For organisers

Event Manager Guide

Use the front-end dashboard to manage your own events without entering WordPress administration.

Events Plus 0.3.302

Set up your account

  1. Open the site login page and sign in.
  2. Open Profile and check your first name, last name, email, phone, city, country, language, and currency.
  3. If you are a normal attendee account, select Request Event Manager Access and wait for administrator approval.
  4. After approval, open My Events.
  5. Open My Settings and add only the services you will use: Stripe, PayPal, Airtable, or Mailchimp.
Protect service credentials. Stripe secret keys, PayPal secrets, Airtable tokens, and Mailchimp keys grant account access. Never place them in event descriptions or support screenshots.

Understand My Events

The table shows event name, location, date, status, and attendee count. Each row can provide:

  • Edit: change the event.
  • Duplicate: make a copy for a similar future event.
  • Attendees: view, export, email, or remove attendees.
  • Check In: open the check-in screen and staff scanner.
  • Transactions: view successful plugin-recorded payments for paid events.
  • Stats: view page views, booking activity, attendance, and check-in results.
  • Email: email all event attendees.
  • Delete: permanently remove the event after confirmation. Export records first.

Recommended event workflow

  1. Select Create Event.
  2. Choose the correct event type first so its template can prefill the form.
  3. Complete every tab and use Preview before saving.
  4. Save as Draft while information is incomplete.
  5. Test the public event page, form, email, ticket, and any payment in a safe test configuration.
  6. Change Event Status to Published when ready.
  7. Monitor attendee counts and messages from My Events.
  8. Avoid changing event dates, price basis, or application structure after real bookings without communicating clearly to attendees.

For repeated events, duplicate a proven event and then carefully update title, dates, sales window, venue, price, images, reminders, and integration destinations.

Manage attendees

  1. From My Events, select Attendees.
  2. Review names, email, phone, selected days, application information, type, and status.
  3. Use Export CSV for spreadsheet work or the PDF option for a printable list.
  4. Use Email for one message to all current attendees. Keep urgent changes short and specific.
  5. Remove an attendee only when authorised; deletion affects the event record but does not automatically refund an external payment.
  6. For refunds, process the refund in Stripe or PayPal and keep an operational note outside Events Plus if required.

Monitor performance

Stats includes page views, booking-section clicks, bookings, tickets, form completions, organiser messages, map clicks, ticket mix, confirmation/check-in rates, attendance by day, and recent check-in activity. Use the funnel to find where visitors stop progressing.

Transactions shows payer, attendee count, provider, transaction reference, quantity, price, total, currency, and status. Export or print it for reconciliation.

After the event

  • Complete check-in and review attendance totals.
  • Export attendee and transaction records required by your organisation.
  • Handle refunds in the payment provider.
  • Review statistics and record lessons for the next event.
  • Do not duplicate an old event without checking all dates, venue concealment, payment mode, and integrations.
  • Apply your organisation’s retention policy to downloaded personal data.