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    In Eventbuizz, registration forms refer to the digital forms that attendees fill out to register for an event. These forms typically collect information such as the attendee’s name, contact details, company or organization affiliation, job title, and any other relevant information required by the event organizer. Registration forms help organizers manage attendee data effectively and streamline the registration process for events hosted on the Eventbuizz platform.

    • In Eventbuizz, an order list typically refers to a list of orders placed by users for various services or products related to an event. This list may include details such as the order ID, the name of the user who placed the order, the items or services ordered, quantities, prices, payment status, and any other relevant information pertaining to the orders made through the Eventbuizz platform. This feature helps event organizers and administrators keep track of all transactions and manage the logistics of fulfilling orders efficiently.

      • Order status: Users can filter orders based on their status, such as pending, processing, completed, cancelled, or cancelled without credit note.
      • Payment status: Users can filter orders based on their payment status, such as received or pending.
      • Payment types: The “Payment Type” filter users with a list of different payment methods or types available. Common payment types might include Public, Private, Invoice and Card.
      • Date range: Users can filter orders based on the date range in which they were placed or processed. This allows users to narrow down orders to a specific time frame, such as today, this week, this month, or a custom date range.
      • Registration form: This filter list all the orders based on “Form type”.
      • Order and payment stats: By clicking on stats icon, you can efficiently monitor orders and track payment activities

      Order Number:

      In Eventbuizz, the “order number” refers to a unique identifier assigned to each transaction or purchase made within the platform. It serves as a reference number that helps organizers and attendees track and manage their orders. The order number is typically generated automatically by the Eventbuizz system when an order is placed, and it remains associated with that specific transaction throughout its lifecycle.

      We can sort order #, date, amount, order status and payment status in ascending and descending order by clicking on arrows.

      Order status:

      In Eventbuizz, the order status refers to the current state or condition of an order placed by an attendee. This status typically includes stages “completed,” or “cancelled,” indicating the progress of the order through the system. Users can track their orders and monitor their status to stay informed about the progress of their purchases or registrations within the Eventbuizz platform.

      Here, Organizer can cancel an order any time – just click on completed to cancel an order.

      Payment status:

      In Eventbuizz, the payment status refers to the state or condition of a payment associated with an order or transaction within the platform. This status indicates whether the payment has been successfully processed, is pending, or has encountered any issues.

      • Pending: The payment is awaiting processing or needs confirmation. This status typically occurs when the payment method is public or invoice, Once the payment is done by an attendee it requires manual verification.
      • Received: When the payment method is card, the order has been successfully processed, and the transaction is complete.

      Payment Type:

      The “Payment type” refers to the method or mode of payment used by a user to complete a transaction within the platform.  Common payment types in Eventbuizz may include credit/debit card, Public (EAN) or invoice. If the payment is received, the payment icons will turn green.

      Click on the icon, you can archive and cancel order from there.

      We have following export options Export, Export single entries and Tools.

      The major difference between export and single entries is:

      • In Export: all orders, billing items, or any form of data are displayed separately in separate sheets.
      • In Export single entries: In exports, we view the complete information of attendees and all sub-registrations on the same sheet.

      Tools

      In tools we have following options:

      Send reminder for invoices

      Send reminder invoices allows the system to send reminders to attendees who have outstanding invoices or payments due for their event participation. This feature can help event organizers to prompt attendees to settle their financial obligations before the event or within a specified timeframe. It helps streamline the payment process and ensures that all financial transactions related to the event are completed in a timely manner.

      Export today orders

      This export enables event organizers to quickly generate a report or file containing information about orders that were made specifically on the current day. 

      Resend confirmations

      Event organizers can resend confirmation emails to attendees or participants who have registered for an event. These confirmation emails typically contain important details such as event date, time, location, registration information, and any other relevant instructions or materials.

      Make all payment received

      Event organizers can mark all pending payments associated with an event as received in the system at once.

    • Order history is a complete change log of your orders. It contains orders, credit notes logs. 

    • Archive Order feature likely refers to the ability to move completed or inactive orders to an archive or storage area within the system.

      When an order is archived, it means that it is no longer actively displayed in the main order list interface but is still accessible for reference or historical purposes. This feature helps keep the order management interface organized by removing completed or older orders from the primary view without deleting them entirely from the system.

    • It is now possible to have a quick overview of your registration statistics without having to export a csv file first. You find the statistics under Registration form >  Registration statistics.

      Registration – how many was invited, who declined and how many still haven’t responded.

      Attendee list – how many in total are on the attendee list and how many of them have registered through the registration site. If you have assigned Speakers or Contact persons to your event you know that they appear on your attendee list. Here you can have a quick overview of how many there are.

      Voucher – how many vouchers have been applied and if you click the arrow, you will see the specific vouchers that were applied.

      Billing item/ Registration item – how many items have been chosen by the registered attendees, and if you click the arrow you will see the specific items.

    • Forms used to collect attendee information during the registration process for an event. This may include personal details, contact information, preferences, and any other relevant data required for event participation.

