Event Espresso version 3 Documentation for Adding a New Event
This guide covers all the options within the Add New Event options page.
It is split into three main segments: Basic Details, Sidebar Options, and Advanced Options. Only the core plugin options are covered here, please see the individual Add On documentation to view what additional functionality they provide.
Unique Event Identifier: This is system generated but is used in other places such as shortcodes.
Event Description: Add a description of your event. You can use the edit box’s tools to format the text and add images, just like a normal WordPress post.
Registration Dates: Add the start and end date for registration. Normally registration ends before the event starts but it can carry over until the event ends. You can set events to Expired when the registration date has gone, in General Settings.
Registration Times: Not a requirement. If set registration is limited to those times.
Event Dates: When your event starts and ends, can be the same day. Required.
Event Times: What times the event starts and finishes.
Qty: (Quantity) This option will only appear if you have turned on the “Use registration limits on time slots?” option in General Settings. It allows you to allocate a number of tickets to a time slot. Experimental feature.
Add Additional Time: Want to add multiple time slots to day? Click the Add Additional Time button and more fields will appear, this can be done multiple times.
Without the WP User Integration (Members) add on, you will just see the Standard pricing system. You can still create multiple prices for each event.
Name 1: The Prices name – this is visible on your website.
Price: The actual price (please include the trailing zeros, e.g. 10.00)
Surcharge: If you need to add an additional cost to the event price, such as a tax, VAT, fuel costs, etc add it here.
Surcharge Type: Determines if the above figure is a percentage of the event price or a figure to add on top of the event price.
Add A Price: Add additional price levels.
Very similar to the standard pricing you can add multiple member prices.
New Event/Quick Overview
If this is just a new event, this box will only contain the Submit New Event button, which saves and publishes the event.
If you are editing an existing event, you will see the Quick Overview information, which consist of the Event start date, the current status of the event, how many attendees are signed up and the attendee limit, and a quick link to email all the attendees of the event.
Attendee limit: cap how many people can attend, leave blank for unlimited.
Allow group registrations?: This means that one person can buy tickets for a group.
Max group registrations: You can cap how many tickets someone can buy in one go.
Additional Attendee Registration Info?: Do you need to collect question information from everyone in a group or just the buyer? If you need everyone’s, select one of the options available here.
Is this an active event?: The default is yes. If set to no, the event becomes unavailable to users and an expiry message is displayed.
Event Status: Public: live and accessible, Waitlist: used as an overflow for limited capacity events, Ongoing:live and accessible, Draft:live and accessible but has a draft warning, Deleted:removed from the site and the event list. It can still be accessed by filtering the dashboard event list for deleted events, it also remains in the database.
Display Description?: Default is yes, if set to no the event description is hidden when viewed from the site.
Display Registration Form?: Default is yes, if set to no the registration form is hidden when viewed from the site. Useful when using the Multiple Event Registration add on.
Default Payment Status for Event: If set to anything other than No Change the payments will be set to the appropriate status no matter whether payment has been received or not. Settings are – No Change, Incomplete, Pending, Completed
Alternative Registration Page (optional): Allows you to set an alternative page that the user is directed to when they click on the event, or visit the event registration page directly.
Add a featured image to your event. This is primarily used in the Calendar display if the option to allow images has been turned on. From Event Espresso version 3.1.29 onwards, the Featured image will also display in the event listings page and on the event registration page (individual event page) so long as it is turned on in the Template Settings options.
If you have created Event Categories, you can select which ones the event belongs to. This allows you to list events by category, like you would with normal WordPress posts. The Manage Categories link takes you to the Event Categories setting page.
Here you can set basic discounts for your event
Early Registration Discount: This is an Early Bird discount, so if a customer registers before a certain date they get a discount applied to their purchase. Only one Early Bird discount can be set per event.
End Date: This is the date when the promotion ends. So if you set this as 1st October, then a customer visiting the site at the start of 1st October (00:00) would not get the discount.
Amount: The discount amount.
Percentage: Is the above figure a percentage or full figure?
Allow Discount Codes?: If you have created discount codes via the Promotional Codes options page, you can allow this event to make use of them. Simply tick the boxes next to the promotional codes listed.
Event Questions for Primary Attendee
Event Questions for Additional Attendees
Choose which question groups are shown for Additional Attendees (group bookings). Note that Personal Information is always required. However, the Additional Attendee question groups do not have to be the same as the Primary Attendees question groups.
Additional Event/Venue Information
This section allows you to attach a venue to the event, the details of which can be displayed on both the event registration page, and ticket.
Select from Venue Manager list: Choose from a pre created venue, see the Venue Manager documentation for details.
This information can be used to add non physical locations, such as for webinars, live chat discussions, online gaming etc
Phone: Phone number of a contact
URL of Event: The web address of the event
Exactly like standard WordPress meta fields, these boxes allow you to add custom information to your events and used in templates and custom pages.
This extra information can also be displayed in your event listings or registration pages via shortcodes.
The Shortcodes take the form of:
<code>[EE_META type="event_meta" name="my_meta_key"]</code>
The name parameter is the the first box labeled ‘Key‘ and allows the shortcode to identify which meta box is to be displayed; the ‘Value‘ is the actual content you wish to be shown.
If you are using custom templates (moved to the uploads folder) you can add the shortcode directly to the template, this would take the form of:
<code><?php echo do_shortcode('[EE_META type="event_meta" name="my_meta_key"]'); ?></code>
This section allows you to over rule the default confirmation email on a per event basis.
Send custom confirmation emails for this event?: This must be changed to Yes if you want to over ride the default confirmation email for this event.
Use a pre-existing email?: If you have defined an email in the Email Manager screen you can choose one of those pre-defined emails here. If the option states “No Results” you have not created any emails yet
Create a custom email: If you have not already defined an email you can create a custom email directly in the event.
