Learning centre

Learning Centre

Learn more about features and system basic.

Welcome to the learning centre


Create

Setting up a Basic Event

Setting up a Registration Event

Setting up a Tabled Event

Setting up to Sell Merchandise

Cloning an Event

Recycling an Event

Homepage and Images

Seating Plans Overview   


Customise

Session Times Overview   

Extending the Booking Time

Working with Tickets   

Data Collection Fields Overview   

Using Headers

Sections Overview   

Free Events Overview   

Waitlists

Donations

Creating a Tax Invoice

Terms and Conditions

Follow up Emails   

Gift Certificates Overview   


Promote

Promotional Codes Overview    

Sample Buttons

Finding the Event URL


Manage

Different Levels of Access   

Locking Your Bank Account

Introducing TryBooking to your Community

Finding a Booking

Move a Booking

Refund Overview   

Email Buyers

Changing to Daylight Savings Time


Run

Gatekeeper Scanning   


Report

Reporting Overview

Tracking Overview   


Integrate

Integrations   

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 an email login for the main account administrator, basic user access or for another organisation's login for TryBooking.

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