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Learning Centre

Welcome to the TryBooking Learning Centre. This is the place to find useful resources and helpful information while you are using your Trybooking account. Explore by category or search for what you need. Start expanding your knowledge and don’t forget to share your feedback.

  • Getting Started

    • Coronavirus / Covid-19 assistance for event organisers
    • How to create an event
    • Creating an online event
    • Setting up tabled events
    • Setting up a registration event
    • Setting up to sell merchandise
    • Free events
    • Setting up your event for timed entry with a restricted capacity
    • Setting up an event with allocated seating and social distancing
    • Clone or Re-Use an event
    • Creating seating plans
    • Venue templates
    • Homepage template
    • Custom Form templates
    • Dashboard
    • Manage Events Overview
  • Customise Event

    • Homepage and images
    • Inserting a video on to the Homepage
    • Session times
    • Custom Forms (Previously Data Collection)
    • Custom Forms: Sub-questions
    • Terms and conditions
    • Waitlists
    • Sections
    • Limits, capacities and ​availability
    • Donations
    • Using headers
    • Selling merchandise alongside a seated event
    • Using tags in text editors
    • Hide ticket availability
    • Disable tickets being issued
    • Providing a floor plan to the customer
    • Adding emojis to the event name and description ✋😀💃
  • Tickets & Discounts

    • Setting up ticket prices and pricing groups
    • Family and group tickets
    • Early bird discounts and staggered pricing
    • Hidden tickets
    • Promotion codes and discounts
    • Staff tickets and VIP promotions
    • Pricing Group Templates
    • Ticket style design and customisation
  • Edit an Event

    • Converting a Space or Seated event to a Tabled event
    • Display Session Times in a calendar during booking
    • Socially distanced reserved seating plans - blocked seats
    • Postponing or rescheduling your event
    • Edit event name and/or description
    • Event organiser contact details
    • Edit the Booking Dates on your event
    • Cancelling an event or session time
    • Deleting, closing and archiving events
    • Reserving seats on a seating plan
    • Changing an event from allocated seating to general admission
  • Promote & Share

    • QR codes for your event URLs
    • Introducing TryBooking to your community
    • Set an event to private and password protect
    • Direct links/URLs for your event
    • Widgets
    • Event listing page
    • Event listing URL
    • Promote and share
    • Marketing resources and buttons
  • Manage Bookings

    • Recording offline payments (eg. Cash, invoice, bank transfer etc)
    • Finding a booking and resending tickets
    • Resend Tickets Widget
    • Move a booking
    • Edit a booking
    • Refunding and voiding bookings
    • Booking notifications
    • Follow Up Email
    • Email Buyers
    • Quicksale
  • Reporting

    • Attendee List Report
    • Create a Custom Report (Export Data)
    • Reporting
    • Tracking
    • Exporting reports to Excel, Numbers or Sheets
  • Scanning Tickets

    • Mobile scanning app
    • Best practise for managing entry with scanning
  • Account Settings

    • Account Settings
    • Changing the Account Owner
    • Passing on or absorbing TryBooking fees
    • Repayments to your TryBooking Account
    • Credit card display name
    • Setting up a bank account and accessing funds
    • Unable to add or edit a bank account
    • Locking your bank account
    • Link to your Stripe Connect account
    • Time zones and daylight savings time
  • User Settings

    • Setting up and managing Team Members
    • Accessing multiple accounts from a single username
    • Update your username and password
    • 3rd Party Logins
    • Second Factor Authentication
    • Resetting your account password
  • Gift certificates

    • Issuing gift certificates as event credit to your ticket buyers
    • Creating gift certificates
    • Gift certificate styles
    • Promotion codes for gift certificates
    • Gift certificate notifications
    • Editing issued gift certificates
    • Refunding gift certificates
  • Integrations

    • Integrations
    • TryBooking API
    • Xero integration
    • Salesforce Integration
    • Schoolbox
    • Notify URL
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