Learning centre

Learning Centre

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

Free Events Overview   

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   

Different Levels of Access

With each account you can define different levels of users, providing added security over your funds and patron privacy. There are 3 different levels that can be defined.

1.  Main Account Administrator

The email / password used at the time of creating the account will have access to all areas of your TryBooking account, and is known as the Main Account Administrator login. This person will have access to change your email login, password, add bank details and perform refunds and bank transfers.

2.  Basic Account User Access

A Basic User can work TryBooking but has limited access to all features. With this access they can setup and edit events, make, move and find bookings and run reports. However, they cannot access the areas that allow for changing account details, such as email login and password, or make edits to the bank account, perform fund transfers and refunds.  Basic user is great for when you need a colleague to assist you but need that reassurance that items such as logins and bank files cannot be touched and remain undisclosed. You can define multiple basic users with control over adding or removing access.  We DO NOT recommend providing Basic User access to people external to your organisation who may be only interested in one event, please consider Producers Access for this cases. To set up, see Configuration and Basic Access User. 

3.  Producers Access

When working with external groups to your office, being able to provide them access to some reports can be ideal so they can monitor sales and push their event along.  If you manage multiple events, Producers Access restricts the user to the read only reports on a particular event.


If you are sharing Main Account Administrator access, adding protection on your system can be added by locking your bank account.

TIP:  Each email login for TryBooking, needs to be unique, no matter whether it's a email login for the main account administrator, basic user access or for another organisations login for TryBooking.

< PREVIOUS      NEXT >