How Event Managr works

15 guides7 reference tables

About Event Managr

Getting started
Signing up, what a new Event Managr account arrives with, and the shortest path from an empty account to a booking you can load a van from.
Plans, trials and billing
How the Event Managr trial works, what each plan includes, and exactly what a lapsed subscription does and does not take away.

The dashboard
What today asks of you, gathered on one screen: what is going out, what is due back, what is overdue, and anything short.

Taking a booking
How a booking reserves stock across a date range in Event Managr, how availability is worked out, and what happens when you promise more than you own.
Loading out and counting back in
How Event Managr records what actually left the building against what was booked, and how the four figures on a return reconcile.

Customer records
Contacts, venues, customer types and history in Event Managr — and how to archive or merge a record without losing anything.

Run sheets and planning
How Event Managr holds the schedule for a job — timed run-sheet lines, dated tasks and an undated backlog — and who on your team can write one and who can tick it off.

Dispatch and runs
How Event Managr schedules a delivery and its collection, what counts as a vehicle clash, and why a hired-in truck never clashes.

Inventory and stock
How Event Managr counts rental stock in bulk, what each of the seven figures on an item means, and where an item lives in the building.
Running a stock count
How a stock count works in Event Managr: the floor counts on a phone, a manager accepts, and the difference becomes an adjustment with a name on it.

Purchase orders and vendors
How Event Managr records what you buy — stock, consumables, sub-hire and repairs — and why signing for a delivery is a separate step from taking it into stock.

Quotes, invoices and payments
Quote, invoice, payment, receipt — how each Event Managr document is built from the one before it, and what a document freezes at the moment you issue it.

The audit log
Every quantity change in the business with a name and a time against it, and what the audit log is and is not for.

Reports
The questions Event Managr's reports answer, how to set the period they cover, and how to get the figures out as a spreadsheet or a printed sheet.

Settings, staff and roles
What lives on each settings tab in Event Managr, how roles are composed, and how to export or delete everything.

Permissions reference
The full list of permissions a role can be given in Event Managr, grouped the way the role editor groups them, with the screens each one opens.
Plans and limits
Seats, item limits and the features each Event Managr plan carries, straight from the price list the app enforces.
Screens and what they need
The sections of Event Managr, the permission each one needs, and the plan each one comes with.
Units reference
Every unit Event Managr offers on an item, how it is written in the singular and the plural, and the short form printed beside a quantity.
Currencies reference
Every currency Event Managr will price, invoice and take payment in, with the symbol and the number of decimal places each one uses.
Booking statuses
The five booking statuses in Event Managr and the moves allowed between them.
Customer types
The six customer types in Event Managr, and why the list is closed rather than free text.