Services
Professional+Offer additional services that participants can order via the portal.
Available in
| Resource | Starter | Professional | Business | Enterprise |
|---|---|---|---|---|
| Services | 0 | 20 | 50 | Unlimited |
| Service Categories | 0 | 10 | 20 | Unlimited |
The services module enables you to create a service catalog that participants can browse and order from. Services are tracked from order to fulfillment and billing.
Service Order Workflow
Complete order lifecycle:
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1. Admin Creates Catalog - Define services with prices, units, and descriptions
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2. Enable for Event - Select which services are available for each event with optional price overrides
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3. Set Deadlines - Configure order deadline and early bird pricing period
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4. Participant Browses - Participant views available services in portal, organized by category
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5. Adds to Cart - Participant adds services to shopping cart with quantities
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6. Submits Order - Participant converts cart to order. Status: "Submitted"
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7. Admin Confirms - Admin reviews and confirms order. Status: "Confirmed"
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8. Items Fulfilled - Each item tracked individually: Pending → In Progress → Completed
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9. Order Completed - When all items fulfilled, order status: "Completed"
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10. Invoiced - Service costs added to participant invoice
Service Order Statuses
Order-level status tracking:
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Submitted - Participant has placed the order. Awaiting admin confirmation
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Confirmed - Admin approved the order. Services will be provided
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Cancelled - Order was cancelled (by admin or participant)
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Completed - All items have been delivered/fulfilled
Item Fulfillment Statuses
Per-item delivery tracking:
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Pending - Item not yet started. Initial status after order confirmation
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In Progress - Work has begun (e.g., furniture being set up)
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Completed - Item has been delivered/performed
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Cancelled - Individual item was cancelled (rest of order continues)
Creating Services
Define your service catalog:
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Service Name - Clear name (e.g., "Additional Power Connection 16A")
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Description - Detailed description of what's included
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Base Price - Standard price before event-specific overrides
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Unit Type - Piece, Day, Hour, Square Meter, Meter, kW, etc.
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Tax Rate - Applicable VAT rate (19%, 7%, or 0%)
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Category - Group services (Electricity, Furniture, Catering, etc.)
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Min/Max Quantity - Set order limits per participant
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Lead Time - Days needed before event to fulfill this service
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Requires Specification - If participant must provide additional details (e.g., food allergies)
Event-Specific Configuration
Customize services per event:
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Enable/Disable - Select which services are available for each event
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Price Override - Set event-specific pricing different from base price
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Early Bird Price - Discounted price for orders before early bird deadline
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Early Bird Deadline - Date until early bird pricing applies
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Order Deadline - Last date participants can order this service
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Inventory Limit - Maximum total quantity available for this event
Managing Orders
Processing incoming orders:
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Order List - View all orders filterable by status, event, participant
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Order Detail - See all items, quantities, prices, and specifications
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Confirm Order - Approve the order for fulfillment
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Reject Order - Decline with reason (e.g., sold out)
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Update Fulfillment - Mark items as in progress or completed
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Add to Invoice - Generate invoice line items from confirmed order
Service Categories
Organize your catalog:
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Create Categories - Group related services (Technical, Furniture, Catering)
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Category Order - Set display order in participant portal
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Category Icons - Optional icons for visual identification
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Category Description - Help text shown to participants
Tips
- Set order deadlines well before the event to allow time for fulfillment
- Use early bird pricing to encourage early orders and better planning
- Group related services into categories for easier navigation
- Track fulfillment at item level for complex orders
- Export service orders to coordinate with suppliers and contractors
- Common services: Power, WiFi, Furniture, Signage, Catering, Parking, Storage
Notes
- Participants can only order services for events they are registered for
- Cancelled orders should be handled with care if already invoiced
- Inventory tracking prevents overbooking of limited services
- The shopping cart persists across sessions until submitted
- Service prices can include tax or be shown as net prices (configurable)