PlanDocket

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:

  • Event Name - The full name of your event (e.g., "Spring Trade Show 2026")
  • 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!
  • Short Description - Concise description for listings and search results (max. 200 characters)
  • Description - Detailed description with formatting for the public page
  • Event Image - Cover image for the event (recommended: 1200×630px, max. 5MB)

Step 2: Date and Period

Define when the event takes place:

  • Start Date - The first day of the event (required)
  • End Date - The last day of the event. For single-day events, same as start date
  • Opening Hours - Daily opening and closing times. Can be set individually per day
  • Timezone - Default: Europe/Berlin. Relevant for international events

Step 3: Configure Opening Hours

In the "Opening Hours" tab, define detailed schedules:

  • Uniform Times - Set the same opening hours for all days with one click
  • Individual Times - Set different times for each day (e.g., Friday 10am-8pm, Saturday 9am-10pm)
  • Setup Times - Optional: Times for setup before opening
  • Breakdown Times - Optional: Times for breakdown after closing

Step 4: Venue

Enter the event location:

  • Venue Name - Name of the venue (e.g., "Exhibition Hall 1")
  • Address - Full street address
  • Postal Code and City - ZIP code and city name
  • Country - Select from country list
  • GPS Coordinates - Optional for map integration (auto-detected)

Step 5: Application Period

Define when applications are accepted:

  • Application Start - When interested parties can start applying
  • Application End - Until when applications are accepted
  • Early Bird Discount - Optional: End date for discounted registration
  • Allow Applications - Toggle to enable/disable applications completely

Step 6: Assign Categories

Choose which participant categories are available for this event:

  • Enable Categories - Select from predefined categories (e.g., "Standard Exhibitor", "Premium Exhibitor")
  • Quotas - Optional: Limit maximum spots per category
  • Event-Specific Pricing - Category prices can be overridden per event
  • Order - Display order of categories in the application form

Step 7: Configure Form

In the "Form" tab, define the application form:

  • Standard Fields - Company name, contact person, contact details are automatically included
  • Custom Fields - Enable additional fields from templates under Settings → Custom Fields
  • Required Fields - Mark fields as mandatory for the application
  • Field Groups - Group related fields into sections

Step 8: Documents and Templates

Link document templates to the event:

  • Participation Contract - Template for the contract generated upon approval
  • Confirmation - Participation confirmation after payment
  • Badge Template - Layout for participant name badges
  • Booth Card - Information sheet with booth details

Step 9: Email Templates

Customize automatic emails:

  • Application Confirmation - Email sent immediately after application receipt
  • Approval - Email upon approval with portal access credentials
  • Rejection - Email upon application rejection
  • Payment Confirmation - Email after successful payment

Step 10: Publish Event

Review all settings and publish the event:

  • Preview - View the public event page before publishing
  • Test Application - Go through the application process as a test applicant
  • Set Status to "Active" - Set the event status to "Active" to publish
  • Share Link - Copy the public link for marketing and communication

Event Management

After creation, these functions are available:

  • Edit Event - All settings can be adjusted at any time
  • Copy Event - Creates a complete copy as a template for follow-up events
  • Archive Event - Move past events to archive (remains accessible)
  • Delete Event - Only possible if no applications/participants exist (Super Admin required)

Statistics and Reporting

  • Application Overview - Status of all received applications
  • Participant Statistics - Count by categories and status
  • Revenue Overview - Invoice volume and payment status
  • 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
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