Events
Create and manage your events, trade shows, and exhibitions.
Available in
| Resource | Starter | Professional | Business | Enterprise |
|---|---|---|---|---|
| Events | 3 | 15 | 50 | Unlimited |
| Participants per Event | 250 | 1,000 | 5,000 | Unlimited |
Events are the heart of PlanDocket. Here you manage all your events with all associated data. This guide walks you through the step-by-step process of creating and configuring an event.
Step 1: Enter Basic Data
Navigate to Events → New Event and fill out the basic data form:
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Event Name - The full name of your event (e.g., "Spring Trade Show 2026")
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Event Key - Unique URL identifier in lowercase without spaces (e.g., "spring-trade-show-2026"). Auto-generated but can be customized. IMPORTANT: Cannot be changed after saving!
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Short Description - Concise description for listings and search results (max. 200 characters)
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Description - Detailed description with formatting for the public page
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Event Image - Cover image for the event (recommended: 1200×630px, max. 5MB)
Step 2: Date and Period
Define when the event takes place:
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Start Date - The first day of the event (required)
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End Date - The last day of the event. For single-day events, same as start date
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Opening Hours - Daily opening and closing times. Can be set individually per day
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Timezone - Default: Europe/Berlin. Relevant for international events
Step 3: Configure Opening Hours
In the "Opening Hours" tab, define detailed schedules:
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Uniform Times - Set the same opening hours for all days with one click
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Individual Times - Set different times for each day (e.g., Friday 10am-8pm, Saturday 9am-10pm)
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Setup Times - Optional: Times for setup before opening
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Breakdown Times - Optional: Times for breakdown after closing
Step 4: Venue
Enter the event location:
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Venue Name - Name of the venue (e.g., "Exhibition Hall 1")
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Address - Full street address
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Postal Code and City - ZIP code and city name
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Country - Select from country list
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GPS Coordinates - Optional for map integration (auto-detected)
Step 5: Application Period
Define when applications are accepted:
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Application Start - When interested parties can start applying
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Application End - Until when applications are accepted
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Early Bird Discount - Optional: End date for discounted registration
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Allow Applications - Toggle to enable/disable applications completely
Step 6: Assign Categories
Choose which participant categories are available for this event:
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Enable Categories - Select from predefined categories (e.g., "Standard Exhibitor", "Premium Exhibitor")
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Quotas - Optional: Limit maximum spots per category
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Event-Specific Pricing - Category prices can be overridden per event
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Order - Display order of categories in the application form
Step 7: Configure Form
In the "Form" tab, define the application form:
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Standard Fields - Company name, contact person, contact details are automatically included
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Custom Fields - Enable additional fields from templates under Settings → Custom Fields
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Required Fields - Mark fields as mandatory for the application
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Field Groups - Group related fields into sections
Step 8: Documents and Templates
Link document templates to the event:
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Participation Contract - Template for the contract generated upon approval
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Confirmation - Participation confirmation after payment
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Badge Template - Layout for participant name badges
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Booth Card - Information sheet with booth details
Step 9: Email Templates
Customize automatic emails:
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Application Confirmation - Email sent immediately after application receipt
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Approval - Email upon approval with portal access credentials
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Rejection - Email upon application rejection
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Payment Confirmation - Email after successful payment
Step 10: Publish Event
Review all settings and publish the event:
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Preview - View the public event page before publishing
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Test Application - Go through the application process as a test applicant
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Set Status to "Active" - Set the event status to "Active" to publish
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Share Link - Copy the public link for marketing and communication
Event Management
After creation, these functions are available:
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Edit Event - All settings can be adjusted at any time
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Copy Event - Creates a complete copy as a template for follow-up events
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Archive Event - Move past events to archive (remains accessible)
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Delete Event - Only possible if no applications/participants exist (Super Admin required)
Statistics and Reporting
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Application Overview - Status of all received applications
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Participant Statistics - Count by categories and status
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Revenue Overview - Invoice volume and payment status
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Export - Export all event data as Excel or CSV
Tips
- Copy an existing event to save setup time - all settings are copied
- The event key cannot be changed after creation - choose a meaningful, short key
- Always test the application form yourself before publishing
- Use the preview function to check the public page
- Set up email templates before event launch so automatic notifications work
Notes
- Archived events can be restored at any time
- Changes to the application period take effect immediately on the public site
- All event changes are documented in the activity log
- For multi-day events, you should maintain opening hours per day individually