to hide or disable rating
  • Features user rating integrity protection through IP, cookie or both

Click on ratings menu link under Event Settings menu to access configuration options.

Working with Attendees

Using WP Easy Events, you can create, modify, delete, and search attendee records, associated taxonomies, or relationships.

Last Updated: 2016-10-04

Creating Attendees

To create attendee records in the admin area:

  1. Log in to your Administration Panel.
  2. Click the 'Attendees' tab.
  3. Click the 'Add New' sub-tab or the “Add New” button in the attendee list page.
  4. Start filling in your attendee fields. You must fill all required fields. All required fields have red star after their labels.
  5. As needed, set attendee taxonomies and relationships. All required relationships or taxonomies must be set.
  6. When you are ready, click Publish. If you do not have publish privileges, the "Submit for Review" button is displayed.
  7. After the submission is completed, the attendee status changes to "Published" or "Pending Review". Users must have "publish" right to publish attendees. Users who do not have "publish" right can still create attendees; however, these attendees must be reviewed and approved by a user with attendee "publish" right. Check Roles and Responsibilities section of this document to see which access groups have attendee "publish" right.

Alternatively, you can create attendee records using the attendee entry form in the frontend by filling out the required fields.

Last Updated: 2016-10-04

Modifying Attendees

Attendees can be modified by clicking on the "Edit" link under the attendee title in the attendee list page in the admin area. Make any necessary changes and then click Publish.

Last Updated: 2016-10-04

Searching Attendees

In WP Easy Events, users are only allowed to search attendees they have access to. Users who have access to attendees can search using the filter system in the attendee admin area. You can use drag-and-drop admin interface for sorting, creating/saving complex filters, and ordering columns in the entity list pages.

Last Updated: 2016-10-04

Scheduling Attendees

To schedule Attendees for publication on a future time or date in the admin area:

  1. Log in to your Administration Panel.
  2. Click the 'Attendees' tab.
  3. Click the 'Add New' sub-tab or the “Add New” button in the attendee list page.
  4. Start filling in your attendee fields. You must fill all required fields. All required fields have red star after their labels.
  5. As needed, set attendee taxonomies and relationships. All required relationships or taxonomies must be set.
  6. When you are ready, click "Edit" in the Publish area next to the words "Publish immediately". You can also change the publish date to a date in the past to back-date Attendees. Change the settings to the desired time and date. You must also hit the "Publish" button when you have completed the attendee to publish at the desired time and date.
  7. After the submission is completed, the attendee status changes to "Published".
Last Updated: 2016-10-04

Password Protected Attendees

To create a password protected attendee in the admin area:

  1. Log in to your Administration Panel.
  2. Click the 'Attendees' tab.
  3. Click the 'Add New' sub-tab or the “Add New” button in the attendee list page.
  4. Start filling in your attendee fields. You must fill all required fields. All required fields have red star after their labels.
  5. As needed, set attendee taxonomies and relationships. All required relationships or taxonomies must be set.
  6. Click the "Edit" link next to Visibility in the publish box and select "Password protected".
  7. Enter a password that will be required to view that attendee in the text field. The password is limited to 20 characters.
  8. When you are ready, click the "Publish" button (or "Update" if the attendee is already published.)
  9. After the submission is completed, the attendee status changes to "Published".

Only an Administrator and users with "publish" right can change the password set for your attendee or modify visibility setting by clicking the "Visibility: Edit" link again.

When attendee content is password protected, attendee title displays the text "Protected: " before the attendee Title and the content prints a password form with this text: "This content is password protected. To view it please enter your password below:".

If multiple attendees have the same password, one will only have to enter the required password once. Only one password is tracked at a time so if you visit two different attendees with two different password, you must re-enter the attendee password to access content. WordPress saves passwords for maximum 10 days. After this period expires, one must reenter the password again to view the protected content.

Last Updated: 2016-10-04

Private Attendees

Attendees can be privately published to remove them from attendee lists and feeds.

To create a private attendee in the admin area:

  1. Log in to your Administration Panel.
  2. Click the 'Attendees' tab.
  3. Click the 'Add New' sub-tab or the “Add New” button in the attendee list page.
  4. Start filling in your attendee fields. You must fill all required fields. All required fields have red star after their labels.
  5. As needed, set attendee taxonomies and relationships. All required relationships or taxonomies must be set.
  6. Click the "Edit" link next to Visibility in the publish box and select "Private".
  7. Once you change the visibility to private, the attendee status changes to "Privately Published".
  8. When you are ready, click the "UPDATE" button.

Only an Administrator and users with "publish" right for the attendee can change visibility setting by clicking the "Visibility: Edit" link again.

Who can publish and see private attendees?

Only users with "publish attendees", "edit private attendees", "read private attendees", and "delete private attendees" authorization permission levels can create and see private attendees. Users who have the same access level with the author but have a relationship-limited access of a private attendee can not view the content even if they have access rights to the content. User who have access to the content but not limited by a relationship can still see and modify private attendees.

Check Roles and Responsibilities section of this document to see which user roles can privately publish attendees.

Last Updated: 2016-10-04

Previewing Attendees

To preview attendee content press the "Preview" button - a button directly above the “publish” button - in the publish box before officially publishing or sending for review.

Last Updated: 2016-10-04

Draft Attendees

To create a draft attendee in the admin area:

  1. Log in to your Administration Panel.
  2. Click the 'Attendees' tab.
  3. Click the 'Add New' sub-tab or the “Add New” button in the attendee list page.
  4. Start filling in your attendee fields. You must fill all required fields. All required fields have red star after their labels.
  5. As needed, set attendee taxonomies and relationships. All required relationships or taxonomies must be set.
  6. When you are ready, click "Save Draft" button in the publish box.
  7. After the submission is completed, the attendee status stays at "Draft".
Last Updated: 2016-10-04

Attendee Author

Once the attendee is published the user who created the attendee is assigned as the attendee author. Attendee authors can view and edit the attendee. One can change the attendee author from the author box. The author box drop down is limited to the users who have attendee "publish" right.

Last Updated: 2016-10-04

Linking Events

You can create connections between Events and Attendees by clicking on "Create Connection" link in the "Events" box and then clicking on "Plus" sign adjacent to the record title you would like to connect. Optionally, you can create new record. If you create a new one, the record is created as a draft. You must publish all connected draft records to make the connections valid.

After the connection created, you can update or publish your attendee. You can create at most one connection.

Last Updated: 2016-10-04

Displaying Attendees

Displaying Attendee archives can be done by creating a link in the Appearance Menus Screen in the admin area.

Alternatively, if you'd like to display a specific Attendee, you can select the link from Attendee metabox and add it to your menu. If you don't see Attendee metabox, check the Screen Options to ensure it is set to display.