Create a Post
This section allows you to create (or remove) an additional Post or Custom post related to the event. Creating a Post for the event can be very useful, as the events are outside of the normal WordPress loop, so they will not show up in your blog or other feed. By creating a Post, which is in effect a duplicate of the event, you can insert this information into your blog or feed.
Add/Update post for this event?: If changed to Yes, a post will be created when the event is saved or updated.
If no, delete current post?: Once a Post has been created, you can delete it by changing the above option to No and selecting the tick box for this option and updating the event.
Author: Select an author for the post if the site has more than one author. Default is admin
Tags: Add tags to the post, these are the same as the standard WordPress tags and will add to that list. Comma separated.
Post Categories: Select or add a new category for the Post. These are standard WordPress categories and are separate from Event Categories.
Event Espresso version 4 Documentation for Adding a New Event(In Progress)
Add New Event
In order to add a new event you need to click the Add New Event button in the Events menu.
This will take you to the Add New Event page.
This page contains 4 tabs: Add Event, Overview, Import and Default settings.
Please note that if you click anything other than the Add Event tab, you will be taken away from that page and any data entered will be lost.
Event Title – add a title for the event, this is visible on the front end
Permalink – add a custom permalink for the event, if nothing is entered, it will use the event title.
Event Description – this is a standard WordPress editor and you can add a description and format it as well as add images etc.
Dates & Times – add in the start and end dates for the event and the registration period.
Event Pricing – add one or more prices for the event; click the Add New Event Price button to get started.
Type – Four options are available for the type of pricing
Event Price – a basic price
Member % Discount – a discounted price for members (logged in users)
Early Bird % Discount – a discounted price that is triggered by dates
Surcharge – a tax or additional fee
Name – The name that site visitors will see for this Price.
Description – An internal description for your benefit
Amount – The monetary or percentage amount
Triggered by Date – If set to yes, then the pricing will be subject to dates
Start Date – If the Triggered by Date option has been set, this is the date that pricing will become active
End Date – If the Triggered by Date option has been set this is the date that the price will expire. Please note, if you set the date to January 31st for example, the price will expire at 00:01 January 31st, so the beginning of that day.
Active – is this price in use? If so it will be displayed on the site, if not it will not be displayed.
When a price has been saved, its basic details will be shown. Next to those are two icons: The Cog icon will allow you to edit the price; the Trashcan/Bin icon will delete the price.
The Venue Manager is not available in the “decaffeinated” version of Event Espresso 4.X
Here you can add details of where the event will be held, which will be displayed on the event registration page, and you can even add a Google Map to help visitors find the location.
- Title – name of the location
- Website – website for the location if it differs from your own
- Phone – locations telephone number
- Image – add a URL to an image to add a logo, picture of the building, staff etc.
This is the address details of the location
If the location isn’t actually a building or physical place, you can still show information regarding it.
Phone – your contact telephone number
URL of Event – the website, hangout, chat room location
Call in number – a specific number to be used to contact you during the event.
Google Map Link (for email) – details coming soon
Enable event address in Google Maps?
If this is set to Yes, then a Google map is also shown on the registration page. Click here to see documentation about the different options for Google Maps.
This area controls how emails are dealt with on an event specific basis. If you don’t need to control the individual events emails, and are happy to use the same ones across all your events, you can happily ignore this section.
There are 3 main emails for the event:
this is sent when payment has been made
This is sent after the user registers regardless of payment status (see the Settings section for an override option) LINK
Resend Registration Email
This is sent via the Attendee Overview section LINK
By default the event will use the emails created in the Messages area LINK, but you can swap these to a custom email by clicking the Switch to Custom Templates button.
When you do this, a pop up will appear and you can create the custom email. This email will only be useable by this particular event and cannot be allocated to another event.
Event Registration Options
These control important aspects of the event.
Event is Active
Yes/No. If set to no, the event will display a message that it is not yet open.
The status of the event, the default is Public. See here for a definition of the event status (LINK TO GLOSSARY)
The maximum number of people that can register for the event.
Allow group registrations?
Allow more than one person to be registered simultaneously.
Max Group Registrants
the maximum group size that can be registered in one go.
Additional Attendee Registration info?
Three options available here:
- No info required – the additional attendees are not set up, they are just anonymous tickets attached to the Primary Attendees account.
- Personal Information Only – Just the attendees first and last name as well as email address are required. This is separate to what questions the Primary Attendee is asked.
- Full Registration Information – Every question that is selected in the Questions for Additional Attendees box is asked for each additional attendee.
Default Payment Status
There are three options here, with No Change being the default:
- No Change – uses the default site settings, typically this is incomplete if payment doesn’t go through or completed if it does
- Pending – force all registrations (for this event) to be set as pending regardless of payment success/failure.
- Approved – force all registrations (for this event) to be set as approved regardless of payment status
Show the event description or not.
Display Registration Form
Show the registration form or not. This can be useful to set to no in certain situations, such as when using the Add to Cart shortcode (LINK).
Alternate Registration Page
Takes a URL to a different event. If this is set when the user clicks the link to go to this events registration page, they will be redirected to the alternative URL.
Questions for Primary Attendee
Here you can select which question groups LINK are shown to the Primary Attendee upon registration. The default Personal Information question group is always selected.
If you have any other question groups created they will show here, and you can select them as necessary.
Questions for Additional Attendees
Just like the questions for the Primary Attendee, here you can select question groups to be shown to the Additional Attendees. These questions are over ruled by the Additional Attendee Registration info? Option above, so even if you select all the question groups here, if the Additional Attendee Registration info? Option is set not to show them, then the will not appear in the registration form.
Event categories help you to split up your events into manageable groups. If you have any event categories created you can select them here.