Overview
Introduction to the administration area and key features.
The PlanDocket administration area provides all the tools for professional management of your events. This documentation guides you through all features and workflows.
Main Areas
The admin area is organized into the following main sections:
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Dashboard - Overview of current activities and key metrics
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Events - Management of all events and trade shows
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Contacts - Central contact and company database
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Participants - Management of event participations
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Applications - Processing incoming applications
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Invoices - Invoice creation and payment management
Advanced Features
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Documents - Templates and automatic document generation
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Booths & Floor Plans - Interactive booth management
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Services - Additional services and orders
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Tasks - Task management for your team
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CMS - Content for the public website (with AI page generation)
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Trash - View and restore deleted items (events, contacts, applications, participants, tasks)
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AI Features - AI-powered page generation, document templates, formulas, and onboarding
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Accounting - DATEV, Lexoffice, SevDesk, QuickBooks, Xero, and e-invoices (XRechnung, ZUGFeRD)
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Bulk Operations - Edit multiple records simultaneously with undo capability
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Settings - System and tenant configuration
Tips
- Use the dashboard for a quick overview of pending tasks
- The keyboard shortcut Ctrl+K opens the quick search
- All lists can be filtered, sorted, and exported