To create a custom link for Attendee archives:

  1. Goto Appearance in the admin menu and click on Menus link
  2. On the right hand side, pick the menu you’d like to include from Select a menu to edit dropdown
  3. Under Links menu navigation item, type in /attendee to the URL field
  4. Type in Attendees or another label describing the custom link URL in the Link Text field
  5. Click “Add to menu” button to add the item to the menu
  6. Pick “primary location” under “Menu Settings” below the menu
  7. Save your menu
  8. Go to the frontend and click on the link you created to access Attendees. Attendee archive page content is only displayed to the authorized users who have access permissions.
Last Updated: 2016-10-04

Locking Attendees

In WP Easy Events, Attendees are locked during editing, preventing other users from accessing and modifying the Attendee.

If a user clicks to edit one of the Attendee records that's currently locked they are presented with three options in a pop-up dialog:

  1. Go Back - Return to the Attendees listing.
  2. Preview - Preview the current state of the Attendee that's being edited.
  3. Take Over - Lock out the current editor of the Attendees and begin editing. (The other user will receive a notification)

The user that has been locked out receives the following dialog, and is no longer able to edit the Attendee. It can take up to 15 seconds for the current Attendee editor to be notified that another user has taken over.

Last Updated: 2016-10-04

Creating Custom Reports

In WP Easy Events, you can create custom reports using Analytics module. Analytics module allows filtering entity attributes, taxonomies and relationships to calculate statistics and displaying the result in any page using a shortcode.

Analytics module can use the following functions in calculations;

  • COUNT
  • SUM
  • MAX
  • MIN
  • AVG
  • STDDEV_POP
  • STDDEV_SAMP
  • VAR_POP
  • VAR_SAMP

All summary calculations such as SUM, MAX, MIN etc can only be done on attribute values.

Date attributes can be further filtered through relative operators:

  • Current Date
  • Yesterday
  • Tomorrow
  • Current Week
  • Last Week
  • Next Week
  • Current Month
  • Last Month
  • Next Month
  • Current Year
  • Last Year
  • Next Year

Generic attribute operators are as follows:

  • = (is)
  • ≠ (is not)
  • ≈ (like)
  • !≈ (not like)
  • < (less than)
  • > (greater than)
  • <= (less than equal to)
  • >= (greater than equal to)

Taxonomies can be filtered using the taxonomy term slug. Relationships can be filtered using relationship name and current user or post id.

You can use as many criteria as you need in your filters. However, please be aware that if the results are real-time and may impact page loads depending on the server configuration. Currently, OR operator is used as default for filter groups. For example; if you used Issue priority High and Low, calculations are based on the union not the intersection of the results.

Last Updated: 2016-10-18

Dashboard

WP Easy Events Dashboard offers a drag and drop, real-time interface, showing a graphical presentation of the current status (snapshot), historical trends of your content, and highlighting important information from one place using widgets. Dashboard widgets can enabled or disabled from Screen Options tab.

The following widgets are available:

  • Event Registrations By Date Last 4 Weeks column chart widget available at App Dashboard
  • Organizers By Category pie chart widget available at App Dashboard
  • Venues By Category pie chart widget available at App Dashboard
  • Performers By Category pie chart widget available at App Dashboard
  • Events By Category pie chart widget available at App Dashboard
  • Events By Registration Types pie chart widget available at App Dashboard

Widgets

Widgets provide a simple and easy-to-use way of displaying content and features on your sidebars or dashboard.

Sidebar widgets can be added, removed, and rearranged on the WordPress Administration Appearance > Widgets panel. Dashboard widgets can be enabled or disabled using Screen Options tab in your app dashboard page. All widgets have drag-and-drop functionality.

The following sections list the WP Easy Events widgets:

Last Updated: 2016-10-04

Featured Events sidebar widget

Featured Events is an entity sidebar widget. It shows latest 5 published event records without any page navigation links.

Last Updated: 2016-10-04

Ongoing Events sidebar widget

Ongoing Events is an entity sidebar widget. It shows latest 5 published event records without any page navigation links.

Last Updated: 2016-10-04

Upcoming Events sidebar widget

Upcoming Events is an entity sidebar widget. It shows latest 5 published event records without any page navigation links.

Standards

Standard views display a single type of content in a custom format and can be used in place of archive views. Administrators can display standard views using their shortcodes by choosing the name of the view you want to display from the WPAS component list after clicking on the WPAS toolbar button on any page.

The following sections list the WP Easy Events standard views available:

Last Updated: 2016-10-17

All Events

"All Events" is a standard view which displays -1 Event records per page with a post status of publish in descending order by date. Page navigation is disabled. If you choose to install setup pages during plugin activation, a WordPress page is created with a title of "All Events". You can visit this page to access the view. To display it in another page or post, use [wpee_all_event_grid] shortcode or select the view name from the WPAS component list after clicking on the WPAS toolbar button.

Last Updated: 2016-10-17

All organizers

"All organizers" is a standard view which displays -1 Organizer records per page with a post status of publish in descending order by date. Page navigation is disabled. If you choose to install setup pages during plugin activation, a WordPress page is created with a title of "All organizers". You can visit this page to access the view. To display it in another page or post, use [wpee_all_organizer_grid] shortcode or select the view name from the WPAS component list after clicking on the WPAS toolbar button.

Last Updated: 2016-10-17

All performers

"All performers" is a standard view which displays -1 Performer records per page with a post status of publish in descending order by date. Page navigation is disabled. If you choose to install setup pages during plugin activation, a WordPress page is created with a title of "All performers". You can visit this page to access the view. To display it in another page or post, use [wpee_all_performer_grid] shortcode or select the view name from the WPAS component list after clicking on the WPAS toolbar button.

Last Updated: 2016-10-17

All venues

"All venues" is a standard view which displays -1 Venue records per page with a post status of publish in descending order by date. Page navigation is disabled. If you choose to install setup pages during plugin activation, a WordPress page is created with a title of "All venues". You can visit this page to access the view. To display it in another page or post, use [wpee_all_venue_grid] shortcode or select the view name from the WPAS component list after clicking on the WPAS toolbar button.

Last Updated: 2016-10-17

Event Attendee List

"Event Attendee List" is a standard view which displays -1 Attendee records per page with a post status of publish in descending order by date. Page navigation is disabled. If you choose to install setup pages during plugin activation, a WordPress page is created with a title of "Event Attendee List". You can visit this page to access the view. To display it in another page or post, use [wpee_event_attendee] shortcode or select the view name from the WPAS component list after clicking on the WPAS toolbar button.

