Admin Guide
Comprehensive documentation for administrators to manage events, participants, and all system functions.
Overview
Introduction to the administration area and key features.
Dashboard
The dashboard provides a central overview of all key metrics and activities.
Events
Create and manage your events, trade shows, and exhibitions.
Contacts
Manage your contact and company database centrally.
Participants
Manage event participations and the complete participant lifecycle.
Applications
Process incoming applications for your events.
Categories
Define participant categories with different prices, services, and hierarchical organization.
Invoices
Create, send, and manage invoices with full payment tracking.
Documents
Create documents from templates for participants and events.
Forms
Create and manage application and data collection forms with conditional logic.
Lists
Create custom lists for collecting tabular data from participants.
Booths
Manage exhibition booths, floor plans, and booth reservations.
Services
Offer additional services that participants can order via the portal.
Submissions
Collect and review required materials from participants with deadline tracking.
Tasks
Manage tasks for your team with priorities, assignments, and entity linking.
Calendar
Overview of events, tasks, and important dates in the calendar.
CMS
Manage content, media, and navigation for your public website.
Newsletter
Manage newsletter subscribers, create campaigns, and send mailings.
Settings
Configure all system settings for your tenant.
Users & Roles
Manage administrators and their permissions.
Security
Security settings, login monitoring, and session management.
Check-Ins
Record participant attendance on event days with multiple check-in methods.
Webhooks
Configure real-time notifications for system events.
Reports
Generate detailed analytics and reports across all event dimensions.
Budgets
Track event budgets and monitor spending against limits.
Schedules
Manage event schedules with program items and assignments.
E-Signature
Electronic signatures for contracts and documents.
Badges
Create name badges and IDs for participants.
Data Export
Export your data and fulfill GDPR requirements.
Integrations
Connect PlanDocket with external services and systems.
Automation
Connect PlanDocket with external automation platforms via webhooks.
Formulas
Create automatic calculations for pricing, invoice items, and custom fields.
Custom Fields
Create individual data fields for forms, applications, and participant data.
Document Types
Create and manage document types with templates for automatically generated documents like contracts, confirmations, and badges.
Trash
View, restore, or permanently delete soft-deleted items.
Service Orders
Manage orders for additional services from participants.
Contracts
Manage contracts, agreements, and their signature workflows.
AI Features
Use artificial intelligence to accelerate recurring tasks.
Accounting
Configure accounting integration and export data to external accounting software.
Saved Filters
Save and manage frequently used filter configurations.
Bulk Operations
Perform actions on multiple records at once.
Email Templates
Manage automated email templates for various workflows.
Presets
Import and export preconfigured templates for quick setup.
Email Queue
Monitor outgoing emails, track delivery status, and identify issues.
SSO Settings
Configure SAML 2.0 Single Sign-On and SCIM user provisioning.
Cookie Consents
GDPR/TTDSG-compliant audit trail of all visitor cookie consent decisions.
Usage & Limits
Overview of your current resource usage and subscription limits.
Admin Files
Internal file management for the admin team with folder structure.