Events¶
Explore the various aspects of the Odoo Events detailed dashboard, and useful settings, that can be utilized to generate and gather valuable data about events (and their attendees), which can then be used to improve decision-making and event-planning.
Create events
Discover how to create events with Odoo.
Sell event tickets
Learn how to create, configure, and sell event tickets.
Track and manage talks
See how to create, track, and manage event tracks with Odoo.
Event templates
Expedite the event-creation process with event templates.
Event tracks
Learn how to create, track, and manage event tracks with Odoo.
Event booths
Create, manage, and sell event booths.
Registration Desk
Instantly grant access to event attendees with Odoo’s Registration Desk feature.
Revenues report
Analyze the financial success of events with Odoo.
Events dashboard¶
When the Events application is opened, Odoo reveals the main Events dashboard, which can be viewed in a number of different ways. Those different view options are accessible from the Events dashboard in the upper-right corner, via a series of view-related icon buttons.
By default, the Events dashboard is displayed in the Kanban view, which is populated with a variety of pipeline stages.
- menu
- Events ‣ Events
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- The Events kanban dashboard with one card per event showing the dates, the number of registered attendees and the progress bar.
- data
- Three demo events in different stages.
- module
- event
- notes
- English UI, light theme, 1440px width.
This view showcases all the events in the database in their respective stages. By default, the stages are: New, Booked, Announced, Ended, and Cancelled.
Note
The Ended and Cancelled stages are folded, by default, and located to the right of the other stages.
On each event card, find the scheduled date of the event, the name of the event, the location, the number of expected Attendees, any scheduled activities related to the event, the status of the event, and the person responsible for the event.
To quickly add a new event to a pipeline, click the (plus) icon at the top of the stage to which the event should be added to reveal a blank Kanban card to fill out.
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- Events ‣ Events ‣ New
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- The inline quick-create card on the Events kanban with the Event Name, Start Date, End Date and Template fields.
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- The quick-create card (red frame).
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- Empty quick-create card.
- module
- event
- notes
- English UI, light theme, 1440px width.
In this blank Kanban card, enter the name of Event, along with the start and end Date and time.
Then, either click Add to add it to the stage and edit it later, or click Edit to add the event to stage and edit its configurations on a separate page.
Each event card can be dragged-and-dropped into any stage on the Kanban pipeline, providing easy organizational access.
Settings¶
To access the event settings and feature options in Odoo Events, navigate to . From here, tick the checkboxes beside the desired settings and/or features, and click Save to activate them.
Events section¶
In the Events section of the Settings page, there are selectable features that can be enabled to add various elements to events created with the Odoo Events application.
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- Events ‣ Configuration ‣ Settings
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- The Events section of the Events settings page with the Schedule & Tracks, Online Exhibitors, Jitsi Server Domain, Community Chat Rooms and Booth Management options.
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- The Events section (red frame).
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- Demo company 'YourCompany'.
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- event
- notes
- English UI, light theme, 1440px width.
The Schedule & Tracks feature allows users to manage and publish a schedule with tracks for events. Tracks is a catch-all term that refers to talks, lectures, demonstrations, presentations, and other similar elements that users may choose to include as part of an event.
When the Schedule & Tracks feature is enabled, two additional fields appear beneath it: Live Broadcast and Event Gamification.
The Live Broadcast feature lets users air tracks online, via a YouTube integration.
The Event Gamification feature lets users share a quiz after any event track, in order for attendees to gauge how much they learned from the track they just saw/heard. Companies can also benefit from this feature, in that the subsequent responses and results of the quizzes can help determine where a company’s strengths and weaknesses are, when it comes to their presentations.
Next, is the Online Exhibitors feature. This feature allows users to display sponsors and exhibitors on event pages, which can serve as a valuable incentive to encourage partners and businesses to participate in the event.
The Jitsi Server Domain field represents an external conferencing service that is integrated with Odoo. It is what is used to create and host virtual conferences, community rooms, and other similar elements for events.
The Community Chat Rooms feature allows users to create virtual conference rooms for event attendees, providing them with a centralized place to meet and discuss anything related to the event.
Lastly, there is the Booth Management feature. This feature provides users with the ability to create and manage event booths and booth reservations. When enabled, users can create different booth tiers, with individual price points, and sell them to interested parties.
Registration section¶
The Registration section of the Settings page provides selectable settings that are directly related to event registration.
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- Events ‣ Configuration ‣ Settings
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- The Registration section of the Events settings page with the Tickets and Online Ticketing options.
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- The Registration section (red frame).
- data
- Demo company 'YourCompany'.
- module
- event
- notes
- English UI, light theme, 1440px width.
The Tickets setting allows users to sell event tickets, via standard sales orders.
The Online Ticketing setting creates a selectable Event Ticket product type on product forms, which provides users with the ability to sell event tickets online, via their website/eCommerce store.
Attendance section¶
In the Attendance section of the Settings page, there is a selectable setting that is directly related to how attendees can attend/enter the event.
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- Events ‣ Configuration ‣ Settings
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- The Attendance section of the Events settings page with the Barcode / Badge option.
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- The Attendance section (red frame).
- data
- Demo company 'YourCompany'.
- module
- event
- notes
- English UI, light theme, 1440px width.
The Use Event Barcode setting, when activated, enables barcode (and QR code) scanning for attendees to enter the event. This provides attendees with quick access, and helps Odoo users easily track, manage, and analyze all event attendees.
The Barcode Nomenclature field, beneath the Use Event Barcode setting, is set to Default Nomenclature, by default, but can be changed at any time.
Event stages¶
The events on the dashboard are organized in stages, which describe where each event stands in its preparation. The default stages are New, Booked, Announced, Ended and Cancelled; they can be renamed, reordered and completed under .
A stage has:
Stage Name and Stage description;
Folded in Kanban: the stage’s column is collapsed on the dashboard, which keeps finished or cancelled events out of the way;
End Stage: events are moved into this stage automatically once they are over;
the three kanban state labels (Red, Green and Grey Kanban Label), which rename the status a user can set on an event card, for example to mark an event as blocked.
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- Events ‣ Configuration ‣ Event Stages
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- The Event Stages list with the default stages, their sequence and the Folded in Kanban and End Stage columns.
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- The End Stage column (red frame).
- data
- The five default event stages.
- module
- event
- notes
- English UI, light theme, 1440px width.
Create events¶
With Odoo Events, events can be manually created from scratch or built off of pre-made templates.
Once launched, the Events application then integrates with the Website app for the front-end promotion and registration of the event for attendees, the Sales app for the purchasing ability of paid tickets, and the CRM application through customizable lead generation rules.
See also
Sell event tickets¶
Create custom ticket tiers (with various price points) for potential event attendees to choose from, directly on the event template form, under the Tickets tab.
Odoo simplifies the ticket-purchasing process by providing plenty of payment method options, as well.
See also
Track and manage talks¶
Discover how to access various event tracks (talks, presentations, etc.), view entire agendas, and learn how attendees can propose talks for the event.
See also
Event templates¶
Learn the process to customize and configure event templates, which can be used to expedite the event-creation process.
See also
Event booths¶
Explore the various ways to create, manage, and sell event booths with the Odoo Events application.
See also
Event tracks¶
Find out how to create, manage, and schedule different experiences (aka Tracks) for events with Odoo.
See also
Registration desk¶
Grant access to event attendees quickly and easily with the Odoo Events Registration Desk feature.
See also
Revenues report¶
Gain invaluable insight into event-related revenues with customizable reports and metrics.
See also