Last Updated: 2016-10-17

Expired Events

"Expired Events" is a standard view which displays -1 Event records per page with a post status of publish in descending order by meta_value. Page navigation is disabled. If you choose to install setup pages during plugin activation, a WordPress page is created with a title of "Expired Events". You can visit this page to access the view. To display it in another page or post, use [wpee_expired_event_grid] shortcode or select the view name from the WPAS component list after clicking on the WPAS toolbar button.

Last Updated: 2016-10-17

Ongoing Events

"Ongoing Events" is a standard view which displays -1 Event records per page with a post status of publish in descending order by meta_value. Page navigation is disabled. If you choose to install setup pages during plugin activation, a WordPress page is created with a title of "Ongoing Events". You can visit this page to access the view. To display it in another page or post, use [wpee_ongoing_event_grid] shortcode or select the view name from the WPAS component list after clicking on the WPAS toolbar button.

Last Updated: 2016-10-17

Upcoming Events

"Upcoming Events" is a standard view which displays -1 Event records per page with a post status of publish in descending order by meta_value. Page navigation is disabled. If you choose to install setup pages during plugin activation, a WordPress page is created with a title of "Upcoming Events". You can visit this page to access the view. To display it in another page or post, use [wpee_upcoming_event_grid] shortcode or select the view name from the WPAS component list after clicking on the WPAS toolbar button.

Integrations

Integration views combine interrelated views of your content in one page to provide a summary or to highlight essential information.

The following sections list the WP Easy Events integration views:

Last Updated: 2016-10-17

Event Ticket Checking Processing

"Event Ticket Checking Processing" is a combo report. If you choose to install setup pages during plugin activation, a WordPress page is created with a title of "Event Ticket Checking Processing". You can visit this page to access the view. To display it in another page or post, use [wpee_process_checkin] shortcode or select the view name from the WPAS component list after clicking on the WPAS toolbar button.

Last Updated: 2016-10-17

Events Calendar

"Events Calendar" is a combo report. If you choose to install setup pages during plugin activation, a WordPress page is created with a title of "Events Calendar". You can visit this page to access the view. To display it in another page or post, use [wpee_events_calendar] shortcode or select the view name from the WPAS component list after clicking on the WPAS toolbar button.

Charts

Charts provide a perfect way to visualize data. You can use WP Easy Events charts to better understand large quantities of data and the relationships between parts of the data.

The following sections list the WP Easy Events charts you can use:

Last Updated: 2016-10-17

Event Counts By Orders By Start Date Last 4 Weeks

"Event Counts By Orders By Start Date Last 4 Weeks" is a column chart. It is available in WP Easy Events dashboard with a title of "Event Counts By Orders By Start Date Last 4 Weeks". If you choose to install setup pages during plugin activation, a WordPress page is created with a title of "Event Counts By Orders By Start Date Last 4 Weeks". You can visit this page to view the chart. To display the chart in another page or post, use [wpee_evt_edd_ord_counts_stdate] shortcode or select the view name from the WPAS component list after clicking on the WPAS toolbar button. This chart comes with a full width container. All charts adjust to the browser window size changes.

Last Updated: 2016-10-18

Event Registrations By Date Last 4 Weeks

"Event Registrations By Date Last 4 Weeks" is a column chart. It is available in WP Easy Events dashboard with a title of "Event Registrations By Date Last 4 Weeks". If you choose to install setup pages during plugin activation, a WordPress page is created with a title of "Event Registrations By Date Last 4 Weeks". You can visit this page to view the chart. To display the chart in another page or post, use [wpee_registration_by_date] shortcode or select the view name from the WPAS component list after clicking on the WPAS toolbar button. This chart comes with a full width container. All charts adjust to the browser window size changes.

Last Updated: 2016-10-17

Event RSVPs By Date Last 4 Weeks

"Event RSVPs By Date Last 4 Weeks" is a column chart. It is available in WP Easy Events dashboard with a title of "Event RSVPs By Date Last 4 Weeks". If you choose to install setup pages during plugin activation, a WordPress page is created with a title of "Event RSVPs By Date Last 4 Weeks". You can visit this page to view the chart. To display the chart in another page or post, use [wpee_rsvps_by_date] shortcode or select the view name from the WPAS component list after clicking on the WPAS toolbar button. This chart comes with a full width container. All charts adjust to the browser window size changes.

Last Updated: 2016-10-17

Events By Category

"Events By Category" is a pie chart. It is available in WP Easy Events dashboard with a title of "Events By Category". If you choose to install setup pages during plugin activation, a WordPress page is created with a title of "Events By Category". You can visit this page to view the chart. To display the chart in another page or post, use [wpee_events_by_category] shortcode or select the view name from the WPAS component list after clicking on the WPAS toolbar button. This chart comes with a full width container. All charts adjust to the browser window size changes.

Last Updated: 2016-10-17

Events By Registration Types

"Events By Registration Types" is a pie chart. It is available in WP Easy Events dashboard with a title of "Events By Registration Types". If you choose to install setup pages during plugin activation, a WordPress page is created with a title of "Events By Registration Types". You can visit this page to view the chart. To display the chart in another page or post, use [wpee_events_by_regtype] shortcode or select the view name from the WPAS component list after clicking on the WPAS toolbar button. This chart comes with a full width container. All charts adjust to the browser window size changes.

Last Updated: 2016-10-17

Order Counts By Event Category

"Order Counts By Event Category" is a bar chart. It is available in WP Easy Events dashboard with a title of "Order Counts By Event Category". If you choose to install setup pages during plugin activation, a WordPress page is created with a title of "Order Counts By Event Category". You can visit this page to view the chart. To display the chart in another page or post, use [wpee_edd_orders_by_category] shortcode or select the view name from the WPAS component list after clicking on the WPAS toolbar button. This chart comes with a full width container. All charts adjust to the browser window size changes.

Last Updated: 2016-10-17

Organizers By Category

"Organizers By Category" is a pie chart. It is available in WP Easy Events dashboard with a title of "Organizers By Category". If you choose to install setup pages during plugin activation, a WordPress page is created with a title of "Organizers By Category". You can visit this page to view the chart. To display the chart in another page or post, use [wpee_organizers_by_category] shortcode or select the view name from the WPAS component list after clicking on the WPAS toolbar button. This chart comes with a full width container. All charts adjust to the browser window size changes.

Last Updated: 2016-10-17

Performers By Category

"Performers By Category" is a pie chart. It is available in WP Easy Events dashboard with a title of "Performers By Category". If you choose to install setup pages during plugin activation, a WordPress page is created with a title of "Performers By Category". You can visit this page to view the chart. To display the chart in another page or post, use [wpee_performers_by_category] shortcode or select the view name from the WPAS component list after clicking on the WPAS toolbar button. This chart comes with a full width container. All charts adjust to the browser window size changes.