      Manage Form Types

      Manage form types is a feature that allows event organizers or administrators to customize and organize different types of forms used within the platform. 

      Add name of the form type. you can make it active or default.

      Manage Forms 

      In this section, we handle registration forms. All forms are listed here. You can click on the icon, to enable/disable it or set any form as the default option.

      Upon clicking the “Add” button, A dropdown menu will appear showing all the form types that you have added in your managed forms. After selecting a form type from the dropdown, a separate registration form will be created, which can be used for the registration process.

      Once the form has been enabled, It will appear under Registration forms > forms section.

      Manage Package

      In this section you can manage your registration and price packages, with or without prices. These are only displayed if you have multiple participant types, each of which has its own registration form.

    • Payment fields refer to the sections or forms where attendees can input their payment information to purchase tickets or register for events. These fields usually include information such as credit card details, billing address, and any other relevant payment information required to complete the transaction securely. 

      Payment Methods:

      Eventbuizz supports 3 payment methods:

      Card: Card payment allows attendees to use credit or debit cards for instant payment during event registration

      Public: Public payment methods encompass widely-used options like credit/debit cards , ensuring convenience for attendees.

      Invoice: The invoice payment method permits attendees to request invoices for their registration fees, catering to those preferring offline payment or needing invoicing for organizational purposes.

    • Add people from your organization or business partners who want to keep track of the number of people registered for your event. Mark the people who should receive the WEB link/web address. The recipient simply needs to click on the link to get an updated list of participants in excel format. It is a good idea to encourage the recipients to save the link. In that way they can retrieve an updated list themselves as often as they wish.

      Note: This list does not include manually registered participants which are created from Event Center.

    • Registration site settings

      Let’s break down these settings:

      • Type of registration site:
        1. Free Registration: Users can register for the event without any payment.
        2. Billing Registration: Users need to provide billing information during registration, indicating that there might be a cost associated with attending the event.

      NOTE: Once the type of an event is defined, it cannot be changed after orders are placed. If there is a need to change the event type, then all orders associated with that event must be cancelled.

      • Total Tickets: Indicates the total number of tickets available for the event. We can define ticket availability at two levels:
        1. Event level
        2. Form level.

      Once either level reaches its limit, registrations are no longer accepted. This ensures efficient management of ticket availability, preventing overbooking and ensuring a smooth registration process.

      Note: These total ticket count is only available for the order from registration site, it will not include tickets of assigned and imported attendees

      • Cancellation date: The deadline by which users can cancel their registration. 
      • Invoice modification date: Specifies when invoices for registrations can be modified.
      • Activate redirect: This setting might enable or disable automatic redirection after certain actions.
      • URL redirect: Specifies the destination URL for redirection if the ‘Activate redirect’ setting is enabled.
      • Show footer: Determines whether the footer of the registration page is displayed.
      • Disable browser autocomplete on registration flow: Prevents browsers from automatically filling in form fields during the registration process.
      • Registration flow embed link: The “Registration flow embed link” in Eventbuizz allows event organizers to integrate the registration process seamlessly into external websites or webpages.
      • Show your account button on registration success: Option to display a button linking to the user’s account after successful registration.
      • Show your home button on registration success: Option to display a button linking to the event’s homepage after successful registration.

      Registration options

      • Allow to add additional attendee: Permits adding more attendees to an existing registration.
      • Allow to change attendee type: Allows changing the type of attendee during registration.
      • Add to calendar: Enables adding the event to the user’s calendar.
      • Register attendees in group(s) based on attendee type: Groups attendees based on their type during registration.

      Following 2 settings are streamline the attendee in registration process.

      • Auto register: It signs up attendees automatically without anyone needing to do it manually.
      • Prefill registration form: This feature allows event organizers to pre-populate the registration form with known information about the attendees. When attendees access the registration form, fields such as name, email address, company name, or any other relevant details may already be filled in based on information gathered from previous interactions or registration steps.

      When auto register setting is enabled, attendees may be registered automatically based on certain criteria, such as receiving an invitation link.

      Steps to follow auto register and prefill registration form:

      1. You must have a pre-approved list of attendees.
      2. Import all participants for registration invite.
      3. Send them invite with registration site link with {register_link} .
      4. Attendees have to access the registration site through given URL without needing to manually process each registration request.

      Note: The auto register and prefilled registration form settings are applicable only when there are no items and sub-registrations. They are designed to function solely for personal information.

      Edit order settings:
      Adjusts settings related to editing orders, including credit notes.

      • Create and send credit note upon edit to create new invoice without Popup confirmation: Automatically generates and sends a credit note when editing an order.
        • When this setting is off, and you edit an order, a popup will appear asking if you want to create and send a credit note, create only, or do both actions.
        • If the setting is on, no popup will appear,  but the  attendee who placed the order will receive a new email with the invoice attached.


      If you also want to attach the credit note to the Email, you need to enable the “Attach credit note to credit note email” setting in Email notifications settings.

