Learning centre

Training

Learn more about features and system basic.

Event Guides

Setting up a Basic Event

Setting up a Registration Event

Setting up a Tabled Event

Setting up to Sell Merchandise


Functions

Welcome to the learning centre

Extending the Booking Time

Cloning an Event

Recycling an Event

Promotional Codes Overview    

Different Levels of Access   

Tracking Overview   

Locking Your Bank Account

Data Collection Fields Overview   

Gatekeeper Scanning   

Seating Plans Overview   

Sample Buttons

Finding the Event URL

Follow up Emails   

Working with Tickets   

Creating a Tax Invoice

Terms and Conditions

Introducing TryBooking to your Community

Gift Certificates Overview   

Waitlists

Donations

Event Homepage

Session Times Overview   

Using Headers

Changing to Daylight Savings Time

Finding a Booking

Refund Overview   

Sections Overview   

Data Collection Templates

When running a number of events, all using the same or similar data collection questions, having Data Collection Templates defined will streamline and speed up your creating process. As an added bonus, it will bring consistency to your events.

Data Collection templates can be created from Configuration. You may create a series of templates, catering for different needs such as:

  • Once per Booking questions for dinner groups
  • Once per Booking for parental permissions
  • per Attendee questions for dinners
  • per Attendee data for registrations
  • per Attendee data for alumni functions
  • per Attendee data for merchandising

 

Adding data collection templates to your event

From data collection on your event (Manage Events), select the applicable Once per Booking or Attendee tab. From here use the Import Template button to select the template you wish to add.  
 

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TIP:  To build a form, you may add one template for say participant and then another for medical. Once imported, you can then remove or add additional fields to your event without affecting the existing template or other events.

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