Last Updated: 2016-10-17

Venues By Category

"Venues By Category" is a pie chart. It is available in WP Easy Events dashboard with a title of "Venues By Category". If you choose to install setup pages during plugin activation, a WordPress page is created with a title of "Venues By Category". You can visit this page to view the chart. To display the chart in another page or post, use [wpee_venues_by_category] shortcode or select the view name from the WPAS component list after clicking on the WPAS toolbar button. This chart comes with a full width container. All charts adjust to the browser window size changes.

Forms

Forms allow users to enter data that is sent to WP Easy Events for processing. Forms can be used to enter or retrieve search results related to your content.

The following sections list the WP Easy Events forms:

Last Updated: 2017-02-14

Event attendee

"Event attendee" form is used for entering attendee records from the frontend. You can use [event_attendee] shortcode to display it in a page or post of your choise as well.

The following are the fields used in the form:

  • Events (select-only single selection allowed)
  • Ticket ID (hidden_func)
  • First Name (text)
  • Last Name (text)
  • Email (text)
  • Full name (hidden_func)
  • Quantity (text)
  • Form Name (hidden)
  • Form Submitted By (hidden_func)
  • Form Submitted IP (hidden_func)
Last Updated: 2017-02-14

Roles and Capabilities

The following table shows the capabilities and the access roles available in WP Easy Events app. "Red" color means the users who belong to the corresponding role do not have the capability. "Green" color means the users who belong to the corresponding role have the capability.

CAPABILITYAdministratorEditorAuthorContributorSubscriberWooCommerce Shop ManagerWooCommerce CustomerEDD Shop ManagerEDD Shop WorkerEDD Shop AccountantEDD Shop VendorEvent ManagerEvent Staff
Edit Attendees
Delete Attendees
Edit Others Attendees
Publish Attendees
Read Private Attendees
Delete Private Attendees
Delete Published Attendees
Delete Others Attendees
Edit Private Attendees
Edit Published Attendees
Manage Operations Attendees
Edit Events
Delete Events
Edit Others Events
Publish Events
Read Private Events
Delete Private Events
Delete Published Events
Delete Others Events
Edit Private Events
Edit Published Events
Manage Operations Events
Set Author Events
Edit Performers
Delete Performers
Edit Others Performers
Publish Performers
Read Private Performers
Delete Private Performers
Delete Published Performers
Delete Others Performers
Edit Private Performers
Edit Published Performers
Manage Operations Performers
Edit Venues
Delete Venues
Edit Others Venues
Publish Venues
Read Private Venues
Delete Private Venues
Delete Published Venues
Delete Others Venues
Edit Private Venues
Edit Published Venues
Manage Operations Venues
Edit Organizers
Delete Organizers
Edit Others Organizers
Publish Organizers
Read Private Organizers
Delete Private Organizers
Delete Published Organizers
Delete Others Organizers
Edit Private Organizers
Edit Published Organizers
Manage Operations Organizers
CAPABILITYAdministratorEditorAuthorContributorSubscriberWooCommerce Shop ManagerWooCommerce CustomerEDD Shop ManagerEDD Shop WorkerEDD Shop AccountantEDD Shop VendorEvent ManagerEvent Staff
Manage Statuses
Edit Statuses
Delete Statuses
Assign Statuses
Manage Tags
Edit Tags
Delete Tags
Assign Tags
Manage Categories
Edit Categories
Delete Categories
Assign Categories
CAPABILITYAdministratorEditorAuthorContributorSubscriberWooCommerce Shop ManagerWooCommerce CustomerEDD Shop ManagerEDD Shop WorkerEDD Shop AccountantEDD Shop VendorEvent ManagerEvent Staff
All Relationships are open to public.
CAPABILITYAdministratorEditorAuthorContributorSubscriberWooCommerce Shop ManagerWooCommerce CustomerEDD Shop ManagerEDD Shop WorkerEDD Shop AccountantEDD Shop VendorEvent ManagerEvent Staff
All Widgets are open to public.
CAPABILITYAdministratorEditorAuthorContributorSubscriberWooCommerce Shop ManagerWooCommerce CustomerEDD Shop ManagerEDD Shop WorkerEDD Shop AccountantEDD Shop VendorEvent ManagerEvent Staff
All Forms are open to public.
CAPABILITYAdministratorEditorAuthorContributorSubscriberWooCommerce Shop ManagerWooCommerce CustomerEDD Shop ManagerEDD Shop WorkerEDD Shop AccountantEDD Shop VendorEvent ManagerEvent Staff
All Views are open to public.

Notifications

Notifications are email alerts WP Easy Events sends when new modifications, additions or changes occur.

Notifications tab can be accessed from Settings > WP Easy Events Settings page in the admin area. Using Notifications tab you can:

  • Enable or disable notifications
  • Choose where the notification will be triggered from
  • Customize email content or subject using tags
  • Include CC, BCC, Reply to
  • Choose who will receive notification either by changing Send to address or selecting appropriate relationship checkbox.

For notifications to work, you must be able to send emails from the server WP Easy Events enabled. The following sections list the notifications available for WP Easy Events:

Last Updated: 2016-10-04

Event Status Changed

When Status value of any Event is set to the value of:

The following get notified:

  • Attendees

Administration

Plugins are managed from the Plugins screen in the Administration Screens of your WordPress site. All Plugins listed on this screen are found in your wp-content/plugins directory. Each Plugin has a description in its header section of what it does, an author and website to refer to, and a version number. Find WP Easy Events from the list.

Last Updated: 2016-10-04

Installation

To install your WP Easy Events Plugin using the built-in plugin installer:

  1. Download WP Easy Events Plugin to your desktop.
  2. Go to Plugins "Add New".
  3. Under Upload, click "Browse".
  4. Find the wp-easy-events-professional-VERSION.zip file.
  5. Click Install Now to install the WP Easy Events Plugin.
  6. A popup window will ask you to confirm your wish to install the Plugin.
  7. Click Proceed to continue with the installation. The resulting installation screen will list the installation as successful or note any problems during the install.
  8. If successful, click Activate Plugin to activate it, or Return to Plugin Installer for further actions.

Replace VERSION in instructions with the version number of WP Easy Events you want to install. After the activation, the WP Easy Events plugin setup may display notification asking if you if you'd like to install setup pages or skip setup page installation, click the appropriate button.

Last Updated: 2016-10-04

Uninstallation

To uninstall your WP Easy Events Plugin using the built-in plugin installer:

  1. Go to Plugins screen.
  2. Find the WP Easy Events Plugin you wish to deactivate and uninstall.
  3. Click Deactivate.
Last Updated: 2016-10-04

Plugin Updates and Upgrades

WordPress auto-update system displays notification in the Admin Bar and also on the plugins page when new version of the WP Easy Events is available.