      • Credit note settings: Specifies whether to create and send credit notes, create only, or do both actions.
        • Create and send credit note: This option suggests that after creating the credit note, it will automatically be sent to the immediately. 
        • Create a credit note: This setting only generates the credit note but doesn’t send it. The note is saved within the system, and you can choose to send it later or keep it for records

      Email Notifications

      • Send confirmation email to: Invoices are sent you the primary attendee signing up, If they should be sent to the “contact person” instead or both, you define it here.
      • Attach credit note to credit not email: Includes the credit note as an attachment in the credit note email.
      • Show email of main attendee on invoice: Displays the email address of the main attendee on the invoice.

      • BCC email: When attendees make any changes in order, the email address specified in the BCC email will receive the bookkeeper’s email.

      Invoice

      • Billing type: Should the system create order confirmation or invoices? 
      • Currency: Defines the currency for transactions. Only one currency can be select per event. If you are using “Dankort” as one of your credit card option, then it is mandatory to set the currency to “DKK” according to NETS requirement. Following currencies are available DKK, EUR, USD, NOK, SEK, AUD, CHF, GBP
      • Invoice prefix: Sets a prefix for invoice numbers, e.g., “EV.” It will be printed on the invoice before the invoice number.
      • Invoice number: Specifies the starting number for invoices. Enter a number and the invoice will start from the specific number that has been entered.

       

      NOTE: All invoices created before must be removes (archived) before the invoice numbering will be active. Once the Invoice prefix and number are set and an order is placed, they cannot be changed. To modify them, all orders must be canceled.

      VAT can be applied on Order level and Items level. 

      For Order level VAT,

      • Always apply VAT must be ON to ensures VAT % is applied to all transactions mentioned in the VAT field. 
      • VAT (%): Sets the VAT percentage.

      If Always apply setting is ON, VAT country field will get hide.

      Items level VAT: 
      To use VAT on items, Differentiate VAT on items setting must be ON. 

      • Differentiated VAT on items: Allows for the application of varying Value Added Tax (VAT) rates to different items or services within the billing system. This means that each item or service can have its own specific VAT rate applied, accommodating situations where different products or services may be subject to different tax rates based on regulatory requirements or other factors. You can follow this guide to set up your billing items,
      • VAT country(s): Selects countries where VAT applies.
      • Show item details on invoice/order PDF: This setting determines whether the details of individual items included in the transaction, such as product names, quantities, prices, and subtotal amounts, will be displayed on the generated PDF files for invoices and orders.
      • Enable billing items description: When enabled, users can provide detailed descriptions for each item , enhancing clarity and providing recipients with more information about the items being billed for.

      Hotel Settings

      1. Enable Prices: Enables the prices of hotel on registration site. 
      2. Enable VAT for free registration: Enabling this setting allows applying VAT to free registrations in hotels.

      Payment Gateway 

      Eventbuizz use following payment gateways:

      1. Nets
      2. Pensopay (Quickpay)
      3. Wirecard
      4. Stripe
      5. Bambora
      6. Elavon covnerge 

      Discounts

      • Enable vouchers: Allows for discounts or promotions via voucher codes. If this setting is enabled, this will show voucher on registration site. For more details click,  Vouchers.
      • Use quantity rules: Sets restrictions on ticket sales based on quantity, optimizing and ticketing management. For more details, click Registration items.

    • Select cards that within your agreement with the service provider. These card(s) will be displayed on the registration so the attendee can see which card(s) are valid for payment.

    • Payment terms: outline the conditions under which the payment for the invoice should be made. This includes information about due dates, accepted payment methods, late fees, discounts for early payment, or any other relevant terms and conditions governing the payment process.

      Footer text: allows for customization of the content displayed at the bottom of the invoice. It can include additional information such as contact details, company policies, legal disclaimers, thank you messages, or any other personalized messages deemed necessary by the event organizer.

      Enable Billing Items Description: This setting enables the inclusion of detailed descriptions for billing items on the invoice. It ensures that each line item on the invoice is accompanied by a clear and concise description, providing transparency and clarity regarding the products, services, or fees being charged.

      These sections collectively contribute to creating professional and informative invoices that accurately reflect the details of the event transactions while facilitating clear communication between the event organizer and the recipient of the invoice.

    • To activate FIK and EAN, the event should be billing and billing type must be “Receive Invoice”.

      • Activate print of the FIK on the invoice.
      • Once all the settings are configured, enter your 8 digits customer number.
      • Select the system FIK of types 71 and 73. The system will automatically generates the FIK code based on the type and print this on the invoice under payment terms

    • The cancellation policy in Eventbuizz typically refers to the terms and conditions regarding the cancellation of event registrations or tickets. This policy outlines the rules and procedures that attendees must follow if they wish to cancel their registration and potentially receive a refund.

    • The purchase policy in Eventbuizz outlines the terms and conditions related to purchasing tickets, products, or services offered through the platform. This is required information and should be maintain by the organizer. The default text is just a template for you to customize. 

      The attendee need to accept the policy in order to complete the registration. Click on “Purchase policy” and read your text.