To install the new version, simply hit the "Update automatically" button. WordPress will automatically download the new package, extract it and replace the old files. No FTP, removing old files, and uploading is required.

Upgrading your plugin

We offer different plugin editions to better match your needs. If you purchased a different edition of WP Easy Events, follow the steps below to upgrade your plugin:

  1. Go WordPress plugins page and deactivate and optionally delete the current WP Easy Events Professional edition.
  2. Install the new edition based on the instructions in WordPress Codex
  3. Activate the new edition
  4. Go to Plugin Settings page and save settings

Upgrading WP Easy Events Professional edition does not have any impact on your existing data but it is always a good idea to back up your WordPress database as a rule of thumb before any changes.

Using Plugin Extensions

WP Easy Events Professional edition is configured to work with many plugin extensions. Most plugin extensions work regardless of the edition unless specified specifically in the plugin page.

if you purchased a plugin extension, follow the instructions in WordPress Codex to install and activate your plugin extension like any other WordPress plugin.

If your extension comes with a license key, you must save and activate your license key to get software updates and support.

Maintaining your plugin

Keeping your plugin up-to-date is very important. At emdplugins.com, we regularly update our products to offer plugin or WordPress related bug fixes, product enhancements, patches for security vulnerabilities and more. Ability to receive these updates is critical to maintaining your software and site in working condition.

To be able to see the update notifications and receive updates, you must have a valid, activated license at all times. If your existing license is expired, you must renew it manually if you opted out of automatic renewals.

Please also note that you must have a valid license to get support for your plugin.

To activate your license:

  1. Go to Event Settings > Licenses page
  2. Enter the license key you receive in your purchase receipt
  3. Click "Save Changes" button
  4. Now, you will see, "Activate License" button and "INACTIVE" right next to your license key
  5. Click "Activate License" button to activate your license
  6. If you see "VALID" message in place of "INACTIVE", you should be able to get your plugin updates.

If you followed the steps above and still are not able to get the plugin updates, there could be additional configuration needed for your site.

Last Updated: 2016-10-04

Import/Export/Reset Content

Administrators can import/export from/to CSV files or reset WP Easy Events entities, taxonomies and relationships by clicking on Operations button in entity list pages. You must be able to get a backup of your content and files before starting importing/exporting or resetting. Operations page is divided into Import, Export, and Reset tabs.

Importing

Import tab is used to visually import existing records into an entity, its taxonomies and relationships. Each fields to be imported must be mapped to the app design.If you have custom fields in your CSV files, these fields can be imported as well. By default, custom fields are not mapped and they do not have a mapped label. You need to specify custom field's label in the corresponding textbox to import it correctly. The imported custom fields are created for every record with the corresponding value specified in the CSV file.

In you import large files with a lot of images or files attached, your server may be temporarily unavailable and return a white screen. This is due to the extended time needed by WordPress to process and create image thumbnails. If you get a white screen, open up a browser screen and monitor the activity in Media library. If you see images getting created, wait until all activity stops. After image or file addition stops, check if all your records are imported correctly. As a sanity check, you can do the import again but this time checking the Update existing data based on unique field(s) option.

Updating and syncing with external systems

Update option checks the existing records against the CSV file and see if there is a change. If there is a change, it finds the difference and updates the record. For example, if an image is added, the new image is added. If the incoming record does not include an existing image, the existing image which is not included in the incoming record gets deleted. All deletions are permanent. If the incoming record is not there, new record is created. You can use the update option to sync your existing records with external systems.

Exporting

Export tab is used to export the content of an entity as a CSV file. If an entity has relationships, they must be exported separately from the main entity. You will see additional export buttons if this is the case. When you export records, all custom fields are exported as well.

Resetting

Reset tab is used to permanently delete the content of an entity including all the attached images and files. You can also choose to delete all entity content, relationships, or taxonomies. Make sure you have a backup of your content, attached images and/or files before any reset action.

You can take a backup of your content to CSV using export tab. However, you need to take a backup of your attached files manually. In addition, if you need to re-import after the reset using the exported CSV, you must modify the URLs of your attached images to the new or backup location to import them back correctly.

Last Updated: 2016-10-04

Modifying Form Fields

Administrators can show, hide, and resize form elements by clicking on the Settings page under Event Settings menu. In addition, form captcha element can be set to "Visitors Only","Always Show", or "Never Show".

Required fields can not be disabled however you can change the column size. The optional fields can be enabled, disabled, or modified to occupy more or less space in the form layout.

Make sure to save your changes after any modification otherwise your changes will not take effect.

Last Updated: 2016-10-17

Setting Global Options

Administrators can set global options available for WP Easy Events. After logging in as administrator, click Settings page under Event Settings menu. Modify the ones you want to be changed and click Save button to make changes active. The following lists the available options:

Hides event location map
Hides venue location map and link on the frontend when checked in single event pages.
Buy Button Label
Sets the buy button label for tickets
Attendee per page
Number of Attendees displayed on event pages before page navigation is displayed.
Hide Email Share
Hides email share button when checked.
Hide Facebook Share
Hides Facebook share button when checked.
Hide Linkedin Share
Hides Linkedin share button when checked.
Hide Twitter Share
Hides Twitter share button when checked.
Hide Reddit Share
Hides Reddit share button when checked.
Use Avatars
Displays avatar photo of attendees if available based on attendee\'s email when checked. If attendee photo is not available, it displays avatar image selected in Settings > Discussion.
Last Updated: 2016-10-04

Changing Entity Base Slug

The default entity base slug can be changed within entity tab of settings page in Event Settings menu. After you update, make sure to refresh your site's Permalinks under Settings. You can only change base slug if post name based permalink structure is selected.

Last Updated: 2017-01-31

Resolving theme related conflicts

For the most part, WP Easy Events templates will integrate nicely with most WordPress themes. However you may run into issues when the default WP Easy Events content wrappers do not match your chosen theme or your theme's CSS rules overwrite WP Easy Events CSS rules.

Theme related issues manifest themselves by;

  • Breaking your layout on WP Easy Events pages and shifting your sidebars into incorrect positions
  • Some random text getting displayed in header or footer of your site
  • Some sections in plugin pages not getting displayed as in the plugin's demo site.

Theme related issues can potentially affect all single, taxonomy, archive and shortcode pages because WP Easy Events uses templates of its own to display these pages and it’s impossible for eMDPlugins to know exactly what markup or CSS rules your theme uses.

The following is a Developer level documentation. If you’re unfamiliar with code/templates and resolving potential conflicts, we strongly suggest to hire us or a developer to complete the project for you. Please also note that our complimentary support team is unable to assist with customization per our Support Policy.

There are three methods to resolve theme related issues;

  • Copying and modifying your theme's header.php and footer.php
  • Copying and modifying your theme's page.php
  • Adding custom CSS rules

Modifying header.php and footer.php

  1. Go to your theme's folder -- wp-content/themes/YOURTHEME/
  2. Copy header.php of your theme as header-emdplugins.php
  3. Copy footer.php of your theme as footer-emplugins.php
  4. Remove the conflicting code from header-emdplugins.php and/or footer-emplugins.php.
  5. This will make WP Easy Events use these newly created header and footer instead of your theme's default header and footer. Save the files. You’re done.

Copying and modifying your theme's page.php

If the issue can not be resolved through simply modifying the header and footer templates, you need to modify your theme's page.php.

Please note that this approach eliminates Your ability:

  • To set page templates for single, archive and taxonomy pages
  • To remove page navigation from archive and taxonomy pages.

from Event Settings, settings page.

To set up this template page:

  1. Duplicate your theme’s page.php file, and name it wpee-pro.php. This file should be found like this: wp-content/themes/YOURTHEME/wpee-pro.php.
  2. Open up your newly created wpee-pro.php in a text editor, or the editor of your choice.
  3. Next you need to find the loop (see The_Loop). The loop usually starts with a:

    <?php if ( have_posts() ) :

    and usually ends with:

    <?php endif; ?>

    This varies between themes. Once you have found it, delete it. In its place, put:

    <?php wpee_pro_content(); ?>
  4. This will make your theme use WP Easy Events’s loop instead. Save the file. You’re done.

Adding CSS rules

You add custom CSS rules in the Custom CSS field of Tools tab under Event Settings menu, settings page to overwrite your theme's default CSS. The custom css rules added in the settings are not deleted when your plugin gets updated.

You can learn CSS language by completing the tutorials at w3schools.com

Last Updated: 2016-10-04

Localization(l10n)

WP Easy Events can be translated into any language by editing wpee-pro-emd-plugins.pot and wpee-pro.pot files.

  • wpee-pro-emd-plugins.pot file is for the components used in WP Easy Events.
  • wpee-pro.pot file is for the WP Easy Events specific strings that need to be translated.

Follow the steps below to fully translate WP Easy Events into the desired language:

  1. Copy wpee-pro-emd-plugins.pot as language specific .po file such as wpee-pro-emd-plugins-tr_TR.po.
  2. Copy wpee-pro.pot as language specific .po file such as wpee-pro-tr_TR.po.
  3. Use your favorite PO file editor and complete translation strings in the .po files you created.
  4. When translations are completed, create .mo file of each .po file.
  5. Create wp-content/languages/wpee-pro directory
  6. Put translated .mo files and .po files in the directory above to protect them from getting deleted during plugin updates.
  7. Change the language to the translated language from Settings > General > Site Language.
  8. Repeat the process until you get all strings translated
  9. .
Last Updated: 2016-10-04

Screen Options

Screen Options is displayed as a hanging tab under the toolbar. Click on the Screen Options tab to expand the options available for a particular Screen, check (or uncheck) the desired options, then click the Screen Options hanging tab to collapse the Screen Options. Each screen may have a different set of Screen Options.

Edit page screen options allow the user to decide the edit boxes ,such as taxonomies, relationships or specific boxes such as authors, are presented in the edit area. You can turn on and off the ones that are not needed for a particular edit session.

List page screen options allow users to set the number of records displayed in the list table.

Creating Shortcodes

Shortcodes are small blocks of reusable code that can be inserted in a page to generate dynamic and often complex functionality. There is no limit in number of shortcodes that can be created and used. Multiple shortcodes can be used in the same page.

Examples

The following shortcode creates a All organizers page with organizers of Categories category.

[wpee_all_organizer_grid filter="tax::wpee_event_cat::is::YOUR TAXONOMY VALUE;"]

The following shortcode creates a All organizers page with organizers of Categories category.

[wpee_all_organizer_grid filter="attr::emd_eo_featured::is::YOUR ATTRIBUTE VALUE;"]

The following shortcode creates a All organizers page with organizers of Categories category where Featured is emd_eo_featured .

[wpee_all_organizer_grid filter="attr::emd_eo_featured::is::YOUR ATTRIBUTE VALUE;tax::wpee_event_cat::is::YOUR TAXONOMY VALUE;"]

The following shortcode creates a All organizers page with the published organizers of Categories category where Featured is emd_eo_featured in descending order by comment count, displaying 15 organizers with no pagination.

[wpee_all_organizer_grid filter="attr::emd_eo_featured::is::YOUR ATTRIBUTE VALUE;tax::wpee_event_cat::is::YOUR TAXONOMY VALUE;misc::post_status::is::publish;misc::order::is::DESC;misc::posts_per_page::is::15;misc::has_pages::is::false;misc::orderby::is::comment_count;"]

Note: Replace YOUR ATTRIBUTE VALUE with the value stored for that attribute and YOUR TAXONOMY VALUE with the slug of the corresponding taxonomy value.

Last Updated: 2016-10-04

Using Visual Shortcode Builder

WP Easy Events Professional comes with Visual Shortcode Builder(VSB) module which allows creating advanced custom shortcodes without manually writing code. To use Visual Shortcode Builder:

  1. Create a new page
  2. Click on WPAS button right next to Add Media button
  3. Find and select the view or form you'd like to use a base from the drowdown list
  4. Modify the shortcode by adding filters from taxonomy, attribute, relationship or misc categories
    • Don't forget to click + icon every time you add a filter
    • You can create as many filters as you need in the same shortcode
  5. When you finished, click Insert Shortcode button. The shortcode will be inserted to the page
  6. Update or publish the page to see the shortcode result
  7. Repeat the same process for all your shortcodes
Last Updated: 2017-01-31

Customizations

WP Easy Events offers extensive customization options from plugin settings, settings page. The following customizations can be done without changing your theme's template files:

  • Enable or disable all fields, taxonomies and relationships from backend and/or frontend
  • Set any entity and/or archive base slug
  • Set the page template of any entity, taxonomy and/or archive page to sidebar on left, sidebar on right or no sidebar (full width)
  • Hide the previous and next post links on the frontend for single posts
  • Hide the page navigation links on the frontend for archive posts
  • Display or hide any custom field
  • Display any side bar widget on plugin pages using EMD Widget Area
  • Set custom CSS rules for all plugin pages including plugin shortcodes

If your customization requirements are more complex and can not be resolved through the list of options provided above, you need to implement advanced customization techniques.

Advanced Customizations

Note:The following is a Developer level documentation. If you’re unfamiliar with code/templates/localization and resolving potential conflicts, we strongly suggest to hire us or a developer to complete the project for you. Please also note that our complimentary support team is unable to assist with customization per our Support Policy.

WP Easy Events advanced customization can be done on 3 different areas;

  • Look & Feel - changing layout and overall presentation of content
  • Functionality - adding, deleting or modifying existing plugin functionality
  • Strings - changing the field names

Plugin customization can be implemented by using 4 different methods:

Customizing functionality

If you'd like to modify the functionality, you need to modify the plugin design (sold separately) using WP App Studio ProDev API access (sold separately and monthly development plans are available).

Customizing look & feel

If you like to customize how HTML elements are to be displayed on screen, you can add custom CSS rules with higher specificity to your theme's style.css file.

If you'd like to customize layouts of WP Easy Events, Please follow the steps below:

  1. Create "emd_templates" directory under your theme's directory.
  2. Copy the layout files that you want to customize into "emd_templates" directory which you created in step 1 from PLUGIN-ROOT/layouts directory
  3. Modify the file based on your needs

The layout files you added in the "emd_templates" has always precedence over the plugin's layout files. If the customized files get deleted, the layouts which came with your plugin are displayed. We recommend that you create a child theme if you'd like to minimize the risk of accidental deleting of the "emd_templates" directory because of theme updates.

The following layout file types can be customized:

  • Single view page
  • Archive view page
  • Taxonomy view page
  • Search form result page
  • Standard list page
  • Integration page
  • Org chart record and tooltip layout page

Customizing strings

WP Easy Events labels and messages can be customized to better match your needs through language files. The customization is very similar to localization but recommended for US English users only. If your language is different than US English, you should localize instead of customize. The customization can be done for the strings included in wpee-pro-emd-plugins.pot and wpee-pro.pot files.

The following steps cover the string customization of labels and messages.

  • wpee-pro-emd-plugins.pot file is for the translatable strings of components used in WP Easy Events.
  • wpee-pro.pot file is for the WP Easy Events specific strings that need to be translated.

Follow the steps below to fully customize WP Easy Events labels and messages:

  1. Copy wpee-pro-emd-plugins.pot as language specific .po file such as wpee-pro-emd-plugins-en_US.po.
  2. Copy wpee-pro.pot as language specific .po file such as wpee-pro-en_US.po.
  3. Use your favorite PO file editor or plugin and complete customization of strings in the .po files you created.
  4. When customization are completed, create .mo file of each .po file.
  5. Create wp-content/languages/wpee-pro directory.
  6. Put customized .mo files and .po files in the directory above to protect them from getting deleted during plugin updates.
  7. Repeat the process until you get all strings customized. If you do not need a string to be customizes, leave it as it is.

All customization can be done by yourself or emarketdesign.com. Open a support ticket, if you prefer us to do the customization for you.

Glossary

Below is the list of attribute and taxonomy definitions.

Last Updated: 2016-10-18

Attendee

A person or organization attending the event.

Ticket ID
Unique identifier for every ticket Being a unique identifier, it uniquely distinguishes each instance of Attendee entity. Ticket ID is filterable in the admin area. Ticket ID does not have a default value.
First Name
First Name is filterable in the admin area. First Name does not have a default value.
Last Name
Last Name is filterable in the admin area. Last Name does not have a default value.
Email
Email is filterable in the admin area. Email does not have a default value.
Full name
Full name does not have a default value.
Quantity
Quantity is a required field. Quantity is filterable in the admin area. Quantity has a default value of "1".
Check-in
Check-in is filterable in the admin area. Check-in does not have a default value.
Form Name
Form Name is filterable in the admin area. Form Name has a default value of "admin".
Form Submitted By
Form Submitted By is filterable in the admin area. Form Submitted By does not have a default value.
Form Submitted IP
Form Submitted IP is filterable in the admin area. Form Submitted IP does not have a default value.
Events
Allows to display and create connections with Events. One instance of Attendees can associated with only one instance of Events. The relationship can be set up in the edit area of Attendees using Events relationship box. This relationship is required when publishing new Attendees.
Last Updated: 2017-02-14

Event

An event happening at a certain time and location, such as a concert, lecture, or festival.

Featured
Featured is filterable in the admin area. Featured does not have a default value.
Photos
Photos does not have a default value.
Start Date
Start Date is a required field. Start Date is filterable in the admin area. Start Date does not have a default value.
End Date
End Date is filterable in the admin area. End Date does not have a default value.
Timezone
Timezone is filterable in the admin area. Timezone does not have a default value.
Display timezone on event page
Display timezone on event page is filterable in the admin area. Display timezone on event page does not have a default value.
Website
Website is filterable in the admin area. Website does not have a default value.
Hide Attendee List
Hides attendee list for this event when checked. Hide Attendee List is filterable in the admin area. Hide Attendee List does not have a default value.
Registration Type
WooCommerce and Easy Digital Downloads types require corresponding extensions to work. Registration Type is filterable in the admin area. Registration Type has a default value of "'none'".
Min Price
Minimum price to be paid for an event ticket. Enter 0 (zero) for Free events. Min Price is filterable in the admin area. Min Price has a default value of "0".
Max Price
Maximum price to be paid for an event ticket. Max Price is filterable in the admin area. Max Price does not have a default value.
Currency symbol
Currency symbol is filterable in the admin area. Currency symbol has a default value of "$".
Display currency on right
Displays the currency symbol to the right of the amount when checked. Display currency on right does not have a default value.
Attendance Text
Sets the text which is displayed at the bottom event signup form. You can use this field for displaying specific requirements for attendees. Attendance Text does not have a default value.
Slider Interval
The amount of time to delay between automatically cycling an item. If false, carousel will not automatically cycle. Default:5000. It has no effect for single image slides. Slider Interval has a default value of "3000".
Sliding effect
Adds a CSS transition and animation effect, which makes the items slide when showing a new item. It has no effect for single image slides. Sliding effect does not have a default value.
Show Indicators
Display or hide indicators which are the little dots at the bottom of each slide. They indicate how many slides there is in the carousel, and which slide the user are currently viewing. You might want to disable it for single image slides. Show Indicators does not have a default value.
Show Caption
Display or hide image caption for carousel images. Caption title comes from image title attribute, and caption text comes from the image caption, both of which can be set in WordPress media library by editing the image selected. Both text are responsive. Show Caption does not have a default value.
Show Controls
Display or hide carousel controls. You might want to disable it for single image slides. Show Controls has a default value of "1".
Title
Title is a required field. Being a unique identifier, it uniquely distinguishes each instance of Event entity. Title does not have a default value.
Description
Description does not have a default value.
Excerpt
Excerpt does not have a default value.
Venues
Allows to display and create connections with Venues. One instance of Events can associated with only one instance of Venues. The relationship can be set up in the edit area of Venues using Events or in the edit area of Events using Venues relationship boxes. This relationship is required when publishing new Events.
Events
Allows to display and create connections with Events. One instance of Events can associated with many instances of Events, and vice versa. The relationship can be set up in the edit area of Events using Events relationship box.
Organizers
Allows to display and create connections with Organizers. One instance of Events can associated with many instances of Organizers, and vice versa. The relationship can be set up in the edit area of Events using Organizers or in the edit area of Organizers using Events relationship boxes.
Performers
Allows to display and create connections with Performers. One instance of Events can associated with many instances of Performers, and vice versa. The relationship can be set up in the edit area of Events using Performers or in the edit area of Performers using Events relationship boxes.
Attendees
Allows to display and create connections with Attendees. One instance of Events can associated with many instances of Attendees. The relationship can be set up in the edit area of Attendees using Events relationship box. This relationship is required when publishing new Events.
Last Updated: 2016-10-17

Globals

Global attributes can be set in the Settings page, Global tab under Event Settings menu.

Hides event location map (checkbox)
Hides venue location map and link on the frontend when checked in single event pages.
Buy Button Label (text)
Sets the buy button label for tickets
Attendee per page (text)
Number of Attendees displayed on event pages before page navigation is displayed.
Hide Email Share (checkbox)
Hides email share button when checked.
Hide Facebook Share (checkbox)
Hides Facebook share button when checked.
Hide Linkedin Share (checkbox)
Hides Linkedin share button when checked.
Hide Twitter Share (checkbox)
Hides Twitter share button when checked.
Hide Reddit Share (checkbox)
Hides Reddit share button when checked.
Use Avatars (checkbox)
Displays avatar photo of attendees if available based on attendee\'s email when checked. If attendee photo is not available, it displays avatar image selected in Settings > Discussion.
Last Updated: 2016-10-04

Organizer

Person or company that organizes events

Featured
Featured is filterable in the admin area. Featured does not have a default value.
Photos
Photos does not have a default value.
Email
Email does not have a default value.
Phone
Phone does not have a default value.
Website
Website does not have a default value.
Slider Interval
The amount of time to delay between automatically cycling an item. If false, carousel will not automatically cycle. Default:5000. It has no effect for single image slides. Slider Interval has a default value of "3000".
Sliding effect
Adds a CSS transition and animation effect, which makes the items slide when showing a new item. It has no effect for single image slides. Sliding effect has a default value of "1".
Show Indicators
Display or hide indicators which are the little dots at the bottom of each slide. They indicate how many slides there is in the carousel, and which slide the user are currently viewing. You might want to disable it for single image slides. Show Indicators has a default value of "1".
Show Caption
Display or hide image caption for carousel images. Caption title comes from image title attribute, and caption text comes from the image caption, both of which can be set in WordPress media library by editing the image selected. Both text are responsive. Show Caption has a default value of "1".
Show Controls
Display or hide carousel controls. You might want to disable it for single image slides. Show Controls has a default value of "1".
Title
Title is a required field. Being a unique identifier, it uniquely distinguishes each instance of Organizer entity. Title does not have a default value.
Detail
Detail does not have a default value.
Excerpt
Excerpt does not have a default value.
Events
Allows to display and create connections with Events. One instance of Organizers can associated with many instances of Events, and vice versa. The relationship can be set up in the edit area of Events using Organizers or in the edit area of Organizers using Events relationship boxes.
Last Updated: 2016-10-18

Performer

The main performer or performers of the event—for example, a presenter, musician, or actor.

Featured
Featured is filterable in the admin area. Featured does not have a default value.
Photos
Photos does not have a default value.
Website
Website does not have a default value.
Slider Interval
The amount of time to delay between automatically cycling an item. If false, carousel will not automatically cycle. Default:5000. It has no effect for single image slides. Slider Interval has a default value of "3000".
Sliding effect
Adds a CSS transition and animation effect, which makes the items slide when showing a new item. It has no effect for single image slides. Sliding effect has a default value of "1".
Show Indicators
Display or hide indicators which are the little dots at the bottom of each slide. They indicate how many slides there is in the carousel, and which slide the user are currently viewing. You might want to disable it for single image slides. Show Indicators has a default value of "1".
Show Caption
Display or hide image caption for carousel images. Caption title comes from image title attribute, and caption text comes from the image caption, both of which can be set in WordPress media library by editing the image selected. Both text are responsive. Show Caption has a default value of "1".
Show Controls
Display or hide carousel controls. You might want to disable it for single image slides. Show Controls has a default value of "1".
Title
Title is a required field. Being a unique identifier, it uniquely distinguishes each instance of Performer entity. Title does not have a default value.
Content
Content does not have a default value.
Excerpt
It is displayed in archive and taxonomy pages. Excerpt does not have a default value.
Events
Allows to display and create connections with Events. One instance of Performers can associated with many instances of Events, and vice versa. The relationship can be set up in the edit area of Events using Performers or in the edit area of Performers using Events relationship boxes.
Last Updated: 2016-10-18

Venue

A venue is the place where an event or meeting is happening.

Featured
Featured is filterable in the admin area. Featured does not have a default value.
Photos
Photos does not have a default value.
Address
Address is a required field. Address does not have a default value.
City
City is a required field. City does not have a default value.
State
State does not have a default value.
Postal Code
Postal Code does not have a default value.
Country
Country is filterable in the admin area. Country does not have a default value.
Full Address
Full Address does not have a default value.
Map
Map does not have a default value.
Slider Interval
The amount of time to delay between automatically cycling an item. If false, carousel will not automatically cycle. Default:5000. It has no effect for single image slides. Slider Interval has a default value of "3000".
Sliding effect
Adds a CSS transition and animation effect, which makes the items slide when showing a new item. It has no effect for single image slides. Sliding effect has a default value of "1".
Show indicators
Display or hide indicators which are the little dots at the bottom of each slide. They indicate how many slides there is in the carousel, and which slide the user are currently viewing. You might want to disable it for single image slides. Show indicators has a default value of "1".
Show Caption
Display or hide image caption for carousel images. Caption title comes from image title attribute, and caption text comes from the image caption, both of which can be set in WordPress media library by editing the image selected. Both text are responsive. Show Caption has a default value of "1".
Show Controls
Display or hide carousel controls. You might want to disable it for single image slides. Show Controls has a default value of "1".
Title
Title is a required field. Being a unique identifier, it uniquely distinguishes each instance of Venue entity. Title does not have a default value.
Details
Details does not have a default value.
Excerpt
Excerpt does not have a default value.
Events
Allows to display and create connections with Events. One instance of Venues can associated with many instances of Events. The relationship can be set up in the edit area of Venues using Events or in the edit area of Events using Venues relationship boxes. This relationship is required when publishing new Venues.